In Report Builder (UKG Learning > Team Workspace > Reporting > Report Builder), every type of report you create has predefined fields. You can edit and delete these fields and change their order to create a report that meets your needs.
Select the Create New Report button to create your report and edit its fields.
- Add field: Select the Choose Field drop-down list and choose the field you want to add. Your field will be located at the end of the field list by default, but you can change the order with a simple drag and drop.
- Delete field: Select the X icon next to the name of the field that you want to delete.
- Change field name: Select the edit (pen and paper) icon in front of the field name, edit the name, and select Save.
- Apply filter (field-level): Select the gear icon next to a field's name to filter the data of your report.
- Date fields: For date fields, you can:
- filter by All/Empty/Not Empty
- filter by a specific period (Ex. from 10/02/2021 to 11/02/2021)
- have a specific date or date & time format
- Date fields: For date fields, you can:
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- String type fields: For string type fields, you can:
- filter by All/Empty/Not Empty
- filter by Contains/Does not contain to find a specific word or exclude one from your search. Note:
If Empty is selected on the top filter, this option will not be available.
- String type fields: For string type fields, you can:
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- Numeric fields: For numeric fields, you can:
- filter by All/Empty/Not Empty
- filter by Equal/Not Equal
- set a specific range (for example, Less Than 10, More Than 5) for the field
Note:
If Empty is selected on the top filter, these options will not be available.
- Numeric fields: For numeric fields, you can:
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- Above Units/Units field: For the Above Units/Units/Above Unit Types fields, you can:
- have the results presented in Comma separated/Comma & Space separated/Space Separated/Multiple Rows
- filter by Contains to find a specific word
- Above Units/Units field: For the Above Units/Units/Above Unit Types fields, you can:
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- Specific Above Unit Type field: For the specific Above Unit Type field you can select the options that are available for the Above Units/Units fields. You can also select if you want the report to include:
- Indirect associations: The field will be populated only if the user is associated with a Unit under an Above Unit of Type A.
- Direct Associations: The field will be populated only if the user is directly associated with an Above Unit of Type A.
- Specific Above Unit Type field: For the specific Above Unit Type field you can select the options that are available for the Above Units/Units fields. You can also select if you want the report to include: