Description: This tutorial teaches how to create custom reports with the new simplified reporting enhancement to ADP workforce in an easy way.
Today I’m going to show you how easy it is to create custom reports with the new simplified reporting enhancement to ADP workforce.
Now you no longer need to be an expert report builder to quickly create the reports, you can create basic columnar reports without using the seven-step report wizard. I’ll build a simple annual salary report to show you how it works.
I’ll access custom reports set up, here’s the new setup, the title of my report is annual salary, you can file the report in a folder. If one has been created, you can also add a description, you can still access the seven-step wizard by selecting advanced columnar from the Advanced Options menu or you can build a form report a data extract or mailing labels which also brings you to the seven-step wizard, those custom reports options still exist.
I’ll start by clicking select fields, here’s the new report building canvas that will make it very easy for you to build your reports, my report will include last name, first name, annual salary and Home Department description.
On the left you see simple categories that replace the reporting subjects files and sections you use today, you will often include certain fields in your reports, for your convenience these fields have been grouped into a predefined commonly used fields category, which you can browse through to select your fields or you can use the search feature.
I’ll search for the name, some fields are grouped into a bundled field as indicated by the field bundle icon, for example when you add an employee name to the report, you need to add more than one field, you can add all the fields with one click and if you don’t need some of the fields in this bundle, you can easily remove them from your report.
I’ll show you how to add fields individually, first I’ll add last name to the report, you will see a preview of your company’s data in the report with this preview, you can tell immediately if you added the correct fields. I’ve added the rest of the fields to the report, notice the list of reports on the bottom of the page, which are similar to the one you are currently building, you can then decide if you want to use one of these existing reports or continue to build your new report.
If the existing report has been previously run, you can see a sample of the report when you point to report, when you point to fields, you can see the fields included in the existing report and add them to your report, if you click the report’s name, you can discard your new report and continue with the existing one. You can also save your work and go to other reports at anytime while you are building yours.
You can go to the seven-step wizard by clicking advanced reporting, everything that you’ve selected is moved to the seven-step wizard. You can create a simple filter right from this page. For this report, I want to see the salary for employees in the marketing and sales departments only, I’ll add the filters for those departments, notice that this operator is for an employee to be included in this report in this field, the employees home department must be either the marketing or sales department depending on the type of field.
Other filtering options may be available, for example, from monetary fields, some of the available operators are shown here, if you need a more advanced filter, you can go to the seven-step wizard directly from here.
I’ve completed building the report, so what do you think of using simplified reporting to build your report? I’ll save and run the report, this is the report output directly, you can apply grouping, for example, Home Department description, the output is now grouped into marketing and sales, you can also easily apply functions to your report output.
I’ll apply the average to annual salary, you can now see the overall annual salary average for the two departments and the annual salary average for each department, finally you can also sort your report. You can do a lot with simplified reporting.
If you have analytics powered by the ADP data cloud, then you also have the ability to analyze your company’s data, you can create a chart from the data in this report. For this report, I want to analyze annual salary, I want to see the average by Home Department.
First, in the analyze field, I’ll select annual salary, next in the as field, I’ll select average, then in the view by field, I’ll select home department description. You can add an additional grouping to further refine your chart, for example you may want to see the average salaries within each department broken down by location or by gender, the options available are based on the fields selected for your report, you can create a column chart, a line chart or a pie chart.
You can export your report depending on what you want, you can choose from different formats, you can export the chart to a PowerPoint, JPG, PNG or PDF file, you can export the data to an Excel spreadsheet, a PDF file or a CSV file, you can export both the chart and data to an Excel spreadsheet or a PDF file.
I hope you enjoy using simplified reporting as much as I’ve enjoyed showing it to you.