Creating an ad-hoc report

You can use Query Studio to create basic queries and reports. Query Studio displays query results from the application database instantly. This makes it useful for finding information from the database or for planning or troubleshooting custom reports.

After launching Query Studio from WFM, you can access all of the packages used for reporting, such as the WFMStandard package.

  1. Select Maintenance > System Administration > Toolkit > Workforce Performance - Query Studio to open the package selection page in Query Studio.
  2. Select Infor WFM Packages to view all of the WFM packages available for reporting.
  3. Select the package you want to use. For example, WFMStandard.
    Note: To select another package, you will need to close the Query Studio tool and open it again.
  4. Navigate the Ad-Hoc Query Layer folders to find query items that you want to include in the query.
  5. Double-click or drag the query item to the right pane to include it in your query.
    A column is added to the query for the selected query item and displays data from any applicable rows.
  6. Repeat the previous steps to add additional query items to the query.
    Note: By default, new query items are added as columns to the right side of the table. To insert a query item to the left of a column, click the column heading to highlight the column and then insert the query item.
  7. Click Save or Save As to save the report to a public folder.