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.

  1. Select Maintenance > System Administration > Toolkit > Workforce Performance - Query Studio.
  2. Select Infor WFM Packages to view all of the WFM packages available for reporting.
  3. Select the package that you want to use, such as WFMStandard.
    Note: To select another package, you must close the Query Studio and open it again.
  4. Navigate the folders in the package 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.