Modifying an existing core report

This topic outlines how to modify an existing operational report and then customing the report for your business needs. As a best practice, you should not modify and overwrite the core reports that are provided out of the box and you should always save your modified reports in the Custom Reports folder.

This topic uses the Employee Information Report as an example.

To modify an existing report:

  1. Navigate to Birst in your tenant.
  2. Select OP-MT consumer space > Designer.
  3. Click the folder icon on the top to open the exiting reports.
  4. Navigate to Infor Reporting WFM Operational > Time And Attendance > Employee Information Report.
  5. Click Employee Information Report.
  6. Click the folder icon on top and select Save as.
  7. Navigate to shared/Custom Reports.
  8. Specify a unique name for your report and save it.
    Note: Ensure you do not save the report in the Infor Reporting WFM Operational folder as this folder is updated with every release and you may lose your report.
  9. Open the report you saved by navigating to shared/Custom Reports.
  10. In the report settings on the left side of the application, click the + icon to add a label to the title section of the report.
  11. Select the label and there are options in the top toolbar to rename the table, specify the size and specify the font color.
  12. You can add columns by doing this:
    Search in the search columns search bar.
  13. You can also add columns in this way:
    • Click the + icon in header section.
    • Click Add Column.
    • Select the required folders and columns. For example, Default Subject Area > Attribute > Employee_Dim
    • Select the employee_name, Employee_ID, and others.
    • After the report is created, click Results on the top right to check for data.
  14. To sort the report based on any particular column, click the down arrow symbol on the top right corner and enable the columns.
  15. Click the column to display the options for sorting the data.
  16. To create a filter on a column, select the column and click the filter symbol.
  17. Click the + icon to add the filter.
  18. If you click the filter, then you can enter the value to which data has to be filtered. For example, Emp_Id=3.
  19. Click Apply to view the results.

    The report is displayed for Emp_Id=3.