Creating a report

You can launch Cognos Analytics from the Workforce Management application to create custom reports. Infor provides a template called Sample Report Template with a predefined layout.

  1. Select Maintenance > System Administration > Toolkit > Workforce Performance - Report Authoring.
  2. Click Cancel and dismiss any notifications in the reporting tool.
  3. In the Cognos Analytics menu, select Content.
  4. On the Team content tab, click Custom Reports.
  5. From the action menu from the template, select Edit report.
  6. Follow the prompts as needed.
  7. Click the arrow next to Save and select Save as.
  8. Specify a report name and navigate to a public folder to save the report in.
    Note: Infor has several requirements about where to save new custom reports and core reports that you have modified. New custom reports and modified core reports must be saved in the provided Custom Reports folder and not in the core report folder of Infor WFM Reports. It is especially important that you do not overwrite the existing core reports with your modified reports.
  9. Click Save.