Creating a simple report

This example shows you how to create an Employee Hours Worked report. This report shows the hours worked by each employee during the last seven days, divided by day and time code. This report uses data from the Work namespace of the WFMStandard package.

  1. Follow the steps in Creating a report to create a new report.
  2. Click Pages and then click Report Page.
  3. Click Page design.
  4. Click Toolbox under Insertable objects and then expand Data Container.
  5. Drag the List object to the third block in the right panel of the screen.
    The Object and query name dialog box is displayed.
  6. Specify a name for the list object in the Name field.
  7. Specify a name for the associated query in the Query Name field and then click OK.
  8. Click the Sources tab under Insertable objects.
  9. Add the Full Name query item to the report:
    1. Expand the Ad-hoc Query Layer and then expand the Work namespace.
    2. From the Work namespace, expand the Employee query subject.
    3. Drag the Full Name query item into the list.
      A column is added to the list for the query item.
  10. Repeat step 9 to add these additional query items:
    Namespace > Query Subject > Query Item
    Work > Work Day > Work Date
    Work > Time Code > Time Code Name
    Work > Hour Type > Hour Type
    Work > Work > Hours
    Note: When the Work > Work > Hours query item is added, a summary row is added to the bottom of the list. The summary row totals the Hours column for all rows included in the report results.
  11. To only include data from the past week, drag the In Last Week filter from the Work namespace into the list, and then click OK .
  12. To sort the report in ascending order by Work Date, click inside the header for the Work Date column and then select the appropriate icon from the toolbar and select Sort > Ascending.
  13. Optionally, add the No data contents tab to the list to configure what the report displays when the report returns no data.
    See Adding the No data contents tab.
  14. Add the Employee and Team parameters to the report.
    See Creating the Employee and Team parameters.
  15. Add a prompt for the Employee parameter to a report prompt page.
    See Creating a prompt page for the Employee parameter.
  16. Add a prompt for the Team parameter to a report prompt page.
    See Creating a prompt page for the Team parameter.
  17. Add a title to the report:
    1. Click Pages.
      The Page Explorer pane is displayed.
    2. In the Report pages folder, click Report Page.
    3. Click Page Views > Page design.
    4. Select the Data itemstab and then select the Show propertiesicon.
    5. Select the Text Source Variable property and specify the English locale only.
    6. Double-click Sample Report Template text item, and specify Employee Hours Worked Report and click OK.
    7. Optionally, if the report must support additional languages, you can enter translated text for the report title in other languages.
      See Localizing the report title.
  18. Optionally, add a section to the report page that displays the parameters selected by the user when running the report.
    See Displaying report parameters.
  19. To test the report, select Run options > Run HTML.
  20. Click Save to save the report.
  21. Register the report in the application so that other users can access it.
    See Registering reports.