Running the Vacation Planning Report

To review submitted vacation preferences and bidding results, run the Vacation Planning Report from Cognos.

  1. In WFM, select My Reports > Vacation Planning Report.
  2. In the Vacation Plan field, specify the vacation plan to report on.
  3. In the Employee ID field, specify the employee to report on, or leave the field blank to include all employees.
  4. In the Team field, specify the team to report on. You can select ALL to include all the Teams in the system.
  5. To include sub-teams, select the Include Sub Teams check box to add to the report.
  6. Select the view to run:
    • Select Summary View to show each employee's selection order, preference rank, duration, preference status, and associated messages, grouped by vacation plan.
    • Select Detail View to show the summary information plus the requested preference dates or date ranges.
  7. In Show Parameters, select Yes to display the parameters in the report.
  8. To export the report, select the output format. It could be either HTML, PDF, or Excel.
    The report is generated in the selected format.
  9. Select Go to run the report.
    The report is displayed in the selected view. You can also select Save your parameter selection to keep the settings for your next Vacation Planning Report.