Report Working Area

Depending on permissions, you can create, edit, and run reports all from the same Report Working Area.

Contents

Field	Description
Title	Click on the report name in the upper right to modify the title.
Column Value Grouping Toggle	Click the Column Value Grouping icon to toggle between combining successive values in a single row, or keeping these values in separate rows.
Refresh Preview	Click the Refresh Preview icon to redraw the report based on changes. You can also set the report to refresh automatically from the Options menu. (Options > Refresh preview automatically).
Sort Ascending or Sort Descending	Click the icon to toggle the sort in ascending or descending order.
Add Grouping/Remove Grouping Toggle	Click the appropriate icon to add or remove grouping on the selected column.

Report Actions Menus

Field	Description
File Menu	Available options may include: Open a Report Save Save a Report Save As New Create a Report Cancel Editing Remove All Changes Export As
Options Menu	Available options may include: Public/Private Toggle Enable/Disable Toggle Add Sub-total Rows: When enabled, Talent Management adds a summary row when a report contains grouped columns. If a report contains two or more groupings, each grouping will have a summary row. Columns using aggregate functions will contain super-aggregate results in their summary rows. You can adjust column grouping order to change the result. Distinct Rows Only Define Report Audience: Click to open the Audience Filter Widget, where you can match the key details in your report with a specific user. Report Style: Classic, Default, Lavender, Orange, Black, Grey Module Refresh Preview Automatically Toggle
Tools Menu	Report Options Field and Data Objects Filters Categories Report Objects Sorting Grouping Charts Saved Views Export As Edit History Dock Widgets on Right
Add columns	This is a shortcut to open the Fields & Data Objects Widget, where you can find data objects, fields, and relations and drag and drop them in the working area to build your report.
Undo Last Change
Redo Next Change
Save

Column Actions Menu

Right click on a column to open a menu of possible actions.

Field	Description
Rename Column	Select this option, enter a new name and click the check mark to save.
Copy	Select to copy and paste an identical column to the right of the original. By default the new column has a number appended to the name (for example Column Name #2).
Delete	Select to remove the column.
Combine with other columns	Select to create a new column by combining two existing columns. For example if you have a report with First Name and Last Name columns for hiring managers, you can use this option to combine these columns and rename the new column Hiring Manager. when you select this option a dialog opens where you can select the columns to combine and select options such as new column title, whether to keep or remove the original columns, and to format the new combined values (For example, Comma + Space).
Add filter on this column	Select to open the Filter widget and add filters to customize what displays on the report.
Edit with Expression Editor	Column formatting Aggregate functions More SQL functions Options Pivot to columns (crosstab)