View or Define Reporting Dimensions for an Employee

Depending on your role in WorkBook, you can view or create reporting dimensions for employees in Resources. Dimensions enable you to generate reports based on common attributes and values, thereby making it easier for data to be analyzed in a more targeted way. For example, using dimensions, you can generate reports based on job types or profit centers.

Note: You must have permission to add, delete, and modify resources to complete this task.

To view or define reporting dimensions for an employee:

1. On the main toolbar, click Resources .
2. On the right side of the grid toolbar, under the filter icon , select Resource Default Grid from the drop-down menu.
3. Select the employee for whom you want to view or create reporting dimensions by completing any of the following actions:
   • In the Search in Grid field, enter the name of the employee, then select it from the grid.
   • Click the Filter field next to the Search in Grid field, select Employees as your filter, and select the employee from the grid.
4. On the grid toolbar, click Resource Information / to display the employee card.
5. On the side toolbar of the employee card, click Settings > Reporting Dimensions.
6. To create a new reporting dimension for the selected employee, click Add New Entry on the top toolbar of the employee card.
7. Use the fields and options in the Add New Employee Profiling Dimension dialog box to create a new reporting dimension.
8. To delete a reporting dimension, select the dimension in the grid and click Delete Selected Entry on the top toolbar of the employee card.