Introducing… Reporting 101!

Welcome to our week-long series dedicated to reporting! This course provides 5 days of valuable tips and tricks on Business Intelligence, in the hopes of supporting UKG beginners who want to learn more about BI, but may feel intimidated or not have the time to attend hour-long trainings. Plus, if you scroll to the bottom of the page, you can download the XML for a free employee demographic report. Happy reporting!

DAY 1:

In this video, I will teach you how to:
⤿ Create a report from scratch
⤿ Select/add fields from the Admin Package
⤿ Change the label of a field

DAY 2:

In this video, I will teach you how to:
⤿ Create a report from scratch
⤿ Select/add fields from the Admin Package
⤿ Change the label of a field

*Note, around 02:55, I mentioned sorted vs unsorted while sharing the sample report output but meant to say grouped vs ungrouped.

DAY 3:

In this video, I will teach you how to:
⤿ Add a simple if/then statement
⤿ Add a blank column
⤿ Populate a phrase/word based on a qualifier in the report
and more!

DAY 4:

In this video, I will teach you how to:
⤿ Export the report into different excel formats
⤿ Concat company code and employee #
⤿ Validate expressions based on real data
and more!

DAY 5:

In this video, I will teach you how to:
⤿ Download/upload an XML version of the report
⤿ Schedule the report

Thank you again for joining and be sure to download the report below! 👇