New Advanced Reporting/ Trended Flashcards
Trended Workers for All Organizations - shows which data?
- same as default filter
- prompts for org and sub-org
- Filters data by organizations that the user can access by roles for the Trended Worker Domain
Trended Workers for Planning - shows which data?
- same as default filter
- prompts for org and sub-org, Plan Structure and Plan
- Filters data by organizations that the user can access by roles for the Trended Worker Domain
What securable items for Trended Worker Administrator are relevant for Domain: Set Up: Tenant Set up - Reporting/ Analytics
- Edit Tenant SetUp - Reporting/ Analytics Task
- Maintain Trended Workers
—> Setting: Include terminations on the period end date
Domain also provides access to Trended Worker Transfer in Count by Organization Type Field
What securable items for Trended Worker Administrator are relevant for Domain: Set Up: Custom Report Administration
- Create Worker Trending Data Task
- Purge Worker Trending Data Task
- Business Object Details Report
- Data Sources Report
What permissions must users have for Trended Workers to access reports?
- Trended Worker Data Domain Security Policy
- Trended Worker Domains that secure fields
:
Domains that secure fields on Trended Workers are:
- Worker Data: Organizations
- Worker Data: Current Staffing Information
- Worker Data: Compensation by Organization
- Worker Data: Public Worker Report
- Public Reporting Items
What are the steps to set up Worker Trending?
- Run the “Edit Tenant Setup - Reporting and Analytics” Task
- Enable the Worker Trending Checkbox
- Configure the settings in the “Maintain Trended Worker” Task
Configurable items:
- Start/ End Date
- # of retrospective periods
- Trending period
- terminations/ international assignment
What are the steps to create Worker Trending Data?
- Create Worker Trending Tasks to create activity and snapshot data for up to 3 years (how many periods of retroactive is specified in setup)
- Confirm
What access is needed to create and purge worker trending data?
Custom Report Administration
What are the steps to convert Trending period?
- Purge worker trending data
- Maintain worker trending data
- Create worker trending data
Where must you define the time period for trending report type?
Row or Column Grouping
What are the typical summarization types for reports using trended worker data source?
Sum
Average
Calculation
T/F: Is trended worker an indexed data source?
True
–> have therefore option to include facet filters.
–> fields you add to trended worker report are available as facet filters as well
What should you you do to create a time period grouping across Worker Trending reports?
Create a calculated field “Format Date” on Trended Workers object
T/F: You must define the Time Field for Trending Reports?
True.
It will be referenced to determine what data to include in the report definition,
Which Domains are needed for Administrator of Trended Workers?
- Setup: Tenant Set up - Reports/ Analytics
- Custom Report adminstration