Creating a Report
Purpose:
This job aid will help you access Workforce Analytics in the Kronos system and create a
report. Refer to the E-learnings on this page for more training on Analytics.
Steps Screenshots
Click on the ‘ + ‘ icon next to My
Information or Manage my
Department.
From the dropdown, select WFAN
Workspace.
Here you have access to creating new
reports or using existing reports.
Here we will select Create Report..
Steps Screenshots
This will prompt a few different options for reports, whichever you select will default one of
the fields to make it easier to run the dossier.
On the far left, you can see the fields
that need to populated. All these fields
will need to be reviewed before
running.
Steps Screenshots
In the first field you can select the data you want to start off with as the outside view. In this
case we chose Agency-Dept-Div and moved it to the right using the arrow.
Select the highlighted word Empty, and
move the agency that needs to be
looked at to the right.
The next field will allow you to select the date range that you want to look at, this can be set
to the Current Pay Period if you are reviewing time mid pay period. Move the name of the
time period to the right using the arrow.
Steps Screenshots
The next field will allow you to select the rows you want to use, navigate to the folder and
select the specific field such as Supervisor Full Name and Employee Name.
The field right after the row selection will be the columns you want to view, in this example
we can select Exception type.
The next section will allow you to select the values that you want to use, based on the
selection you made earlier this field will be filled in by default.
Steps Screenshots
The last section will allow you to add filters to your data, this can be done here or afterwards
once the report has been created.
After all the information has been filled
in select Run Report.
Once you run the report, a preview of all the data will be shown at the bottom of the screen,
here you can determine whether this is the report that you envisioned or if changes need to
be made or filters added.
Steps Screenshots
The three icons shown here can
change how the data is visualized, the
default view Is the raw data.
From the Data drop down, you will
have the option to Re-prompt, which is
selected new rows or columns to add
and then re-running the report.
You can also filter the data on the existing report, you can do this by clicking this filter icon
here.
From there, drag any of the columns or rows from the table into the filter section. This will
allow you to set up filters for the data.
Steps Screenshots
Under the filter tab, specify what the filter should be by clicking on the Select button.
Afterwards click on the exceptions from the list and use the arrow to move it to the right.
Once this report is ready, you can
export it for future use.
Click on the Home dropdown and
select Export, then select the format
you want the data in. This will
download automatically.
