General reporting
General reports for Insights.
By Steve and 2 others3 authors30 articles
- Create a reportCreate and customise a table report in Insight.
- Schedule a reportSchedule an Insight report to distribute automatically to users
- Save a report as a widgetSave a report as a widget.
- Share a report and delegate accessShare an Insight report and delegate access so users can see the same data set.
- Report on bank detailsBuild an Insight report based on Bank Details from the Personal Profile of an employee in Personnel.
- Report on manager request approval processCan a report be made to capture who approved a manager request.;
- How to troubleshoot an Insight errorHow to troubleshoot errors when running an XD Insight report.
- Insight report is appearing blank when using folder 'Post Management Details'I am not able to create a report by using the folder 'Post Management Details'.
- Applicants cleardown reportKeep data to run a report with statistics.
- Format options pop up not appearing when exporting reportsAfter running reports, when clicking Action, Export the Export Window is not appearing.
- Delete standard reportsEditing, renaming, or removing standard reports in PeopleXD Insight.
- How does the function prbi_get_post_profile_detail workHow can I use prbi_get_post_profile_detail in a calculation
- Current Commenced Appointment does not show an end date on report when there is a future appointmentEmployees have contracts where the current appointment is commenced and there is a future appointment sequence as well. When reporting on these appointments, we would like to see the future…
- Disable employee images from iCuePrevent iCue from sending employee images
- How to ensure people without qualifications appear on insights reportNo blank qualifications codes noted on report?
- How to change tab orderHow do we change the order of Tabs in an Insight Report?
- Is it possible to rename an Insight report?An Insight report was incorrectly named or needs to be re-named, is it possible to rename it?
- Grant access to the Insight admin tabGrant access to Insight Admin tab.
- Returning only the viewer's own record in a reportIs it possible to set up an Insight report to allow the people viewing it to see only their own records?
- Employee roster schedule reportCreate employee roster schedule reports using the Work Schedules (Time) view.
- Adjust the record count for a reportAdjust the row count for an insight report.
- How to view Scheduled ReportsHow to see list of scheduled reports in Insight?
- Share PeopleXD data using Insight Web ServicesUse Insight Web Services to create Application Programming Interface (API) endpoints directly from Insight reports, making it easy to share PeopleXD data with other systems or third parties.
- Insight: Report returning no dataAn Insight report displays column headings but does not return any employee records.
- Insight: Exporting and importing a reportHow to copy a report between systems using Export Report and Import Report functions.
- Insight: Export data option not availableEnable or disable the option for a user to export report output to Excel, CSV, text or HTML formats.
- Insight: Employee not visible in reportEmployee is not showing in Insight Report. Unable to report on employees that have started but are not yet on payroll
- Insight: Report as a widget for managersCreate a report widget for managers to be placed on their own Manager Dashboard, only showing their own staff/team.
Filters
Using filters within Insights
- Create a date filter using SYSDATE syntaxWhen creating filters in Insight using columns with the data type date, a date needs to be selected from a date picker and consequently, it isn't possible to use sysdate…
- Add a filter to an Insight reportUse filters to restrict report data and produce clearer, more meaningful results.