Running a custom report in UKG Pro can provide you with the specific data you need at your fingertips. This guide will walk you through the process step-by-step, making it simple and straightforward.
Whether you’re seeking information on employee productivity, payroll details, or attendance records, custom reports allow you to tailor your data analysis to your unique business needs.
Let’s get started.
Why do I Need to Create Custom Report in UKG Pro?
Creating custom reports in UKG Pro is essential for several reasons. Here’s why you need to create robust reports in UKG Pro:
Tailored Information: Custom reports allow you to generate specific data and insights that are relevant to your organization’s unique needs. By creating custom reports, you can filter and display the exact information you require, ensuring that you receive the most valuable insights for decision-making.
Enhanced Analysis: Custom reports empower you to analyze data across different dimensions and parameters. You can include categories, fields, and filters to segment and drill down into the data, enabling deeper analysis and a better understanding of key trends and patterns.
Personalized Dashboards: With UKG Pro’s reporting services, you can create personalized dashboards with real-time data. These customizable dashboards offer a comprehensive view of your organization’s performance, based on specific criteria.
Ad-Hoc Reporting: UKG Pro’s Report Designer feature enables users to create ad-hoc reports on the fly. This flexibility allows you to generate reports quickly and efficiently, without the need for extensive pre-configuration or technical expertise.
Integration Possibilities: UKG Pro offers various integration options, such as REST APIs and Reports as a Service (RaaS). These integrations enable seamless data exchange between UKG Pro and other systems, facilitating advanced reporting capabilities and streamlining data workflows. Users can also integrate and leverage CloudApper AI tool for running custom reports on UKGPro.
Ways to Create and Run Custom Reports in UKG Pro
When it comes to creating and running custom reports on UKG Pro, there are several ways to accomplish this.
Here are some different methods you can use:
- Reports Tab: One way to run a custom report is by heading to the Reports tab on UKG Pro. From there, you can select the appropriate report from the drop-down menu that appears. This method allows you to choose the specific report you want to generate.
- UKG Pro Online Interface: Another option for creating and running a custom report is through the UKG Pro online interface. This method provides a user-friendly interface where you can easily generate reports based on your requirements.
- UKG Pro Mobile App: If you prefer to access UKG Pro on the go, you can use the UKG Pro mobile app to create and run custom reports. This option allows you to generate reports directly from your mobile device, providing flexibility and convenience.
- Custom Report Builder: UKG Pro offers a Custom Report Builder tool that allows you to build reports tailored to your organization’s unique requirements. This tool enables you to select the type of reporting you need and customize the criteria to generate the desired insights.
- Built-in Customization Tools: UKG Pro provides built-in customization tools that help you easily build reports that meet your organization’s specific needs. These tools allow you to customize the reports by selecting data points, applying filters, and creating visualizations.
It’s important to note that the process of creating and running custom reports may vary based on your specific configuration and the version of UKG Pro you are using.
In addition to standard methods, tools like CloudApper AI can generate reports in UKG Pro based on your requirements.
How to Run Personalized Reports in UKG Pro using CloudApper?
To run personalized reports in UKG Pro using CloudApper, you can follow these steps:
Step 1 – Create a CloudApper account and access the Reports app: Start by creating an account on CloudApper and accessing the Reports app. This will provide you with the necessary tools to generate personalized reports.
Step 2 – Open the reports module within the Reports app: Once you have accessed the Reports app, navigate to the reports module. This is where you will find all the options and features for creating and customizing your reports.
Step 3 – Choose the UKG data source: Within the reports module, you will be able to choose the UKG data source that you want to use for your report. This ensures that you are pulling the right data from UKG Pro for analysis.
Step 4 – Customize the layout of your report: Use the drag and drop interface provided by CloudApper to customize the layout of your report. You can add charts, tables, and other visualizations to present the data in a meaningful and easily understandable way.
Step 5 – Select appropriate categories, fields, and filters: Specify the categories, fields, and filters that you want to include in your report. You can filter the data based on specific criteria such as employee, department, or date period to make the report more relevant to your needs.
Step 6 – Utilize built-in analytics and visualization tools: Take advantage of the built-in analytics and visualization tools offered by CloudApper. These tools allow you to create customized calculations, pivot tables, and other sophisticated analytics to gain deeper insights from your data.
Step 7 – Set up automated report scheduling and distribution: CloudApper allows you to set up automated report scheduling. You can choose a specific schedule for the report to run, and also select how you want to receive the report – via email, through a mobile app, or shared through a web app with specific stakeholders.
Step 8 – Export the report for further analysis: If you need to perform further analysis or share the report in different formats, CloudApper allows you to export the report to Excel, PDF, CSV, or other compatible formats.
Step 9 – Discuss the report with team members and stakeholders: Discuss the report with your team members, stakeholders, and management to improve decision-making based on the insights provided by the personalized report.
In brief, these were some ways and tools available you can use to create custom reports in UKG Pro software. You just need to understand your requirements to decide whether your desired reports can be created using built-in features or if you need to seek help from third-party tools.
Choose options wisely to leverage the power of this workforce management software.