InetSoft Webinar: Create a Report Showing Corporate Staff Performance

This is the continuation of the transcript of a Webinar hosted by InetSoft in February 2018 on the topic of "Self-Service HR Reporting" The speaker is Mark Flaherty, CMO at InetSoft.

Maybe you just want to create a report showing corporate staff performance. You can unselect all of them. Hit corporate, and just get the corporate staff. Maybe you really want all of the organizations for the company, all the divisions, hit okay. Maybe you want to analyze certain plans, so you can unselect that, and say, hey, I just want to do dental, life, LTD, medical, hit okay and now you have got that.

Similar to as in Excel, you can always comment, highlight, right mouse click format and make it currency, okay. Or, you can exchange the column headings, make them all the same, cool. Now as you’re doing this, you can do all kinds of things. You have got this in a pivot table. You can do analysis, and again leveraging the power of the dashboard designer, you can go in and add a pivot chart if you want to.

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It’s very simple. You simply choose the kind of chart you want to have, and now the chart represents the same data as above. And whether you start to filter above or below you can come down, it’s synched up. You might say, hey, I want different benefit plan. I also want to include supplemental life. Hit okay and refresh both the charts and the pivot table. And you can do all that because the data came directly from the database. You didn’t have to export it. You didn’t have to save as.

You can go and do your analysis, and there is even a way to make these charts and graphs automatically update whenever you rerun the reports. That’s a really powerful, really powerful way to get to the data. So going back, I’m going to scroll down. You’ll see now we are in a variety of different sheets at the bottom, and going back to my sheet one, I want to manipulate the report a little bit more.

You can always do that by coming in to the very first cell of the report. That’s where the definition is. You double-click on it, and it opens it up. And maybe we want to, instead of doing it in the pivot table, maybe we want to limit which benefit IDs are included in the reports. You can do that by simply clicking on the ID. Drag and drop that up to the filter field.

Double click on it, and now you can go through and say I just want medical. Hit okay, and now you got a report that shows for this past year all the folks who were enrolled in medical by benefit ID with a variety of the plans, single, single plus one family, HMO or whatever it might be.

Of course, we would subtotal all of our numbers, and we have totals down at that bottom. Simply hit your cell where you want it. You wrote the report. All right, so let’s take the same principle, and let’s write a payroll report. I’m actually going to go down to another sheet down here at the bottom, and I don’t have to open up a new workbook. You can actually have multiple reports in the same workbook which is really, really powerful. You can embed an HR report and a payroll report in another tab, and you can even import data from other data sources. So using the query analysis tool, you could go out and create a link using the data mashup tool to access any other data source you want.



So to write the payroll report, it’s the same thing. I want to start with the report query wizard, and walk you through it, and make it a detailed report just as before. Later we will show you some summary reports, same data mashup, same employer and now instead of using the benefit files, I want to use the payroll files. When we scroll down, you are going to be able to use the payroll history file. We are going to do the income ledger file, and now what you are going to see is everything that’s in the payroll ledger file and the income ledger file. You’ll also see there are two joins here as well. With the check ledger file as well as the payroll route master, but just as before we want to go ahead. It’s always a great way to summarize data by division, department, cost center, whatever you want to do. I always want to grab the employee name. You can always the grab the position. You can grab rate of pay. Any of that is going to be in the root master file, but then for the payroll report we want to pull some dates.

So we are going to pull period in date. We are going to pull income code, income description just so we have both. Maybe you want to know for each income code how many hours were paid, and then once it’s calculated, what is the overall amount? So again we chose what's going to be the columns of our report. We are going to hit next, and you can come in here and filter.

But I’m not going to do any filtering. I’m just going to pull everything, again make it look very nice. Choose a different format. Hit next. Save the report, and hit finish. We are just going out, and we are grabbing a whole bunch of data from payroll and a whole bunch being the key word there. I just pulled all incomes for all time for all employees from my payroll file. It took a few seconds, but bam, there is the data. It’s very quick and very powerful.

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