Analytics: WX Reports

Analytics: WX Reports Version 18.05 SP-ANL-WXR-COMP-201709--R018.05

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Contents Contents About this Guide 4 Related Guides 4 Feedback 5 WX Reports 6 What You Need 7 Setting Up WX Reports 8 Policy Settings 9 Creating and Editing a WX Report 10 Defining WX Report Fields 15 Defining WX Report Filters 18 Creating a WX Reporting Process 20 Translation Workbench: WX Reports 21 Creating Reports to Display in WX: Guidelines 22 Supported Reporting Features 23 Unsupported Reporting Features 24 Displaying Reports in WX 25 Line Chart 29 Bar Chart 30 Horizontal Bar Chart 31 Pie Chart 32 Doughnut Chart 34 Radar Chart 36 Glossary of Terms 37 Index 39 Analytics: WX Reports Sage 2017 3

About this Guide This Analytics WX Reports Guide tells you how to set up and use the extended reporting features delivered with Sage People WX. It complements the WX Configuration Guide and the WX Guide for Users. Enhancements in this release are shown: indicates a completely new feature. Highlighted text indicates a significant enhancement. Screenshots show default settings captured from a standard Fairsail system. Your own implementation may vary. Related Guides WX Configuration Guide Coverage summary How to set up, manage, and maintain the extra functionality delivered with Sage People WX. Includes detailed configuration information. The information builds on that supplied in the HCM Configuration Guide. Typical target audience You have overall responsibility for the content of the Sage People system within your organization and provide first line support for HR Managers. WX: Guide for Users Coverage summary How to use Sage People WX for all day to day HR processes, such as booking vacation and recording absence, setting and checking objectives, and recording changes to your personal circumstances. Typical target audience You are an employee with no special HR duties, though you may run a team and have operational responsibility for them. You want quick and easy self service access to the information your organization asks you to maintain about yourself and your direct reports. Analytics: WX Reports Sage 2017 4

About this Guide Feedback Feedback Feedback from you on our products and on our documentation is important to us. We seek to incorporate your ideas in future enhancements to our products, and only by understanding your requirements can we hope to meet or exceed your expectations. To provide comments and suggestions on any aspect of Sage People please email us: feedback@support.fairsail.com To provide specific feedback on our documentation please email our documentation team: documentation@fairsail.com Thank you! Analytics: WX Reports Sage 2017 5

WX Reports WX Reports delivers a set of standard Salesforce reporting features through an enhanced charting interface. WX Reports can be made available to managers and Team Members through Fairsail WX. Set up underlying report data as usual through the HR Manager Portal - you can use existing reports and render them through WX, or create new reports for your WX users. You can also clone an existing report and change field content and filters exclusively for publishing through WX. Each report is made available through its own WX Process, with its own Tile displaying the Report Name and Description. Select the View Details link to display the Report. Use your own label for each WX Process to appear in the Navigation Bar, on the Tile and Detail views. The label is in addition to the Report Name and Description. Report processes can be added to existing WX Services, or you can create a new Service to host them. Restrict individual reports to Team Members assigned to a specific Policy or Policy Group, or to individual Team Members, with or without their teams. WX Reports is hosted by the Async Reporting package (see page 6) and accesses data created and held in HCM. Analytics: WX Reports Sage 2017 6

What You Need Make sure that your org includes: Fairsail HCM version 18.01 or later. Fairsail Async Reporting version 18.01 or later. Analytics: WX Reports Sage 2017 7

Setting Up WX Reports These steps describe how to set up Sage People WX to display WX Manager Reports. For more detail on setting up WX Services and Processes refer to the Sage People WX Configuration Guide. 1. Check HCM Configure page settings. In the Process list, ensure the FairsailProfile: Reporting line has at least the Team Member checkbox checked. The Reporting process is not visible in WX if Team Member is unchecked. 2. Add the Reporting checkbox to the Policy display (see page 9). 3. Create one or more WX Reports (see page 10). You can use an existing report as designed, or further customize an existing report by defining the field content (see page 15), adding or refining filters (see page 18) to tailor it for a defined manager or team member audience. 4. Create one or more WX Reporting processes (see page 20). Each Reporting process enables you to display a WX Report as part of the WX Service of your choice. Analytics: WX Reports Sage 2017 8

Setting Up WX Reports Policy Settings Policy Settings Add the Reporting checkbox to the Policy object and select it: 1. In the HR Manager Portal go to Setup > App Setup > Create > Objects. 2. Scroll down to find the Policy object and select the Label. 3. Select Field Sets. 4. Select Edit for the Additional Policies Field Set. 5. Drag and drop the Reporting field into the Field Set. 6. Select Save. 7. The Reporting checkbox is added to the Additional section on the Policy page. 8. Check Reporting: Analytics: WX Reports Sage 2017 9

Setting Up WX Reports Creating and Editing a WX Report Creating and Editing a WX Report You can create a WX Report from a pre-existing Fairsail or Salesforce report. You can choose to display the report in its existing form or customize it for display to your managers or team members through WX. 1. In the HR Manager Portal, select the WX Reports tab. 2. On the WX Reports Home page, select New. Fairsail displays the New WX Report page: 3. Complete the fields as follows: API Name The API name of the Report, entered as the Report Unique Name when saving the report. To find the Report Unique Name for a saved report: 1. Select the Reports tab 2. Select the folder hosting the Report 3. Select the Report Name. 4. On the Report page, select Customize. 5. On the Report Preview page, select Report Properties. The Report Properties dialog displays the Report Unique Name for the Report. Object Name Required for Custom Report Types. The API Name of the lowest level object used to source the data. For example, for a custom report based on Team Member > Employment > Benefit enter: fhcm2 Benefit c Analytics: WX Reports Sage 2017 10

Setting Up WX Reports Creating and Editing a WX Report 4. Select Save. Fairsail displays the WX Report Detail page for the Report: Analytics: WX Reports Sage 2017 11

Setting Up WX Reports Creating and Editing a WX Report To edit the WX Report: 1. Select Edit. Sage People displays the WX Report Edit page: 2. Complete the fields as follows: Information section WX Report Name API Name Description Type The Report Name entered when saving the report. You can change the WX Report Name if you wish. The Report Unique Name entered when saving the report. You can change the API Name to reference a different report but it must be a valid API Name for an existing report. The Report Description entered when saving the report. Edit the description if you wish. The Report Type, defined by the underlying report. One of: Tabular Summary Analytics: WX Reports Sage 2017 12

Setting Up WX Reports Creating and Editing a WX Report Base Object The API Name of the lowest level object used to source the data. There are some limitations on Base Object, imposed by the nature of the relationships between some objects: For WX Reports using data from Team Member, Employment Record, and Salary objects: o Set Base Object to fhcm2 Employment c o When defining WX Report fields (see page 15), for fields on the Salary object, set Path to fhcm2 Current_Salary r For WX Reports using data from Team Member, Employment, and Absence objects: o Set Base Object to fhcm2 Absence c o When defining WX Report fields (see page 15), For fields on the Employment Record object, set Path to: fhcm2 Employment r For fields on the Team Member object, set Path to: fhcm2 Employment r.fhcm2 Team_Member r Chart Default Picklist. Select the picklist and choose the chart type you want to display by default when the report is selected for display in WX: None Defaults to Table. Table Line Chart Vertical Bar Chart Horizontal Bar Chart Pie Chart Doughnut Radar Chart If the report cannot be rendered using the Chart Default, the report is displayed in Table format. Show Data For Team Member Show Data for Report Levels Down Filter Logic Checkbox. If checked, the report includes data for the manager viewing the report. Picklist. The number of organizational reporting levels included in the report, below the manager viewing the report. A value from 0 to 10. The logical relationship between the filters listed in the WX Report Filters Related List on this page. For example, for a report using multiple filters:...filter Logic might include: 1 AND 2 AND (3 OR 4) AND 5 where the numbers represent the value in the Order column in the Related List. If Filter Logic is blank, AND is assumed. Analytics: WX Reports Sage 2017 13

Setting Up WX Reports Creating and Editing a WX Report Advanced Options section Use these options to control the visibility of the WX Report. Show In Team Member Show In Team Policy Policy Group Team Member Level Down 3. Select Checkbox. If checked, this report can be added to a WX Service displayed in the You section of the WX Navigation Bar and shows data to Team Members on themselves. For managers with a Team section in the Navigation Bar, the report is displayed in both the You and the Team sections. If the report contains data on Team Members you do not want to display to them, do not check Show In Team Member. Checkbox. If checked, this report displays in the Team section of the WX Navigation Bar. Policy Name. To restrict visibility of this report to Team Members assigned to a single Policy, enter the Policy Name. Use Policy Lookup necessary. to find and select the Policy Name if Policy Group Name. To restrict visibility of this report to Team Members assigned to Policies in a specific Policy Group. Team Member Name. To restrict visibility of this report to a single Team Member, enter the Team Member Name. Use Team Member Lookup if necessary. to find and select the Team Member Number. Use with Team Member to restrict the visibility of this report to the Team Member and a number of organizational levels below the Team Member. For example, for named Team Member and their direct reports, enter 1. o Save to save your changes and return to the WX Report Detail page. o Save and New to save your changes and return to the New WX Report page to define another WX Report. o Cancel to discard your changes. The WX Report Fields and WX Report Filters Related Lists enable you to change: The fields included in the WX Report (see page 15). The filters applied to the data (see page 18). Use the Filter Logic field to specify the relationship between the filters. If Filter Logic is blank, AND is assumed as the logical operator between all filters. You can apply these changes to an existing report exclusively for display in WX - the underlying report remains unchanged. Analytics: WX Reports Sage 2017 14

Setting Up WX Reports Defining WX Report Fields Defining WX Report Fields When you create a WX Report, all fields from the underlying report are made available and displayed in the WX Report Fields Related List on the WX Report Detail page: Is Chartable When the WX Report is first created, included field types are assessed to see if they can be plotted on a chart. Chartable fields are then marked as Is Chartable on the WX Report Detail page, WX Report Fields Related List: If the Is Chartable column is not displayed, you can add it to the layout: On the WX Report Detail page, select Edit Layout. On the WX Report Layout page, select Related Lists in the left panel. On the WX Report Fields Related List, select Properties In the list of Available Fields select Is Chartable and Add it to the list of Selected Fields. Move the field to the position you want it to take in the Related List layout. By default, all numeric and date fields, including Id and Count, are marked as Is Chartable. When adding new fields to the WX Report (see page 15), or selecting Edit for a field listed in the WX Report Fields Related List you can change the Is Chartable setting, but bear in mind: Checking the box does not enable fields to be charted if they are not of a chartable type. For example, marking a text field Is Chartable does not enable the data it contains to be charted. Checked fields are still assessed for to see if they are chartable. If no fields on a report are marked Is Chartable, all fields are treated as potentially chartable. Numeric and date fields are then taken in the order specified by the Order column, and the first chartable field found is used for Pie and Doughnut charts. Analytics: WX Reports Sage 2017 15

Setting Up WX Reports Defining WX Report Fields To add a new field to the WX Report: 1. Select New WX Report Field. Sage People displays the WX Report Field Edit page: 2. Complete the fields as follows: Field Name Path The API name of the field. The path followed from the Base Object to locate the Field. For example: Base Object: fhcm2 Benefit c Path for the Team Member Full Name: fhcm2 Employment r.fhcm2 Team_Member r There are some limitations on Path, imposed by the nature of the relationships between some objects: For WX Reports using data from Team Member, Employment Record, and Salary objects: o Set Base Object to fhcm2 Employment c o When defining WX Report fields (see page 15), for fields on the Salary object, set Path to fhcm2 Current_Salary r For WX Reports using data from Team Member, Employment, and Absence objects: o Set Base Object to fhcm2 Absence c o When defining WX Report fields (see page 15), For fields on the Employment Record object, set Path to: fhcm2 Employment r For fields on the Team Member object, set Path to: fhcm2 Employment r.fhcm2 Team_Member r Header Label Sort By The label used as a column head in the WX table report and as a legend in WX charts. An indicator - ascending or descending - against the field used to apply a sort order to the data. Analytics: WX Reports Sage 2017 16

Setting Up WX Reports Defining WX Report Fields Summary Aggregate Order If this is a Summary field, the field type. Select the picklist and choose from: Value Day Day in Month Week Quarter Month Month in Year Year For Summary reports and if this is an aggregate field, the field type. Select the picklist and choose from: Sum Maximum Minimum Average Count A number representing the display order of the field. Low numbers to high numbers are displayed left to right as report columns and chart legends. System Information section WX Report Is Chartable The name of the WX Report hosting this field. Defaults to the name of the WX Report you are editing. To add this field to a different WX Report, select WX Report Lookup WX Report you want., find and select the Checkbox. Check to ensure this field is included in WX Report charts. You can chart numeric fields - checking Is Chartable for non-numeric fields has no effect. 3. Select: o Save to save your changes and return to the WX Report Detail page. o Save and New to save your changes and add another new WX Report Field. o Cancel to discard your changes. Analytics: WX Reports Sage 2017 17

Setting Up WX Reports Defining WX Report Filters Defining WX Report Filters When you create a WX Report, all filters from the underlying report are applied and displayed in the WX Report Filters Related List on the WX Report Detail page: To add a new filter to the WX Report: 1. Select New WX Report Filter. Sage People displays the WX Report Filter Edit page: Analytics: WX Reports Sage 2017 18

Setting Up WX Reports Defining WX Report Filters 2. Complete the fields as follows: Field Name Path Operator Value Order The API name of the field used to filter the data. The path followed from the Base Object to locate the Field. Picklist. The operator applied to the data. Select the picklist and choose from: Equals Not Equals Greater Than Less Than Greater Or Equal Less Or Equal Contains Not Contains Starts With The value of the field that triggers the filter when combined with the Operator. The order used when applying filters. Filters are applied in ascending order. System Information section WX Report The name of the WX Report hosting this filter. Defaults to the name of the WX Report you are editing. To add this filter to a different WX Report, select WX Report Lookup WX Report you want., find and select the 3. Select: o Save to save your changes and return to the WX Report Detail page. o Save and New to save your changes and add another new WX Report Filter. o Cancel to discard your changes. Analytics: WX Reports Sage 2017 19

Setting Up WX Reports Creating a WX Reporting Process Creating a WX Reporting Process Create a WX Reporting Process for each report you want to display through WX: 1. In the HR Manager Portal. select the WX Services tab. 2. Select the WX Service you want to host the Report, or create a new WX Service. 3. On the WX Service Detail page, in the WX Processes Related List, select New WX Process. 4. On the WX Process page, complete the fields as follows: Field Label Description The name you want displayed for the Report. The label is displayed: In the Navigation Bar. On the Tile for the Report. Active WX Service Order Start Date End Date Preferred Number Of Columns WX Process Type Show In Mobile Show Title In Tile Show Title In Detail Additional Information On the Detail page for the Report. Checkbox, checked by default to make the Report available for display in WX. The name of the Service you want to host this Process. By default, Sage People inserts the name of the Service you selected at the start of this procedure. Number, no decimal places. The order in which you want this Report displayed within the Processes hosted by the Service. The date you want the Report to be available. Leave blank if you want the Report to be available immediately. The date after which you no longer want the Report to be available. Leave blank if you want the Report to be available indefinitely. Number, no decimal places. The number of columns you want to use when displaying the tile for this Report with other Processes in the same Service. Currently supports 1 or 2. Picklist. Select Reporting. Checkbox. If checked, this Report is displayed by the Fairsail Mobile app. Checkbox. If checked, the Label is displayed at the top of the Report Tile. Checkbox. If checked, the Label is displayed at the top of the Report Detail page. Text, case sensitive. Enter: report=my_report Where: My_Report is the API name of the Report, as entered when saving the report. 5. Select Save. Analytics: WX Reports Sage 2017 20

Setting Up WX Reports Translation Workbench: WX Reports Translation Workbench: WX Reports WX Report Object Use Setup > Administration Setup > Translation Workbench > Override to rename these custom fields Default Field Label Field Label Override Field Type API Name Text (80) Base Object Text (255) Chart Default Picklist Description Long Text Area (2048) Filter Logic Text (255) Show Data for Report Levels Down Show Data For Team Member Type Picklist Checkbox Picklist WX Report Field Object Use Setup > Administration Setup > Translation Workbench > Override to rename these custom fields Default Field Label Field Label Override Field Type Aggregate Full Field Name Picklist Formula (Text) Header Label Text (255) Is Chartable Checkbox Order Number (5,0) Path Text (244) Sort By Summary WX Report Picklist Picklist Master-Detail (WX Report) WX Report Filter Object Use Setup > Administration Setup > Translation Workbench > Override to rename these custom fields Default Field Label Field Label Override Field Type Full Field Name Operator Formula (Text) Picklist Order Number (5,0) Path Text (255) Value Text (255) WX Report Master-Detail (WX Report) Analytics: WX Reports Sage 2017 21

Creating Reports to Display in WX: Guidelines Overall WX Report visibility is controlled by Policy - Reporting is either on or off. When switched on, all managers assigned to the Policy can see all reports. For reports defined as visible to Team Members (see page 20), all Team Members with relevant data can see the reports. Ensure that report data content is appropriate for the audience. WX Reports uses the position of the logged in user in the organizational hierarchy to control data visibility within each report. Refine the data displayed by using the Show picklist for the underlying Report: To get best results, follow these guidelines: My [object name] Shows the records directly associated with the logged in user's Team Member. My team's [object name] Shows the records directly associated with the logged in user's direct reports. All [object name] Design the report as the answer to a specific question, such as: o How many people work for me? o Who is on holiday or off sick today? o How many objectives do each of my team have? o Who needs to add emergency contacts? Keep report content simple. Shows the records directly associated with the logged in user's direct reports and lower levels in the organization. Charts require at least one numerical field to define axis values and enable display - reports that include only text fields display in table format but cannot display charts. You can often add a COUNT field to supply the necessary values. Ensure numerical data is easily displayed on bar, line, doughnut, or pie charts. Design for visual display to maximize impact. Bear in mind the most common display size used by your target audience, and optimize report content for that size. Avoid including too many columns of data, reducing the need for horizontal scrolling of Table displays and ensuring that data can be easily read and understood. Columns containing long text strings take up more horizontal space and reduce the number of columns you can display without scrolling. Wherever possible, size the report to fit the most common display size used by your target audience without horizontal scrolling. Producing charts from multiple columns of data tends to produce confusing results that are difficult to interpret. Analytics: WX Reports Sage 2017 22

Creating Reports to Display in WX: Guidelines Supported Reporting Features Supported Reporting Features Supported Standard Report Types Custom Report Types Tabular Reports Summary Reports SUM, AVERAGE, MAX, MIN Display all fields from the underlying Report. Useful for displaying non-numerical data about people. Two levels of summary, no more. Display: o The Summarize information by field. o The Record Count Summary totals. o No detail. Summarize this Field... options: Lookup fields Filters defined in Reports Filter logic is respected. Some filter types are not supported (see Not Supported table) Analytics: WX Reports Sage 2017 23

Creating Reports to Display in WX: Guidelines Unsupported Reporting Features Unsupported Reporting Features Not Supported '...with or without...' Report Types Matrix Reports Bucket fields Formula fields in Summary Reports Filter types: Date Field, Cross, Row Limits Analytics: WX Reports Sage 2017 24

Displaying Reports in WX WX Reports are accessible to managers through the Team section of the WX Navigation Bar. WX Reports defined as accessible to team members are displayed through the You section of the Navigation bar. Reports can be displayed as WX Processes in any WX Service. For example: Add a report showing the performance rating distribution for your team to an existing Performance Service: Create an Analytics Service to host reports showing who is in your team, which company locations are used as bases by your team, and length of tenure for team members: Analytics: WX Reports Sage 2017 25

Displaying Reports in WX Each report has its own Tile: Select View Details to display the report in the defined default format. WX Reports without a default format, or with a default format that cannot be used, display in Table format: Analytics: WX Reports Sage 2017 26

Displaying Reports in WX Table format: Includes all columns in the underlying Report, in the left to right order they have in the Report. Multi-page tables that include totaled numeric values show Page Totals and an Overall Total. Sort order is determined by that used in the underlying Report. You can change sort order by selecting a column header in WX: To change the view, use the Select type of view picklist: Analytics: WX Reports Sage 2017 27

Displaying Reports in WX All chart types use the column order and sort order displayed in Table format. To display detail on a chart element, hover on the element: For Reports containing larger amounts of data, control the number of data points with the Select per page picklist: For multi-page displays, use the page navigation controls to move through the pages: Analytics: WX Reports Sage 2017 28

Displaying Reports in WX Line Chart Line Chart The legend includes labels for all charted lines. Select a label to toggle that line on or off in the chart. Analytics: WX Reports Sage 2017 29

Displaying Reports in WX Bar Chart Bar Chart The legend includes labels for all charted bar types. Select a label to toggle that bar on or off in the chart. Analytics: WX Reports Sage 2017 30

Displaying Reports in WX Horizontal Bar Chart Horizontal Bar Chart The legend includes labels for all charted bar types. Select a label to toggle that bar on or off in the chart. Analytics: WX Reports Sage 2017 31

Displaying Reports in WX Pie Chart Pie Chart Pie charts display data clockwise from 12 o'clock, in the order of the rows in Table display. Tool tips display the percentage represented by each segment to one decimal place: The legend includes labels for all segments of the pie. Analytics: WX Reports Sage 2017 32

Displaying Reports in WX Pie Chart Select a label to toggle that segment on or off - any displayed total value alters to reflect the segments toggled on: Pie charts including the legend scale to fit the page size, so a large legend reduces the space available for the pie itself. Pie charts can display with up to 100 legend items. Analytics: WX Reports Sage 2017 33

Displaying Reports in WX Doughnut Chart Doughnut Chart Doughnut charts display data clockwise from 12 o'clock, in the order of the rows in Table display. Tool tips display the percentage represented by each section to one decimal place: The legend includes labels for all sections of the doughnut. Analytics: WX Reports Sage 2017 34

Displaying Reports in WX Doughnut Chart Select a label to toggle that section on or off: Doughnut charts including the legend scale to fit the page size, so a large legend reduces the space available for the doughnut itself. Doughnut charts can display with up to 100 legend items. Analytics: WX Reports Sage 2017 35

Displaying Reports in WX Radar Chart Radar Chart The legend includes labels for all charted lines. Select a label to toggle that line on or off in the chart. Analytics: WX Reports Sage 2017 36

Glossary of Terms API Name A unique reference name for a field in a Sage People object. Every field has an API (Application Programming Interface) Name that is used internally by the software to ensure exact field matching. Unlike the field label, an API field name cannot change. An example API Name for an HCM field with the label Unique Id is fhcm2 Unique_Id c Detail View In Sage People WX, Detail View displays detailed information for a Process and enables you to edit that information, subject to the permissions that apply in your organization. Access Detail View by selecting a Process in the Navigation Bar or Service Bar, or by selecting View Details on a Tile. Navigation Bar In Sage People WX, the left panel giving access to information about you and your team. Information is grouped into Services, such as Performance, Time & Attendance, or Personal Details. Services are broken down into Processes; for example the Performance Service might include the Objectives, Performance Review, and Training Processes. Select a Service to display summary information in Tiles for all the Processes in that Service. Select a Process to display the Detail View for that process. Policy A policy defines the functionality available to the Sage People user through Sage People WX. Each policy comprises a set of options and settings linked to a team member through an HR Department. An organization can have several policies for different parts of the business, such as per country or per management level. Policies can be exported and imported to enable copying between organizations. Sharing Settings A means of controlling access to data at the record level. If sharing is set Private for an object, only the users who create records for that object have access to those records; the records are private to the users who create them. Sharing Settings are typically implemented through Sharing Rules that extend default settings; Sharing Settings =can also be applied manually. Summary report One of the report formats supported by Sage People. Similar to a tabular report with the additional capacity to group rows of data, view subtotals, and create charts. Typically used for grouping tasks by week or by team member. Tabular report One of the report formats supported by Sage People. The simplest and fastest way to view data, comprising fields in columns and records in rows. Team Member Generally: any Sage People HCM user with access to Sage People WX. Specifically: one of the security profiles used by Sage People HCM. Each security profile gives a different level of access to Sage People data; a user with a Team Member security profile can view and edit permitted information. Managers and their direct reports typically share the same profile, but they have permission to see different information so that managers can edit selected details of their direct reports' pages. Tile View In Sage People WX, each Tile is a panel in the main display window used to show top level information for a WX Process. Select a Service from the Navigation Bar or the Service Bar to show all the Tiles for that Service. Most Tiles include a View Details link to the Detail View. Analytics: WX Reports Sage 2017 37

Glossary WX Sage People WX (Workforce experience), the greatly enhanced replacement for the Sage People Collaboration Portal. Using responsive design to enable use on the full range of screen sizes from desktop to mobile, giving access to existing processes, and introducing Internal Communication, Recognition, and Summary processes. WX Process A group of features that deliver a part of Sage People WX functionality, such as Objectives, Performance Review, or Skills. You group WX Processes into WX Services, and a Process can appear in more than one Service. You can name both WX Processes and WX Services to match the needs of your organization. WX Processes are displayed to Team Members through the WX Navigation Bar and Service Bar; selecting a WX Process displays the Detail view for the Process. As an HR Manager or Administrator you can access WX Processes through the hosting WX Services - use the WX Services tab. Each WX Process has one or more options in a Policy that enables the Process to be configured. WX Service A group of WX Processes. For example, a Performance Management Service with component Processes for Objectives, Recognition, and Performance Review. You can name both WX Processes and WX Services to match the needs of your organization. WX Services are displayed to Team Members through the WX Navigation Bar and Service Bar; selecting a WX Service displays Tiles for the component Processes. As an HR Manager or Administrator you can access WX Services through the WX Services tab. Analytics: WX Reports Sage 2017 38

Index A About this Guide - 4 API Name - 40 B Bar Chart - 33 C Creating a WX Reporting Process - 9, 21, 24 Creating and Editing a WX Report - 9, 11 Creating Reports to Display in WX Guidelines - 24 D Defining WX Report Fields - 9, 14, 15, 16, 17 Defining WX Report Filters - 9, 15, 19 Detail View - 40 Displaying Reports in WX - 27 Doughnut Chart - 37 F Feedback - 6 H Horizontal Bar Chart - 34 L Line Chart - 32 N Navigation Bar - 40 P Pie Chart - 35 Policy - 40 Policy Settings - 9, 10 R Radar Chart - 39 Related Guides - 5 S Setting Up WX Reports - 9 Sharing Settings - 40 Summary report - 40 Supported Reporting Features - 25 T Tabular report - 40 Team Member - 40 Tile View - 40 Translation Workbench WX Reports - 22 U Unsupported Reporting Features - 26 W What You Need - 7, 8 WX - 40 Guide for Users - 5 WX Configuration Guide - 5 WX Process - 41 WX Reports - 7 WX Service - 41 Analytics: WX Reports Sage 2017 39