PIM Reports

Report Filters

• Filters: This contains data fields extracted from the selected data source by which the report will be filtered; select the relevant field from the list. Note The fields shown in the list depends on the currently selected data source, change the data source to the relevant one if the required field is not on the list
• Criteria Operation: This is the operation that will be performed on the filter criteria as described below
  • Date Fields
    • Single Date: The report will return results where the selected field matches the date entered in the Criteria field
    • Date Range: The report will return results where the selected field falls between the From date and To date entered
    • Relative Date: The report will return results where the selected field falls within the relative date entered
  • Text Fields
    • Equal: The report will return results where the selected field equals the text entered in the Criteria field
    • Not Equal: The report will return results where the selected field does not equal the text entered in the Criteria field
    • Like: The report will return results where the selected field contains the text entered in the Criteria field
  • Number Fields
    • Equals: The report will return results where the selected field equals the number entered in the Criteria field
    • Not Equals: The report will return results where the selected field does not equal the number entered in the Criteria field
    • Less Than: The report will return results where the selected field is less than the number entered in the Criteria field
    • Greater Than: The report will return results where the selected field is greater than the number entered in the Criteria field
    • Less than or Equal: The report will return results where the selected field is less than or equals the number entered in the Criteria field
    • Greater than or Equal: The report will return results where the selected field is greater than or equals the number entered in the Criteria field
  • Yes / No Fields
    • Equals: The report will return results where the selected field is yes or no depending on what is entered in the Criteria field
  • Criteria: This is the criteria with which you want to filter the selected field and depending on the type of field selected, you will be able to enter your criteria or select on from the list
  • Add Button: Click on this button to add the selected field. Note, you can add as many filters as you want by selecting the appropriate report field and then clicking the Add button
  • Criteria List: This field contains the list of all filters added
  • Remove Button: Select a filter and click this button to remove it from the list
  • Order By: This contains the list of fields already added to the report (see report source section), select a field from the list by which the report results will be ordered
  • Include: This determines the scope of employees to be returned in the reports as explained below
    • Current Employees: The report will only return results for current employees
    • Past Employees: The report will only return results for past employees
    • All Employees: The report will return results for both current and past employees

Editing PIM Report

To edit a PIM Report entry, navigate to this screen by clicking PIM > Reports > PIM Reports. Click on a PIM Report entry and change the information as required (See Creating PIM Report). When done, click the “Save” button to save changes or the “Cancel” button to discard changes.

Deleting PIM Report

To delete a PIM Report, navigate to this screen by clicking PIM > Reports > PIM Reports. Select the checkbox beside the PIM Report(s) you want to delete and the click the “Delete” button.

Running PIM Report

To run a PIM Report, navigate to this screen by clicking PIM > Reports > PIM Reports. Locate the report you want to run and the click the “Run Report” link. Once the report is complete, you will be invited to open or download the report, click on the relevant button to complete the process.

Fig 7.35 – PIM Reports Screen (Report complete)

Scheduling PIM Report

To schedule a PIM Report, navigate to this screen by clicking PIM > Reports > PIM Reports. Locate the report you want to run and the click the “Schedule Report” link. Fill in the schedule details, add recipients and Click “Done” to complete the process

Note: The report will be run as scheduled and emailed to the recipients when completed.

Cloning PIM Report

To clone a PIM Report, navigate to this screen by clicking PIM > Reports > PIM Reports. Locate the report you want to run and the click the “Clone Report” link. The report newly cloned report will open in edit mode to allow you to modify as necessary (See Editing PIM Report).

Example

Assuming you need to understand how many of your employees speak excellent French who are managers and work in your Lagos branch, you could create a report by following the steps below

• Navigate to the PIM report screen by clicking PIM > Reports > PIM Reports
• Click the Add button
• Enter the information as follows
  1. Name: French Speaking Managers in Lagos
  2. Select Source: Personal Details
  3. Select Fields: Full Name
  4. Click Add from the Report Source section
  5. Select Source: Employee languages
  6. Select Fields: Language
  7. Click Add from the Report Source section
  8. Repeat steps 6 & 7 entering the following fields
     • Language Competence
     • Language Fluency
  9. Filters: Language
  10. Criteria Operation: Equals
  11. Criteria: French
  12. Click Add from the Report Filters section
  13. Repeat steps 9 - 12 entering the following fields
      • Filters: Language Competence
      • Criteria Operation: Equal
      • Criteria: Excellent
  14. Select Source: Role History
  15. Select Fields: Role Title
  16. Click Add from the Report Source section
  17. Repeat steps 14 - 16 entering the following fields
      • Role Department
      • Role Location
  18. Filters: Is Current Role
  19. Criteria Operation: Equals
  20. Criteria: True
  21. Click Add from the Report Filters section
  22. Repeat steps 18 - 21 entering the following fields
      • Filters: Role Title
      • Criteria Operation: Equal
      • Criteria: Manager
      • Filters: Role Location
      • Criteria Operation: Equal
      • Criteria: Lagos Office
      • Filters: Role Title
      • Criteria Operation: Equal
      • Criteria: Manager
  23. Order By: Personal Details: Full Name
  24. Include: Current Employees
  25. Click Save
  26. From the PIM Report screen, locate the newly created report and click Run Report (See Fig below for the report generated)

Important: The above is merely a guide and the fields selected are based on the items stored on the system and exact names and fields values may vary from your actual system.