Introducing Simplified Reporting for ADP Workforce Now


Hi, I’m Angela! Today, I’m going to show you
how easy it is to create custom reports with
the new Simplified Reporting enhancement to ADP Workforce Now. You no longer need to
be an expert report builder to quickly create
the reports you need. You can create basic columnar reports
without using the seven-step report wizard. I’ll build a simple Annual Salary report to
show you how it works. I’ll access Reports>
Custom Reports>Set Up New. Here’s the new Set Up New Report page. The
title of my report is Annual Salary. You can file the report in a folder if one has
been created. You can also add a description. You can still access the seven-step wizard by
selecting Advanced Columnar from the
Advanced Options menu. Or, you can build a form report, a data extract,
or mailing labels, which also brings you to the
seven-step wizard. Those Custom Reports options still exist.
For my report, I’ll use Simplified Reporting.
I’ll start by clicking Select Fields. Here’s the new report building canvas that
will make it very easy for you to build your
reports. My report will include the fields, Last Name,
First Name, Annual Salary, and Home
Department Description. On the left, you see simple categories that
replace the reporting subjects, files, and
sections you use today. You will often include certain fields in your
reports. For your convenience, these fields have been
grouped into a predefined Commonly Used
Fields category. You can browse through the categories to
select your fields or you can use the search
feature. I’ll search for the name fields. Some fields are grouped into a bundled field,
as indicated by the field bundle icon. For example, when you add an employee
name to the report, typically you need to add
more than one field. You can add all the fields with one click. And if you don’t need some of the fields in this
bundle, you can easily remove them from your
report. I’ll show you how to add fields individually.
First, I’ll add Last Name. As you add fields to the report, you will see a
preview of your company’s data in the report. With this preview, you can tell immediately if
you added the correct fields. I’ve added the rest of the fields to the report.
Notice the list of reports on the bottom of the
page. As you build your report, Simplified Reporting
lists the other reports that exist with similar
fields. You can then decide if you want to use one of
these existing reports or continue to build
your new report. If the existing report has been previously run,
you can see a sample of the report when you
point to Report. When you point to Fields, you can see the
fields included in the existing report and add
them to your report. If you click the report name, you can discard
your new report and continue with the existing
report. You can also save your work and go to the
other report. At any time while you are building your report,
you can go to the seven-step wizard by
clicking Advanced Reporting. Everything you’ve selected is moved to the
seven-step wizard. You can create a simple filter right from this
page. For this report, I want to see the salary
for employees in the Marketing and Sales departments only. I’ll add the filters for those
departments. Notice the Is operator for this filter. For an employee to be included in this report,
the employee’s home department must be
either the Marketing or Sales department. Depending on the type of field, other filtering
options may be available. For example, for monetary fields, some of the
available operators are shown here. If you need a more advanced filter, you can go
to the seven-step wizard directly from here. I’ve completed building the report! So what do you think of using Simplified
Reporting to build your report? It’s pretty
simple, isn’t it? I’ll save and run the report. This is the report output. Directly from the
output, you can apply grouping, for example
Home Department Description. The output is now grouped into Marketing and
Sales. You can also easily apply functions to your
report output. For this example, I’ll apply the
average to Annual Salary. You can now see the overall Annual Salary
average for the two departments and the
Annual Salary average for each department. Finally, you can also sort your report. You sure
can do a lot with Simplified Reporting, don’t
you think? Well, there’s more. If you have Analytics, powered by the ADP
Data Cloud, you also have the ability to
analyze your company’s data. You can create a chart from the data in this
report. For this report, I want to analyze annual
salary. I want to see the average by home
department. First, in the Analyze field, I’ll
select Annual Salary. Next, in the As field, I’ll select Average. Then, in the View By field, I’ll select Home
Department Description. You can add an additional grouping to further
refine your chart. For example, you may want
to see the average salaries within each department broken down by location or by
gender. The options available are based on
the fields selected for your report. For our report, an additional grouping is not
needed. You can create a column chart, a line chart, or
a pie chart. For this example, I’ll look at the
column chart by clicking Create. I’ve just created a metric. Right from this
page, you can change the parameters of the
chart. I’ll close the chart. You return to the report results. The chart
you’ve created is available to view again at
any time. Like today, you can export your report.
Depending on what you want to export, you
can choose from different formats. You can export just the chart to a PowerPoint,
jpeg, PNG, or PDF file. You can export just the data to an Excel
spreadsheet, a PDF file, or a CSV file. You can export both the chart and data to an
Excel spreadsheet or a PDF file. For my
report, I’ll export both the chart and data. The resulting Excel spreadsheet has three
tabs. The Chart tab contains the chart. The Summary tab summarizes the report. And, the Data tab contains all of the report
output. You’ve just seen the new Simplified Reporting
enhancement. I hope you enjoy using Simplified Reporting
as much as I’ve enjoyed showing it to you!