Embed Size (px)
Citation preview
Working with Reports and Queries in SHARE 9.2HR Managers
Course Introduction
Lesson 1: Introduction to Reporting
Lesson 2: Running Reports
Lesson 3: Retrieving Reports and Queries
Course Summary and Assessment
Agenda
2
Intr
oduc
tion
Welcome to the Working with Reports and Queries in SHARE 9.2course! I am Rob Reports and I will be your guide today. Let us begin with the course agenda.
Course Introduction
3
This Web-Based Training (WBT) course provides an overview of reports in SHARE 9.2. This course introduces the reporting process, explains Report Manager, and how to work with reports.
Intr
oduc
tion
This course takes approximately 30 minutes to complete. Make
sure you take the final assessment at the end! Course Duration
Audience
Course Objectives
Course Introduction
4
This Web-Based Training (WBT) course provides an overview of reports in SHARE 9.2. This course introduces the reporting process, explains Report Manager, and how to work with reports.
Intr
oduc
tion
This course provides a high level overview of reporting in SHARE
9.2 and is applicable for HR Managers.
Course Duration
Audience
Course Objectives
Course Introduction
5
This Web-Based Training (WBT) course provides an overview of reports in SHARE 9.2. This course introduces the reporting process, explains Report Manager, and how to work with Reports.
Intr
oduc
tion
Upon completion of this course, you should be able to: Provide an overview of reporting in SHARE 9.2 Run standard reports Describe how to work with Report Manager
Course Duration
Audience
Course Objectives
6
Agenda
Less
on 1Course Introduction
Lesson 1: Introduction to Reporting
Lesson 2: Running Reports
Lesson 3: Retrieving Reports and Queries
Summary and Assessment
Introduction to Reporting
7
By the end of this lesson, you will be able to:
Describe the key features of reporting in SHARE 9.2
Understand types of reports
Describe the Reporting Tools section in SHARE 9.2
Less
on 1
Key Terms
8
Take a moment to familiarize yourself with the key terms used through the course.
Less
on 1
A report is a formatted version of the data extracted from
SHARE 9.2. The output of reports is in a PDF format.
Report
Query
Run Control
Report Manager
Process Monitor
Key Terms
9
Take a moment to familiarize yourself with the key terms used through the course.
Less
on 1
A query is an extract of information from SHARE 9.2, through
use of the PeopleSoft Query Tool. The output can be shown in
several formats, including excel or HTML.
Report
Query
Run Control
Report Manager
Process Monitor
Key Terms
10
Take a moment to familiarize yourself with the key terms used through the course.
Less
on 1
A Run Control ID is a unique name used to identify a report.
Report
Query
Run Control
Report Manager
Process Monitor
Key Terms
11
Take a moment to familiarize yourself with the key terms used through the course.
Less
on 1
Report Manager provides several methods of viewing reports,
based on your level of access.
Report
Query
Run Control
Report Manager
Process Monitor
Key Terms
12
Take a moment to familiarize yourself with the key terms used through the course.
Less
on 1
Process Monitor is used to access the output of a report or a
query. It shows error messages or conditions which may have
prohibited a report or a query from running successfully.
Report
Query
Run Control
Report Manager
Process Monitor
Key Points
13
There are a few key points about reports to call out:
Less
on 1There is no single place where
you can find reports, instead they are dispersed throughout SHARE 9.2 based on module.
The process to run a report is similar across modules.
Reports are available based on your access.
Report Manager is a place to find reports you have previously run. You can only retrieve reports from Report Manager.
Reporting Tools in SHARE 9.2
14
SHARE 9.2 provides you with two key Reporting Tools to access reports and queries.
Less
on 1
Note: In SHARE 9.2, you can retrieve reports by accessing the Report Manager section.
Query ViewerPulls information from a database. In a query, you indicate the needed data and set criteria to limit the search results.
Report ManagerShows you the different reports you have run and their output.
Click > NavBar > Navigator > Reporting Tools > Query > Query Viewer
Click > NavBar > Navigator > Reporting Tools > Report Manager
Introduction to Reporting Summary
15
In this lesson we learned:
SHARE 9.2 offers an enhanced range of reporting and query possibilities, which enable you to access the data you need in the required format
A query is a request to pull information from a database
Report Manager allows you to see the reports you have run
Less
on 1
16
Agenda
Less
on 2
Course Introduction
Lesson 1: Introduction to Reporting
Lesson 2: Running Reports
Lesson 3: Retrieving Reports and Queries
Summary and Assessment
Running Reports
17
By the end of this lesson, you will be able to:
Add a new Run Control ID
Search for an existing Run Control ID
Run a report
Less
on 2
Run a Report
18
There are two types of reports you can run: new reports and existing reports. The following flowchart shows you how to run the two types of reports in SHARE 9.2:
Step 5: Click Run
Step 4: Select the existing Run Control ID
Step 3: Search for past Run Control IDs under “Find An Existing Value”
Step 2: Run an existing report
Step 1: Select your desired report
Less
on 2
Run a new report Run an existing report
Step 5: Click Run
Step 4: Click Add
Step 3: Add a new Run Control IDunder “Add New Value”
Step 2: Run a new report
Step 1: Select your desired report
Run a Report (Cont.)
19
One of the key steps to run a report is to set up a Run Control ID.
Each report receives a unique Run Control ID. The Run Control ID is case sensitive and CANNOT contain any spaces. It CAN contain underscores and dashes
You are prompted to create a Run Control ID when you want to run a report for the first time
Use Run Control IDs to run and access reports you need regularly
Less
on 2
Note: You can only view a report in Report Manager if the report status is Posted.
Run a Report (Cont.)
20
The following steps show you how to run a report in SHARE 9.2:
Less
on 2
1. Select your desired report : In this example, we are using the NMS Vacant Bdgtd Posn by Agncy Report under Workforce Administration
Click > Workforce Administration > Workforce Reports > NMS Vacant Bdgtd Posn by Agncy
TIP: You might want to create multiple Run Control IDs for a similar report or process to be run under different circumstances (for example, different times of the year).
Run a Report (Cont.)
21
The following steps show you how to run a new version of a report in SHARE 9.2:
Less
on 2
2. Run a new reportA. Add a new Run Control ID under “Add New Value”B. Click the Add buttonC. Click the Run button to run the report
Click the Add button.
Add a new Run Control ID (In this example Test1.1) under “Add New Value.Note: A Run Control ID should be used for only one report.
Click the Run button to run the report.
A
B C
TIP: In this example (NMS Vacant Bdgtd Posn by Agncy Report), you only enter the Business Unit. However, other reports might require different or additional required criteria.
Run a Report (Cont.)
22
Less
on 2
2. Run an existing reportA. Search for past Run Control IDs under “Find An Existing Value”B. Click the Search buttonC. Click the Run button to run the report
Search for past Run Control IDs under “Find An Existing Value”.
Click the Search button.
A
BC
Click the Run button to run the report.
The following steps show you how to run an existing version of a report in SHARE 9.2:
You can type in all or part of an existing Run Control ID, or leave this field blank to list all of your previously created IDs.
Process Scheduler Request
23
Once you add or select an existing Run Control ID and click Run, the Process Scheduler Request page appears. This is how you can schedule a report.
Less
on 2
1. Enter > Specifications2. Click > OK
Server Name: This is an optional field and defaults to the State of New Mexico server Recurrence: Select the recurring time intervals to run the report Run Date: Enter the date to schedule the report (defaults to the current date) Run Time: Enter the time to run the report (defaults to the current time) Type: The report type defaults to Web, but you can choose other delivery types from the dropdown list
such as Email, File, and Printer Format: The report format defaults to PDF, but you can choose other output formats from the
dropdown list such as PDF, XML, and more
1
2
TIP: Schedule a report to run after work hours if you do not need the output immediately.
Running Reports Summary
24
In this lesson we learned:
The first time you run any report, you have to create a Run Control ID which is a unique identifier for your report
You use an existing Run Control ID to run a report
You can only view a report in Report Manager if the report status is Posted
Use Run Control IDs to run and access reports you need regularly
Less
on 2
25
Agenda
Course Introduction
Lesson 1: Introduction to Reporting
Lesson 2: Running Reports
Lesson 3: Retrieving Reports and Queries
Summary and Assessment
Less
on 3
Retrieving Report and Queries
26
By the end of this lesson, you will be able to:
Use Report Manager to access reports
Use Process Monitor to view the status of run reports
User Process Monitor to access queries
Less
on 3
Using Report Manager
27
You can access the reports you run in SHARE 9.2 from the Navigator as follows:
Use Report Manager under the Reporting Tools feature in Navigator to retrieve reports.Click > NavBar > Navigator > Reporting Tools > Report Manager
Less
on 3
Using Report Manager
28
The List tab displays the reports you have run.
Use the drop down menus to view a list of previously run reports by date range.
Click the Refresh button to refresh the list.
Click on the desired report to display the Report Detail page.
Less
on 3
Using Report Manager (Cont.)
29
The List tab displays the reports you have run.
In the Report Detail page, click the PDF file to view the report output.
Note: The report output displays on a different browser tab.
Less
on 3
TIP: If you want your report in a different format, you need to rerun it using the same Run Control ID and specify the desired format.
Using Report Manager (Cont.)
30
The Explorer tab displays the General reports folder. The General folder shows a list of all the reports you have run.
Less
on 3
When you click a report’s name from the Explorer tab, the Report Detail page displays.
Use the various options to navigate the Explorer tabFirst : Takes you to the first pagePrevious: Takes you to the previous pageNext: Takes you to the next pageLast: Takes you to the last pageLeft: Takes you to the leftRight: Takes you to the right
In the Report Detail page, click the PDF link to view the report output.
Using Report Manager (Cont.)
31
The Administration tab displays new reports that have been scheduled or are in the process of being posted to your report list.
Report List: Lists all the reports you can access.
View Reports For: Filters reports based on the criteria entered.
Details: Allows you to view or print the report.
Save: Allows you to save the report.
Status: You can only view a report if the status is Posted.
Less
on 3
Using Report Manager (Cont.)
32
The Details link in the Administration tab also opens the Report Detail page.
Click > Details
Click > PDF File to view your report as PDF file
Click > OK to return to Report Manager
Less
on 3
Using Process Monitor to Access Reports and Queries
33
Use Process Monitor to access reports and queries in SHARE 9.2.
Less
on 3
Use Process Monitor under People Tools in Navigator to retrieve reports and queries.Click > NavBar > Navigator > People Tools > Process Scheduler > Process Monitor
Using Process Monitor to Access Reports and Queries (Cont.)
34
Use Process Monitor to view the status of run reports and queries. Process Monitor will tell you when the process is completed and the report or query is ready to view.
Less
on 3
View Log/Trace: Click on the View Log/Trace link then select the report or query
output.
Retrieving Reports and Queries Summary
35
In this lesson we learned:
You can use Report Manager and Process Monitor to access a report in SHARE 9.2
Report Manager allows you to view all the reports you have run
Process Monitor allows you to access reports and queries
Less
on 3
36
Agenda
Sum
mar
y an
d As
sess
men
t
Course Introduction
Lesson 1: Introduction to Reporting
Lesson 2: Working with Report Manager
Lesson 3: Retrieving Reports and Queries
Course Summary and Assessment
Course Summary
37
In this course we learned:
Reports are dispersed throughout SHARE 9.2 based on different modules
Report Manager is a place to find reports you have previously run
A Run Control ID is a unique identifier for your report
Process Monitor tells you when the process is completed and the report or query is ready to view
Sum
mar
y an
d As
sess
men
t
Help is Available!
38
You have additional resources available for support.
Ask your HR Administrator or other SHARE experts in your
agency
Look at the Q&A Forum in the Share
Collaboration Center
Navigate to the SHARE
Collaboration CenterJob Aids section
Submit a Helpdesk ticket to EnterpriseSupport [email protected]
Sum
mar
y an
d As
sess
men
t
Congratulations!
39
Ready to test your knowledge?
Click on the button below to complete the final assessment.
Final Assessment
Sum
mar
y an
d As
sess
men
t
You have successfully completed the Working with Reports and Queries in SHARE 9.2 course.
