How can I generate a Custom report using UKG Pro?

 Source: How can I generate a Custom report using UKG Pro?

Executing reports in UKG Pro is crucial for assessing and evaluating the success of your business and making data-driven decisions. However, developing and executing reports might be laborious. When utilizing the CloudApper app community for UKG, creating reports in UKG Pro is a quick and uncomplicated approach. This article will demonstrate how to create custom reports using CloudApper's robust features and capabilities, as well as how to execute reports in UKG Pro. Whether you are a novice or a seasoned UKG Pro user, this article will help you grasp the technique for producing and executing reports in UKG Pro and make better use of your data.

The execution of a typical report in UKG Pro

There are several methods to run a report in UKG Pro, and the method you choose depends on the kind of report you want to run and the data you wish to see.

Through the UKG Pro web interface, one may produce a report. You may run a report by heading to the Reports tab, selecting the appropriate report from the drop-down menu that appears, and then selecting the necessary settings, such as the date range or the employees to be included in the report.

The UKG Pro mobile application may also be used to generate reports. You may choose the report to run by heading to the Reports tab, selecting the appropriate report from the drop-down box, and then selecting the required parameters.

In addition, you can plan reports to run routinely and be sent to you or other stakeholders on a recurring basis.

In addition, you may export the data from UKG Pro to Excel, CSV, or any of the several other available formats if you desire to do further analysis or import it into other systems.

Produce a customized report with UKG Pro Data

If you utilize CloudApper, you may leverage its custom reporting capabilities with UKG data to generate reports with more sophisticated criteria, filters, and format choices. In addition, you can view these reports with customized BI dashboards and send alerts depending on the report's results.

CloudApper is used to run a report in UKG Pro

Creating custom reports with CloudApper is a quick and straightforward process:

  1. Sign in to your CloudApper account, and then go to the Reports section of the website.
  2. Select the UKG data source you want to utilize in the report you're generating.
  3. Use the UI to drag and drop objects to adjust the layout of your report and add charts, tables, and other visualizations.
  4. Select the applicable categories, fields, and filters for your report. You may filter the data by employee, department, or calendar period to develop reports that are more relevant to your requirements.
  5. Using the built-in analytics and visualization tools, you may create customized computations, pivot tables, and other forms of complex analytics.
  6. You may configure the report to run automatically on a given schedule and then be emailed, transmitted through a mobile app, or shared via a web app with certain stakeholders.
  7. If more analysis is necessary, you may export the report to Excel, PDF, CSV, or one of many other formats.
  8. If you want to enhance decision-making, you should share the report with team members, stakeholders, and management.

You will be able to acquire a more full and accurate view of your company's performance if you use CloudApper to conduct complex reports. As a consequence, you will be better equipped to make choices based on your UKG data.

Need help executing a custom report or connecting CloudApper with your UKG solution? If you contact us right away, our customer success experts can help you achieve your goal.

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