Reviewing and modifying reports to prepare for Year -end
QuestionHow should I go about adding and modifying reports to prepare for Year-End data gathering?
- Biz X Platform
-Either create new process to pull in year-end form templates, or add year-end form templates to existing applicable process (Admin tools – processes and forms)Please reference this article for additional information on dashboard processes:
Ad Hoc Reports:
-Build or modify ad hoc reports to pull in applicable form templates and populations for year-end process. Ad hoc reports can also be updated to include appropriate data (columns) based on form template.
-Test ad hoc reports using finalized form templates
Please reference this article for additional information for ad hoc reports 2.0:
-Please note that Ad Hoc Reports 3.0 is equivalent to Online Report Designer; Changes to these reports may require additional support and configuration
Test reports to determine if they have been impacted by any form configuration changes
-Work with Customer Support Manager to engage custom reporting team if changes need to be made to custom reports based on form configuration
Please reference this article for additional information on creating or updating custom Reports:
KBA , LOD-SF-PLT , Foundational Capabilities & Tools , How To