- When using the detailed report for Compensation, the fields that display in the summary screen will depend on your plans template configuration.
- Any of the standard fields configured within the plan that are of “Money” or “Amount” type will appear automatically.
- Budget information, if budget is used will also be populated. (otherwise the screen will be blank)
- Custom fields will only appear if they are of “Money” or “Amount” type, and if the “calculate total” option is ticked
- Detailed Report columns
Reproducing the Issue
- The detailed report will populate summary data from what you have configured within your plans design worksheet and xml.
- If you do not have any standard fields configured within the plan which use either MONEY or AMOUNT, then you will only see budget summary.
- Please note you may also use custom fields within this report however they must be either MONEY or AMOUNT types with the option “Calculate Total” selected.
- Below is an example of the report which has no standard or custom fields. We can see only the budget information as this plan has a budget.
There are several standard fields that can be added into the Compensation plan which will populate within this report for “Salary” and “Bonus”.
You can add in these fields through Plan Setup> Design Worksheet> Add Column> Standard.
For a full list of standard columns which do and do not populate within this report please see the attached document.
You may also use custom fields from the plan as stated which are using either MONEY or AMOUNT “Column Type”.
Please note you must also have the option “Calculate Total” selected on the custom field for it to appear as without this, it will not populate.
Below is an example where we have added a standard column “Final Salary” which will show within this report along with also adding in a custom column to calculate a value.
Within the detailed report we can both the standard columns and custom columns.
Please note that regardless of the fields appearing on the summary page (as seen above) all fields from the worksheet will be visible in the exported .csv file.
This is done via the “exporting to MS Excel” button shown in the above example.
Compensation detailed report, Detailed report columns, Missing detailed report columns , KBA , LOD-SF-CMP-REP , Reporting & Analytics, Data Imports & Exports , Problem
|Additional help file.docx|