session #: fot-03 introduction to adp reporting basics ......2017/03/08 · introduction to adp...

Session #: FOT-03Introduction to ADP Reporting Basics (REPEAT)

April Homcy, CPP and Carrie Andrews, PHR, GBA March 18, 2017 8:30 AM – 12:00 PMMarch 21, 2017 8:45 AM – 12:15 PMMarch 22, 2017 1:00 PM – 4:30 PM

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Thank You for joining us at the ADP Meeting of the Minds 2017! Session FOT 03 will help you navigate and create simple reports using ADP Reporting.

Visit the Partner Pavilion to see complementary solutions that can help you achieve your goals.

Participate in Focus On Training sessions to experience hands-on solutions that can help your workforce and business thrive.

Session Objectives• Set up and run a report• Create derived fields • Specify sorting• Add totals and subtotals• Specify formatting• Create filters to retrieve specific data • Schedule a report

NAS ADP Reporting Curriculum Map

Download this document regularly form Featured Training on iLearn@adp to stay current on the latest training for ADP Reporting.

Getting Started with ADP Reporting

Getting Started with ADP ReportingPurposeIn this lesson, you will access ADP Reporting. You will learn how to use the ADP Reporting wizard to create a simple report.Lesson Objectives• Access ADP Reporting• Describe how the report name

will be used• Select fields for a report

The ADP Reporting Home Page

Run and view output from existing reports

Create new reports

Edit all existing reports

Return to this Home page

The ADP Reporting Home Page (cont.)

The last 15 recently run reports

The last 15 reports scheduled to run

The last 15 recently edited reports

The last 15 recently viewed reports

Creating a Report

Step 1 of 7: Name Your Report

Step 2 of 7: Select Fields

Activity: Create an HR Report

Run Status

Creating Derived Fields

Creating Derived FieldsPurposeIn this lesson, you will learn how to create and use different types of derived fields.

Lesson Objectives• Describe and give examples of derived fields• Identify situations in which a derived field would be appropriate• Create derived fields for numeric, string, or date fields for your

reports

Activity: Create a Numeric Derived FieldAdd the employee's potential salary if he or she received a 3% annual rate increase.

Activity: Create a Date Derived FieldAdd five years to the employee's hire date to list the date the employee is fully vested in the company 401(k) plan.

Activity: Create a String Derived FieldExtract the region code, which is the first two characters of the Department ID field.

Job Report with Derived Fields

Sorting Data

Sorting DataLesson Objectives • Specify a sequence for your report data• Nest multiple sorts within a report

Step 3 of 7: Select Sort Order

Activity: Sort the HR Report

How Do I Specify Report Totals?

How Do I Specify Report Totals?PurposeIn this lesson, you will learn how to add totals, subtotals, and basic formatting to your report data.

Lesson Objectives• Identify types of totals and calculations you can specify

in ADP Reporting• Add totals and subtotals to a report

Step 4 of 7: Specify Totals

Activity: Specify Totals

Formatting

FormattingPurposeIn this lesson, you will learn basic formatting for your report.Lesson Objectives• Review the two formatting tools: standard formatter and visual formatter• Adjust the sequence of columns• Modify column heading text• Adjust column widths• Specify data alignment in a report column• Prevent duplicate data from repeating on multiple rows• Specify column headings

Step 5 of 7: Select Format

Step 5 of 7: Select Format (cont.)

Activity: Specify Formatting

Asking for Specific Data

Asking for Specific DataPurposeThe purpose of this lesson is to retrieve specific information for reports using various methods.

Lesson Objectives• Use filters to select specific data for a report• Use runtime values to prompt users for data• Select data using multiple criteria• Add information to a report header

Step 6 of 7: Add Filters

Activity: Add a Filter

Runtime Values

Select Data Based on a Runtime ValueCreate a filter based on runtime user input for the job report.

Activity: Select Data Based on a Runtime Value

Scheduling Reports

Scheduling ReportsPurposeThe purpose of this lesson is to set up reports to run on a schedule.

Lesson Objectives • Identify scheduling features• Schedule a report

Scheduling ReportsYou can schedule reports from the Step 7: Run a Report page or from the Run Custom Reports page.

Activity: Schedule a Report

SummaryYou should now be able to do the following:

• Set up and run a report• Create derived fields• Specify sorting• Add totals and subtotals• Specify formatting• Create filters to retrieve specific data • Schedule a report

Don’t forget! Download your Continuing Education Certificates from the Conference App!

• View, download, and email your CE certificate right from the ADP MOTM Conference app.

• Select CE Certificates from the app’s main menu.

• Available CE certificates will appear after your session attendance. Email them to yourself straight from the app!

• Don’t have a smartphone? Use the Web app instead – http://www.apd.com/motmmobile

• Certificates will be available for two (2) months after the conference.

Client-Specific Questions

Visit the Solutions Lab, where ADP associates are available to work with you. Their hours are as follows: • Sunday, March 19: 2 p.m. – 7 p.m.• Monday, March 20: 7:00 a.m. – 6:30 p.m.• Tuesday, March 21: 7:45 a.m. – 4:30 p.m.• Wednesday, March 22: 8:30 a.m. – 12:30 p.m.

Thank You

April HomcyLearning Specialist, CPPADP Enterprise Learning

DON’T FORGET TO COMPLETE THE SESSION EVALUATION ON THE ADP MOTM CONFERENCE APP.

Thank You

Carrie AndrewsLearning Specialist, PHR, GBA

ADP Enterprise Learning

DON’T FORGET TO COMPLETE THE SESSION EVALUATION ON THE ADP MOTM CONFERENCE APP.

session #: fot-03 introduction to adp reporting basics ......2017/03/08 · introduction to adp...

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