Example of Loading Report Sort Type and Report Sort Items
Use HCM Data Loader to create a report sort type and items that defines how balance values are sorted in the report.
Let's look at this example. Vision Corp creates a report sort type and specifies the sort type as Static Order to define the sequence that displays the balance results.
Before You Start
Ensure that you have completed these tasks:
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Created the balance attribute definition Employee Taxes Attribute Definition.
For more information on how to create balance attribute definitions, refer to the topic: Loading Balance Attribute Definitions.
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Created the balance group Employee Taxes Balance Group and included the balance attribute definitions to it.
For more information on how to create and load a balance group using HCM Data Loader, refer to the topic: Loading Payroll Balance Groups.
![This figure illustrates how to create a report sort type and add sort items to it.](images/HDLReportSort_20070930.png)
After creating a report sort type, you create a balance group usage for your balance group and define the balance group usage items. For more information on how to create a balance group usage using HCM Data Loader, refer to the topic: Loading Payroll Balance Groups Usage.
Creating a Report Sort Type
Use the ReportSort.dat file to create a report sort type with sort method as Static Order.
METADATA|ReportSortType|LegislativeDataGroupName|ReportSortCode|SortName|Description|SortMethod|SortLevel|SortOrder
MERGE|ReportSortType|Vision Corporation US LDG|EMP_TAXES_STATIC_SORT|Employee Taxes Sort|Static sort order for Employee Taxes|Static Order|Balance Type|Ascending
Creating Report Sort Items
Use the ReportSortItem.dat file to specify the order in which balance types are displayed for the balance group usage.
METADATA|ReportSortItem|LegislativeDataGroupName|ReportSortCode|SequenceNumber|BalanceCode
MERGE|ReportSortItem|Vision Corporation US LDG|EMP_TAXES_STATIC_SORT|10|US_FIT_WITHHELD
MERGE|ReportSortItem|Vision Corporation US LDG|EMP_TAXES_STATIC_SORT|20|US_MEDICARE_EMPLOYEE_WITHHELD
MERGE|ReportSortItem|Vision Corporation US LDG|EMP_TAXES_STATIC_SORT|30|US_SOCIAL_SECURITY_EMPLOYEE_WITHHELD