Prepare and Generate a Report

You generate a report in the Business Intelligence. But before you do that, you need to prepare the data by submitting an extract in the Data Exchange work area. Then, you use BI to generate the report.

1. Click Navigator > My Client Groups > Data Exchange.
2. In the Data Exchange work area, click Submit Extracts.
3. Select the extract that you built earlier.
4. In the page that appears, complete these fields:

   Field	Value
   Extract Instance Name	Provide a meaningful name that you can identify the report with. You need to identify the extract name especially when you apply the extract flow and view the report later.
   Effective Date	Enter a date when the extract flow should be processed. For BEN_EXTRACT_JOINED_UE, the user entity will pull the data from the staged table after the effective date.
   Carrier ID	Enter the relevant carrier ID. This field appears according to how you designed the main extract definition.

5. Click Submit.
6. On the View Extract Results page, click Refresh to see the status of the extract you submitted.
7. Click Navigator > Tools > Reports and Analytics.
8. On the Reports and Analytics page, click Create > Report.
9. Click Cancel to close the wizard.
10. Click Select Data Model (the magnifying lens icon).
11. In the Select Data Model window that appears, select the globalReportsDataModel data model that you can find in Shared Folders/Human Capital Management/Payroll/Data Models.
12. Select the data model, and click OK.
13. Click Upload and select the RTF template that you created earlier. Provide other details, such as a layout name, type, and locale, and click Upload.
14. Click View Report.
15. In the flowInstanceName field, enter the extract instance name that you provided in an earlier step to view the report.