Display Analytics in Incentive Compensation

You can create your own analytics reports and display them in infolets, dashboards, and springboards. You can also make them available in Reports and Analytics found in the Tools menu.

Create a Springboard with OTBI Reports

You can create a simplified springboard. Add multiple OTBI reports to it that open from Incentive Compensation.

1. Get the URL for the BI report or dashboard that you want to add.

2. Navigate to Configuration > Sandboxes, to create and enter a new sandbox.

3. Create a springboard location for your report. Here are some examples:

   • Add a tab to an existing page.

   • Create a new page in an existing group or also create a new group in Structure. Add a tab to the page for a report.

   • Use the Page Composer tool to add the report to your tab. Enter the report URL as your source.

   You can use the Incentive Compensation category to give access to the Incentive Compensation Participant or Participant Manager.

4. Publish your sandbox.

Infolets

You have access to infolets that display information from existing reports. You can also create your own infolets. Here are the existing infolets.

• Credits

• Earnings

• Payment Summary

• Performance

• Year-to-Date Summary

If you don't see Incentive Compensation Infolets, you may not have the correct role to view them or the administrator needs to enable them.

1. Use Application Composer to create a sandbox.

2. Go to structure.

3. In the Home tab, find Incentive Compensation Infolets.

4. Select Yes to enable them for all users, or write an EL Expression to control access.

5. Publish the sandbox.