Create Analysis Report Criteria to Identify Learners for Access Groups, Assignments, and Initiatives

You can build reports to identify learners to include in or exclude from access groups, assignments, and initiatives. These reports give you more options for identifying learners than other criteria, such as learning assignment, organization chart, and person.

Before you start

Have your application administrator confirm that the WLF_RBA_BI_FOLDER profile has a folder specified for saved analyses, such as /shared/Custom/Human Capital Management/Learning Analyses. Also make sure that all the folders in the path are accessible to learning administrators, and that the administrators have access to run the reports. For more information, see Securing HCM and Security Reference for HCM.

Here's what to do

Tools > Reports and Analytics > Browse Catalog

1. On the Catalog page, the New icon menu, select Analysis.
2. On the Select Subject Area dialog box, search for and select Workforce Management - Worker Assignment Real-Time.
3. On the Untitled page, build and save your analysis.

   For example:

   1. Expand the Worker folder.
   2. Drag these attributes and drop them in the Selected Columns section:
      • PersonID (you must include this attribute in all your analyses for the analysis to work properly)
      • Person Number
      • First Name
      • Last Name
   3. Expand the Department folder.
   4. Drag the Department Name attribute and drop it in the Selected Columns section.
   5. Next to Department Name, click the icon and select Filter.
   6. On the New Filter dialog box, in the Value field, search for and select the department you want to filter for, such as Sales.
   7. Click OK.
   8. On the Results tab, click the Save as icon and save the analysis to the folder specified in the WLF_RBA_BI_FOLDER profile.