FAQs - Reporting & Analytics
General Availability & Access
- Will the new reporting become default, or can we stay on classic reporting? Both classic reports and new reports will co-exist for a period of time. Advance notice will be given before classic reporting is sunsetted.
- Will the new reporting eventually be mandatory? Yes, the classic reports will continue to coexist for a period of time, and the potential retirement dates will be communicated well in advance.
- As a Client Admin Role, should I see the 'Report' option? Yes, if you are a Client Admin Role, you should see 'Report'. If not, submit a support ticket.
- If I give other roles access to the new reporting, will they still have the option to use classic or new? Yes, that is correct.
Report Functionality & Features
- Why can't we "double click" to edit any longer? What was the reason for removing? The double-click feature was removed to improve accessibility and will be brought back in future releases. Double-click to open is also planned for a future release.
- Will we be able to drag and drop new fields into a report and reposition them? Yes, drag-and-drop functionality is coming in upcoming releases.
- Do report tabs open automatically when clicking on a report? No, users still need to click edit or copy. Double-click to open is planned for a future release.
- How do we reorder columns in the new Report Editor interface? The grouping button can be used to reorder columns. Using the arrow keys in the grouping side panel, you can move fields and reorder columns in the report.
- Is it necessary to enable Historical Employee Data for all roles? What does it mean? Yes, it allows the role to report on historical data for all employees they have access to.
- Will the custom reports we created in Classic Reports transfer over to the new Reports, or will we need to rebuild any custom reports? All current reports will remain and work in both the classic and the new. There will be no impact on existing reports, and you will not be required to re-create any report.
- If we are combining reports, do they have to be the same category? As long as they have EE ID on them? No, they do not have to be the same category; they just need to have the employee ID on them.
Usability & Design Feedback
- The new Reporting Feature is looking fresh but it wastes so much screen space and as a user you quickly lose focus. Also, there are multiple usability setbacks like double click or Drag and Drop. Is it planned to include these reported missing features? Many usability improvements will be available in future iterations.
- Do you plan on enabling drag and drop, easier reordering for columns and other QOL features in the report edit screen? Due to accessibility considerations, drag and drop functionality is not implemented in Reports. Many usability improvements will be available in future iterations.
- Does changing the setting from 3 decimals to 4 or 5 affect how long it takes the system to pull reports (e.g. performance)? No performance impact.
- Are there plans to make decimal precision customizable by report? For now, decimal precision is applicable only to numerical values. This feedback is noted.
Training & Resources
- Are training sessions on the new Reporting and Dashboards in the Dayforce Learning Center? Training sessions will be updated for the new Reporting and Dashboards Pro UI.
