WX Reports | Configuration options

Configure page options

None

Policy options

Add the Reporting checkbox to the Policy object and select it:

  1. In the HR Manager Portal go to Setup > App Setup > Create > Objects.
  2. Scroll down to find the Policy object and select the Label.
  3. Select Field Sets.
  4. Select Edit for the Additional Policies Field Set.
  5. Drag and drop the Reporting field into the Field Set.
  6. Select Save.
  7. The Reporting checkbox is added to the Additional section on the Policy page.
  8. Check Reporting:

    Screenshot: Policy, Additonal section, Reporting checkbox checked

Field sets

There are no field sets defined for WX Reporting.

Picklists

To edit these default picklist values:

  1. Go to Setup and select the Object Manager tab.

  2. Select object, select the picklist field, go to the Values related list.

WX Report object

Chart Default field

  • Doughnut

  • Horizontal Bar Chart

  • Line Chart

  • Pie Chart

  • Radar Chart

  • Table

  • Vertical Bar Chart

Show Data for Report Levels Down field

  • 0

  • 1

  • 2

  • 3

  • 4

  • 5

  • 6

  • 7

  • 8

  • 9

  • 10

Type field

  • Summary

  • Tabular

WX Report Field object

Aggregate field

  • Average

  • Count

  • Maximum

  • Minimum

  • Sum

Sort By field

  • Ascending

  • Descending

Summary field

  • Day

  • Day in Month

  • Month

  • Month in Year

  • Quarter

  • Value

  • Week

  • Year

WX Report Filter object

Operator field

  • Contains

  • Not Contains

  • Equals

  • Not Equals

  • Greater Than

  • Greater Or Equal

  • Less Than

  • Less Or Equal

  • Starts With

Object fields

To rename these custom fields:

  1. Go to Setup and in Quick Find enter Override.

  2. On the Override page select the:

    • Package hosting the object

    • Language

    • Setup Component = Custom Field

    • Object

    • Aspect = Field Label

  3. Enter new values in the Field Label Override column

WX Report object (Async Reporting)

Default Field Label

 Field Type

API Name

Text (80)
Base Object Text (255)
Chart Default Picklist
Description Long Text Area (2048)
Filter Logic Text (255)
Level Down Number (1,0)
Policy Lookup (Policy)
Policy Group Text (80)
Show Data for Report Levels Down Picklist
Show Data For Team Member Checkbox
Show In Team Checkbox
Show In Team Member Checkbox
Team Member Lookup (Team Member)
Type Picklist

 

WX Report Field object (Async Reporting)

Default Field Label

 Field Type

Aggregate

Picklist
Full Field Name Formula (Text)
Header Label Text (255)
Is Chartable Checkbox
Order Number (5,0)
Path Text (244)
Sort By Picklist
Summary Picklist
WX Report Master-Detail (WX Report)

 

WX Report Filter object (Async Reporting)

Default Field Label

 Field Type

Full Field Name

Formula (Text)
Operator Picklist
Order Number (5,0)
Path Text (255)
Value Text (255)
WX Report Master-Detail (WX Report)

Record types

There are no record types defined for WX Reporting.

Actions

There are no actions defined for WX Reporting.

Action events

There are no action events defined for WX Reporting.