Creating a WX Process for Async Reporting

  1. In the HR Manager Portal, select the WX Services tab.
  2. Select the WX service that you want to host the summary. This must be a WX homepage service, or a service that hosts only Internal Communications and/or summaries.

  3. On the WX Service page, under WX Processes, select New WX Process.

    Screenshot: New WX Process button

  4. On the WX Process page, give the process a descriptive Label. The label is used in the WX summary tile.

    5. Screenshot: creating a WX process for Async Reporting

  1. Give the process an Order, a numerical value with no decimal places. This defines the order in which Async Reporting is displayed in its service menu, relative to other processes.
  2. Select Show In Mobile if you want the process to be available in the mobile browser version of WX.
  3. Select the WX Process Type as Async Reporting.

  4. Use the Additional Information field to enter formulas for the data you want to display in the Async Reporting process.

    For more information, see Enabling data display for Async reporting.

  5. Select Save.

Leave the other fields blank or set at their defaults unless you have a requirement to adjust other settings for the process.