Setting up WX Reports

Learn how to set up Sage People WX to display WX Manager Reports. For more detail on setting up WX Services and Processes, see Setting up and using WX Services.

1. Check the HCM Configure page settings:

   In Salesforce Lightning Experience, go to Setup and select Apps. Then open Packaging, and select Installed Packages.

   In Salesforce Classic, go to Setup and select Installed Packages.

   

   Find the Human Capital Management (HCM) package and select Configure.

   In the Process list, ensure you check at least the Team Member checkbox in the FairsailProfile: Reporting line. The Reporting process isn't visible in WX if you don't check Team Member.

2. Enable reporting in your policy.

3. Select, create, or update a report that you want to share in WX. See Reports and Dashboards overview.

4. Create an entry for the report in the WX Reports tab. Use this entry to define the default settings for the report when it displays in WX.

   You can use an existing report as it is. Or you can further customize the report you select by defining the field content. You can add or refine filters to tailor it for a manager or team member audience you define.

5. Create one or more WX Reporting processes.

   Each Reporting process lets you display a WX Report as part of the WX Service of your choice.