How To Create A Report In UltiPro?

UltiPro, developed by Ultimate Kronos Group (UKG), is a human resources management system, and one of its key features is the ‘Report Builder’. This tool helps managers and human resource (HR) professionals create custom reports, making it easy to extract meaningful insights from the vast amount of data collected in the system.

You can use it to create private reports (visible only to you for personal tracking), public reports (accessible to others with permission for team collaboration), and scheduled reports (automatically sent to designated recipients via email). These reports provide the flexibility and insights you need to make smarter, more informed decisions. 

However, if you are unsure how to create a report in UltiPro, this guide will walk you through the entire process step by step.

• Log into your UltiPro account using your credentials
• Once logged in, navigate to the admin section. From there, click on ‘Reporting’ and select ‘Report Builder’. This is where you will find all the tools for creating, managing, and organizing reports 

• Click on the ‘Create New Report’ button. This is your starting point for generating a customized report 
• A menu will appear, asking you to select the type of report you want to create. For example, choose from options like payroll, employee performance, training progress, and attendance 
   

• After selecting the report type, click on ‘Continue’ to proceed. If you want to change anything or go back, use the ‘Back to control panel’ at the top of the page 

• At the top of the page, enter a clear and unique name for your report. For example, ‘Monthly Employee Performance Report’ or ‘Payroll Summary for Q1’. This helps distinguish it from other reports 
• In the ‘Report Options’ section, click the first drop-down menu and choose the specific items to include in your report. This could be employee names, roles, departments, time worked, training courses, or other relevant details 
   

• If you’re creating a broad report, select ‘All Items’ or ‘All Courses’. Alternatively, pick specific categories to narrow the focus of your report 
• Verify the time zone using the next drop-down menu to ensure the report’s date/time data matches your organizational need 
   

• Then, use the radio buttons to specify the group of individuals or units your report will cover. Options include all employees, external members (such as contractors or non-staff), or specific groups like active or past employees 

• Select the fields (data columns) you want to appear in the report. If there are fields you don’t need, remove them by tapping on the ‘X’ button next to it to simplify your report 
• Organize the fields in the desired order using the drag-and-drop functionality. The order you set here will define the order of the columns in the final report 
• Click on the gear icon next to a field to rename it. This is useful if you want to use simpler or more meaningful labels for your data 
• If you need additional data, click the drop-down menu to add more fields to your report 
• Before finalizing, select ‘Click Here To Preview Data’ to see a snapshot of your report. Review the preview to ensure all fields, filters, and data are correct. If something looks off, go back and adjust 

• If you want the report to run automatically, select the arrow next to ‘Schedule Report’ to expand the options
• Choose the frequency (e.g., daily, weekly, monthly) using the ‘Period’ drop-down menu and specify the time the report should run 
• Specify the ‘Recipient’ option to determine who will receive the report. If scheduling it for yourself, select ‘For you,’ it will appear under the ‘Private Reports’ tab after saving 
• To send the report to other employees, choose ‘For others.’ It will then be listed under the ‘Scheduled Report for Others’ tab, where you can manage automated deliveries 

• At the top right corner, toggle the public/private switch to determine the visibility of the report 
• Choose ‘Private’ if the report contains sensitive data or select ‘Public’ if the report will serve as a general template or will need to be accessible to other users with reporting permission

• Once all the settings are finalized, click the ‘Save’ button in the top right corner to store the report for future use. 
• Use the ‘Save and Run’ option to generate and download it immediately

• Admins: Can create and manage both public and private reports, save them without selecting organizational structures, and access data across all units. 
• Managers With Reporting Permissions: Can only create private reports and access data relevant to their organizational unit. 

This simple 7-step process not only shows you how to create a report in UltiPro but also helps you understand the purpose of each option so you can easily customize it to suit your needs. However, if you encounter any technical issues, contact the platform's customer support for assistance.