Categories Widget

When you associate a category with a report you add data objects and fields commonly used to build those types of reports. For example, reports used to manage courses or requisitions.

Contents

You access the Categories widget on the Tools Report Action menu (Tools >> Categories). It also opens when you click Choose a Category to start creating your report (Create Report >> Choose a category).

You select or change a report's category by clicking to select it or dragging the category onto the Report Working Area. Selecting a category opens the Fields & Data Objects widget, with the pre-selected objects and fields available for selection in the Your Report's Objects section.

You can change the category associated with your report at any time. Any object that has not yet been added to your report is removed from the Your Report's Objects section and replaced by the new category's objects. A report can be assigned to only one category at a time.

Field Description
Widget ToolbarWidget Toolbar At the top of every widget are three action icons:
  • Details:Expands a panel with information about how to use the widget to build your report.
  • Refresh: Updates and reloads the content.
  • Close: Closes the widget.
Filter content Enter text to narrow results and quickly find content available in the active widget.

Core

Field Description
Development Plans This category includes data objects and fields commonly used to build reports to manage employee development tasks and functions. For example, Employee Details and Development Plans.

Development

Field Description
Career Plans & Activity This category includes data objects and fields commonly used to report on employee 9-box placement, career plans, and risk of loss. For example, Employee Details and Employee Stats/Activity.

Learning

Field Description
Certifications This category includes data objects and fields commonly used to report on certification details and activity, including when certifications expire. For example, Certification Details and Student Details.
Class Evaluations This category includes data objects and fields commonly used to report on evaluation results. For example, Evaluation Details and Student Details.
Tests This category includes data objects and fields commonly used to report on test results. For example, Instructor and Student Tests.
Classes This category includes data objects and fields commonly used to report on class details and student activity, such as assignments and test results. For example, Certification Details and Student Details.
Courses This category includes data objects and fields commonly used to report on things such as course details, student activity, and student participation. For example, Course Details and Instructor.
Learning Path This category includes data objects and fields commonly used to report on things such as learning path details and student progress. For example, Learning Path Details and Student Details.
Training Hours This category includes data objects and fields commonly used to report on internal and external training hours of employees. For example, Employee Details and Training Credits.

Performance

Field Description
360s This category includes data objects and fields commonly used to report on 360 appraisals. For example, 360 Details and Metrics.
Appraisals This category includes data objects and fields commonly used to report on appraisal details, employee scores, and other appraisal activity. For example, Appraisal Details and Employee Details.
Continuous Feedback This category includes data objects and fields commonly used to report on continuous feedback. For example, Session Details and Employee Details.
Goals This category includes data objects and fields commonly used to report on goal details and activity, as well as progress by employee. For example, Goal Details and Employee Details.

Recruiting

Field Description
Screening Questionnaires This category includes data objects and fields commonly used to report on recruiting campaign details. For example, Questionnaire Details and Question Details.
Campaigns This category includes data objects and fields commonly used to report on evaluation results. For example, Campaign Details and Campaign Recipient Details.
Applicant and Candidate Activity This category includes data objects and fields commonly used to report on applicant and candidate activity, including time to hire, disposition details, and diversity information. For example, Applicant Details and Requisition Details.
Candidate Status History This category includes data objects and fields commonly used to report on a candidate's status history. For example, Applicant Details and Applicant Status Change.
Offers This category includes data objects and fields commonly used to report on things related to offers, such as approval details and benefits information. For example, Offer Details and Benefit Values.
Requisition Activity This category includes data objects and fields commonly used to report on internal and external training hours of employees. For example, Requisition Details and Requisition Activity.
Requisition Status History This category includes data objects and fields commonly used to report on requisition details such as applicant and candidate activity and statistics. For example, Requisition Details and Requisition Status Change.