Create a Custom Healthcare Productivity Report

A Report Data Object (RDO) is a collection of business objects defined in the application to create reports. For example, a RDO may contain several information fields, such as employee name and hire date, and each of these fields can be a column in the report.

1. From the Report Data Object Management page, select Add.
   Note You can only see Work Unit options if you have a UKG Pro Healthcare Productivity license.
2. Select one of the following Work Unit options:

   • Work Unit View - For a range of days, a single period, and other symbolic time periods such as Last 6 Pay Period and Fiscal Year to Date.

   • Work Unit - Time Series - For a summarized view by pay period increments.

3. Enter the Report Data Object setup information in the available fields at the top of the page.
4. From the Work Unit RDO Type drop-down list, select a type based on your RDO selection:
   • For Work Unit View RDO, select one of the following:

     • Daily Productivity (default)

     • Pay Period Productivity

     • Payroll

     • Volume

   • For Work Unit - Time Series RDO, select one of the following:

     • Daily Productivity (default)

     • Pay Period Productivity

     • Volume

5. Select the Rollup Type based on the Work Unit RDO Type you select:

   • For Daily Productivity, you cannot select a type. Work Unit is the only type.

   • For Pay Period Productivity, you can select Employee, Job, or Work Group.

   • For Payroll, select Work Group.

   • For Volume, select Procedure Code (required). For Volume Time Series, select Post Date.

6. For Work Unit - Time Series RDO, select the time increment and format.
7. In the Columns section, select Add.
8. Add columns and change label as needed.
9. Assign conditional parameter for target related metrics (Default or Alternate).
10. Repeat steps to add another column.
11. Select Save.

When creating a Healthcare Productivity report, choose a RDO that is appropriate for the report type. All custom reports will be available in custom folders and Healthcare Analytics folder.

1. From the Report Management - Unpublished Reports page, select Create Design.
2. Select one of the report type options:

   • Common Report - For Business Structure or Employee reports

   • Healthcare Productivity Symbolic Time Period - For Pay Periods with reference date

   • Healthcare Productivity Date Range - For a report with Start and end dates

   Note You can only see the Create Design drop-down options if you have a UKG Pro WFM Healthcare Productivity license.
3. From the Manage Data window, move the appropriate RDO to the Selected Data column.
4. From the Data tab, select data objects.
5. Save and publish.
   Note

   To show the default and alternate target metrics in two separate columns in the same report, select a separate RDO for default and alternate targets when you publish your report.

   • Name the reports and columns clearly to distinguish between default and alternate targets.

   • By default, the person who runs the report can select default and alternate targets and override the report design. If this happens, select False for Mandatory and Display when you edit the parameters to avoid confusion.