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Report Designer: Primary identifier report for LMS import

Lo Buckley
Updated
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This guide will show you how to create a report in HR report designer, to gather the relevant information for an LMS data import where you are using the integrated LMS.

🎥Bitesize videos available

For detailed guidance on Report Designer, and many others, check out Ciphr Academy.

⚠ Important: To ensure access via SSO please log in to the Academy via your HR system first.

Once logged in, you can access the videos here: Ciphr Academy – Bitesize Videos.

 

Contents

 

To create the new report

  • Go to Reporting/Reports > Report Admin > Report Designer
  • Select Insert new record
  • Select Design a new report
  • Click Next

 

Fields to select

  • Select Personal Details as your Master Table:
  • Double click the following fields to add them to your report, which will display them on the right hand side. Alternatively you can click on fields and press > as shown below:
  • Employee Number
  • Is Primary Job?
  • Name
  • Per ID 
  • PerLegacyRefNo
  • Primary PerID
  • Payroll Name (found in Payroll Codes table)

Notes: 

  • Including the Per Legacy Reference Number allows you to check the unique ID that was populated at import
  • If the report is for an education sector with Ciphr payroll, you may want to include the Payroll Post ID (or similar) however, this may be stored as a further information field in job and pay.  

 

Subset

  • Continue to the Subset step where it's recommended to select to Use a subset so you have the option to narrow down the results when running the report as needed
  • Continue to Finish to save your report.  It's recommended to name it Primary Identifier Report for future reference.  Click Save to then download the report to check it in Excel

 

Check out/in

  • Check the data in Excel and make any layout changes to save and check back in
  • Go back into Edit Settings to Enable the report to make it available to use

 

Grant access

  • Once the report is available you will need to make it accessible to the user role(s) that will need access via the pop-up message below
Note: This will only take you to the role management for your user role which you will see at the top of the page. Click to make it accessible and review the changes, then repeat the steps for any other user role(s) that need access to the report.
  • Once access has been granted, users with access can run it from Reporting/Reports > Reports

 

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