Empowering the User Custom Web Reporting

M. Keener & R. Kolatalo | Thursday, March 1, 2012

Paycor Background

Who is Paycor?•Largest Privately Held Payroll and HR Services Company

• Founded in 1990• 600 Employees• 20,000 Clients• Offices in 20 cities, 3 Processing Centers, Processing for all 50 States

in…• Cincinnati, OH (HQ)• Jacksonville, FL• Kansas City, KS

•Primary Service Offerings• Payroll & HR Application for Small and Mid-Market Clients• HR Information System for Mid-Market Clients• Time and Attendance Application• CWR - Unified Business Intelligence and Reporting Application

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Awards

Custom Web Reporting

•Unified Data Warehouse•SaaS Web Application•WebFOCUS Backend•Easy to Use

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Adoption

Metrics since launch: •Users: 5,000+•Reports: 50,000+

Feedback: •Captured via UserVoice

• Helps Drive Roadmap• Formatting• Calculations• Scheduling

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Architectural Overview

Challenge: •Create a robust, scalable, secure, easy to use Ad-Hoc Reporting tool.

Key components:•Front End - User driven definition of output through a point and click interface•Back End

• Generator - Combining WebFOCUS reporting and security with .Net front end

• Web service API - To bridge the technologies

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Back End: Generator

Translate the definition to a report•Generator’s purpose is to translate the report definition into WebFOCUS code.•Generator code is broken down into writers, responsible for logical units of work

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Web Service API

IBI offers a rich web service API•Maintain Managed Reporting users•Run existing reports•Create and delete reports•Create and delete files•Obtain a collection of master files•Obtain a collection of fields in each master file•Connect to Managed Reporting as a user•Run an ad-hoc request

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Front End: Setup

What do you need to know?•Select a category•Category drives column & filter selection

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Future Vision

Where we are going•Additional formatting•Calculated columns•Scheduling & distributing reports•Parameterized standard reports•Dashboards•Charting

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IBI Support & Documentation

Props to IBI’s support team!•Answering questions along the way•Providing quality documentation

WebFOCUS Web Services

Version 7 Release 6.1 and Higherhttp://documentation.informationbuilders.com/masterindex/html/pdf_wf_71/wf713web.pdf

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Conclusion

Benefits to this approach•Easy to expose new report types – simply add new master files!•Easy migration between versions•Flexible solution that allows us to deliver what the business needs.•The core of the solution is abstract enough that it could be used by any business.

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Contact Us

•Website: http://www.paycor.com •Custom Web Reporting Blog: http://paycorcwr.com/ •Also find us on:

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