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 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 March 2012 | Empowering the User - Custom Web Reporting2

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Custom Web Reporting Unified Data Warehouse SaaS Web Application WebFOCUS Backend Easy to Use March 2012 | Empowering the User - Custom Web Reporting4

Adoption Metrics since launch: Users: 5,000+ Reports: 50,000+ Feedback: Captured via UserVoice Helps Drive Roadmap Formatting Calculations Scheduling March 2012 | Empowering the User - Custom Web Reporting5

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 March 2012 | Empowering the User - Custom Web Reporting6

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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 March 2012 | Empowering the User - Custom Web Reporting8

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 March 2012 | Empowering the User - Custom Web Reporting9

Front End: Setup What do you need to know? Select a category Category drives column & filter selection March 2012 | Empowering the User - Custom Web Reporting10

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Future Vision Where we are going Additional formatting Calculated columns Scheduling & distributing reports Parameterized standard reports Dashboards Charting March 2012 | Empowering the User - Custom Web Reporting14

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 Higher March 2012 | Empowering the User - Custom Web Reporting15

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. March 2012 | Empowering the User - Custom Web Reporting16

Contact Us Website: Custom Web Reporting Blog: Also find us on: March 2012 | Empowering the User - Custom Web Reporting17