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Administrator Guide
Last Updated: 2023-06-23
Configure nBox Reports

Configure nBox Reports

Security:
Custom Report Management
 domain in the System functional area.
Each talent matrix report is based on an nBox report definition that you configure to meet your needs. You can:
  • Map values for the rows and columns.
  • Define labels.
  • (Optional) Specify help text.
  1. Access the
    Set Up nBox Report
     task.
  2. Select the
    nBox Report
     that you want to configure.
  3. Define the rows and columns of the nBox report.
    You can't change the source fields for the rows and columns. However, you can edit both the
    Row Axis Label
     and the
    Column Axis Label
    .
    The
    Field
     for the rows in the
    Talent Matrix - Performance by Potential
     report is
    Rating - Current
    . However, you can edit the
    Row Axis Label
     above the
    nBox Value Mapping for Vertical Axis (top to bottom)
     grid. You can map values for the rows of the talent matrix report:
    1. Because the talent matrix grid can range from a 2 x 2 grid up to a 5 x 5 grid, you must define and map a minimum of 2 rows and columns.
    2. Enter a
      Row Label
       and
      Column Label
       to display in the talent matrix report.
    3. Specify a
      Source Value
       for each row and column. You must map every value defined in your Workday tenant for the source field to a row or column in the nBox definition, even if the values aren't used. If you leave any source field values unmapped, you won't be able to save the nBox report definition.
  4. (Optional) Define a
    Box Name
     and
    Help Text
     for each box on the talent matrix.
    If you select the
    Enable Manual Talent Matrix Placement
     check box in the
    Maintain Talent Matrix Setup
     task, specify values for the Box Name in this task. If you don’t, the
    Talent Matrix Placement
     report field displays empty values.
    Each row in the
    Define the Box Names
     section corresponds to a box in the talent matrix report. The
    Row
     and
    Column
     values are displayed to help you understand where the box displays in the matrix. You can enter a
    Box Name
     and
    Help Text
     for each box on the matrix.
When you run a talent matrix report, you can:
  • View the nBox setup associated with the report. Select
    nBox
    View nBox Setup
     from the related actions menu.
  • Edit the nBox report definition for the report. Select
    nBox
    Set Up nBox Report
     from the related actions menu.