Step-by-Step Help: How to Build Reports in UKG Pro, UltiPro, and UKG Pro WFM

Why UKG Reporting Feels Complicated

If you’re using UKG Pro, you know the data is powerful—but building reports can feel overwhelming without UKG report builder step-by-step help.

Whether you’re in HR, payroll, or operations, chances are you’ve asked:

  • “Where do I pull this data from?”
  • “Why isn’t this filter working?”
  • “Why can’t I get a simple headcount report?”

You’re not alone. UKG (formerly UltiPro) is designed for enterprise flexibility, not plug-and-play simplicity.

This guide offers UKG report builder step-by-step help, walking you through the process so you can easily access the data you need.

 

 

What Is the UKG Pro Report Builder?

The UKG Pro Report Builder is a reporting tool built into UKG Pro (UltiPro). It lets users create and schedule customized reports across:

  • HR
  • Payroll
  • Benefits
  • Timekeeping
  • Recruiting
  • Talent Management

Unlike canned reports, Report Builder offers complete control over filters, fields, and layout.

 

You can:

  • Build ad-hoc reports
  • Automate recurring reports
  • Use real-time or historical data
  • Export to Excel, CSV, or PDF
 

 

Step-by-Step: How to Use UKG Report Builder

Let’s break down how to build a simple, effective report in UKG Pro.

Step 1: Go to Report Builder

  • In UKG, go to:
    Menu > Reporting > Report Builder > Create New Report

Choose your report type:

  • Detail Report – Best for row-by-row data (e.g., employee rosters)
  • Summary Report – Use for grouped or aggregate data

🧠 Pro Tip: Start with a detail report unless you’re experienced with calculations.

 

 

Step 2: Select a Subject Area

This tells UKG what data you want to use.

Examples:

  • Employee Personal – Basic employee info
  • Job Info – Title, department, manager
  • Time Management – Clock-in/out, hours worked
  • Payroll – Pay codes, earnings, deductions

You can link multiple subjects to get a more complete view.

 

 

Step 3: Choose Fields

Select only the fields you need, such as:

  • First Name
  • Last Name
  • Hire Date
  • Job Title
  • Department
  • Pay Group

🔎 Less is more. Don’t overload the report—it slows it down and confuses end users.

 

 

Step 4: Filter Your Data

Use filters to target only what matters.

Common filters:

  • Status = Active
  • Location = “Main Office”
  • Hire Date after 01/01/2023
  • Department = “Sales”

✅ Use the Run Count button to test how many rows match your filters.

 

 

Step 5: Group or Sort Data

  • Sort by fields like Last Name, Hire Date, or Pay Type
  • Group by Department or Location if you need subtotals

This makes your report easier to read and analyze.

 

 

Step 6: Preview and Save

Before saving:

  • Run a preview
  • Look for blank values or outliers
  • Confirm your filters are working

Once it’s clean, give it a clear name and save.

 

 

Step 7: Schedule or Share

You can:

  • Schedule to run weekly/monthly
  • Email it to other users
  • Download it in Excel or PDF
  • Share with specific security roles

🎯 Great for automating compliance or leadership updates.

 

 

UKG Pro WFM Reporting: What’s Different?

If you’re using UKG Pro WFM (Workforce Management), reporting has additional layers—this is where UKG report builder step-by-step help can make a difference.

WFM reports typically include:

  • Scheduled vs. actual hours
  • Missed punches and exceptions
  • Overtime summaries
  • Absence trends
  • Cost center labor allocation

🛠️ To build a WFM report:

  1. Choose Time Details or Schedule Data as your subject
  2. Link to Job Information to group by role or team
  3. Add calculated fields for average hours or variance
  4. Filter for specific pay periods or work locations

Connecting WFM data to payroll gives insight into cost control and scheduling accuracy.

 

 

Example: Monthly ACA Eligibility Report

Use Case: You need to identify employees averaging 30+ hours/week for ACA eligibility.

How to build it:

  • Use Time Management for hours
  • Add Employee Status and Hire Date
  • Use a calculated field for average weekly hours
  • Filter for part-time and full-time employees
  • Schedule monthly delivery to benefits admin

📌 This helps you stay compliant and avoid last-minute audits.

 

 

Avoid This Common Reporting Mistake

Most users focus on what data they need.

But great reports are built around why you need it.

Ask yourself:

  • What decision will this report support?
  • What risk does this help mitigate?
  • Who will take action on this?

If your report doesn’t help drive decisions, it’s just noise.

 

 

Advanced Tips for Power Users

1. Use Calculated Fields

Want to bucket tenure or flag issues?

Try this formula:

CASE

WHEN Tenure < 1 THEN ‘New’

WHEN Tenure < 3 THEN ‘1–3 years’

ELSE ‘3+ years’

END

Use for turnover reports, pay analysis, or engagement planning.

 

 

2. Build Audit Reports

Flag:

  • Missing data (e.g., no SSNs)
  • Invalid hire dates
  • Employees with mismatched roles

You’ll uncover bad data before it affects compliance or payroll.

 

 

3. Link Modules for Bigger Insights

Want to see how long it takes new hires to be productive?

Link Recruiting to Performance or Payroll to see:

  • Hire date
  • Time to first review
  • Compensation movement

💡 These reports help optimize onboarding and hiring ROI.

 

 

What is the UKG Pro Report Builder? (Snippet Optimized)

Answer:
UKG Pro Report Builder is a reporting tool that lets users create, customize, and schedule reports across HR, payroll, time, and benefits data inside UKG Pro (formerly UltiPro).

 

 

How Do I Use the Report Builder in UKG Pro? (Snippet Optimized)

Answer:
Go to Menu > Reporting > Report Builder > Create New Report. Then choose your subject area, select fields, apply filters, preview the report, and save or schedule it.

 

 

How PredictiveHR Helps You Win with UKG Reporting

Let’s face it—reporting takes time. And most teams don’t have a UKG expert sitting next to them.

That’s where PredictiveHR comes in.

We help HR, payroll, and ops teams:

  • Clean up messy data
  • Build complex reports in minutes
  • Automate compliance reports
  • Connect UKG Pro, WFM, and third-party data
  • Optimize visibility and accuracy

We’ve supported hundreds of UKG and UltiPro customers—many who were stuck before they came to us.

If your reports aren’t helping you lead, they’re holding you back.

 

 

Final Thought: Reporting Should Drive Action, Not Frustration

UKG Pro is a powerful system—but you need the right lens to extract real insights.

Once you master UKG Pro Report Builder, you’ll stop guessing and start leading.

And if you want to skip the learning curve? We’ve got your back.

 

 

✅ Ready to Make UKG Work Smarter?

Let PredictiveHR help you:

  • Clean your data
  • Build better reports
  • Make faster decisions
  • Train your team for long-term success

 

Contact us today!