Reason 1
A UDF(User Defined) report with Person User Data, HR Person Master and Appointment History views generates no data. When the Appointment History view fields are removed, data displays.
UDF Codes can be linked to either personnel number or appointment ID. When linked to personnel number, the appointment id remains blank for employees. Therefore, no data will display for this type of UDF when the Appointment History view is included in the report.
If the Appointment History view is required for the report, create calculations for each field required with the function PRBI_GET_USER_DATA_FIELD and do not use Person User Data.
Reason 2
The UDF report is referencing Person User Data and HR Person Master.
The report Access Type is Manager so would expect employees that the manager has access to display on the report but the report is blank.
The Person User Data view works differently to other views. It requires a user, including a Manager user, to be granted access via Security Dashboard > Setup > System User > Personnel Access.
If this is an issue, the UDF reports can be setup using HR Person Master view and the function PRBI_GET_USER_DATA_FIELD to report on the UDF fields. Then the Manager will see data when the report runs and will not need access via System Users.
Reason 3
If a UDF is setup in Data Centre, User Defined Objects with the Security field enabled, then the user logged in will require access to that UDF in the Security dashboard, Setup, System Users for security type User Defined.
Report configuration reasons 1 and 2
If data is not displaying in a user defined (UDF) report because of reason 1 or reason 2, then create an Insight report using HR Person Master and the function PRBI_GET_USER_DATA_FIELD. If Appointment data is required, add Appointment History view.
In Insight, add Calculation and select XD Functions tab. Enter Calculation Name.
Enter PRBI_GET_USER_DATA_FIELD in the Search field and select this.
A window pops up ‘Enter Parameter Functions’.
The three mandatory fields are P_EMPNO, P_REFERENCE_CODE,P_TEXT.
Enter Person Reference and select this field for P_EMPNO
Enter the UDF Code in P_Reference_Code field and press Enter to add to the list.
Enter DATE1 in P_Text field and press return to add to the list.
You should see something like example below when the UDF Code is ‘ASSOC’.
PRBI_GET_USER_DATA_FIELD(P_EMPNO=>PRCI_HR_PERSON_MASTER.PERSON_REFERENCE, P_REFERENCE_CODE=>'ASSOC', P_TEXT=>'DATE1').
This will display the dates held in the 'From Date' field for the UDF Code.
Repeat these steps for each field required e.g. TEXT1, TEXT2.