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Administrator Guide
Last Updated: 2025-03-14
Steps: Replace Default Overview Cards on the Close and Consolidation Hub in AP&C with Custom Reports

Steps: Replace Default Overview Cards on the Close and Consolidation Hub in AP&C with Custom Reports

You can customize the cards on the
Overview
 page of the
Close and Consolidation
 hub in Adaptive Planning and Consolidation (AP&C) to replace the default data visualization cards with insights from your own custom reports.
You can also:
  • Customize the title and subtitle on the cards.
  • Set up overflow menus that displays links to other tasks, reports, dashboards, or external resources.
To enable Workday to display a custom report on a card, the report must use the:
  • Matrix
     report type.
  • Chart
     output type.
  • Share with all authorized users
     sharing option.
  1. Access the
    Create Custom Report
     task.
    Set up your custom report so that Workday can display it on a card.
    1. Select the
      Matrix
       report type.
    2. Select a report data source or data source filter that has report fields as required or optional prompts that you can map to the
      Consolidation Grouping
       and
      Close Period
       filter prompts on the hub.
    3. On the
      Prompts
       tab, add a row to the
      Prompt Defaults
       grid to map a report prompt to the
      Consolidation Grouping
       filter prompt on the hub:
      Field
      Default Type
      Default Value
      Required
      Do Not Prompt at Runtime
      Select
      Company
       or
      Company/Hierarchy
      Determine default value at runtime
      Consolidation Group
      Select.
      Select.
    4. When the report data source or data source filter has start and end date prompts, add 2 rows to the
      Prompt Defaults
       grid to map those prompts to the
      Close Period
       filter prompt on the hub:
      Field
      Default Type
      Default Value
      Required
      Do Not Prompt at Runtime
      Select the start date report field.
      Determine default value at runtime
      Fiscal Period Start Date
      Select.
      Select.
      Select the end date report field
      Determine default value at runtime
      Fiscal Period End Date
      Select.
      Select.
    5. When the report data source or data source filter has an accounting period prompt, add a row to the
      Prompt Defaults
       grid to map that prompt to the
      Close Period
       filter prompt on the hub:
      Field
      Default Type
      Default Value
      Required
      Do Not Prompt at Runtime
      Select the accounting period report field.
      Determine default value at runtime
      Close Period
      Select.
      Select.
    6. Add rows for all other prompts on the report data source or data source filter, and select the
      Do Not Prompt at Runtime
       check box for each row.
    7. On the
      Output
       tab, select the output type
      Chart
      .
    8. On the
      Share
       tab, select
      Share with all authorized users
      .
    9. Complete your report configuration to display the data you want to show on the hub.
    10. Click
      OK
      .
    Security:
    Custom Report Creation
     domain in the System functional area.
  2. Access the
    Maintain Hubs
     task.
    1. For the
      Close and Consolidation
       hub, select
      Action
      Configure Overview
      .
    2. On the
      Configure Hub by Admin
       task, click
      Edit
       for the card you want to replace with your custom report.
    Security:
    Set Up: Tenant Setup - General
     and
    Set Up: Tenant Setup - Hub
     domains in the System functional area.
  3. Complete the
    Edit Card by Admin
     task to replace the default card.
    1. On the
      Informational Text
       tab, select
      Customize Title
       and enter a new title for the card.
    2. Select
      Customize Subtitle
       and enter a new subtitle for the card.
      When you don't enter a new subtitle, Workday displays the subtitle from the default card.
    3. On the
      Overflow Menu
       tab, add rows to the grid to set up an overflow menu for the card.
      Select security groups or condition rules to control which users can see the overflow menu items.
      Add subrows to the
      Links
       and select items to display in the overflow menu.
    4. On the
      Custom Report
       tab, select the custom report you want to display on the card.
    5. Click
      OK
      .
    Security:
    Set Up: Tenant Setup - General
     and
    Set Up: Tenant Setup - Cards
     domains in the System functional area.
The
Close and Consolidation
 hub in AP&C displays your custom reports on the cards on the
Overview
 page. You can use the filter prompts on the hub to change the filter criteria for the reports displayed on the cards.