Reference: Tenant Configuration Guidelines for Custom Reporting in AP&C
This table includes tenant configuration guidelines for Adaptive Planning and Consolidation (AP&C) that Workday recommends for custom reporting.
Issues | Causes | Configuration Guidelines |
|---|---|---|
You’re noticing poor performance when creating custom reports using the Last Updated Moment report field with these filters:
| You're using 1 of these report data sources and filters combinations:
| When creating custom reports:
See Create Custom Reports. |
You're noticing poor performance when creating custom reports. | You may be using non-indexed report fields. | Ensure you are using the available indexed report fields for the custom reports. |
You're getting an incorrect balance when running a trial balance for more than a single reporting period. | You may be running a composite trial balance by selecting Repeating Column Group as period.
Workday doesn’t support using Repeating Column Group for period mapping over multiple fiscal years. | Instead of using the Repeating Column Group, copy the columns for the report and hard code the year on the sub report prompt to have the time period equal to the previous or prior year.
Example: You want to create trial balances for 3 years using the Time Period prompt. Create the layout of the report and copy each column on the report 2 times. For each year that you copy, change the Beginning Balance time period to Last Year – Current Period . |