Example: Add Report to Customer Accounts Hub

Administrator Guide

This example illustrates how to add a navigation item for a report to the

Customer Accounts Hub

, enabling accounts receivable specialists and managers to quickly access critical data directly from the hub interface.

As an accounts receivable manager, you want to customize the

Accounts Receivable Hub

for frequently used reports and data to suit your organization's business needs. You want to add a

Find Customer Refund Payments

report to the hub to quickly access data on customer refund payments. You need to create a new navigation item for the report and add it to the hub.

Security: These domains in the System functional area:

Set Up Tenant: Setup - General

Set Up Tenant: Setup - Hub

Access the

Maintain Hubs

report.

From the

Customer Accounts Hub

, select

Action

Customize Hub Navigation

Click

Edit

In the

Configuration

section, select

Configurable

Add a new row to the grid.

From the

Navigation Item

prompt, select

Create

Create Navigation Item Action

Configure these values:

Option	Description
Name	Find Customer Refund Payments
Item	Select Report Find Customer Refund Payments .

Click

, and then click

Workday adds the

Find Customer Refund Payments

navigation item to the

Customer Accounts Hub