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Administrator Guide
Last Updated: 2023-06-23
Steps: Create Expense Report Print Layouts in Workday Studio

Steps: Create Expense Report Print Layouts in Workday Studio

  • Become familiar with Workday Studio, review Workday Studio documentation, and complete Report Designer tutorials from the Workday Community.
  • Download and install Workday Studio and Report Designer.
  • Include the
    .rptdesign
     file type in
    Edit Tenant Setup - System
     task.
You can customize expense report business form print layouts using Workday tasks and
Report Designer in Workday Studio
.
  1. Access the
    Copy Standard Report to Custom Report
     task.
    Copy the
    Expense Report for Print - Report Design
     Workday-delivered report. Remove the
    Attached Receipt Images
     field and modify the other fields as necessary.
    Security: The
    Custom/Standard Report Copy
     domain in the Tenant Non-Configurable functional area.
  2. From the
    Web Service
    View URLs
     related actions menu of the report, select an expense report print run to construct sample data for the custom report design.
    1. Select
      Workday XML
      REST
      Workday XML
      .
      If prompted, enter your sign-in credentials.
      Use the
      Save Page As
       browser option to save the file with an
      .XML
       extension to your local drive.
    2. Select
      Workday XML
      XSD
      XSD
      .
      Use the
      Save Page As
       browser option to save the file with an
      .XSD
       extension to your local drive. This option saves the schema for expense reports you'll generate from your custom report.
    Security: The
    Custom/Standard Report Copy
     domain in the Tenant Non-Configurable functional area.
  3. Sign into Workday Studio and create a report design project and data source with your XML and XSD files.
Your custom Workday Studio layout is available for printing expense reports.
From the related actions menu of the expense report, select
Expense Report
Print
 to print expense reports.