Example: Add Custom Object Report Fields to Custom Reports for Allocation Pools

This example illustrates how to add custom object report fields to custom reports for allocation pools.

You added a custom object with a Methodology
field to your allocation pools. You want to add the field to a custom report to view this attribute.

When you add a custom object report field as a column to a custom report, you must specify a business object. Use these business objects associated with allocation pools when you make custom reports for allocation pools:

Workday Delivered Report	Business Object
Find Allocation Pool Transaction Lines	Allocation Pool
Find Allocation Pool Transactions	Allocation Pool
Find Allocation Pool Versions	Allocation Pool for Version

Create allocation pools.

Create a custom object for allocation pools.

Security:

Custom Object Management
domain in the System functional area.

Set Up: Allocation Pool
domain in the Financial Accounting functional area.

Access the

Copy Standard Report to Custom Report

task.

You can also select

Standard Report > Copy

from the related actions menu when viewing a report.

In the

Standard Report Name

field, select Find Allocation Pool Versions
.

Click

In the

Name

field, enter Find Allocation Pool Versions with Custom Object
.

Click

On the

Columns

tab, add a new row.

In the

Business Object

column of the new row, clear the prepopulated business object and select

By Category > Allocation Pool > Allocation Pool for Version

In the

Field

column of the row, select By

Category > Custom Fields > Methodology

Click

Done

You can access the

Find Allocation Pool Versions with Custom Object

custom report, and view custom object values in the

Methodology

column.

(Optional) Hide the

Find Allocation Pool Versions

report to remove it from global search.