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Administrator Guide
Last Updated: 2024-09-20
Create Custom Reports for Supplemental Schedules

Create Custom Reports for Supplemental Schedules

Security:
  • Process: Consolidated Supplemental Data
     domain in the Advanced Close and Consolidation functional area.
  • Custom Report Creation
     domain in the System functional area.
You can create a custom report to return Supplemental Data Rows from Supplemental Data to help with the aggregation and currency conversion in common reporting currency.
Workday requires you to create a custom report for each Supplemental Data Template. Workday Worksheets supports Advanced and Composite reports. The custom report uses Live Data Capabilities within Worksheets to aggregate and consolidate Supplemental Data.
For additional guidelines on creating custom reports with Workday Worksheets, see Add Live Data from Workday Reports to Workbooks.
The steps below details how to create an Advanced Report for Supplemental Schedules.
See:
  1. Access the
    Create Custom Report
     task.
  2. For Report Type, select
    Advanced
    .
  3. Check
    Enable As a Web Service
    .
    Workday Web Services enable access to report results through URLs, which you can use in integrations between Workday and related external business services. See Concept: Reports as a Service (RaaS).
  4. Uncheck
    Optimized for Performance
    .
  5. For Data Source, select
    Supplemental Data Row
     report data source.
  6. On the
    Columns
     tab, for
    Report
     fields, select fields to mirror the data types you selected in the Supplemental Data Template and their position in the template.
    Example: Your custom report will have these report fields selected based on the Supplemental Data Template below:
    • Column 01 Currency
    • Column 02 Text
    • Column 03 Numeric
    • Column 04 Text List
    • Column 05 Date
    Option Description
    Column 1
    Currency
    Column 2
    Text
    Column 3
    Numeric
    Column 4
    Text List
    Column 5
    Date
    The above report fields will yield ledger currency values. For translated currency values, select the equivalent translated report fields. Example: Column 01 Currency Translated.
  7. Select
    Override Label
     to change the field display option to match the column header name.
  8. On the
    Prompts
     tab, check
    Populate Undefined Prompt Defaults
    . Specify any Prompt Defaults as deemed necessary for the report.
  9. On the
    Share
     tab, under
    Report Definition Sharing Option
    , check
    Share with all authorized users
    .
  10. On the
    Advanced
     tab, check
    Enable for Worksheets
     to use in Worksheets as Live Data.
  11. Click
    OK
     to save the report.