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Administrator Guide
Last Updated: 2023-06-23
Create Custom Reports with the Business View for Project Cost Data Source

Create Custom Reports with the Business View for Project Cost Data Source

Security:
  • To view and run reports, view access to the
    Reports: Project Cost
     domain.
  • To add fields to the business view data source, modify access to the
    Manage: Business Views
    domain.
You can create custom reports with Workday-delivered report data sources. The Business View for Project Cost data source provides consolidated insights into the operational transactions for your projects, such as:
  • Ad hoc project transactions
  • Expense reports
  • Purchase orders
  • Supplier invoices
  • Time block transactions
You can drill down into the details for each transaction type. The lowest level of granularity for the data source is:
  • Expense reports
  • Project ad hoc transaction line
  • Project financial transactions
  • Purchase order lines
  • Supplier invoice lines
  • Supplier invoice line splits
  • Time blocks
The data source also shows projects with no transaction activity.
  1. Access the
    Create Custom Report
    task. As you complete the task, consider:
    Field
    Description
    Report Type
    • Advanced
      : Select this option for a detailed view of transactions associated with a given project.
    • Matrix
      : Select this option for a summarized view of project transactions broken down by cost center and grouped by labour, non-labour, and uninvoiced amount.
    Data Source
    Select
    Business View for Project Cost
    .
  2. Navigate to the
    Prompts
    tab and select the
    Populate Undefined Prompt Defaults
    option.
  3. If you selected
    Advanced
     for
    Report Type
    , add your desired fields for the custom report.
  4. If you selected
    Matrix
     for
    Report Type
    :
    1. Specify
      Cost Center
       in
      Group by Field
       under
      Row Grouping
      .
    2. In
      Define the Field(s) to Summarize
       ensure
      Summarization Type
       is set to
      Sum
      . For the
      Summarization Field
       column, select these options:
      • Standard Cost Amount in Reporting Currency
      • Transaction Cost Amount in Reporting Currency
      • Uninvoiced Amount in Reporting Currency
    3. Navigate to the
      Drill Down
       tab. As you complete the tab, consider:
    Field
    Description
    Drillable Field
    Select
    Originating Transaction
    .
    Detail Data
    Select these options:
    • Transaction Cost Amount in Reporting Currency
    • Transaction Source
    • Standard Cost Amount in Reporting Currency
    • Uninvoiced Amount in Reporting Currency
You can now run the custom report and view the results.