Concept: Report Group Step

Workday provides a

Report Group

step to enable users to share instances of reports or tasks among other users. The business process follows the report group configuration to select the users to share the reports or tasks with, as well as the output type.

When you add a

Report Group

step to a business process definition , you need to select or create a Report Group.

When you select a Report Group, the business process generates one instance of each report that is contained within the group. Each report instance is then associated with the appropriate security group that should have contextual access to the report output. In addition, the

Run As User

value is populated with the owner of the Report Group.

You can't configure the security group to which a

Report Group

step can be routed.

To configure a Report Group step:

Select
Business Process
Configure Report Group Step
as a related action on the business process step.
Enter the
Effective Date
. The default effective date is the current date.
When you first configure a
Report Group
step, you can't change the effective date. However, you can select an
Effective Date
on any subsequent occasion when you configure the
Report Group
step.
Enter the
Time Zone
. The default time zone is the user's current time zone.
You can only enter a time zone if you selected the
Business Process Configuration Time Zone
option on the
Edit Tenant Setup - System
task.
If you enter the current date in the specified time zone, the changes take effect immediately. Users in other time zones see the changes immediately.
If you enter a future date in the specified time zone, the changes take effect at midnight on the specified date in the specified time zone. Users in other time zones see the changes at the corresponding date and time in their time zones.
If you enter a past date in the specified time zone, the changes take effect at 11:59:59 PM on the specified date in the specified time zone. Users in other time zones see the changes at the corresponding date and time in their time zones.

On the

Report Criteria

tab, you can select the

Value Type

and

Value

for each report field. On the

Output

tab, select the number of days after which the report output file is deleted, and whether or not to output an empty report.

You can also configure the business process definition to not wait for a

Report Group

step to complete, but to move immediately to the next step in the business process.