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Administrator Guide
Last Updated: 2023-06-23
Set Up Columns for Advanced Reports

Set Up Columns for Advanced Reports

  • Create a custom advanced report.
  • Security: These domains in the System functional area:
    • Custom Report Creation
    • Manage: All Custom Reports
You can select fields from associated business objects to display on advanced reports.
  1. Access the
    Edit Custom Report
     task.
  2. As you complete the
    Columns
     tab, consider:
    Option Description
    Order
    Select the order that the fields should display in your report. The first row in the grid represents the first column on the report, the second row represents the second column, and so on.
    Business Object
    Select a self-referencing, single instance, or multi-instance field based on the primary business object.
    Field
    Select the field associated with the business object to include in your report. If you select a:
    • Self-referencing field on the
      Business Object
       column, select a field from the primary business object.
    • Single instance or multi-instance field on the
      Business Object
       column, select a field from a related business object.
    When you select a multi-instance field on the
    Business Object
     column, that field displays as a column group heading. Fields from the related business object display as subcolumn headings.
    Select
    Count
     to compute the total of the detail data or summarized rows displayed in your report and display a value of the subtotals and grand totals. Workday displays a value only on subtotals and grand totals and displays a blank value for detail or summarized rows. When counting, Workday doesn't include detail data rows that make up the summarized row nor displayed report rows associated with related business objects.
    To count the detail data rows that make up the summarized row, select
    One
     for the
    Field
     and
    Sum
     on the
    Option
     prompt. Selecting
    One
     enables Workday to calculate group totals and grand totals.
    Column Heading Override
    Specify a name to use instead of the populated name on this report to ensure that any future renaming by Workday doesn't impact your labels. Workday supports translations for this field on your report and web services.
    Column Heading Override XML Alias
    (Available only after selecting the
    Enable As Web Service
     check box on the
    Advanced
     tab.)
    Workday displays a properly formed XML alias based on the selected
    Field
     or
    Column Heading Override
    .
    XML aliases must be unique. You can use the
    Maintain Custom Report XML Alias
     task to resolve an error caused by duplicate XML aliases.
    When you translate a report, Workday doesn't translate the
    Column Heading Override XML Alias
    .
    Format
    When displaying numbers in
    Thousands
     or
    Millions
     format, Workday rounds each number independently.
    To display 12 decimal places when you export reports to Excel or PDF, you can select
    #,##0.000000000000
     or
    #,##0.############
     for these aggregated numeric fields:
    • Average
    • Maximum
    • Minimum
    • Percentile
    • Sum
    The data must include 12 digits to display 12 decimal places, otherwise Workday trails the number with zeros.
    Options
    Available options depend on your field type.
    You can also select the
    Create
     prompt to create these custom display options:
    • Create Analytic Indicator
      , which enables you to use the indicator in other reports throughout your tenant.
    • Create Analytic Indicator for Report
      , which enables you to use the indicator only in the current report.
    • Create Percentile for Report
      , which enables you to create custom percentiles up to 2 decimal places to use in your report. Workday uses an approximate value for currency and numeric fields in the percentile (PCTL).
  3. (Optional) To override the column heading for a multi-instance field on the
    Business Objects
     column, complete the
    Group Column Headings
     grid.
    As you complete the grid, consider:
    Option Description
    Business Object
    Select a multi-instance field that you used in the
    Business Object
     column of the first
    Columns
     grid.
    If you enable the report as a web service, add a row for each multi-instance field.
    Group Column Heading
    Specify a name to use for the column heading. Workday supports translations for this field on your report and web services.
    Group Column Heading XML Alias
    (Available only after selecting the
    Enable As Web Service
     check box on the
    Advanced
     tab.)
    Workday displays a properly formed XML alias based on the selected
    Business Object
     or
    Group Column Heading
    .
    XML aliases must be unique. You can use the
    Maintain Custom Report XML Alias
     task to resolve an error caused by duplicate XML aliases.
    When you translate a report, Workday doesn't translate the
    Group Column Heading XML Alias
    .