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Administrator Guide
Last Updated: 2023-06-23
Prepare a Custom Report to Be Used with a Business Form Layout

Prepare a Custom Report to Be Used with a Business Form Layout

Before you can prepare custom reports for use with a business form layout, ensure the following prerequisites have been met:
  • Select
    .rptdesign
     as an allowed file type for uploading to Workday in
    Edit Tenant Setup - System
    .
  • Download and install Workday Studio, including Report Designer.
  • Familiarize yourself with the Workday Studio documentation and tutorials for Report Designer.
In addition, for each report definition that you create, ensure that you are either the report owner or that the report owner has shared the report definition with you.
The following steps take place in Workday (as opposed to Workday Studio). After completing the steps below for preparing a custom report for use with a business form layout, you can then use Workday Studio to create a report design file (which defines the layout) for the report.
  1. Sign in to Workday.
  2. Identify or create the custom report for which you want to create a business form layout. The custom report must be of the
    Advanced
     report type.
  3. On the
    Advanced
     tab of the report definition, select the
    Enable As Web Service
     option.
  4. Optionally, follow the steps below to save the report data (XML) and XML schema (XSD) for later use in Workday Studio. You can browse for and use web-enabled reports that are stored in either your Sandbox or Production tenant directly within Report Designer. So this step is necessary only if you want to work with your report design
    offline
     in Workday studio (that is, when you are not connected, or do not have the ability to connect to, your Workday tenant). To export the report data and schema, follow the steps below.
    1. As a related action on the report, select
      Web Service
      View URLs
      .
    2. Select
      Workday XML
      REST
      Workday XML
      . When the XML source code appears, save it as an XML file to your local drive.
    3. Select
      Workday XML
      XSD
      XSD
      . When the XSD source code appears, save it as an XSD file to your local drive. (
      Note
      : Use your browser's Save Page As feature to accomplish this step. Do not copy and paste the text from the browser. Copying and pasting is error prone, especially in cases where characters from non-western fonts are used.)
    After completing this step, you'll have 2 files (an XML file and an XSD file) on your local drive that you'll use as a basis for creating a business form layout in Workday Studio.
    Note
    : The Workday XML saved in step 4 contains whatever data is returned by the report definition. Therefore, you should consider security and privacy policies when deciding where to store the XML file and who should have access to it.
Sign into Workday Studio and create the business form layout the report. For more information, see Create a Business Form Layout in Workday Studio.