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Administrator Guide
Last Updated: 2023-06-23
Steps: Create a Business Form Layout

Steps: Create a Business Form Layout

Before you can prepare custom reports for use with a business form layout, you must complete these prerequisites:
  • Select
    .rptdesign
     as an enabled file type for uploading to Workday in
    Edit Tenant Setup - System
    . To translate the static text in your report designs, you must also enable the
    .properties
     file type.
  • 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're either the report owner or that the report owner has shared the report definition with you. Also, ensure that the security for the report fields permits all anticipated users to access the report. Otherwise, the report might display incomplete data for some users.
Creating a business form layout requires you to use both Workday and Report Designer. Perform step 1 in Workday, and all subsequent steps in Report Designer. The steps for creating and using a business form layout are as follows:
  1. Prepare a custom report in Workday to use with a business form layout in Report Designer.
  2. Create a business form layout for a custom report using Report Designer in Workday Studio.
  3. Associate a report design (
    .rptdesign
    ) file created with Report Designer in Workday Studio with a custom report in Workday.
  4. Print a custom report using a business form layout associated with it in Workday.
Sign into Workday Studio and create the business form layout for the report.