Skip to main content
Documentation
Documentation
Administrator Guide
Last Updated: 2023-06-23
Example: Create an Income Statement Using a Composite Report

Example: Create an Income Statement Using a Composite Report

These examples illustrate how to set up a composite report and common composite report features.
You want to create an income statement that compares the actuals and plan data, and drill down on the data by ledger account and region. You also want to set up the income statement so that you can quickly interpret the variance between the actuals and plan data.
Security: These domains in the System functional area:
  • Custom Report Creation
  • Manage: All Custom Reports
  1. Create an actuals matrix subreport.
  2. Create a plan matrix subreport.
  4. Set up a column outline structure with a repeating column group.
  5. Set up a row outline structure.
  6. Set up analytic indicators to help identify negative variance data.
  7. Set up a prompt set to connect individual subreport prompts.
  8. Set up custom column headings.
Workday displays an income statement that compares the actuals and plan data, including the variance for regions and ledger accounts. You can drill down on the columns and rows to view more data. Workday also displays custom column headings and formatting.