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Administrator Guide
Last Updated: 2024-03-08
Example: Create an Income Statement Composite Report

Example: Create an Income Statement Composite Report

You want to create an income statement that compares the actual and plan data in Workday by referencing data from your matrix subreports. You want to interpret the variance by creating a column that calculates the difference between the data from the subreports.
  • Create actual and plan subreports.
  • Security: These domains in the System functional area:
    • Custom Report Creation
    • Manage: All Custom Reports
  1. Access the
    Create Custom Report
     task.
  2. Enter
    Income Statement
     in the
    Report Name
     field.
  3. Select
    Composite
     from the
    Report Type
     prompt.
  4. On the
    Business Object Enabled for Filtering and Grouping
     grid, select
    Ledger Account
     from the
    Business Object
     prompt.
  5. Click
    OK
    .
  6. Access the
    Control Field Columns
     section on the
    Columns
     tab.
  7. Click
    Add Column
    .
  8. Enter
    Ledger Account
     in the
    Column Name
     field.
  9. Select
    First (Top)
     from the
    Column Location
     prompt.
  10. Click
    OK
    .
  11. In the
    Data Columns
     section, click
    Add Column
    .
  12. Enter
    Actuals
     in the
    Column Name
     field.
  13. Select
    [Subreport] Actuals
     from the
    Sub Report Name
     prompt.
  14. Click
    OK
    .
  15. In the
    Data Columns
     section, click
    Add Column
    .
  16. Enter
    Plan
     in the
    Column Name
     field.
  17. Select
    [Subreport] Plan
     from the
    Sub Report Name
     prompt.
  18. Click
    OK
    .
  19. In the
    Calculation Columns
     section, click
    Add Column
    .
  20. Enter
    Variance
     in the
    Column Name
     field.
  21. In the
    Expression
     field in the
    Calculation
     section, enter
    [C3]-[C2]
    .
  22. Click
    OK
    .
  23. Click
    Run
    .
Workday displays an income statement that includes the actual and plan data, including the variance for ledger accounts.