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Administrator Guide
Last Updated: 2024-03-08
Example: Set Up Column Headings

Example: Set Up Column Headings

You want to create an income statement with variables on the column headings so that you can quickly scan and interpret the data on the report.
  • Create actual and plan subreports.
  • Create an income statement composite report.
  • Security: These domains in the System functional area:
    • Custom Report Creation
    • Manage: All Custom Reports
  1. Access the
    Edit Custom Report
     task.
  2. Select
    Income Statement
     from the
    Report Name
     prompt.
  3. Click
    OK
    .
  4. Access the
    Column Headings
     tab.
  5. Click
    Only Override Defaults
    .
  6. Click
    Edit All
    .
  7. Enter
    Actuals YTD - [V1]
     in the
    Text Expression
     field for
    C2
    .
  8. Select
    Year
     from the
    V1
     prompt.
  9. Enter
    Plan YTD - [V1]
     in the
    Text Expression
     field for
    C3
    .
  10. Select
    Year
     from the
    V1
     prompt.
  11. Click
    OK
    .
  12. Click
    Run
    .
Workday updates the column headings with the year of the actual and plan data.