Set Up Composite Report Rows

Create a custom composite report with at least 1 configured column.

Create the advanced, matrix, or trending reports you want to use as subreports in your composite report.

Security: These domains in the System functional area:

Custom Report Creation

Manage: All Custom Reports

You can set up these row types on composite reports:

Calculation rows display the result of calculations that reference other rows.

Combine data rows display all rows from the control field columns for all subreports. You can then apply calculations to create a Total
row.

Dynamic data rows filter for instances based on the results of an advanced subreport.

Empty rows display empty space between other rows for enhanced visibility.

Lookup data rows display data based on filter criteria. You can use this row type to apply row outline structures.

You can have a total of 200 rows on the report when you bulk add rows, including all row types, empty rows, and so on. Workday disables the

Bulk Add Rows

option when the report has 200 or more rows.

You can import rows from other composite reports that:

Use the same control fields as the target report.

Use the same hierarchy structures as the target report.

Include lookup data, calculation, or empty rows. Workday excludes source reports with dynamic or combine data rows.

You can also create reports by duplicating rows with cells. Workday retains these cell configurations:

Formatting

Labels

Options

Subreports

Access the

Edit Custom Report

task.

(Optional) On the

Rows

tab in the

All Rows

section, mass configure the rows in your report.

You can also access the

Table

tab and select

Define

, then the row type from the menu of an undefined row.

(Optional) Click

Bulk Add Rows

to mass create lookup data rows.

As you complete the task, consider:

Option	Description
Business Object And Hierarchy	Change or view the selected option from the prompt.
Expand All Nodes	Display all nodes in the hierarchy.
Collapse All Nodes	Collapse all nodes and display only the highest node in the hierarchy.
Select Node Only	Individually select nodes to add to the report.
Select Node And Children	Select a node and its immediate children to add to the report.
Select Node And Descendants	Select a node and all its descendants to add to the report.
Insert child nodes first, parent nodes below	Select to add child nodes before their parent. Clear to add nodes in the order they display in the hierarchy.
Exclude immediate parents with only 1 child	Select to add the child node in place of a parent node with only 1 child.
Use Node Value Display Field Override from Outline Structure	Available when you configure the Node Value Display Field Override option on the outline structure. Select to use the overridden values for the row name and row label. Clear to use the default name of the row.

(Optional) Click

Import Rows

to import rows from another composite report.

As you import rows, consider:

Option	Description
Report	You can select a composite report that: Uses the same control fields as the target report. Uses the same hierarchy structures as the target report. Includes lookup data, calculation, or empty rows. Workday excludes source reports with dynamic or combine data rows.
Import Style	Select: Delete and Replace to clear all rows on the target report and replace them with rows copied from the source report. Append to add the copied rows after the last defined row on the target report.

(Optional) In the

Lookup Data Rows

section, click

Add Row

As you complete the section, consider:

Option	Description
Filter Criteria	Workday populates the Filter Data in Sub Report grid based on the control field columns in the report. This determines the rows to include in the report in addition to the filter criteria used for the entire row.
Outline Structure	In the Outline Options section, Workday populates the field based on the selection on the control field column. The outline structure sets up the hierarchy in the report that groups data. Workday doesn't support outlining on multiple control field columns.
Expansion Level	In the Outline Options section, specify the expansion approach that displays when you expand an outline. You can select: Use Row Filter Criteria to expand rows for each hierarchy node and detail instance defined in the Filter Criteria section for the report row. Level Number to display an expansion row for each unique value in the hierarchy for that level. Use Starting Node to display the highest organization or organization node a user has permission to view.
Starting Node	Available when you select Use Starting Node as the Expansion Level . Specify the highest node to display for the current user based on the hierarchical level of the field.
Include Nodes with No Data	In the Outline Options section, select the check box to include and enable expansion on nodes that don't have data.

As you complete the

Calculation Rows

section, consider:

Option	Description
Expression	Configure formulas and nested functions using these math functions: Difference Divide Multiply PercentIncrease PercentRemaining Sum SumRange See Create Calculation Expressions.

As you complete the

Combine Data Rows - Sort Rows

section, consider:

Option	Description
By Value	Select a value to sort the data: By total for columns and rows. Logically for control field columns.

As you complete the

Dynamic Row Data - Additional Filter Criteria

section, consider:

Option	Description
Map Sub Report Prompts	Set up prompt fields when you enable: A prompt set for the composite report. Prompts for the subreport.
Filter Data from Sub Report	Set up the grid to filter rows from the advanced subreport. Workday retains the sort order configuration for the subreport when you run the composite report.

As you complete the

Options

prompt in the

Advanced

section of a configured row, consider:

Option	Description
Hide Analytic Indicator	Select to hide analytic indicators configured on columns that impact your row.
Create Conditional Formatting Override	Configure styles and visibility options that apply to true or false conditions.