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Administrator Guide
Last Updated: 2023-06-23
Reference: Custom Scorecard Report Definition

Reference: Custom Scorecard Report Definition

You can create a
Scorecard Report
from an analytic scorecard profile, which includes a complete composite report and underlying advanced subreport. You can also create your own custom composite report and subreport on the
Create Custom Report
task.
The subreport definition for a scorecard includes these settings:
Option
Description
Data Source
Scorecard subreports use the
All Analytic Metric Values
data source.
Data Source Filter
Specifies the filter for your scorecard audience:
  • All Metrics
    for administrators.
  • Metrics for Review
    for reviewers.
  • Published Metrics
    for users.
Field
(
Columns
tab)
Select
Metric Value
in the
Field
prompt in the grid. Also add a row in the grid and select
Metric
in the
Field
prompt.
Field
(
Filter
tab)
Select
Organization
in the
Field
prompt in the grid. Also add a row in the grid and select
Period
in the
Field
prompt.
The composite report definition for a scorecard includes these settings:
Tab
Field
Description
General
Prompt Set
Specifies a Workday-delivered prompt set or a custom prompt set.
To create a custom prompt set, click
Create
Create Prompt Set
, and include fields for:
  • Metric Organization
  • Metric Set
  • Metric Period
General
Business Object
Composite reports for metric scorecards must include the
Analytic Metric Values
as the
Business Object
in the
Business Object Enabled for Filtering and Grouping
grid.
Prompts
Effective Date
,
Entry Date
Specifies date and time settings for
Runtime Date Prompts
.
Prompts
Field
Specifies these required prompt defaults:
  • Metric Organization
  • Metric Set
  • Metric Period
Output
Output Type
The
KPI Line
and
KPI Card
layout types return the metric value, status, trend, target, and comment from the lookup field value columns.
Output
Enable as Worklet
Enables the composite report as a worklet for your dashboard.
The composite report definition for a scorecard also includes these column and row types:
Column Type/Row Type
Description
Control Field Column
Maps to the
Analytic Metric Values
Business Object
, and returns values based on the metrics defined in the row and lookup values defined in the columns.
Lookup Field Value Columns
Returns fields from the
Analytic Metric Values
Business Object
, and returns values for each metric defined as a row.
Dynamic Data Row
Returns values for a single metric when you filter the results of the subreport. Workday maps prompts from the subreport to pull in metric values for the
Organization
and
Period
specified in the prompt set.