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Administrator Guide
Last Updated: 2024-03-08
Create Drill-To Report Links for Matrix Reports

Create Drill-To Report Links for Matrix Reports

  • Create a custom matrix report.
  • Security: These domains in the System functional area:
    • Custom Report Administration
    • Custom Report Management
    • Manage: All Custom Reports
You can use drill-to report links to run other reports directly from the results of a matrix report. Example: Create a drill-to link from a summary report containing an overview of ledger account types to a more detailed report that breaks down each ledger account type.
In 2023, Workday performed a one-time conversion to all existing composite reports with drill-to links, moving those drill-to link configurations from the matrix subreport to the composite report for the summarization measure defined on the composite data column. Now, you must configure composite report drill-to links on the composite report itself instead of on the matrix report.
  1. Access your matrix reports from the
    Edit Custom Report
     task.
  2. From the
    Options
     prompt on the
    Define the Field(s) to Summarize
     grid, select
    Create
    Create Drill-To Report Link
    .
    You can create up to 5 drill-to report links for each summarization and link to any type of report.
    As you complete the task, consider:
    Option Description
    Drill-To Report Name
    Select the report that you want to drill to.
    The grid displays all prompts from the drill-to report that don't have
    Do Not Prompt at Runtime
     selected.
    Label
    Specify a name to use for the drill-to report instead of the populated name.
    Enable Blank Values
    Select the check box to enable Workday to pass these values from the source report to the target report:
    • Blank values for text fields.
    • Zero values for numeric fields.
    When you clear the check box, Workday omits the field from the target report results.
    To enable Workday to display a field with a blank value on the target report results, configure the blank field on these
    Value Type
     prompts:
    • Use prompt value from source report
    • Use value from axis dimension
    Workday supports blank values only on instances and when the operator is
    In the selected list
    .
    Value Type
    Select:
    • Specify default value
      .
    • Use prompt value from source report
       to pass the prompt value from the source report. This option applies when the source report has the same prompts as the drill-to report.
    • Use value from axis dimension
       to pass the value from a group by field on the source report, or a drillable field when you access
      View By
      . You can also pass a drillable field value when you configure the field to display on the report output.
    Field/Parameter
    When you select:
    • Use prompt value from source report
       from the
      Value Type
       prompt, select a prompt field from the source report.
    • Use value from axis dimension
       from the
      Value Type
       prompt, select a group by field or drillable field from the source report.
    For multi-instance fields, Workday only passes a single value to the target report. Example: If the
    Country
     field on the source report has values of
    USA
     and
    France
    , Workday only passes 1 value onto the target report.
    Value
    (Available when you select
    Specify default value
     from the
    Value Type
     prompt.)
    Select a populated value for the prompt field.
When you copy the matrix source report, Workday copies the drill-to link to the copied report.
To drill to another report from a:
  • Calculation field, drill down on a calculation value.
  • Summary row, drill down on a summary value and then select a
    View By
     field from the matrix subreport.