Concept: Report Tags
Report tags enable you to categorize reports and report output files for
refined searching.
You can also add report tags to a report group definition.
When you schedule the report group,
Workday adds the tags to the generated output file of each report.
Access the
View Report Tags
report to view and edit report tags.
You can use these report tag types:
- Prompt value report tags, which you can apply to a report group. You can base tags on the dynamic values of prompts in the report group prompt set. Example: You can select report tags based on prompts for company or cost center.
- Static tags, which you can apply to individual reports or report group definitions. You can select Workday-delivered report tags or create your own from report or report group edit tasks.
On the
Maintain Report Tags
task, you can create and edit report tags. You can also add a description to a report tag.
To add or edit a report tag reference ID, use the Maintain Reference IDs
task. To create or maintain report tags, you need access to the
Report Tag Management
domain in the System functional area.Inactivate or Delete Report Tags
You can use the
Maintain Report Tags
task to inactivate or delete report tags. When you:
- Deactivate a report tag, you can't apply the tag to a report output.
- Use a report tag in a report or report group definition, you can't delete it.
Assign and Unassign Report Tags
You can
use the
Mass Update Report Tags
task
to assign and/or unassign report tags on multiple reports or report groups.
You can use the
View Mass Update Report Tags History
report to view previous mass update report tag changes.Searching for Reports and Report Output Files Using Report Tags
You can search for reports with a specific report tag by entering the
rdt:
prefix followed by the name of the report tag. Example: Enter rdt: payroll
to identify custom report definitions tagged with payroll.
You can access the
My Report Output Files
report to search for output files with a specific report tag.