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Administrator Guide
Last Updated: 2025-03-14
Concept: Interacting with Report Results

Concept: Interacting with Report Results

Drilling Down to View Additional Fields

When you enable
Drill Down Options
for matrix, nBox, and trending reports, you can:
  • Drill down on a cell value and group results by another field.
  • View detail data for summarized amounts.
Detail data displays current field values, but Workday calculates summary values when you run the report. There might be a difference between summary values and detail data if the data changed after you ran the report.

Exporting Report Output

To access report results outside of Workday, you can export report output as:
  • PDF.
  • Excel file.
When you export the report output as an Excel file, Workday runs the report again in the background. A report that includes date or time fields might have different output in the Excel file than what you view in Workday. Examples:
Current Moment
,
Days Since Completed
.
You can’t download search report results as PDFs or Excel files.

Filtering by Facets

For advanced and search reports, you can add a search bar and facet filters that enable users to further filter report results without running the report again.
When you enable
Facet Options
, the report results display a search bar if the report data source contains searchable fields. Workday determines which fields in each data source are searchable. When you search for a term, Workday searches against all searchable fields in the report data source, not just the fields in the report. For search reports, there is a limit of 300,000 instances for a single facet.
Using the
Facet Value Sorting
column in the
Facet Options
, you can change the alphabetical and logical sort order of the facet values.