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Administrator Guide
Last Updated: 2023-06-23
Burst Reports

Burst Reports

  • Create a report group.
  • Security: These domains in the System functional area:
    • Maintain Excel Template
    • Scheduled Report Processes
Instead of manually running a report for multiple organizations, you can schedule a bursting set that generates a report for each organization in a prompt field.
Example: Create a bursting set for a financial report that generates 1 report for each company.
  1. Access the
    Edit Report Group
     task.
  2. (Optional) Select the
    Use Excel Template
     check box to attach report results to Microsoft Excel templates.
    Workday creates up to 200 sheets in a single workbook and delivers it to
    My Reports
    .
    When you don't attach an Excel template, Workday creates a separate file for each organization you set to burst on.
  3. On the
    Reports
     tab, set up the
    Report Prompts
     grid.
    As you complete the grid, consider:
    Option Description
    Prompt Field
    Select the organization type that you want to burst on. Examples:
    • Company
    • Cost Center
    • Supervisory Organization
    Value Type
    Select
    Bursting Set
    .
    Don't select
    Bursting Set
     for more than 1
    Prompt Field
    . Selecting multiple fields to burst on might cause unexpected report behavior.
    Field
    Select a global calculated field to narrow down the organizations to include in the bursting set.
    Example: Select
    Active Companies
     for a
    Prompt Field
     of
    Company
    .
    You can also create custom calculated fields that narrow down the list of organizations you want to include.
    If the prompt set for the report group has the same field, the value of
    Field
     overrides the prompt set field value when you schedule the report group.
    Securing Entity
    Secure the report output based on the organization that you selected as the
    Prompt Field
     when using an Excel template.
  4. On the
    Share Output
     tab, set up sharing options for the report output.
    When you select
    Share report output with other users
    , consider:
    Option Description
    Securing Entity
    Select the organization type that you want to use to secure report output. This is the same field that you select the
    Securing Entity
     check box for on the
    Report Prompts
     grid on the
    Reports
     tab.
    Security Groups
    Select the role-based security group that you want to share the report output with.
    Example: Select
    Company
     as the
    Securing Entity
     and
    Accountant
     as the
    Security Groups
     option to:
    • Run the report for each company in your tenant.
    • Send the report results to the accountant for each company.
  5. (Optional) Select
    Report Group
    Maintain Excel Template
     from the related actions menu of the report group to attach an Excel template.
    If you can't access the
    Maintain Excel Template
     menu option, enable the
    Maintain Excel Template
     domain security policy in the System functional area.
Access the
Schedule a Report
 task and schedule the report group.