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Administrator Guide
Last Updated: 2023-06-23
Attach Excel Templates to Custom Reports or Report Groups

Attach Excel Templates to Custom Reports or Report Groups

  • Verify the
    System Setup
     section in the
    Edit Tenant Setup - System
     task enables
    xlsm
     and
    xlsx
     as file types.
  • Enable report group definitions to use Microsoft Excel templates by selecting the
    Use Excel Template
     check box.
  • Security: These domains in the System functional area:
    • Set Up: Tenant Setup - System
    • Custom Report Creation
    • Manage: All Custom Reports
    • Maintain Excel Template
You can automate Excel processing and formatting by attaching a custom Excel template to a custom report or report group. Workday only applies your Excel template when you run a report using the
Schedule a Report
 task, or when you run the report in the background by clicking
Notify Me Later
. Workday doesn't apply your Excel template when you click the
Export to Excel
 icon from the report results.
Workday supports Excel features available in Excel 1997-2010.
Workday doesn't support:
  • Password-protected workbooks.
  • Signed macros.
  • Slicers.
  1. In Excel, create an Excel workbook and include any macros. Save the workbook as an .xlsx or .xlsm file.
  2. In Workday, access the custom report or report group you want to export to Excel.
    Attach the Excel template by selecting 1 of these options:
    • For a custom report, select
      Custom Report
      Maintain Excel Template
       from the related actions menu.
    • For a report group, select
      Report Group
      Maintain Excel Template
       from the related actions menu.
  3. (Optional) On the
    Worksheet Name
     prompt, enter the name of an existing sheet on Excel template that you want to populate with the report output. Otherwise, Workday creates a new sheet with the same name as the report and populates that sheet with the report output.
    Workday overwrites the existing sheet with the report output.
Access the
Schedule a Report
 task, select your report or report group. Workday uses Excel as the default output type for reports configured with an Excel template. For report groups, you must also select the
Use Excel Template
 check box.