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Administrator Guide
Last Updated: 2023-06-23
Steps: Create Search Reports

Steps: Create Search Reports

Security: These domains in the System functional area:
  • Custom Report Creation
  • Manage: All Custom Reports
Search reports enable you to interactively filter report results using facet filters and a search bar. You can also select search results and perform mass actions on them. Example: Use the Workday-delivered
Find Workers
 search report to search for workers and add them to a talent pool.
Use an indexed data source to create search reports.
The
Search Results
 tab isn't available when you create search reports using these
Learning
 data sources:
  • Courses
  • Learning Content
You can't:
  • Export search reports as spreadsheets or PDFs, or use them to tag workers.
  • Print reports that you run as a mass action from a search report using a business form layout.
  2. On the
    Edit Custom Report
     task, set up
    Search Results
     options.
    You can select these
    Options
     for certain types of fields:
    Option Description
    Attachment Field
    Includes links to the attachments in the report results.
    This option is only available for fields with a related business object of Attachment.
    Icon Field
    Displays the field as an icon in the report results.
    This option is only available for fields with a related business object of Icon.
    Image Field
    Display the field as an image in the report results.
    This option is only available for fields with a related business object of Image.
    Detail Result Field
    Display the field in an expandable section of each report result. If the first field with
    Detail Result Field
     selected is a multi-instance field, it also displays when you collapse the results.
    You can select this option for up to 6 fields per search report.
    Primary Results Field
    Specify which field is the main instance Workday returns in report results. This field serves as the identifier for each row. You can configure additional nonprimary fields as supporting information for the primary results.
    Example: When you configure the
    Worker
    field as the primary results field, you can add, the
    Position
    field as supporting information for the
    Worker
    field.
    You can only select
    Primary Results Field
     on the first row of the
    Search Results
     grid, and you can only have 1 primary results field per search report.
Test the report to ensure Workday displays the data correctly.
When you test a report, Workday displays the first 10 results. When the report includes a:
  • Filter, Workday applies the filter to all instances of the primary business object and displays the first 10 results.
  • Subfilter, Workday applies the subfilter to the 10 filtered instances and displays the results.