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Administrator Guide
Last Updated: 2023-06-23
Example: Export Workers Using a Search Report

Example: Export Workers Using a Search Report

This example illustrates how you can export more than 50 workers using a mass action on a search report.
You want to view all current workers on an Excel spreadsheet so you can export the data and identify each worker's full legal name, location, and position.
Security: These domains in the System functional area:
  • Custom Report Creation
  • Manage: All Custom Reports
  1. Access the
    Create Custom Report
     task and enter:
    Option Description
    Report Name
    Export Template
    Report Type
    Advanced
    Data Source
    Workers for HCM Reporting
  2. Click
    OK
    .
  3. In the
    Columns
     tab, enter:
    Business Object
    Field
    Worker
    Full Legal Name
    Worker
    Location
    Worker
    Position
  4. In the
    Filter
     tab, add a filter with these values:
    Field
    Operator
    Comparison Type
    Comparison Value
    Worker
    in the selection list
    Prompt the user for the value
    Default Prompt
  5. In the
    Prompts
     tab, click
    Populate Undefined Prompt Defaults
    .
  6. On the
    Prompt Defaults
     section, specify:
    Field
    Do Not Prompt at Runtime
    Worker
    Contingent Worker Type
    Select the check box.
    Employee Type
    Select the check box.
    Worker Types
    Select the check box.
  7. Click
    OK
    .
  8. Access the
    Find Workers
     report.
  9. Select
    Standard Report
    Copy
     from the related actions menu.
  10. Click
    OK
    .
  11. In the
    Advanced
     tab, add a row in the
    Mass Actions
     section.
  12. Select
    Create Custom Mass Action
     from the
    Mass Action
     prompt and enter:
    Option Description
    Name
    Find Worker Export to Excel
    Executes Report
    Export Template
  13. Click
    OK
    .
  14. On the
    Mass Actions
     section, specify:
    Option Description
    Mass Action
    Find Worker Export to Excel
    Name
    Export Workers
    Output to Excel / Output to PDF
    Output to Excel
  15. Click
    OK
     and
    Run
    .
  16. Select all workers and click
    Export Workers
    .
Workday exports all workers to an Excel spreadsheet with the columns on the advanced report.