Set Up Share Options for Custom Reports

Administrator Guide

Create a custom report.

Security: These domains in the System functional area:

Custom Report Creation

Manage: All Custom Reports

You can set up sharing options to enable users to:

Run the report.

Use the report as a worklet.

When you change a shared report, other users can see the results of your changes immediately.

Workday doesn't support sharing options for simple reports.

Access the

Edit Custom Report

task.

As you complete the

tab, consider:

Option	Description
Don't share report definition	Only you can view and run the report.
Share with all authorized users	All users with access to the report data source and data source filter can view and run the report.
Share with specific authorized groups and users	Only the security groups and users you select can view and run the report. You can only select from security groups and users who have access to the report data source and data source filter.