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Administrator Guide
Last Updated: 2023-06-23
Set Up Filter Options for Custom Reports

Set Up Filter Options for Custom Reports

  • Create a custom report.
  • Security: These domains in the System functional area:
    • Custom Report Creation
    • Manage: All Custom Reports
You can configure the
Filter
 tab to filter the data Workday displays on custom reports. For advanced reports, you can also add subfilters.
Workday doesn't support filtering on fields that return derived instances, such as lookup date rollup calculated fields.
  1. Access the
    Edit Custom Report
     task.
  2. As you complete the
    Filter on Instances
     grid on the
    Filter
     tab, consider:
    Option Description
    Parentheses
    (Unavailable for simple reports.) Use parentheses to:
    • Group conditions together.
    • Separate the OR and AND conditions.
    • Avoid Ambiguity in the filter logic.
    Operator
    Available operators depend on option you select from the
    Field
     prompt.
    Comparison Type
    (Unavailable for simple reports.) Specify how Workday compares the values against the option you select in the
    Field
     prompt. You can:
    • Prompt the report runner for the value before running the report.
    • Specify a value from another field or within the report definition.
    Indexed
    (Advanced and matrix reports only.) The check box indicates if Workday might index your report for filtering so it can run faster.
    Workday selects the check box based on the
    Comparison Type
    , indexed option you select for the
    Field
    , and the value in the
    Operator
     prompt.
  3. (Optional) For advanced, matrix, and trending reports, complete the
    Filter on Aggregations
     grid to filter on an aggregation function of a field.
    Example: You can display the average compensation by position, excluding employees who earn more than $200,000 per year.
  4. As you complete the task, consider:
    Option Description
    Aggregation Function
    Select the function to apply to the aggregated values.
    Field
    Select a value to evaluate based on the related business object.
    To select text-based fields for count distinct on matrix and trending reports that use standard RDSs, clear the
    Optimized for Performance
     check box on the
    Advanced
     tab.
    You can't use advanced, matrix, or trending reports with filter aggregations as subreports for composite reporting.
  5. (Optional) As you complete the
    Subfilter
     tab for advanced reports, consider:
    Option Description
    Business Object
    Select a multi-instance or single instance field based on the primary business object.
    Field
    Select a field to evaluate based on the related business object.
    Condition as Text
    Workday displays your subfilter condition in textual format when you set it up.
    You can't add subfilters to reports with facet filters.