Set Up Drill Down 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 column and sort options that display when report runners drill into instances for these report types:

Matrix

nBox

Trending

Access the

Edit Custom Report

task.

As you complete the

Group By Fields

section on the

Drill Down

tab, consider:

Option	Description
Sort Dimensions Alphabetically	Select to sort dimensions alphabetically instead of by their order in the grid.
Fields That Can Be Summarized	Select to add or remove fields from the populated list. Workday enables these field types for summarization: Boolean. Date. Numeric. Single instance. Text.
Field	Specify fields to enable drilling. If you specify a field, Workday changes the Fields That Can Be Summarized option to Specific Fields .
Label Override	Specify a name to use instead of the populated name on this report to ensure that any future renaming by Workday doesn't impact your labels.
Indexed	(Available for matrix and trending reports only.) Workday selects the check box to indicate if your report has the potential to run faster based on your Drillable Fields grid selections.

As you complete the

Detail Data

section, consider:

Option	Description
Column Heading Override	Specify a name to use instead of the populated name on this report to ensure that any future renaming by Workday doesn't impact your labels.
Options	Available options depend on your field type.

(Optional) In the

Sort

section, set up how Workday should sort the fields and associated fields in the

Detail Data

section.

(Optional) Select from the

Drill Down Options

prompt to disable drilling options in your report.