Set Up Prompt Options for Custom Reports

Create a custom report that isn't a simple report type. See Create Custom Reports.

Security: These domains in the System functional area:

Custom Report Creation

Manage: All Custom Reports

Report prompts enable you to customize the information displayed in a report by configuring parameter values before the report runs. You can:

Prompt users for values when the report runs.

Set up default values for prompts and report data sources with built-in prompts so that you don’t have to configure parameter values each time.

Consider the prompts you create and values you configure for users as you don't want to limit their use of the report with restrictive prompts.

Prompts connect directly to your report's filter logic. When setting up a condition on the

Filter

tab, you must set the

Comparison Type

to prompt the user, and select a specific prompt qualifier (such as Starting Prompt
) as the

Comparison Value

. This connects the filter condition to the prompt. Once connected, that prompt qualifier automatically populates on the

Prompts

tab so you can configure its specific runtime behavior.

Access the

Edit Custom Report

task.

As you complete the

Prompts

tab, consider:

Option	Description
Instructions	Enter text to display above the prompt fields, including instructions for entering prompt values.
Effective Date	(Available on reports that use standard data sources. Unavailable for search or nBox reports.) Select to prompt users for an effective date and time for when the report runs, or use the date and time of when the report runs.
Use Pacific Time Zone for Effective Moment	(Available on reports that use standard data sources. Unavailable for search or nBox reports.) Select to use Pacific Time for the effective moment on the report instead of an effective local date. Effective moment is when the transaction is effective. This option is applicable only when you enter an effective date when the report runs. You can select the check box for multiple reports using the Mass Update Reports to Use Pacific Time Zone for Effective Moment task.
Entry Date	(Available on reports that use standard data sources. Unavailable for search or nBox reports.) Select to prompt users for an entry date and time for when the report runs, or use the date and time of when the report runs.
Populate Undefined Prompt Defaults	Select to enable Workday to populate the Prompt Defaults grid with undefined prompt values. This enables a quick configuration of various prompts. For composite reports, click Populate Undefined Prompts in the Report-Level Prompts section.
Field	Specify the field associated with the primary business object to use as the prompt.
Prompt Qualifier	Identifies the specific prompt used to ask the user for a value at runtime. This automatically populates based on the Comparison Value you selected on the Filter tab to connect the prompt to the filter condition. If you select a data range or a data set prompt for the Field , select the prompt you want to override.
Label For Prompt XML Alias	Available for reports enabled as a web service.
Default Value	Available when you select Specify default value or Determine default value at runtime as the Default Type . Select the field or value to use as the populated prompt.
Control Prompt Values	Click Edit to open a configuration window where you can limit or filter the specific values available to users at runtime. You can manually select a static list of allowed values, map the prompt to a Parent Field to create a cascading relationship, or use a calculated field to dynamically define the valid range of values. (Unavailable for Matrix reports when you select the Use Dynamic Column Grouping and Use Dynamic Row Grouping check boxes.)