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Administrator Guide
Last Updated: 2023-06-23
Configure Dashboard Content

Configure Dashboard Content

  • Enable 1 or more reports as worklets and:
    • Make them available on your custom dashboard.
    • Share them with the appropriate security groups.
  • Security: These domains in the System functional area:
    • Custom Report Creation
    • Custom Report Management
    • Set Up: Tenant Setup - Worklets
After you create a custom dashboard, you can:
  • Add required or optional worklets to the dashboard.
  • Select default values for each prompt set field on the dashboard tab and map them to report prompt fields.
Users can't add or remove required worklets, but they can add or remove optional worklets.
To improve dashboard performance, limit the number of worklets you add to a dashboard tab. The more worklets on a dashboard tab, the longer the load time. When you run the report, the dashboard displays the first 6 worklets in the order they display in the Worklets list.
  1. Access the
    Maintain Dashboards
     report.
  2. Click
    Edit
     for the dashboard you want to configure.
  3. On the
    Content
     tab, click
    Add
     to create a dashboard tab.
    Create at least 1 tab. You can create up to 6 tabs for each dashboard.
  4. As you complete the tab, consider:
    Option Description
    Configurable By User
    Enable users to add or remove optional worklets from the dashboard tab. You can't select this check box if you select a
    Prompt Set
     for the dashboard tab.
    Prompt Set
    Select a prompt set that can pass prompt values to all worklets on the dashboard tab. Example: If you want to run each worklet on the dashboard tab for the same supervisory organization, you can use the Workday-delivered Workforce Composition prompt set.
    If you select a prompt set for the dashboard tab, you can't select
    Configurable By User
    . You also can't add optional worklets to the dashboard tab.
    You can't:
    • Add calculated fields to a prompt set. However, if Workday enables the calculated field for prompts, you can use the calculated field as the
      Default Value
       for the prompt. Then, you can add that prompt to a prompt set.
    • Change the prompt set for the dashboard tab after you create it.
  5. (Optional) As you complete the
    Prompts
     section, consider:
    Option Description
    Default Type
    Select the source of the value for the
    Prompt Field
    .
    Default Value
    If you select
    Specify default value
     as the
    Default Type
    , select a default prompt value.
  6. In the
    Worklets
     section, create a row for each worklet you want to add.
  7. As you complete the section, consider:
    Option Description
    Worklet
    You can only select custom reports that you enable as worklets and that you share with 1 or more security groups.
    Required for Groups
    Workday recommends removing security groups that don't need access to this dashboard. Include at least 1 security group.
    Workday displays the list of security groups who can access the report definition for the worklet.
    Required?
    Select to prevent users from removing the worklet from the dashboard.
    If you don't select this check box, the worklet is optional for dashboard users.
    Worklet Size
    To increase the size of a worklet and display it first in order, select
    2X
    . The default worklet size is
    1X
    .
    Worklet Title
    Enter an alternate title for the report that displays when you run the worklet on a dashboard.
    Map Prompts
    This button is only available if the dashboard tab has a prompt set and the worklet has prompts.
    When you click
    Map Prompts
    , Workday automatically maps worklet prompt fields to prompt set fields of the same field type. However, Workday recommends that you manually confirm that the prompt field mappings are what you intend.
    To fix incorrect mappings between worklet prompt fields and prompt set fields:
    1. Click
      Map Prompts
      .
    2. On the
      Value Type
       prompt for the prompt field you want to map, select
      Use Value from Dashboard Prompt
      .
    3. On the
      Field
       prompt, select a field from the dashboard prompt set.
    Invalid Landing Page Admin Configuration
    If there's a conflict between the security domain for the dashboard and for the worklet, this column displays an error message.
    Fix
    Click to resolve security group conflicts between the worklet and the dashboard.
  8. (Optional) Add a menu to your dashboard.