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Administrator Guide
Last Updated: 2023-06-23
Deploy Report Designs to Workday

Deploy Report Designs to Workday

Ensure that your tenant is configured to upload files with the .rptdesign extension to Workday.
When you've finished work on your report design, you must deploy it to Workday before you can use it as a business form layout.
  1. In the
    Navigator
    view, right-click your report design file and select
    Deploy
    Deploy to Workday
    .
  2. In the
    Deploy Report Design to Workday
    dialog box, click
    Select Custom Report
    to specify the relevant custom report in Workday. The correct custom report might already be named in the
    Custom Report
    field.
  3. In the
    Create or Select a Business Form Layout for which to Deploy this Report Design
    section, the
    Create Business Form Layout
    check box is selected by default. To specify a business form layout for which you've already deployed the report design, select the
    Select Business Form Layout
    check box and select from the associated drop-down list.
  4. As you configure the business form layout, consider:
    Option Description
    Description
    Use this field to enter a description for the business form layout.
    Active
    This check box, which is selected by default, activates the layout for the custom report.
    Document Expiration
    Use this field to enter the number of days until the resulting PDF document expires. If you need to access the PDF after expiration, you can rerun the report.
    Comment
    (Optional) Use this field to enter a comment.
    Apply per row
    This check box, which is selected by default, tells Workday to apply the report design to each row of the relevant custom report. If you clear the check box, Workday applies the report design to the report's data as a whole.
    Use as the Default Business Form Layout
    This check box is only enabled if there's already a report design associated with the custom report in Workday. If there is, select the check box to set the current design as the default business form layout for printing the custom report.
  5. Click
    Deploy
    .