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Administrator Guide
Last Updated: 2023-06-23
Steps: Create Business Form Layouts with Report Designer

Steps: Create Business Form Layouts with Report Designer

Before you can create a business form layout in Workday, you must create a report design. A report design requires a project, a design file, and data from a Workday report.
  1. Create a report design project to provide a framework that collects all files associated with your report design.
  2. Report design files are where you define the layout of your design.
  3. Provide an XSD schema that describes the custom report and an XML file that contains sample data.
  4. Configure the data available from a data source.
  5. Create and preview your report design.
  6. You must deploy your design to Workday before you can use it as a business form layout.