Skip to main content
Documentation
Documentation
Administrator Guide
Last Updated: 2023-06-23
Example: Create a Report Design with a Single Data Set

Example: Create a Report Design with a Single Data Set

This example illustrates how to create a simple report design based on a custom report with a primary business object only.
Your workplace activities committee often needs to send letters to San Francisco-based workers, announcing corporate activities. They ask you to create a report design for this purpose using placeholder text. First, you need to create a custom report in Workday to select employees located in San Francisco. The custom report employs a primary business object only, resulting in a single Report Designer data set.
  1. Sign in to your Workday GMS tenant.
  2. Access the
    Create Custom Report
     task.
  3. Configure these values:
    Option
    Value
    Report Name
    Activity Announcement
    Report Type
    Advanced
    Data Source
    All Active Employees
    Enable As Web Service
    Select this check box.
  4. On the
    Columns
     tab, configure these values:
    Business Object
    Field
    Column Heading Override XML Alias
    Employee
    Legal Name - First Name
    First_Name
    Employee
    Full Legal Name
    Full_Name
    Employee
    Primary Address - Full
    Address
    Employee
    Current Worker
    Signatory
  5. On the
    Filter
     tab, add a filter condition with these values:
    Option
    Value
    And/Or
    And
    Field
    Location
    Operator
    in the selection list
    Comparison Type
    Value specified in this filter
    Comparison Value
    San Francisco
  6. Open Report Designer in Workday Studio.
  7. Create a report project named
    Activity Announcement
    . In that project, create a report file named
    Activity Announcement.rptdesign
    .
  8. Create a Workday data source and download some sample data:
    1. Create a new
      Workday Report Data Source
       named
      Activity Announcement Data
      .
    2. Download the report description for the
      Activity Announcement
       custom report from Workday.
    3. Download sample report data from Workday and name the file
      Activity Announcement Sample.xml
      .
  9. Create a new data set with these values:
    Option
    Value
    Data Source Selection
    Activity Announcement Data
    Data Set Type
    Workday Primary Report Data Set
    Data Set Name
    Employees
  10. Add a table to the layout:
    1. Drag a
      Table
       report item to the
      Layout
       tab of the main window.
    2. Specify 1 column and 1 details row.
    3. Select
      Employees
       from the
      Data Set
       drop-down list.
    4. Select all available binding columns.
    5. Delete the header and footer rows.
    6. Drag the detail row border to increase its size.
    7. On the
      General
       tab of the table's
      Property Editor
       view, enter
      Employees
       in the
      Name
       field.
  11. Add a local image file of your company logo to the layout:
    1. Drag an
      Image
       report item to the
      Employees
       table.
    2. Select the
      Embedded image
       check box and click
      Add Image...
       to locate your image file.
  12. Drag these items in this order to the
    Layout
     view from either the
    Employees
     data set or the
    Palette
    :
    Item
    Location
    Text
    Actions
    Full Name
    Employees
     data set
    N/A
    On the
    Padding
     tab of the field's
    Property Editor
     view, configure the
    Top
     padding to
    12
     points.
    Address
    Employees
     data set
    N/A
    N/A
    Data
    Palette
    N/A
    • Configure the
      Display Name
       as
      Preparation Date
      , and select
      Date
       from the
      Data Type
       drop-down list.
    • Enter
      new Date()
       in the
      Expression
       field. Configure the
      Top
       padding to
      12
       points.
    Label
    Palette
    Dear
    • Ensure that you add a space after
      Dear
      .
    • On the
      General
       tab of the label's
      Property Editor
       view, select
      Inline
       from the
      Display
       drop-down list.
    • Configure the
      Top
       padding to
      20
       points.
    First Name
    Employees
     data set
    N/A
    Configure the
    Display
     as
    Inline
    .
    Label
    Palette
    ,
    Configure the
    Display
     as
    Inline
    .
    Text
    Palette
    [REPLACE THIS TEXT WITH DETAILS OF YOUR EVENT]
    Sincerely
    ,
    Configure the
    Top
     padding to
    6
     points.
    Signatory
    Employees
     data set
    N/A
    Configure the
    Top
     padding to
    30
     points.
  13. Delete the date expression from the footer in the
    Master Page
     view.
  14. Save and preview your design.
Deploy your design to Workday for use as a business form layout.