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Last Updated: 2024-11-15
Example: Create a Report Design With an Embedded Background Image

Example: Create a Report Design With an Embedded Background Image

This example illustrates how to create a report design with a background image for an employee certificate.
Your HR department wants you to create a certificate to recognize employees for accomplishing their goals. You need to create a Workday custom report that includes a primary business object and 2 single-instance related business objects.
Create a background image for your certificate and name it
Certificate.png
.
  1. Sign in to your Workday GMS tenant.
    If you don't have a Workday GMS tenant, you can use any QA tenant in your Sandbox with the correct security access.
  2. Access the
    Create Custom Report
     task. Configure these values:
    Field
    Value
    Report Name
    My Team's Certificates
    Report Type
    Advanced
    Optimized for Performance
    Clear this check box.
    Data Source
    My Team's Goals
    Web Service Enable
    Select this check box.
  3. On the
    Columns
     tab on the
    Edit Custom Report
     page, define custom columns for the primary business object, Goal.
    1. Add a row for the employee name and configure these values:
      Field
      Value
      Business Object
      Worker for Goal
      Field
      Legal Name
      Column Heading Override
      Employee Name
      Column Heading Override XML Alias
      Employee_Name
    2. Add a row for the goal and configure these values:
      Field
      Value
      Business Object
      Goal
      Field
      Goal
      Column Heading Override
      Goal
      Column Heading Override XML Alias
      Goal
    3. Add a row for the completion date and configure these values:
      Field
      Value
      Business Object
      Goal
      Field
      Completed On
      Column Heading Override
      Completed On
      Column Heading Override XML Alias
      Completed_On
    4. Add a row for the goal status and configure these values:
      Field
      Value
      Business Object
      Goal
      Field
      Status
      Column Heading Override
      Status
      Column Heading Override XML Alias
      Status
    5. Add a row for the signatory and configure these values:
      Field
      Value
      Business Object
      Current Worker
      Field
      Legal Name
      Column Heading Override
      Signatory
      Column Heading Override XML Alias
      Signatory
  4. In the
    Group Column Headings
     grid, define secondary business objects.
    1. Add a row for the current worker and configure these values:
      Field
      Value
      Business Object
      Current Worker
      Group Column Heading
      Current Worker
      Group Column Heading XML Alias
      Current_Worker
    2. Add a row for the worker for goal and configure these values:
      Field
      Value
      Business Object
      Worker for Goal
      Group Column Heading
      Worker
      Group Column Heading XML Alias
      Worker
  5. On the
    Filter
     tab, configure the filter conditions.
    1. Add a new row and configure these values:
      Field
      Value
      And/Or
      And
      Field
      Completed On
      Operator
      greater than
      Comparison Type
      Prompt the user for the value
      Comparison Value
      Default Prompt
    2. Add another row and configure these values:
      Field
      Value
      And/Or
      And
      Field
      Status
      Operator
      in the selection list
      Comparison Type
      Value specified in this filter
      Comparison Value
      4 - Successfully Complete
  6. On the
    Prompts
     tab, define the prompt fields.
    1. Add a new row for the reporting type field and configure these values:
      Field
      Value
      Field
      Reporting Type
      Prompt Qualifier
      Ignore this field.
      Label for Prompt
      Reporting Type
      Label for Prompt XML Alias
      Reporting_Type
      Default Type
      No default value
      Required
      Select this check box.
    2. Add a new row for the completion date field and configure these values:
      Field
      Value
      Field
      Completed On
      Prompt Qualifier
      Default Prompt
      Label for Prompt
      Completed After
      Label for Prompt XML Alias
      Completed_After
      Default Type
      No default value
      Required
      Select this check box.
  7. Click
    OK
     and then click
    Test
    . Workday displays the
    Reporting Type
     and
    Completed After
     prompts that you configured.
    1. On the
      Reporting Type
       prompt, select
      Either
      .
    2. On the
      Completed After
       calendar prompt, select a date in the past.
    3. Click
      OK
      . Workday returns a result for your custom report definition.
  8. Open Report Designer in Workday Studio.
  9. Create a report project named
    Employee Certificates
    . In that project, create a report file named
    Employee Certificates.rptdesign
    .
  10. Create a Workday data source and download some sample data:
    1. Create a new
      Workday Report Data Source
       named
      Employee Certificates
      .
    2. Download the report description for the
      My Team's Certificates
       custom report from Workday.
    3. Download sample report data from Workday and name the file
      Employee Certificates.xml
      . As you download the sample data, configure these values:
    Option Description
    Reporting Type
    Either
    Completed After
    Select a date that's a number of years in the past.
  11. Create the data set relating to Employee Goals with these values:
    Option Description
    Data Source Selection
    Employee Certificates
    Data Set Type
    Workday Primary Report Data Set
    Data Set Name
    Employee Goals
  12. Add a scanned form as an embedded image to the layout:
    1. In the
      Outline
       view, right-click the
      Embedded Images
       node, then select
      New Embedded Image
      .
    2. Select the
      Certificate.png
       background image file on your device and click
      Open
      .
    3. In the
      Property Editor - Master Page
       view, access the
      Advanced
       tab.
    4. In the
      Background
       section, configure these values:
      Field
      Value
      Background image
      Certificate.png
      Background image type
      Embedded Image
      Background size height
      • Measure:
        8.5
        .
      • Units:
        in
        .
      Background size width
      • Measure:
        11
        .
      • Units:
        in
        .
    5. In the
      Orientation
       section, select the
      Landscape
       value.
    6. Delete the footer containing the date and time. To do that, right-click the footer and select
      Delete
      .
  13. Add a table to the layout:
    1. In the
      Outline
       view, right-click the
      Body
       node, then select
      Insert Element
      .
    2. Double-click the
      Table
       element and configure these values:
      Field
      Value
      Number of columns
      1
      Number of details
      1
      Data Set
      Employee Goals
      You only need the detail row of your table. To delete the header and footer rows, as well as additional columns, right-click in the guide cell, then select
      Delete
      . Your table now contains a single detail row.
    3. Drag the table border towards the page boundary, using the background image as a guide.
    4. Save your work.
  14. Add a grid to the layout:
    1. In the
      Outline
       view, right-click the
      Cell
       node located under
      Detail
      Row
      , then select
      Insert Element
      .
    2. Double-click
      Grid
      .
    3. Configure 1 column and 8 rows.
    4. Drag the first row in the grid downwards and place the border below the first 2 lines of text.
  15. Add the employee name data to the second row of the grid:
    1. In the
      Outline
       view, right-click the second cell node, then select
      Insert Element
      .
    2. Double-click the
      Data
       element, then click
      JavaScript Syntax
      .
    3. Configure this expression in the
      Expression Builder
      :
      row["Worker.Employee_Name"]
      . You can enter the row parts of the expression by selecting
      Available Data Sets
      Employee Goals
      , then double-clicking
      Worker.Employee_Name
      .
    4. Enter
      Employee Name
       as the display name for
      New Data Binding
      , then click
      OK
      .
    5. In the
      Property Editor - Data
       view, configure the alignment to
      Center
       and font size to
      24
      .
  16. Drag the third row in the grid downwards by dragging its border below the next line of text.
  17. Add the goal data item to the fourth row in the grid:
    1. In the
      Outline
       view, right-click the fourth cell node, then select
      Insert Element
      .
    2. Double-click the
      Data
       element, then click
      JavaScript Syntax
      .
    3. Configure this expression in the
      Expression Builder
      :
      row["Goal"]
      . You can enter the row parts of the expression by selecting
      Available Column Bindings
      Table
      , then double-clicking
      Goal
      .
      If you can't find the required column binding, click
      Edit Bindings...
       and refresh the list.
    4. Enter the name of the goal as the display name for
      New Data Binding
      , then click
      OK
      .
    5. In the
      Property Editor - Data
       view, configure the alignment to
      Center
       and font size to
      18
      .
  18. Drag the fifth row below the next line of text.
  19. Add the completion date data item to the sixth row in the grid:
    1. In the
      Outline
       view, right-click the sixth cell node, then select
      Insert Element
      .
    2. Double-click the
      Data
       element, then click
      JavaScript Syntax
      .
    3. Configure this expression in the
      Expression Builder
      :
      row["Completed On"]
      . You can enter the row parts of the expression by selecting
      Available Column Bindings
      Table
      , then double-clicking
      Completed_On
      .
    4. Enter
      Completed On
       as the display name and
      Date
       as the data type for
      New Data Binding
      , then click
      OK
      .
      Date
       is a non-string data type value. You must specify the correct
      Data Type
       value,
      Date
      , for the
      Completed On
       data item.
    5. In the
      Property Editor - Data
       view, configure the alignment to
      Center
       and font size to
      16
      .
  20. Drag the seventh row below the line for the manager's signature.
  21. Insert a nested grid in the eighth row:
    1. In the
      Outline
       view, right-click the eighth cell node, then select
      Insert Element
      .
    2. Insert a grid with 3 columns and 1 row. Report Designer inserts a nested three-column grid with a single row in the eighth row in the grid.
    3. Expand the new nested grid report item, right-click the second cell in the row, then select
      Insert Element
      .
    4. Double-click the
      Data
       element, then click
      JavaScript Syntax
      .
    5. Configure this expression in the
      Expression Builder
      :
      row["Curent_Worker.Signatory"]
      . You can enter the row parts of the expression by selecting
      Available Column Bindings
      Table
      , then double-clicking
      Current_Worker.Signatory
      . This expression returns the
      Signatory
       value for each row in the report
    6. Enter
      Signatory
       as the display name for
      New Data Binding
      , then click
      OK
      .
    7. Drag
      Signature
       data item column by its right border and position it below the signature line, then right-align the data value.
    To prevent your report design extending beyond page boundaries, you can ensure that the:
    • Height
       node property doesn't have a value.
    • Header
       and
      Footer
       values are set to
      0
      in
      .
  22. Save and preview your design.
Deploy your design to Workday for use as a business form layout.