Concept: Custom Reports

You can create custom reports to serve your requirements beyond the Workday-delivered standard reports.

As with standard reports, you can:

Access the related actions menu on custom report results.

Download custom report outputs as a PDF or spreadsheet.

Enable a custom report as a worklet.

Translate a custom report to another language.

You can create a custom report by:

Accessing the

Create Custom Report

task.

Copying a Workday-delivered standard report.

Copying an existing custom report.

Selecting

Custom Report

Create

from the related actions menu of a report data source (RDS).

Report Ownership

When you create a report, you own it, and can perform these actions on it:

Edit

Delete

Run

Test

You can use the

Transfer Ownership of Custom Reports

task to transfer the ownership of a report to anyone who has access to the RDS and data source filter. When you transfer ownership of a report that you shared with other users, those users continue to have access to the transferred report.

Custom Report Sharing

When you change a shared report, other users can view the results of your changes immediately.

When you copy a custom report, Workday sets the sharing option to Don't share report definition
on the copy of the report. You can change the sharing options on the

tab of your custom report.

Report Performance

You can improve report performance by:

Filtering out instances of the primary business object or of related business objects that you don't need.

Minimizing the number of calculated fields.

Only using indexed RDSs and indexed fields.

Report Filtering

You can filter your report by:

Prompting report runners for filter values when they run the report.

Setting up facet filters so that the report runner can interactively filter report results.

Setting up filters and subfilters in the report definition.

The report first applies filters to instances of the primary business object that are in the RDS or data source filter. The report then applies any subfilters to instances of related business objects.

Report Fields and Values

The Report Fields and Values
task enables users to display the report fields and values, related to the selected business object of the current instance, that a user has access to.

You can view report fields and values from the

Reporting

tab of the related actions menu of a business process step. You must have access to the Custom Report Management
, Custom Report Administration
, and Custom Report Creation
domains in the System functional area.

You can use this task to validate the report field values, determine the values of each field at the time the step was executed, or look at the values of each field used in the condition rule to determine why the rule does not work as expected. You can also sort, filter, and export the fields to Excel.

Note: Users will be able to view all fields and values with security access to the Report Fields and Values
task.