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Administrator Guide
Laatst bijgewerkt: 2023-09-08
Set Up Additional Options for Composite Reports

Set Up Additional Options for Composite Reports

  • Create a custom composite report.
  • Create the advanced, matrix, or trending reports you want to use as subreports in your composite report.
  • Security: These domains in the System functional area:
    • Custom Report Creation
    • Manage: All Custom Reports
In the composite report settings, you can set up additional options to:
  • Apply styles and formatting to the composite report.
  • Customize the column headings using variables.
  • Manage the business objects enabled for filtering and grouping.
  • Set up drill-to report links.
  • Set up headers and footers on the composite report.
  • Set up prompt sets.
  1. Access your composite report from the
    Edit Custom Report
     task.
  2. (Optional) As you complete the
    General
     tab from the settings menu on your report, consider:
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    Style
    Select from Workday-delivered or custom formatting styles.
    Access the
    Create Formatting Style
     task to create custom formatting for these attributes:
    • Alignment
    • Border
    • Column Width
    • Fill
    • Font
    • Gridlines
    • Number
    Business Object
    Select the business object that matches the dimensions setup in all subreports used in the composite report.
    Your selection determines the available values for the:
    • Control field column.
    • Data column.
    • Lookup data row.
    Hierarchy Structure
    (Available when the business object has a hierarchical structure.) Specify a hierarchy structure that you can use when you define filter criteria on a:
    • Data cell.
    • Data column.
    • Lookup data row.
    Example: You can define the filter criteria on a lookup data row in terms of all the values in the
    Corporate: All Accounts
     hierarchy structure.
    Workday references only the primary hierarchy for the outline structure.
    Hierarchy Effective Date
    Select the effective date that Workday uses to retrieve the hierarchies in the hierarchy structure for filtering. Example: You undergo a company-wide reorganization at the beginning of next month. You can use the first day of next month to reference the reorganized hierarchy structure.
    Consider that:
    • Depending on the field, your selection might be the end date associated with the report period.
    • Not all hierarchies are date effective.
  3. (Optional) On the
    Header/Footer
     tab, set up the header and footer information for the report.
  4. As you complete the task, consider:
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    Text Expression
    Enter the text to display on your report and enclose variables in brackets.
    Example:
    Last updated on [V1].
    [V1] Variable... [V4] Variable
    When you run the report, Workday replaces the variable with the dynamic value in the variable field, such as the date the report runs.
  5. (Optional) On the
    Column Headings
     tab, specify the column headings to include in your report.
  6. As you complete the task, consider:
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    Generate Column Headings
    Select to enable Workday to add available column headings to the grid.
    Style
    To apply style formatting to all of the headings in your report:
    • Create your own style.
    • Select from Workday-delivered or custom styles.
    To format cells:
    1. Click the
      Popup Window
       icon on the
      Cell Name
       of the
      Column Heading Cells
       grid for the cell that you want to format.
    2. From the related actions menu of the
      View Column Header Cell
       task, select
      Column Header Cell
      Edit
      .
    3. Select a style.
    When creating a column heading cell, use a data column as the
    Column Reference
     so that Workday can enable the
    Sub-Report Prompts
     option.
  7. (Optional) On the
    Prompts
     tab, populate prompt values and connect prompts to a prompt set.
    You can view and make bulk edits to prompts by accessing the
    Prompts
     tab on the composite report.
  8. (Optional) On the
    Drill-To
     tab, create or manage drill-to report links.
  9. (Optional) On the
    Output
     tab, specify the output options for the report.
    To set up a composite report as a chart, the report definition must:
    • Contain no outlining on columns or rows.
    • Contain no repeating column groups.
    • Include at least 1 combined data row.
  10. (Optional) In the
    View Options
     section on the
    Advanced
     tab, select the
    Freeze Control Field
     check box to freeze the first column on the report. Freezing the column improves data visibility when scrolling across rows.
    You can freeze the control field column only when the:
    • Control field is the first column on the report.
    • Control field isn't merged with other column headers.
    • Report doesn't have a repeating column group.
    • Report doesn't have more than 1 control field.
    • Report doesn't have more than 1 custom column header row.
  11. (Optional) As you complete the
    Composite Options
     section on the
    Advanced
     tab, consider:
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    Show Hidden Rows, Columns and Cells
    Select to override any individual settings for cells, columns, and rows in the report definition and display these items unconditionally.
    Show Row, Column and Cell definitions in designer
    Select to enable the cell, column, and row tabs to display when you select the
    Report Settings
     icon. You can then view these definitions using the tab-based designer rather than the grid.
    Do Not Reverse the Sign
    Select to override any individual sign reversals in the report definition and display all numerical data using the original sign value from any subreport.
    Export Expansion Hierarchy to Excel
    Select to export the report to Microsoft Excel using the outlining structure.