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Administrator Guide
Laatst bijgewerkt: 2023-06-23
Concept: Custom Reports

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
  • Share
  • 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
Share
 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.