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Workday User Guide
Last Updated: 2023-06-23
Concept: Workflow for Printing a Custom Report Using Docs for Layouts

Concept: Workflow for Printing a Custom Report Using Docs for Layouts

This topic shows you how you can create a document layout and use it in a basic workflow for printing a report.
  1. Access the
    Create Document Layout
     task.
    1. Select the custom report to use as the source report for the data available in the document layout.
    2. Insert text, tables, images, headers, footers, and data fields.
    3. Apply condition rules to define when content displays.
  2. Click
    Publish
     to make the content in the layout active. After you publish the layout, it becomes available for selection when printing documents.
  3. Access the
    Create Business Form Layout
     task to associate the document layout with the custom report.
    1. Select the
      Active
       check box.
    2. Select the
      Document Layout
       option and choose the appropriate document layout as the
      Source
      . When you select this option, the
      Apply Report Design separately to each row
       option is automatically selected.
    3. Select the same report in the
      Custom Report
       field that you used in the document layout.
  4. (Optional) From the related actions menu, select
    Layout > Manage Layouts
     and select the layout that you created as the default layout for the report.
  5. From the related actions menu, select
    Custom Report > Run
     to run the report.
  6. Select any necessary report prompts.
  7. (This step is skipped if you have only one business form layout for the report.) In the
    Please Choose a Layout to Print
     dialog, select the business form layout that you created. Click
    OK
     to print the report.
  8. View the resulting PDF.

This content is not part of the Workday Administrator Guide.