Preview a Document Layout with Report Data in Docs for Layouts

Security: These domains in the System functional area:

Docs for Layouts

Custom Report Creation

For any report containing data that you want to use as preview data in a document layout, make sure:

The report is a standard report or a custom report of the Advanced
report type.

The report is enabled for Web Services. (On the

Advanced

tab of the report definition, select the

Enable As Web Service

option.)

You are either the report owner or the report owner shared the report with you.

You can generate a PDF preview to see how a document layout looks with actual data. You run the report, save the data as an XML file on your local drive, and then upload the XML file to generate the preview document. When generating the XML file to upload for the preview, include only a single row of data, or the previewed document will contain data from all rows. Preview supports static images that you upload but doesn't support dynamic image placeholders.

From the document layout, open the

Source

report that you want to use as preview data.

Select

Custom Report

Run

(or

Standard Report

Run

) from the related actions menu on the report.

Select any appropriate prompts and click

From the report, select

Web Service

View URLs

from the related actions menu.

Select any appropriate prompts and click

In the

Workday XML

section select

REST

Workday XML

. The XML source code displays in a new browser tab.

If Workday prompts you for credentials, enter the same username and password that you use to log in.

Right-click in the area containing the XML and then

Save as...

to save the data as an XML file.

The Workday XML content that you save contains data returned by the report. Consider security and privacy policies when deciding where to store the XML file and who should have access to it.

From the document layout, click

Preview

Click

Upload

, navigate to the XML file you saved, and click

Open

. Alternatively, you can select XML files that were previously uploaded.

A popup displays while the preview generates. When the preview is ready, it displays in a new browser tab. You might need to disable your browser pop-up blocker if it prevents the preview from displaying.