Concept: Creating Reports to Import into Tables and Datasets
To create a table or base dataset from a Workday report, or to use a Workday report as a source in a data change task, the report must be configured:
- As an advanced report.
- As a web service.
- For Prism Analytics. Select theEnable for Prismcheck box in theAdvancedtab of the custom report.
There are some limitations when creating reports to import into base datasets or tables or when running a data change task:
- Workday doesn't support selecting reports when the report includes fields from a related business object that have a many to 1 relationship with the primary business object.
- If your custom report includes a Currency field, you must select theShow Currency Columncheck box in theField Optionscolumn for the Currency field, located in theColumnstab of the report.
- Workday doesn't support bringing in data from Multi-instance fields that exist in a Custom Object. When the custom report includes Multi-instance fields from a Custom Object, Workday populates those fields in tables and base datasets with NULLs.
- Workday fails the data change activity when the report used as data change task source returns more than 30,000,000 rows.
- For selecting reports for tables and data change tasks, Workday doesn't support using reports that use a business view data source, such as Learning Assignments by Learning Organization. Previously, these were called combined data sources.
- Prism doesn't support effective dating of instance fields in custom reports. The data returned is always as of the current time.
To optimize performance when running a data change task, consider these options:
- Use indexed data sources whenever possible.
- Use data sources that provide the smallest possible set of data that meets your needs. Example: If you're interested in compensation-related transactions, use employee compensation events instead of all business process transactions.
If you're new to Workday, you don't have access to create or edit base datasets.