Skip to main content
Documentation
Documentation
Administrator Guide
Last Updated: 2023-06-23
Example: Set Up a Row Outline Structure

Example: Set Up a Row Outline Structure

You want to set up an income statement with a row outline structure that can expand and collapse to view groupings of ledger accounts.
  • Create actuals and plan subreports.
  • Create an income statement composite report.
  • Security: These domains in the System functional area:
    • Custom Report Creation
    • Manage: All Custom Reports
  1. Access the
    Edit Custom Report
     task.
  2. Select
    Income Statement
     from the
    Report Name
     prompt.
  3. Click
    OK
    .
  4. From the menu of column
    C1
    , select
    Edit
    .
  5. From the
    Outline Structure
     prompt, select
    Ledger Account Outline
    .
  6. Select the
    Default Outline Structure
     check box.
  7. Click
    OK
    .
  8. Access the settings menu on your report.
  9. On the
    Business Object Enabled for Filtering and Grouping
     grid, select
    Ledger Account Outline
     from the
    Hierarchy Structure
     prompt for the
    Ledger Account
    Business Object
    .
  10. Click
    OK
    .
  11. From the menu of row
    R1
    , select
    Define
    Lookup Data
    .
  12. Enter
    Row Outline
     in the
    Row Name
     field.
  13. In the
    Filter Criteria
     section, select:
    And/Or
    Business Object
    Operator
    Value
    And
    Ledger Account
    in the hierarchy
    Corporate: All Accounts
  14. Click
    OK
    .
  15. Click
    Run
    .
Workday creates a report with a row that you can expand to view actuals, plan, and variance data by specific groups of ledger accounts.