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Administrator Guide
Last Updated: 2023-06-23
Example: Set Up Column Headings

Example: Set Up Column Headings

You want to create an income statement with variables on the column headings so that you can quickly scan and interpret the data on the report.
  • 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. Access the settings menu on your report.
  5. On the
    Column Headings
     tab, select the
    Generate Column Headings
     check box.
  6. On the
    Column Heading Cells
     grid, click the
    Popup Window
     icon for
    Actuals
     in the
    Cell Name
     column.
  7. From the related actions menu of the
    View Column Header Cell
     report, select
    Column Header Cell
    Edit
    .
  8. Enter
    Actuals YTD - [V1]
     in the
    Text Expression
     field.
  9. Select
    Year
     from the
    [V1] Variable 1
     prompt.
  10. Click
    OK
    .
  11. Click
    Done
    .
  12. Return to your composite report.
  13. On the
    Column Heading Cells
     grid, click the
    Popup Window
     icon for
    Plan
     in the
    Cell Name
     column to access the
    View Column Header Cell
     report.
  14. From the related actions menu of the
    View Column Header Cell
     report, select
    Column Header Cell
    Edit
    .
  15. Enter
    Plan YTD - [V1]
     in the
    Text Expression
     field.
  16. Select
    Year
     on the
    [V1] Variable 1
     prompt.
  17. Click
    OK
    .
  18. Click
    Done
    .
  19. Return to your composite report.
  20. On the
    Column Headings
     tab, click
    OK
    .
  21. Click
    Run
    .
Workday updates the column headings with the year of the actuals and plan data.