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Administrator Guide
Last Updated: 2023-06-23
Set Up Composite Report Rows

Set Up Composite Report Rows

  • Create a custom composite report with at least 1 column defined.
  • Create the advanced, matrix, or trending reports you want to use as subreports in your composite report.
  • Security: These domains in the System functional area:
    • Custom Report Creation
    • Manage: All Custom Reports
You can set up these row types on your composite report:
  • Calculation rows display the result of calculations that reference other rows.
  • Combine data rows display all rows from the control field columns for all subreports. You can then apply calculations to create a
    Total
     row.
  • Dynamic data rows filter for instances based on the results of an advanced subreport.
  • Empty rows provide empty space between rows of data.
  • Lookup data rows determine the data to display based on filter criteria. You can use this row type to apply row outline structures.
You can create your report more efficiently by duplicating rows with cells. When you duplicate rows, Workday retains the setup of the cell, including the:
  • Cell label.
  • Options selected for the cell.
  • Subreports used in the cell.
  • Style formatting selected.
  1. Access the
    Edit Custom Report
     task.
  2. (Optional) Set up a lookup data row by selecting
    Define
    Lookup Data
     from the menu of an undefined row.
    As you complete the task, consider:
    Option Description
    Filter Criteria
    Workday populates the
    Filter Data in Sub Report
     grid based on the control field columns in the report. This determines the rows to include in the report in addition to the filter criteria used for the entire row.
    Outline Structure
    In the
    Outline Options
     section, Workday populates the field based on the selection on the control field column. The outline structure sets up the hierarchy in the report that groups data.
    Workday doesn't support outlining on multiple control field columns.
    Expansion Level
    In the
    Outline Options
     section, specify the expansion approach that displays when you expand an outline. You can select:
    • Use Row Filter Criteria
       to expand rows for each hierarchy node and detail instance defined in the
      Filter Criteria
       section for the report row.
    • Level Number
       to display an expansion row for each unique value in the hierarchy for that level.
    • Use Starting Node
       to display the highest organization or organization node a user has permission to view.
    Starting Node
    (Available when you select
    Use Starting Node
     as the
    Expansion Level
    .) Specify the highest node to display for the current user based on the hierarchical level of the field.
    Include Nodes with No Data
    In the
    Outline Options
     section, select the check box to include and enable expansion on nodes that don't have data.
  3. (Optional) Set up a combine data row by selecting
    Define
    Combine Data
     from the menu of an undefined row.
  4. (Optional) In the
    Sort
     section, select a value from the
    By Value
     prompt to sort the data by total for columns and rows, or logically for control field columns.
  5. (Optional) Set up a dynamic data row by selecting
    Define
    Dynamic Data
     from the menu of an undefined row.
    As you complete the task, consider:
    Option Description
    Map Sub Report Prompts
    Set up each prompt field if the:
    • Composite report uses a prompt set.
    • Subreport uses prompts.
    Filter Data from Sub Report
    Set up the grid to filter rows from the advanced subreport. Workday keeps the sort order configuration for the subreport when you run the composite report.
  6. (Optional) Set up a calculation row by selecting
    Define
    Calculation
     from the menu of an undefined row.
  7. (Optional) Set up an empty row by selecting
    Define
    Empty
     from the menu of an undefined row.
  8. (Optional) As you complete the
    Options
     prompt in the
    Advanced
     section of a defined row, consider:
    Option Description
    Hide Analytic Indicator
    On the
    Options
     prompt in the
    Advanced
     section, select the check box to hide analytic indicators configured on columns that impact your row.
    Create Conditional Formatting Override
    Access the task to set up styles and visibility options that apply to true or false conditions.
  9. (Optional) Select
    Delete
     on a defined row to view up to 3 levels of cell dependencies for the row before deleting it from the report.