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Administrator Guide
Last Updated: 2023-06-23
Create Drill-To Report Links

Create Drill-To Report Links

  • Create a custom matrix report.
  • Security: These domains in the System functional area:
    • Custom Report Administration
    • Custom Report Management
    • Manage: All Custom Reports
You can use drill-to report links to run other reports directly from the results of a matrix report. Example: Create a drill-to link from a summary report containing an overview of ledger account types to a more detailed report that breaks down each ledger account type.
You can also add a matrix report with a drill-to report link as a subreport to a composite report.
  1. Access your matrix report from the
    Edit Custom Report
     task.
  2. From the
    Options
     prompt on the
    Define the Field(s) to Summarize
     grid, select
    Create
    Create Drill-To Report Link
    .
    You can create up to 5 drill-to report links for each summarization and link to any type of report.
  3. As you complete the
    Create Drill-To Report Link
     task, consider:
    Option Description
    Drill-To Report Name
    Select the report that you want to drill to.
    The grid displays all prompts from the drill-to report that don't have
    Do Not Prompt at Runtime
     selected.
    Label
    Specify a name to use for the drill-to report instead of the populated name.
    Enable Blank Values
    Select the check box to enable Workday to pass these values from the source report to the target report:
    • Blank values for text fields.
    • Zero values for numeric fields.
    When you clear the check box, Workday omits the field from the target report results.
    To enable Workday to display a field with a blank value on the target report results, configure the blank field on these
    Value Type
     prompts:
    • Use prompt value from source report
    • Use value from axis dimension
    Workday supports blank values only on instances and when the operator is
    In the selected list
    .
  4. As you complete the grid, consider:
    Option Description
    Value Type
    Workday populates some prompts with
    No default value
     when the composite report doesn't have populated prompt values.
    Select:
    • Specify default value
      .
    • Use prompt value from source report
       to pass the prompt value from the source report. This option applies when the source report has the same prompts as the drill-to report.
    • Use value from axis dimension
       to pass the value from a group by field on the source report, or a drillable field when you access
      View By
      . You can also pass a drillable field value when you configure the field to display on the report output.
    Field/Parameter
    When you select:
    • Use prompt value from source report
       from the
      Value Type
       prompt, select a prompt field from the source report.
    • Use value from axis dimension
       from the
      Value Type
       prompt, select a group by field or drillable field from the source report.
    For multi-instance fields, Workday only passes a single value to the target report. Example: If the
    Country
     field on the source report has values of
    USA
     and
    France
    , Workday only passes 1 value onto the target report.
    Value
    (Available when you select
    Specify default value
     from the
    Value Type
     prompt.)
    Select a populated value for the prompt field.
You can add the matrix report you created as a subreport to a composite report. You can then access drill-to report links from these parts of a composite report:
  • Calculation columns from the first dimension when you click
    View By
    .
  • Cell values on summary nodes of single hierarchy outlined rows.
  • Data columns with or without an outline structure.
  • Data columns with or without a repeating column group.
  • Data columns directly from the column and the first dimension when you click
    View By
    .
  • Lookup data rows with 1 filter criteria configured and a single instance.
  • Single hierarchy.
  • Summarization values.
  • Summary rows.
When you copy the:
  • Matrix source report, Workday copies the drill-to link to the copied report.
  • Composite report that uses a matrix source report, Workday doesn't copy the drill-to link to the copied report.
To drill to another report from a:
  • Calculation field, drill down on a calculation value.
  • Summary row, drill down on a summary value and then select a
    View By
     field from the matrix subreport.