Schedule Reports or Report Groups
Security:
Scheduled Report Processes
domain in the System functional area.You can use the
Schedule a Report
task to run a report or report
group in the background. When you transfer ownership of a scheduled report or process, the sharing options reset
to
Do not share report output
.- Access theSchedule a Reporttask.
- As you complete theReport Criteriatab, consider:
Option Description Value TypeIf you selectDetermine Value at Runtime, Workday calculates the selection criteria each time the report runs. Example: UseDetermine Value at Runtimefor date fields that can vary over time for a recurring process.ValueIf theValue TypeisDetermine Value at Runtime, the report determines the prompt value each time it runs.You can set theValueto be a calculated field. Example: You can create a calculated field whose value computes as a set number of days before the current date.Workday only displays this tab when the report contains prompts. - As you complete theOutputtab, consider:
Option Description Output TypeIf a report has a high volume of results, Workday might deliver a file type other than theOutput Typeyou select.You can't output search reports as PDFs. The scheduled process fails if you selectReport (PDF)for a search report.Do Not Output an Empty ReportSelect the check box so that when a report has no results, Workday doesn’t create output files or send email notifications.Workday doesn't support this option for standard reports created with XpressO. - (Optional) On theSharetab, share the report output with other users.You can only share scheduled report output with unconstrained security groups.
The output files load in
My Reports
. Access the
Scheduled Future Processes
report to delete, modify,
or suspend a scheduled report.To disable notification emails for recurring reports that are about to expire, access
the
Edit Tenant Setup - Notifications
task and disable
Scheduled Future Processes
for the report. Workday notifies
you when 2 or fewer occurrences remain.