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Administrator Guide
Last Updated: 2023-06-23
Schedule Reports or Report Groups

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
.
  1. Access the
    Schedule a Report
    task.
  2. As you complete the
    Report Criteria
    tab, consider:
    Option Description
    Value Type
    If you select
    Determine Value at Runtime
    , Workday calculates the selection criteria each time the report runs. Example: Use
    Determine Value at Runtime
    for date fields that can vary over time for a recurring process.
    Value
    If the
    Value Type
    is
    Determine Value at Runtime
    , the report determines the prompt value each time it runs.
    You can set the
    Value
    to 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.
  3. As you complete the
    Output
    tab, consider:
    Option Description
    Output Type
    If a report has a high volume of results, Workday might deliver a file type other than the
    Output Type
    you select.
    You can't output search reports as PDFs. The scheduled process fails if you select
    Report (PDF)
    for a search report.
    Do Not Output an Empty Report
    Select 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.
  4. (Optional) On the
    Share
    tab, 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.