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Administrator Guide
Last Updated: 2023-06-23
Steps: Create Search Reports

Steps: Create Search Reports

Security: These domains in the System functional area:
  • Custom Report Creation
  • Manage: All Custom Reports
Search reports enable you to interactively filter report results using facet filters and a search bar. You can also select search results and perform mass actions on them. Example: Use the Workday-delivered
Find Workers
 search report to search for workers and add them to a talent pool.
Use an indexed data source to create search reports.
The
Search Results
 tab isn't available when you create search reports using these
Learning
 data sources:
  • Courses
  • Learning Content
You can't:
  • Export search reports as spreadsheets or PDFs, or use them to tag workers.
  • Print reports that you run as a mass action from a search report using a business form layout.
  2. On the
    Edit Custom Report
     task, set up
    Search Results
     options.
    You can select these
    Options
     for certain types of fields:
    Option Description
    Attachment Field
    Includes links to the attachments in the report results.
    This option is only available for fields with a related business object of Attachment.
    Icon Field
    Displays the field as an icon in the report results.
    This option is only available for fields with a related business object of Icon.
    Image Field
    Display the field as an image in the report results.
    This option is only available for fields with a related business object of Image.
    Detail Result Field
    Display the field in an expandable section of each report result. If the first field with
    Detail Result Field
     selected is a multi-instance field, it also displays when you collapse the results.
    You can select this option for up to 6 fields per search report.
Test the report to ensure Workday displays the data correctly.
When you test a report, Workday displays the first 10 results. When the report includes a:
  • Filter, Workday applies the filter to all instances of the primary business object and displays the first 10 results.
  • Subfilter, Workday applies the subfilter to the 10 filtered instances and displays the results.