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Administrator Guide
Last Updated: 2023-06-23
Create Custom Reports

Create Custom Reports

Security: These domains in the System functional area:
  • Custom Report Creation
  • Manage: All Custom Reports
  • Report Tag Management
In addition to using Workday-delivered standard reports, you can create custom reports to analyze data in your tenant.
Workday recommends you create custom reports in Implementation or Sandbox tenants before migrating them to your production tenant.
  1. Access the
    Create Custom Report
     task.
  2. As you complete the task, consider:
    Option Description
    Temporary Report
    (Optional) Select the check box to enable Workday to delete the report after 7 days.
    For all report types except simple reports, you can change the deletion date on the
    Advanced
     tab.
    Enable As Web Service
    (Optional) For advanced or search reports, select the check box to:
    • Use the report in an outbound EIB.
    • Enable external web sites to access the report.
    Set up
    Web Services Options
     on the
    Advanced
     tab.
    Optimized for Performance
    (Optional) For reports using indexed data sources, select the check box to display only indexed fields in field prompts.
    If you need to use nonindexed fields, clear the check box on the
    Advanced
     tab.
    This option is unavailable for search and nBox reports.
    Data Source
    For nBox and search reports, you can only select an indexed data source.
    When the
    Optimized for Performance
     check box is active, you can only select an indexed data source. Clear the
    Optimized for Performance
     check box to select a standard or nonindexed data source.
    Report Tags
    (Optional) Create or select
    Report Tags
     to categorize your report and make it easier to find.
    Comments
    (Optional) In the
    Additional Info
     section, enter comments to track information, such as report notes, who requested the report, and so on. These internal comments won't display in the report output.
You can click
Grid Preferences
 on the table toolbar when you edit, run, or view reports to:
  • Change the order of columns.
  • Display or hide columns.
  • Freeze columns.
The availability of
Grid Preferences
 depends on the report type. Workday:
  • Doesn't display
    Grid Preferences
     on reports that use column groups or column group headings.
  • Doesn't retain your grid preferences when you export the report.
  • Retains your grid preferences when you log into Workday.