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Administrator Guide
Last Updated: 2023-06-23
Set Up Prompt Options for Custom Reports

Set Up Prompt Options for Custom Reports

  • Create a custom report.
  • Security: These domains in the System functional area:
    • Custom Report Creation
    • Manage: All Custom Reports
You can set up populated values for prompts and reports data sources with built-in prompts in your report.
Workday doesn't support prompt options for simple reports.
  1. Access the
    Edit Custom Report
    task.
  2. As you complete the
    Prompts
    tab, consider:
    Option Description
    Instructions
    Enter text to display above the prompt fields, including instructions for entering prompt values.
    Effective Date
    (Available for standard data sources. Unavailable for search or nBox reports.) Select to prompt report runners for an effective date and time for when the report runs.
    Entry Date
    (Available for standard data sources. Unavailable for search or nBox reports.) Select to prompt report runners for an entry date and time for when the report runs.
    Populate undefined Prompt Defaults
    Select to enable Workday to populate the
    Prompt Defaults
    grid with undefined prompt values.
    Field
    Specify the field associated with the primary business object to use as the prompt.
    Prompt Qualifier
    If you select a data range or a data set prompt for the
    Field
    , select the prompt you want to override.
    Label For Prompt XML Alias
    Available for reports enabled as a web service.
    Default Value
    Available if you select
    Specify default value
    or
    Determine default value at runtime
    as the
    Default Type
    .
    Select the field or value to use as the populated prompt.