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Administrator Guide
Last Updated: 2023-06-23
Concept: Creating Reports to Import into Tables and Datasets

Concept: Creating Reports to Import into Tables and Datasets

Tables and Data Change Tasks

To create a table from a Workday report, or to use a Workday report as a source in a data change task, the report must be configured:
  • As an advanced report. Tables and data change tasks don't support importing other report types, such as matrix or composite.
  • As a web service.
  • For Prism Analytics. Select the
    Enable for Prism
     check box in the
    Advanced
     tab of the custom report.
Workday doesn't support selecting reports when the report includes:
  • Fields from a related business object that have a many to 1 relationship with the primary business object.
  • Prompts, except for optional prompts and required prompts with a default value set.
If your custom report includes a Currency field, you must select the
Show Currency Column
 check box in the
Field Options
 column for the Currency field, located in the
Columns
 tab of the report.
To optimize performance when running a data change task, consider these options:
  • Use indexed data sources whenever possible.
  • Use data sources that provide the smallest possible set of data that meets your needs. Example: If you're interested in compensation-related transactions, use employee compensation events instead of all business process transactions.

Datasets

To create a dataset from a Workday report, the report must be configured:
  • As an advanced report. Tables and data change tasks don't support importing other report types, such as matrix or composite.
  • As a web service.
  • For Prism Analytics. Select the
    Enable for Prism
     check box in the
    Advanced
     tab of the custom report.
Workday doesn't support selecting reports when the report includes:
  • Fields from a related business object that have a many to 1 relationship with the primary business object.
If your custom report includes a Currency field, you must select the
Show Currency Column
 check box in the
Field Options
 column for the Currency field, located in the
Columns
 tab of the report.
To optimize performance, consider these options:
  • Use indexed data sources whenever possible.
  • Use data sources that provide the smallest possible set of data that meets your needs. Example: If you're interested in compensation-related transactions, use employee compensation events instead of all business process transactions.