Export a Viz as a Custom Report
Security: These domains in the System functional area:
- Custom Report Creation
- Discovery Boards: Create
You can export these viz types as a custom report in Workday:
- Chart
- Donut Chart
- Pivot Table
- Table
When you export a viz as a custom report, consider:
- Each time you export a viz, Workday creates a new report definition.
- Fields not supported in discovery boards might display in custom reports. Example: Discovery boards don't support time field types, but Report Writer does. If you use a datetime field, Workday displays only the date in a viz, but displays the date and time in the custom report.
- The chart and sort options you select for the viz might not display the same way in the exported custom report.
- The drill by and show details fields you set up might differ in the custom report.
- The type of report that Workday creates depends on the type of viz you export.
- A Chart and Donut Chart viz becomes a Matrix report with the chart and table displayed.
- A Pivot Table viz becomes a Matrix report with only the table displayed.
- A Table viz becomes an Advanced report.
- For Chart and Donut Chart vizzes, color overrides aren't exported.
- Workday assigns you as the owner of the report.
- Workday sets the report definition sharing options toDon't share report definition.
- You can edit the report definition after Workday creates the report.
- Select a viz.
- SelectExport as a Reportfrom the viz menu in the upper right corner.
- Enter the name of the report definition.
Workday creates the report definition and runs the report. You can view the report immediately in
a new tab.