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 theEnable for Prismcheck box in theAdvancedtab 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 theEnable for Prismcheck box in theAdvancedtab 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.