Table of Contents
Toggle[💼] Custom reports in Workday can be created by selecting columns from the primary business object and setting column headings.
[🔵] Multi-instance fields in reports are displayed in blue font and are actionable, allowing users to view detailed information by clicking on them.
[📊] Creating custom reports involves specifying columns, setting column headings, and including multi-instance fields for detailed data representation.
Here are the summary titles with time for the provided video information:
Introduction to Creating Custom Reports 00:00
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Setting Up Report Columns 03:26
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Running and Viewing the Report 07:03
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Adding Multi-Instance Fields 11:14
A: The purpose of creating a custom report is to specify the columns of the report, understand the functionality of different tabs, and learn how to include fields from primary business objects and multiple RBUs.
A: To include columns in a custom report from the primary business object, you use a grid that allows you to select fields like worker, last name, age, and hire date. You can also customize column headings for each field.
A: Simple fields appear in black font and are non-actionable, while multi-instance fields appear in blue font and are actionable. Clicking on a multi-instance field allows you to view detailed information about that specific field.
A: To modify a custom report to include multi-instance fields, you can go to the edit mode of the report definition and use the plus sign to add a new record for the multi-instance field. This allows you to display additional fields alongside the simple fields in the report.
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