The Workday Composite Report “One-Stop-Shop”
When a person asks you to click on ‘Print’, what is the first thing that you think will take place next? Someplace a physical printer will replicate the image on your screen to a notepad, right? Or nowadays it will create a document to be able to save or send to a physical printer later. Yet what if I told you the word ‘Publish’ takes on a whole new meaning when it concerns composite reports in Workday?
Let’s face it, Composite reports in Workday are not everyone’s preferred type of report due to the fact that there are many pieces working together to make a masterpiece. The most convenient means to learn a composite report is to recognize an existing record. Many times, you locate an existing record that will virtually fulfill your reporting needs, however, you want to take a look at the report interpretation additionally to confirm prior to making a duplicate of the below reports and the composite itself.
Make a duplicate of the sub-report??? Yes!!!!
Yet why? It is simpler to use an existing one.
I ensure it will conserve a lot of rework and also migraines in the future. For instance, the original report proprietor would not be happy if you utilized their sub-report as well as made changes to suit your reporting demands and altered the data being drawn into the sub-report. Or the other way around, if the original report proprietor modifies their sub-report without recognizing that you are utilizing it in your composite report. Been there, done that. Not fun. Most significantly, using a sub-report on several composite reports can slow down the performance of the composite report, if the sub-report is including fields that are not needed for the intended composite but are required for others using that sub-report. The general rule of thumb, each composite report should have its own sub-reports.
Ok, you made a copy of the composite report today need to make a copy of the sub-reports correlated to the composite. What’s the most convenient method to do that? Go to each column and click the drop-down arrowhead, click Edit, find the sub-report, right-click and open in a new tab. Rinse and repeat this for the 20 columns across and then try to determine if you already opened the sub-report previously due to the fact that column 7 uses the same sub-report as column 15. But what about the 10 individual data cells which are spread across the report? The same thing, a drop-down arrow on the cell, edit, right-click on the sub-report and see in the new tab. This is not easy, fun, or practical. And you thought it, there is a less complicated way to get this info.
When looking at the View Custom-made Report of the composite, click on the related action next to the name of the report in the upper left-hand corner, go to Custom-made Report under Actions and click the word Print. When I was first demonstrated how to do this I said to my colleague ‘I don’t want to send it to the printer?’. Everyone I have shown this to also asks the same point. I promise this will not send out anything to a printer. It will, however, present all the elements of the composite report in a one-stop store. There are 15 tabs across which are associated with the design of the composite record and not simply the basic ones like General, Outcome, and Share which are located in the “Kog” (I imply cog symbol) in the right-hand corner next to the ‘Run’ button on the View Custom Report screen.
The 15 tabs are as follows:
1. General– Offers Prompt Set, Design, and Company Item Enabled for Filtering System and Grouping.
2. Header/Footer– Shows any headers or footers which have been created.
3. Column Headings– Lists not just the column heading rows but the cells which can be filtered or sorted out.
4. Prompts — Lists what is on the composite not on the sub-reports. (Maintain analysis).
5. Outcome — All the options available to the composite including help text.
6. Share — Who has the accessibility to run the composite? (Do not forget, to have accessibility to a composite the customer must have accessibility to ALL the sub-reports).
7. Advanced– Can filters be saved for customers when they run the report? Did the tenant setting automatically make this a temporary report? Look right here for answers and more.
8. Columns — How do you know which of the 20 columns need to be updated with your duplicate of the sub-report? Easy, click the Columns tab from that remarkable Print button and you can filter on the user interface for the subreport you are replacing to determine the columns.
9. Rows — Did you determine that you need to make a data cell within a column and need to know the filters already on the row? This tab enables you to see the data and other row types such as calculation rows and if there is a formatting override. Lots of helpful info here.
10. Cells — Same kind of information here as in columns including the triggers being pulled from the sub-reports in each cell.
11. Security Domain Name — Displays all domains which information is being drawn from within the composite report. This would be useful in an advanced report when attempting to determine the security error tied to a calculated field.
12. Sub Records — Shows all subreports in addition to a drillable link to each report together with the data source, information resource filter, as well as a primary service item. You don’t need to open up the sub-report (except to make your own duplicate for your composite report) because it tells you the fields which are being grouped or summarized and in the next section shows the filters within that sub-report and last but not the least the motivates.
13. Override Conditions — Lists where this is used in the record as well as the interpretation of the problem.
14. Outline Structure — If being utilized will certainly present right here along with any kind of expansion power structures or expansion paths.
15. Pierce Down Layout — Offers any drill-down measures or personalized view details such as estimation within a column.
Next time you need to unravel a composite report, it’s as easy as related action off the record name > Custom Record > Print. Oh, and also if you really wanted to “print” the report meaning you do have a print or Excel icon in the upper right-hand corner.
Our Workday reporting overview is a great area to get going when it comes to learning more about the power of Workday reports. Also, if you want to learn more, we are here to help you.
At ZaranTech we offer self-paced online training on Workday Reporting. To learn more about our courses, feel free to visit our website.
Get any Workday video course — https://zarantech.teachable.com/courses/category/workday
Join Workday Learner Community on Linkedin — https://www.linkedin.com/showcase/workday-learner-community
Happy Composite reporting!