We recommend starting with Integrating Openpath with Workday® Human Capital Management before proceeding any further.
Follow these steps to set up custom reports in Workday® Human Capital Management.
Go here to learn how to Sync Users with Workday.
Access the Create Custom Report task.
A. Under the Report Details - Select ‘Report Type’ as ‘Advanced’ and Check the check box ‘Enable As Web Service’.
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B. Under the Data Source – Uncheck the check box ‘Optimized for Performance’ and enter the Data Source - All Active and Terminated Workers.
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| Iframe |
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| allowfullscreen | true |
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| src | https://info.openpath.com/hubfs/Openpath/images/kustomer-articles/create-custom-report.png |
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| | width | 701 |
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| frameborder | hide |
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| title | Create custom Report |
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| align | middle |
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| height | 325 |
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| longdesc | Create Custom Report |
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2. Add the list of fields to the custom report
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| allowfullscreen | true |
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| src | https://info.openpath.com/hubfs/Openpath/images/kustomer-articles/list-of-fields.png |
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| | width | 700 |
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| frameborder | hide |
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| title | list-of-fields |
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| align | middle |
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| height | 297 |
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| longdesc | List Of Fields |
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3. Add the Report filters
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| allowfullscreen | true |
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| src | https://info.openpath.com/hubfs/Openpath/images/kustomer-articles/filter-on-instances.png |
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| | width | 701 |
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| frameborder | hide |
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| title | Filter On instances |
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| align | middle |
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| height | 218 |
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| longdesc | Filter On Instances |
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4. Share it with the ISU (Integration System User) and required groups and Users.
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| Iframe |
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| allowfullscreen | true |
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| src | https://info.openpath.com/hubfs/Openpath/images/kustomer-articles/share-with-ISU.png |
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| | width | 701 |
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| frameborder | hide |
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| title | share with ISU |
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| align | middle |
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| height | 369 |
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| longdesc | Share with ISU |
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5. Transfer report ownership to the ISU.
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| allowfullscreen | true |
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| src | https://info.openpath.com/hubfs/Openpath/images/kustomer-articles/transfer.png |
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| | width | 578 |
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| frameborder | hide |
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| title | Transfer |
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| align | middle |
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| height | 323 |
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| longdesc | transfer |
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6. Calculated field configuration
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| Iframe |
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| allowfullscreen | true |
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| src | https://info.openpath.com/hubfs/Openpath/images/kustomer-articles/calculated-field.png |
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| | width | 700 |
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| frameborder | hide |
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| title | Calculated Field |
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| align | middle |
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| height | 469 |
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| longdesc | Calculated Field |
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