{"id":105776,"date":"2025-09-16T11:37:02","date_gmt":"2025-09-16T06:07:02","guid":{"rendered":"https:\/\/cloudfoundation.com\/blog\/?p=105776"},"modified":"2025-09-17T13:01:04","modified_gmt":"2025-09-17T07:31:04","slug":"workday-p2p-training-on-custom-report-creation-using-scar","status":"publish","type":"post","link":"https:\/\/cloudfoundation.com\/blog\/workday-p2p-training-on-custom-report-creation-using-scar\/","title":{"rendered":"Workday P2P Training On Custom Report Creation Using Scar"},"content":{"rendered":"<p>[et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;4.9.7&#8243;][et_pb_row _builder_version=&#8221;4.9.7&#8243; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;3.25&#8243; custom_padding=&#8221;|||&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_post_title meta=&#8221;off&#8221; featured_image=&#8221;off&#8221; _builder_version=&#8221;4.9.7&#8243; title_font=&#8221;Times New Roman||||||||&#8221; title_text_align=&#8221;left&#8221; title_text_color=&#8221;#000000&#8243; title_font_size=&#8221;47&#8243; background_color=&#8221;RGBA(0,0,0,0)&#8221; background_enable_image=&#8221;off&#8221; custom_margin=&#8221;|||10%&#8221; title_font_size_tablet=&#8221;40&#8243; title_font_size_phone=&#8221;35&#8243; title_font_size_last_edited=&#8221;on|desktop&#8221;][\/et_pb_post_title][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=&#8221;4.9.7&#8243; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;3.25&#8243; custom_padding=&#8221;|||&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text _builder_version=&#8221;4.9.7&#8243; text_font=&#8221;Georgia||||||||&#8221; text_text_color=&#8221;#000000&#8243; text_font_size=&#8221;22px&#8221; text_line_height=&#8221;1.9em&#8221; max_width=&#8221;800px&#8221; max_width_last_edited=&#8221;off|phone&#8221; custom_margin=&#8221;|||10%&#8221; custom_margin_last_edited=&#8221;off|desktop&#8221; text_font_size_tablet=&#8221;&#8221; text_font_size_phone=&#8221;&#8221; text_font_size_last_edited=&#8221;on|phone&#8221; text_line_height_last_edited=&#8221;off|phone&#8221;]<\/p><div id=\"ez-toc-container\" class=\"ez-toc-v2_0_80 ez-toc-wrap-center counter-hierarchy ez-toc-counter ez-toc-custom ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<span class=\"ez-toc-title-toggle\"><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/cloudfoundation.com\/blog\/workday-p2p-training-on-custom-report-creation-using-scar\/#Building_Custom_Financial_Reports_with_Scar_in_Workday\" >Building Custom Financial Reports with Scar in Workday<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/cloudfoundation.com\/blog\/workday-p2p-training-on-custom-report-creation-using-scar\/#Understanding_Workday_Report_Types_in_Scar\" >Understanding Workday Report Types in Scar<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/cloudfoundation.com\/blog\/workday-p2p-training-on-custom-report-creation-using-scar\/#Creating_an_Advanced_Report_in_Workday\" >Creating an Advanced Report in Workday<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/cloudfoundation.com\/blog\/workday-p2p-training-on-custom-report-creation-using-scar\/#Exploring_Business_Objects_in_Workday\" >Exploring Business Objects in Workday<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/cloudfoundation.com\/blog\/workday-p2p-training-on-custom-report-creation-using-scar\/#Worklets_and_Dashboards_in_Workday\" >Worklets and Dashboards in Workday<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/cloudfoundation.com\/blog\/workday-p2p-training-on-custom-report-creation-using-scar\/#Building_Reports_from_Scratch_in_Workday\" >Building Reports from Scratch in Workday<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/cloudfoundation.com\/blog\/workday-p2p-training-on-custom-report-creation-using-scar\/#Advanced_Financial_Reporting_in_Workday\" >Advanced Financial Reporting in Workday<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/cloudfoundation.com\/blog\/workday-p2p-training-on-custom-report-creation-using-scar\/#Building_Custom_Composite_Reports_with_Business_Objects_and_Excel_in_Workday\" >Building Custom Composite Reports with Business Objects and Excel in Workday<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/cloudfoundation.com\/blog\/workday-p2p-training-on-custom-report-creation-using-scar\/#Why_Composite_Reports_in_Workday\" >Why Composite Reports in Workday?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/cloudfoundation.com\/blog\/workday-p2p-training-on-custom-report-creation-using-scar\/#Key_Steps_in_Creating_a_Composite_Report_in_Workday\" >Key Steps in Creating a Composite Report in Workday<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"https:\/\/cloudfoundation.com\/blog\/workday-p2p-training-on-custom-report-creation-using-scar\/#Choosing_the_Right_Data_Source\" >Choosing the Right Data Source<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-12\" href=\"https:\/\/cloudfoundation.com\/blog\/workday-p2p-training-on-custom-report-creation-using-scar\/#Adding_Control_Fields\" >Adding Control Fields<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-13\" href=\"https:\/\/cloudfoundation.com\/blog\/workday-p2p-training-on-custom-report-creation-using-scar\/#Defining_Columns_and_Activities\" >Defining Columns and Activities<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-14\" href=\"https:\/\/cloudfoundation.com\/blog\/workday-p2p-training-on-custom-report-creation-using-scar\/#Handling_Data_Issues\" >Handling Data Issues<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-15\" href=\"https:\/\/cloudfoundation.com\/blog\/workday-p2p-training-on-custom-report-creation-using-scar\/#Using_Excel_as_a_Reporting_Companion_in_Workday\" >Using Excel as a Reporting Companion in Workday<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-16\" href=\"https:\/\/cloudfoundation.com\/blog\/workday-p2p-training-on-custom-report-creation-using-scar\/#Security_and_Business_Process_Considerations_in_Workday\" >Security and Business Process Considerations in Workday<\/a><\/li><\/ul><\/li><\/ul><\/nav><\/div>\n\n<h2><span class=\"ez-toc-section\" id=\"Building_Custom_Financial_Reports_with_Scar_in_Workday\"><\/span><strong>Building Custom Financial Reports with Scar in Workday <\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>In the world of finance, reporting is everything. Accurate, timely, and customizable reports enable organisations to make informed decisions, manage risks effectively, and plan for the future.<\/p>\n<p>One powerful way to achieve this is by using Scar, a reporting tool that enables users to create custom reports tailored to their specific business needs.<\/p>\n<p><img decoding=\"async\" class=\"size-medium aligncenter\" src=\"https:\/\/cloudfoundation.com\/blog\/wp-content\/uploads\/2025\/09\/Custom-Financial-Reporting.png\" alt=\"\" width=\"800\" height=\"2990\" \/><\/p>\n<p>This blog post guides you through the process of creating reports in Scar, from selecting the appropriate report type to building dashboards that bring data to life.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Understanding_Workday_Report_Types_in_Scar\"><\/span><strong>Understanding Workday Report Types in Scar<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Scar supports a variety of report types, each serving different purposes:<\/p>\n<p><strong>Positive Matrix Reports<\/strong> \u2013 Ideal for financial performance analysis with structured data layouts.<\/p>\n<p><strong>Box Reports<\/strong> \u2013 Designed for focused insights into key data points.<\/p>\n<p><strong>Advanced Composite and Matrix Reports<\/strong> \u2013 Provide a holistic view by combining multiple data sources and applying advanced filters.<\/p>\n<p>Interestingly, Scar usage data shows that nearly 98% of reports are generated from these types, making them the backbone of most financial analysis.[\/et_pb_text][et_pb_text _builder_version=&#8221;4.9.7&#8243; text_font=&#8221;Georgia||||||||&#8221; text_text_color=&#8221;#000000&#8243; text_font_size=&#8221;22px&#8221; text_line_height=&#8221;1.9em&#8221; max_width=&#8221;800px&#8221; max_width_last_edited=&#8221;off|phone&#8221; custom_margin=&#8221;|||10%&#8221; custom_margin_last_edited=&#8221;off|desktop&#8221; text_font_size_tablet=&#8221;&#8221; text_font_size_phone=&#8221;&#8221; text_font_size_last_edited=&#8221;on|phone&#8221; text_line_height_last_edited=&#8221;off|phone&#8221;]<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Creating_an_Advanced_Report_in_Workday\"><\/span><strong>Creating an Advanced Report in Workday<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The process typically begins with reusing or \u201cscraping\u201d a previous report as a foundation. From there, users refine the fields, filters, parameters, and prompts to align with the specific performance needs of a particular workday.<\/p>\n<p>A few highlights:<\/p>\n<p><strong>Optimised Data Sources \u2013 <\/strong>Only relevant, optimised sources are shown by default. To see all available sources, the \u201cScar\u201d option must be unchecked.<\/p>\n<p><strong>Field Variety<\/strong> \u2013 Reports can include Boolean fields, date fields, multi-instance fields, and currency fields, each serving a unique purpose.<\/p>\n<p><strong>Business Objects<\/strong> \u2013 Scar organises data around objects such as <em>Supply<\/em> and <em>Investment<\/em>. These can be linked to other related objects, such as <em>Payment<\/em>, creating a network of interconnected insights.<br \/>\n<video src=\"https:\/\/cloudfoundation.com\/blog\/wp-content\/uploads\/2025\/09\/Advanced-Workday-Reporting.webm\" poster=\"https:\/\/cloudfoundation.com\/blog\/wp-content\/plugins\/a3-lazy-load\/assets\/images\/lazy_placeholder.gif\" autoplay=\"autoplay\" loop=\"loop\" muted=\"\" width=\"800\" height=\"auto\"><\/video><\/p>\n<p>For example, the <em>Supply and Voice Document<\/em> alone may include over 700 fields, showcasing the depth and complexity Scar can handle.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Exploring_Business_Objects_in_Workday\"><\/span><strong>Exploring Business Objects in Workday<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Scar\u2019s business objects form the foundation of reporting. By typing queries like &#8220;business. Object&#8221; or &#8220;supply and payment&#8221;, users can view how objects interconnect across the system.<\/p>\n<p>This allows teams to:<\/p>\n<p>Map financial workflows, such as linking <em>Supply<\/em> with <em>Payment<\/em>.<\/p>\n<p>Drill into detailed relationships for more precise reporting.<\/p>\n<p>Avoid data silos by leveraging cross-object insights.[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=&#8221;1_3,1_3,1_3&#8243; _builder_version=&#8221;4.9.7&#8243; _module_preset=&#8221;default&#8221; background_color=&#8221;#064399&#8243; use_background_color_gradient=&#8221;on&#8221; background_color_gradient_start=&#8221;#0095f2&#8243; background_color_gradient_end=&#8221;#7dbed8&#8243; background_color_gradient_direction=&#8221;92deg&#8221; background_color_gradient_start_position=&#8221;35%&#8221; background_color_gradient_end_position=&#8221;80%&#8221; transform_scale=&#8221;73%|62%&#8221; transform_scale_linked=&#8221;off&#8221; transform_translate=&#8221;-53px|-50px&#8221; transform_translate_linked=&#8221;off&#8221; link_option_url=&#8221;https:\/\/cloudfoundation.com\/blog\/&#8221; link_option_url_new_window=&#8221;on&#8221;][et_pb_column type=&#8221;1_3&#8243; _builder_version=&#8221;4.9.7&#8243; _module_preset=&#8221;default&#8221;][et_pb_image src=&#8221;https:\/\/cloudfoundation.com\/blog\/wp-content\/uploads\/2023\/06\/SS_436-_Converted_-1.png&#8221; url=&#8221;https:\/\/cloudfoundation.com\/blog\/&#8221; url_new_window=&#8221;on&#8221; _builder_version=&#8221;4.9.7&#8243; _module_preset=&#8221;default&#8221; transform_scale=&#8221;114%|112%&#8221; transform_scale_linked=&#8221;off&#8221; transform_translate=&#8221;25px|-4px&#8221; transform_translate_linked=&#8221;off&#8221; width=&#8221;98.1%&#8221; custom_margin=&#8221;|7px|||false|false&#8221;][\/et_pb_image][\/et_pb_column][et_pb_column type=&#8221;1_3&#8243; _builder_version=&#8221;4.9.7&#8243; _module_preset=&#8221;default&#8221;][et_pb_text _builder_version=&#8221;4.9.7&#8243; _module_preset=&#8221;default&#8221; text_font=&#8221;Georgia|700|||||||&#8221; text_font_size=&#8221;23px&#8221; text_line_height=&#8221;1.3em&#8221; header_font=&#8221;Georgia|700|||||||&#8221; header_font_size=&#8221;21px&#8221; header_letter_spacing=&#8221;-1px&#8221; header_line_height=&#8221;2em&#8221; transform_scale=&#8221;171%|159%&#8221; transform_scale_linked=&#8221;off&#8221; transform_translate=&#8221;40px|44px&#8221; transform_translate_linked=&#8221;off&#8221; transform_origin=&#8221;70%|50%&#8221; z_index=&#8221;-161&#8243; width=&#8221;100%&#8221; custom_margin=&#8221;|-215px||||&#8221; custom_padding=&#8221;|0px||||&#8221; link_option_url=&#8221;https:\/\/cloudfoundation.com\/blog\/&#8221; link_option_url_new_window=&#8221;on&#8221;]<\/p>\n<p style=\"text-align: center;\"><span style=\"color: #ffffff;\"><strong>Workday Training<\/strong><\/span><\/p>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.9.7&#8243; _module_preset=&#8221;default&#8221; text_font=&#8221;Georgia|700|||||||&#8221; text_font_size=&#8221;23px&#8221; text_line_height=&#8221;1.3em&#8221; header_font=&#8221;Georgia|700|||||||&#8221; header_font_size=&#8221;21px&#8221; header_letter_spacing=&#8221;-1px&#8221; header_line_height=&#8221;2em&#8221; transform_scale=&#8221;171%|159%&#8221; transform_scale_linked=&#8221;off&#8221; transform_translate=&#8221;40px|44px&#8221; transform_translate_linked=&#8221;off&#8221; transform_origin=&#8221;70%|50%&#8221; z_index=&#8221;-161&#8243; width=&#8221;100%&#8221; custom_margin=&#8221;|-215px||||&#8221; custom_padding=&#8221;|0px||||&#8221; link_option_url=&#8221;https:\/\/cloudfoundation.com\/blog\/&#8221; link_option_url_new_window=&#8221;on&#8221;]<\/p>\n<h2><\/h2>\n<p style=\"text-align: center;\">[\/et_pb_text][et_pb_button button_url=&#8221;https:\/\/cloudfoundation.com\/&#8221; url_new_window=&#8221;on&#8221; button_text=&#8221;Explore Course Content&#8221; _builder_version=&#8221;4.9.7&#8243; _module_preset=&#8221;default&#8221; custom_button=&#8221;on&#8221; button_text_color=&#8221;#0C71C3&#8243; button_bg_color=&#8221;#FFFFFF&#8221; button_font=&#8221;|700|||||||&#8221; transform_translate=&#8221;64px|65px&#8221; transform_translate_linked=&#8221;off&#8221;][\/et_pb_button][\/et_pb_column][et_pb_column type=&#8221;1_3&#8243; _builder_version=&#8221;4.9.7&#8243; _module_preset=&#8221;default&#8221;][et_pb_image src=&#8221;https:\/\/cloudfoundation.com\/blog\/wp-content\/uploads\/2019\/06\/logo_resize_color.png&#8221; url=&#8221;https:\/\/cloudfoundation.com\/blog\/&#8221; url_new_window=&#8221;on&#8221; _builder_version=&#8221;4.9.7&#8243; _module_preset=&#8221;default&#8221; transform_translate=&#8221;-36px|0px&#8221; transform_translate_linked=&#8221;off&#8221; custom_margin=&#8221;|||178px||&#8221;][\/et_pb_image][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=&#8221;4.9.7&#8243; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;3.25&#8243; custom_padding=&#8221;|||&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text _builder_version=&#8221;4.9.7&#8243; text_font=&#8221;Georgia||||||||&#8221; text_text_color=&#8221;#000000&#8243; text_font_size=&#8221;22px&#8221; text_line_height=&#8221;1.9em&#8221; max_width=&#8221;800px&#8221; max_width_last_edited=&#8221;off|phone&#8221; custom_margin=&#8221;|||10%&#8221; custom_margin_last_edited=&#8221;off|desktop&#8221; text_font_size_tablet=&#8221;&#8221; text_font_size_phone=&#8221;&#8221; text_font_size_last_edited=&#8221;on|phone&#8221; text_line_height_last_edited=&#8221;off|phone&#8221;]<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Worklets_and_Dashboards_in_Workday\"><\/span><strong>Worklets and Dashboards in Workday<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Reports are most useful when embedded into workflows. Scar integrates them into worklets\u2014mini applications inside dashboards.<\/p>\n<p><strong>Worklets<\/strong> can include business processes, reports, or links, making them accessible to employees and managers.<\/p>\n<p><strong>Dashboards<\/strong> can be customised per user, such as creating a <em>Home Dashboard<\/em> for employees to track key financial metrics.<\/p>\n<p><strong>Security Groups<\/strong> can be renamed and configured to control who sees what, ensuring data integrity and privacy.<\/p>\n<p><img decoding=\"async\" class=\"size-medium aligncenter\" src=\"https:\/\/cloudfoundation.com\/blog\/wp-content\/uploads\/2025\/09\/Actionable-Workday-Reports.png\" alt=\"\" width=\"800\" height=\"1070\" \/>A simple dashboard can be created by adding a menu item (e.g., \u201cGovernment Decision Report\u201d) with just a few clicks. This makes Scar not just a reporting tool, but a decision-support platform.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Building_Reports_from_Scratch_in_Workday\"><\/span><strong>Building Reports from Scratch in Workday<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Sometimes, reusing a previous report isn\u2019t enough. In such cases, reports can be built from the ground up.<\/p>\n<p>This process involves:<\/p>\n<p><strong>Identifying the Delivery Code<\/strong> \u2013 A unique identifier for the report.<\/p>\n<p><strong>Choosing the Right Approach<\/strong> \u2013 Either a <em>compositor code<\/em> or a <em>matrix compositor<\/em>.<\/p>\n<p><strong>Selecting Data Sources<\/strong> \u2013 Based on business needs and available objects.<\/p>\n<p><strong>Creating Fields<\/strong> \u2013 Including special requests like <em>Calvrid fields<\/em>, which may require additional setup.<\/p>\n<p><strong>Testing &amp; Migration<\/strong> \u2013 Reports are tested, refined, and either migrated to production or rebuilt in a new tenant.<\/p>\n<p>Though time-consuming, this method ensures reports are perfectly aligned with client requirements.[\/et_pb_text][et_pb_text _builder_version=&#8221;4.9.7&#8243; text_font=&#8221;Georgia||||||||&#8221; text_text_color=&#8221;#000000&#8243; text_font_size=&#8221;22px&#8221; text_line_height=&#8221;1.9em&#8221; max_width=&#8221;800px&#8221; max_width_last_edited=&#8221;off|phone&#8221; custom_margin=&#8221;|||10%&#8221; custom_margin_last_edited=&#8221;off|desktop&#8221; text_font_size_tablet=&#8221;&#8221; text_font_size_phone=&#8221;&#8221; text_font_size_last_edited=&#8221;on|phone&#8221; text_line_height_last_edited=&#8221;off|phone&#8221;]<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Advanced_Financial_Reporting_in_Workday\"><\/span><strong>Advanced Financial Reporting in Workday<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>One of Scar\u2019s strengths is in financial reporting. For example, a matrix report can be built around key fields such as:<\/p>\n<p>Invoice numbers<\/p>\n<p>Supplier details<\/p>\n<p>Currency values<\/p>\n<p>Accounting posting rules<\/p>\n<p>By limiting the number of columns and fields, Scar ensures performance while maintaining accuracy\u2014sometimes reaching 98.99% accuracy with a single data source.<\/p>\n<p>Reports can also be enhanced with:<\/p>\n<p><strong>Composite Reports<\/strong> \u2013 Combining multiple perspectives for holistic analysis.<\/p>\n<p><img decoding=\"async\" class=\"size-medium aligncenter\" src=\"https:\/\/cloudfoundation.com\/blog\/wp-content\/uploads\/2025\/09\/Workday-Financial-Reporting.png\" alt=\"\" width=\"800\" height=\"2634\" \/><\/p>\n<p><strong>Advanced Options<\/strong> \u2013 Such as currency conversions, filters, and \u201cshow courage\u201d (custom display) features.<\/p>\n<p><strong>Algorithms<\/strong> \u2013 For validating companies or categorising data efficiently.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Building_Custom_Composite_Reports_with_Business_Objects_and_Excel_in_Workday\"><\/span><strong>Building Custom Composite Reports with Business Objects and Excel in Workday<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>In today\u2019s data-driven business environment, reporting is more than just gathering numbers\u2014it\u2019s about transforming raw data into actionable insights.<\/p>\n<p>A recent discussion shed light on how organisations can leverage composite reports using business objects and Excel to build custom financial and operational reports. Let\u2019s break down the process, challenges, and opportunities uncovered in this discussion.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Why_Composite_Reports_in_Workday\"><\/span><strong>Why Composite Reports in Workday?<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Composite reports combine data from multiple sources and structures, offering flexibility and more profound insights compared to standard reports. Instead of pulling data from one metric port or predefined structure, users can:<\/p>\n<p>Include common fields like company, cost centre, and counts.<\/p>\n<p><img decoding=\"async\" class=\"size-medium aligncenter\" src=\"https:\/\/cloudfoundation.com\/blog\/wp-content\/uploads\/2025\/09\/Composite-Reports-Benefits.png\" alt=\"\" width=\"800\" height=\"2086\" \/><\/p>\n<p>Add control fields to filter and organise data.<\/p>\n<p>Build sub-reports for specific views, such as beginning balances.<\/p>\n<p>This makes them particularly powerful for financial reporting, including scenarios like <em>actuals versus budgets<\/em> or <em>trial balances<\/em>.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Key_Steps_in_Creating_a_Composite_Report_in_Workday\"><\/span><strong>Key Steps in Creating a Composite Report in Workday<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<h3><span class=\"ez-toc-section\" id=\"Choosing_the_Right_Data_Source\"><\/span><strong>Choosing the Right Data Source<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Even when data sources remain available, choosing composite structures provides more control. Fields such as the company amount ledger and contact ledger can be mapped to ensure an accurate representation across tenants.[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=&#8221;1_3,1_3,1_3&#8243; _builder_version=&#8221;4.9.7&#8243; _module_preset=&#8221;default&#8221; background_color=&#8221;#064399&#8243; use_background_color_gradient=&#8221;on&#8221; background_color_gradient_start=&#8221;#ff8c7c&#8221; background_color_gradient_end=&#8221;#e5ba4e&#8221; background_color_gradient_type=&#8221;radial&#8221; background_color_gradient_direction_radial=&#8221;top left&#8221; background_color_gradient_start_position=&#8221;35%&#8221; background_color_gradient_end_position=&#8221;80%&#8221; transform_scale=&#8221;74%|69%&#8221; transform_scale_linked=&#8221;off&#8221; transform_translate=&#8221;-53px|-50px&#8221; transform_translate_linked=&#8221;off&#8221; custom_margin=&#8221;||-5px||false|false&#8221; custom_padding=&#8221;|||2px|false|false&#8221; link_option_url=&#8221;https:\/\/cloudfoundation.com\/blog\/&#8221; link_option_url_new_window=&#8221;on&#8221;][et_pb_column type=&#8221;1_3&#8243; _builder_version=&#8221;4.9.7&#8243; _module_preset=&#8221;default&#8221;][et_pb_image src=&#8221;https:\/\/cloudfoundation.com\/blog\/wp-content\/uploads\/2023\/06\/8423118_3895895.png&#8221; title_text=&#8221;8423118_3895895&#8243; _builder_version=&#8221;4.9.7&#8243; _module_preset=&#8221;default&#8221; width=&#8221;85.4%&#8221; custom_margin=&#8221;-31px||-24px||false|false&#8221; custom_padding=&#8221;|22px|0px||false|false&#8221;][\/et_pb_image][\/et_pb_column][et_pb_column type=&#8221;1_3&#8243; _builder_version=&#8221;4.9.7&#8243; _module_preset=&#8221;default&#8221;][et_pb_text _builder_version=&#8221;4.9.7&#8243; _module_preset=&#8221;default&#8221; text_font=&#8221;Georgia|700|||||||&#8221; text_font_size=&#8221;23px&#8221; text_line_height=&#8221;1.3em&#8221; header_font=&#8221;Georgia|700|||||||&#8221; header_font_size=&#8221;19px&#8221; header_letter_spacing=&#8221;-1px&#8221; header_line_height=&#8221;1.2em&#8221; transform_scale=&#8221;171%|159%&#8221; transform_scale_linked=&#8221;off&#8221; transform_translate=&#8221;40px|44px&#8221; transform_translate_linked=&#8221;off&#8221; transform_origin=&#8221;70%|50%&#8221; z_index=&#8221;-161&#8243; width=&#8221;100%&#8221; custom_margin=&#8221;|-215px||||&#8221; custom_padding=&#8221;|0px||||&#8221; link_option_url=&#8221;https:\/\/cloudfoundation.com\/blog\/&#8221;]<\/p>\n<h1 style=\"text-align: center;\"><span style=\"color: #000000;\">Workday Online Training<\/span><\/h1>\n<p>[\/et_pb_text][et_pb_button button_url=&#8221;https:\/\/cloudfoundation.com\/blog\/&#8221; url_new_window=&#8221;on&#8221; button_text=&#8221;Up Coming Batches&#8221; _builder_version=&#8221;4.9.7&#8243; _module_preset=&#8221;default&#8221; custom_button=&#8221;on&#8221; button_text_color=&#8221;#E09900&#8243; button_bg_color=&#8221;#FFFFFF&#8221; button_font=&#8221;|700|||||||&#8221; transform_translate=&#8221;64px|65px&#8221; transform_translate_linked=&#8221;off&#8221; background_layout=&#8221;dark&#8221;][\/et_pb_button][\/et_pb_column][et_pb_column type=&#8221;1_3&#8243; _builder_version=&#8221;4.9.7&#8243; _module_preset=&#8221;default&#8221;][et_pb_image src=&#8221;https:\/\/cloudfoundation.com\/blog\/wp-content\/uploads\/2019\/06\/logo_resize_color.png&#8221; title_text=&#8221;logo_resize_color&#8221; _builder_version=&#8221;4.9.7&#8243; _module_preset=&#8221;default&#8221; transform_translate=&#8221;-36px|0px&#8221; transform_translate_linked=&#8221;off&#8221; custom_margin=&#8221;|||178px||&#8221;][\/et_pb_image][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=&#8221;4.9.7&#8243; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;3.25&#8243; custom_padding=&#8221;|||&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text content_tablet=&#8221;&#8221; content_phone=&#8221;&#8221; content_last_edited=&#8221;on|desktop&#8221; _builder_version=&#8221;4.9.7&#8243; text_font=&#8221;Georgia||||||||&#8221; text_text_color=&#8221;#000000&#8243; text_font_size=&#8221;22px&#8221; text_line_height=&#8221;1.9em&#8221; max_width=&#8221;800px&#8221; max_width_last_edited=&#8221;off|phone&#8221; custom_margin=&#8221;|||10%&#8221; custom_margin_last_edited=&#8221;off|desktop&#8221; text_font_size_tablet=&#8221;&#8221; text_font_size_phone=&#8221;&#8221; text_font_size_last_edited=&#8221;on|phone&#8221; text_line_height_last_edited=&#8221;off|phone&#8221;]<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Adding_Control_Fields\"><\/span><strong>Adding Control Fields<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Control fields act as levers for filtering and refining reports. For example:<\/p>\n<p>Company usage<\/p>\n<p>Cost allocations<\/p>\n<p>Count columns<\/p>\n<p>Up to 10 control fields can be added, helping shape the final output.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Defining_Columns_and_Activities\"><\/span><strong>Defining Columns and Activities<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Columns can represent beginning balances, ending balances, debit\/credit activity, and adjustments.<\/p>\n<p><img decoding=\"async\" class=\"size-medium aligncenter\" src=\"https:\/\/cloudfoundation.com\/blog\/wp-content\/uploads\/2025\/09\/Control-Data-Management.png\" alt=\"\" width=\"800\" height=\"879\" \/><\/p>\n<p>Shortcuts and column duplication can save a significant amount of time, especially when balancing repetitive financial data.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Handling_Data_Issues\"><\/span><strong>Handling Data Issues<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Common challenges include:<\/p>\n<p>Missing map fields for joins<\/p>\n<p>Large space consumption by balance columns<\/p>\n<p>Errors in ledger accounts not pulling the correct values<\/p>\n<p>Solutions often involve combining values, editing column definitions, or restructuring the data model to achieve the desired outcome.[\/et_pb_text][et_pb_text _builder_version=&#8221;4.9.7&#8243; text_font=&#8221;Georgia||||||||&#8221; text_text_color=&#8221;#000000&#8243; text_font_size=&#8221;22px&#8221; text_line_height=&#8221;1.9em&#8221; max_width=&#8221;800px&#8221; max_width_last_edited=&#8221;off|phone&#8221; custom_margin=&#8221;|||10%&#8221; custom_margin_last_edited=&#8221;off|desktop&#8221; text_font_size_tablet=&#8221;&#8221; text_font_size_phone=&#8221;&#8221; text_font_size_last_edited=&#8221;on|phone&#8221; text_line_height_last_edited=&#8221;off|phone&#8221;]<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Using_Excel_as_a_Reporting_Companion_in_Workday\"><\/span><strong>Using Excel as a Reporting Companion in Workday<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Excel remains an indispensable tool for refining and presenting data. In the workflow discussed:<\/p>\n<p>Columns were styled for readability (e.g., highlighting totals).<\/p>\n<p>Custom calculations were defined (debit minus credit, relative activity, etc.).<\/p>\n<p>Lookup functions were used to fetch company details like addresses.<\/p>\n<p><img decoding=\"async\" class=\"size-medium aligncenter\" src=\"https:\/\/cloudfoundation.com\/blog\/wp-content\/uploads\/2025\/09\/Excel-Reporting-Workflow.png\" alt=\"\" width=\"800\" height=\"2974\" \/><\/p>\n<p>Hidden or duplicated columns were employed to streamline reporting.<\/p>\n<p>These techniques make composite reports more user-friendly and visually appealing, ensuring stakeholders can quickly understand the insights.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"Security_and_Business_Process_Considerations_in_Workday\"><\/span><strong>Security and Business Process Considerations in Workday<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Beyond the technical setup, the discussion touched on broader concerns:<\/p>\n<p><strong>Analytics and security<\/strong>: Ensuring data is accessible to the right people, while sensitive fields remain protected.<\/p>\n<p><strong>Business processes<\/strong>: Aligning reporting outputs with settlement timelines and operational needs, such as Friday closings.<\/p>\n<p>These factors ensure that reports are not only accurate but also practical in day-to-day use.[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=&#8221;1_3,1_3,1_3&#8243; _builder_version=&#8221;4.9.7&#8243; _module_preset=&#8221;default&#8221; background_color=&#8221;#064399&#8243; use_background_color_gradient=&#8221;on&#8221; background_color_gradient_start=&#8221;#494fff&#8221; background_color_gradient_end=&#8221;#9ea6ff&#8221; background_color_gradient_type=&#8221;radial&#8221; background_color_gradient_direction_radial=&#8221;top left&#8221; background_color_gradient_start_position=&#8221;35%&#8221; 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_module_preset=&#8221;default&#8221;][et_pb_text _builder_version=&#8221;4.9.7&#8243; _module_preset=&#8221;default&#8221; text_font=&#8221;Georgia|700|||||||&#8221; text_text_color=&#8221;#FFFFFF&#8221; text_font_size=&#8221;23px&#8221; text_line_height=&#8221;1.3em&#8221; header_font=&#8221;Georgia|700|||||||&#8221; header_font_size=&#8221;19px&#8221; header_letter_spacing=&#8221;-1px&#8221; header_line_height=&#8221;1.2em&#8221; transform_scale=&#8221;171%|159%&#8221; transform_scale_linked=&#8221;off&#8221; transform_translate=&#8221;40px|44px&#8221; transform_translate_linked=&#8221;off&#8221; transform_origin=&#8221;70%|50%&#8221; z_index=&#8221;-161&#8243; width=&#8221;100%&#8221; custom_margin=&#8221;|-215px||||&#8221; custom_padding=&#8221;|0px||||&#8221; link_option_url=&#8221;https:\/\/cloudfoundation.com\/blog\/&#8221;]<\/p>\n<h1 style=\"text-align: center;\"><span style=\"color: #ffffff;\"><strong><span style=\"color: #ffffff;\">Workday Course <\/span>Price<\/strong><\/span><\/h1>\n<p>[\/et_pb_text][et_pb_button button_url=&#8221;https:\/\/cloudfoundation.com\/blog\/&#8221; url_new_window=&#8221;on&#8221; button_text=&#8221;Offer Price&#8221; _builder_version=&#8221;4.9.7&#8243; _module_preset=&#8221;default&#8221; custom_button=&#8221;on&#8221; button_text_color=&#8221;#0C71C3&#8243; button_bg_color=&#8221;#FFFFFF&#8221; button_font=&#8221;|700|||||||&#8221; transform_translate=&#8221;64px|65px&#8221; transform_translate_linked=&#8221;off&#8221;][\/et_pb_button][\/et_pb_column][et_pb_column type=&#8221;1_3&#8243; _builder_version=&#8221;4.9.7&#8243; _module_preset=&#8221;default&#8221;][et_pb_image src=&#8221;https:\/\/cloudfoundation.com\/blog\/wp-content\/uploads\/2019\/06\/logo_resize_color.png&#8221; title_text=&#8221;logo_resize_color&#8221; _builder_version=&#8221;4.9.7&#8243; _module_preset=&#8221;default&#8221; transform_translate=&#8221;-36px|0px&#8221; transform_translate_linked=&#8221;off&#8221; 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_builder_version=&#8221;4.9.7&#8243; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;3.25&#8243; custom_padding=&#8221;|||&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_post_title meta=&#8221;off&#8221; featured_image=&#8221;off&#8221; _builder_version=&#8221;4.9.7&#8243; title_font=&#8221;Times New Roman||||||||&#8221; title_text_align=&#8221;left&#8221; title_text_color=&#8221;#000000&#8243; title_font_size=&#8221;47&#8243; background_color=&#8221;RGBA(0,0,0,0)&#8221; background_enable_image=&#8221;off&#8221; custom_margin=&#8221;|||10%&#8221; title_font_size_tablet=&#8221;40&#8243; title_font_size_phone=&#8221;35&#8243; title_font_size_last_edited=&#8221;on|desktop&#8221;][\/et_pb_post_title][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=&#8221;4.9.7&#8243; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;3.25&#8243; custom_padding=&#8221;|||&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text _builder_version=&#8221;4.9.7&#8243; text_font=&#8221;Georgia||||||||&#8221; text_text_color=&#8221;#000000&#8243; text_font_size=&#8221;22px&#8221; text_line_height=&#8221;1.9em&#8221; max_width=&#8221;800px&#8221; max_width_last_edited=&#8221;off|phone&#8221; custom_margin=&#8221;|||10%&#8221; custom_margin_last_edited=&#8221;off|desktop&#8221; text_font_size_tablet=&#8221;&#8221; text_font_size_phone=&#8221;&#8221; text_font_size_last_edited=&#8221;on|phone&#8221; text_line_height_last_edited=&#8221;off|phone&#8221;] Building Custom Financial Reports with Scar in Workday [&hellip;]<\/p>\n","protected":false},"author":7,"featured_media":105789,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"2880","footnotes":""},"categories":[76],"tags":[],"class_list":{"0":"post-105776","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-workday"},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.6 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Workday P2P Training On Custom Report Creation Using Scar<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/cloudfoundation.com\/blog\/workday-p2p-training-on-custom-report-creation-using-scar\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Workday P2P Training On Custom Report Creation Using Scar\" \/>\n<meta property=\"og:description\" content=\"[et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;4.9.7&#8243;][et_pb_row _builder_version=&#8221;4.9.7&#8243; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;3.25&#8243; custom_padding=&#8221;|||&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_post_title meta=&#8221;off&#8221; featured_image=&#8221;off&#8221; _builder_version=&#8221;4.9.7&#8243; title_font=&#8221;Times New Roman||||||||&#8221; title_text_align=&#8221;left&#8221; title_text_color=&#8221;#000000&#8243; title_font_size=&#8221;47&#8243; background_color=&#8221;RGBA(0,0,0,0)&#8221; background_enable_image=&#8221;off&#8221; custom_margin=&#8221;|||10%&#8221; title_font_size_tablet=&#8221;40&#8243; 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Building Custom Financial Reports with Scar in Workday [&hellip;]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/cloudfoundation.com\/blog\/workday-p2p-training-on-custom-report-creation-using-scar\/\" \/>\n<meta property=\"og:site_name\" content=\"CloudFoundation | Blog\" \/>\n<meta property=\"article:published_time\" content=\"2025-09-16T06:07:02+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-09-17T07:31:04+00:00\" \/>\n<meta property=\"og:image\" content=\"http:\/\/cloudfoundation.com\/blog\/wp-content\/uploads\/2025\/09\/Workday-P2P-Training-On-Custom-Report-Creation-Using-Scar.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"500\" \/>\n\t<meta property=\"og:image:height\" content=\"500\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"NAGENDRAG\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"NAGENDRAG\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"9 minutes\" \/>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Workday P2P Training On Custom Report Creation Using Scar","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/cloudfoundation.com\/blog\/workday-p2p-training-on-custom-report-creation-using-scar\/","og_locale":"en_US","og_type":"article","og_title":"Workday P2P Training On Custom Report Creation Using Scar","og_description":"[et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;4.9.7&#8243;][et_pb_row _builder_version=&#8221;4.9.7&#8243; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221;][et_pb_column type=&#8221;4_4&#8243; 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