Follow the instructions on this page to create the report and configure the necessary Workday and LYNX settings.
Once set up, this report will update the registered headcount in 25Live whenever Workday course section data is initialized, either manually or through the automatic initialization function.
Create the Custom Report
These steps in Workday may require additional permissions. Contact an administrator if you are unable to perform them.
- Use the search bar in your Workday tenant to find and select the Create Custom Report task.Image: Choose the Create Custom Report task.
- Use the following options to create the report:
- Report Name: CNET RPT Registered Head Count (must use this name exactly)
- Report Type: Advanced
- Temporary Report: No
- Enable As Web Service: Yes
- Optimized for Performance: No
- Data Source: Course Section DefinitionsImage: Custom report settings during creation.
- Click OK to create the report.
Edit the Report Settings
Once the report is created, set the following options in the Additional Info section. You may use the attached Excel file summary as a reference.
Columns
Business Object | Field | Column Heading Override XML Alias |
---|---|---|
Course Section Definition | Section | Course_Section |
Course Section Definition | Academic Period | Academic_Period |
Course Section Definition | Number of Registered Registration Records | Reg_Head_Count |
Sort
No options selected
Filter
And/Or | ( | Field | Operator | Comparison Type | Comparison Value | ) | Indexed |
---|---|---|---|---|---|---|---|
Filter conditions for filtering on instances | |||||||
And | Academic Period | in the selection list | Prompt the user for the value and ignore the filter condition if the value is blank | Default Prompt | Yes | ||
And | Section | in the selection list | Prompt the user for the value and ignore the filter condition if the value is blank | Default Prompt | |||
Condition as text: Academic Period in the selection list from user input And Section in the selection list from user input |
Subfilter
No options selected
Prompts
Set the following options:
- Populate Undefined Prompt Defaults: No
- Display Prompt Values in Subtitle: Yes
Field | Prompt Qualifier | Label for Prompt | Label For Prompt XML Alias | Default Type |
---|---|---|---|---|
Prompt Defaults | ||||
Academic Period | Default Prompt | Academic_Period | No default value | |
Section | Default Prompt | Section | No default value |
Output
Set the following options:
- Output Type: Table
- Enable As Worklet: No
Share
Choose the option to "share with specific authorized groups and users" and select the Integration System User account configured earlier in the Workday setup.
The ISU account requires specific domain permissions as described on that page. The "View and Modify: Custom Report Creation" permission is necessary to update the registered headcount with this report.
Advanced
Set the following options:
- Report Performance
- Optimized for Performance: No
- View Options
- Freeze First Column: No
- Enable Preferred Currency: No
- Enable Save Parameters: No
- Exclude Execution Link from Search: No
- Web Services Options
- Enable as Web Service: Yes
- Web Service API Version: v35.0
- Namespace: urn:com.workday.report/CNET_RPT_Registered_Head_Count
- Worksheets
- Enable for Worksheets: No
- Prism
- Enable for Prism: No
- Temporary Report
- Temporary Report: No
- Date Report Definition will be Deleted: N/A
- Facet Options
- Sort Facets Alphabetically: Yes
- No facet filters
Transfer Ownership
In order for LYNX to call the report, it must be owned by the Integration System User account.
- Click the three dots next to the report name to open the Actions menu.
- Select Custom Report > Transfer Ownership.Image: Transfer ownership via the Custom Report actions menu.
- In the window that opens, enter the name of the report and the ISU account.Image: Specify the report name and the ISU account name.
Domain security policy permissions are necessary!
Make sure that the ISU account has the "View and Modify: Custom Report Creation" domain permission, or else you will not be able to transfer ownership to it.
Configure LYNX
Once the report is created, LYNX must be configured to run this report as a service. Enable the Import Section Registered HeadCount in the API Integration Settings area of configuration.
Image: Enable the Import Section Registered HeadCount setting.