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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Configure a Learning assignment custom report in Workday

Configure a custom report for Learning assignments in Workday. The Workday external content connector uses this custom report to make content and metadata from your Learning assignment data searchable.

Before you begin

A Workday admin must have already an integration system user and an unconstrained integration system security group in your Workday tenant. For details on this preliminary task, see Configure Workday security settings.

You need an account with the following privileges in your organization's Workday tenant:

Administrator privileges
Custom Report Creation domain access
Access to the Learning Assignments by Learning Organization report data source

Role required: none

About this task

This task is optional. The Workday external content connector can retrieve Learning assignment data from your Workday source system using a custom report that you configure. If you don't want to retrieve Learning assignment data from Workday, you can skip this task.

Procedure

Log in to your Workday tenant with your administrator credentials.
For each of the calculated fields shown in the following Calculated fields table, perform these steps.
1. In the Workday search bar, search for the Create Calculated Field task and select it.
2. On the Create Calculated Field page, enter the Field Name shown in the entry for the calculated field in the following Calculated fields table.
3. Select the Business Object and Function values shown in the entry for the calculated field in the following Calculated fields table.
4. Select OK.
  
  Workday takes you to the Calculation tab for the new calculated field.
5. On the Calculation tab, enter the calculation setting field values shown in the entry for the calculated field in the following Calculated fields table.
6. Select OK.
  
  Workday saves your calculation settings for the new calculated field.
7. Select Done.

Field Name	Business Object	Function	Calculation setting field values
cf\_learning content\_type	Learning Assignments by Learning Organization	Lookup Related Value	- Lookup Field: Learning Content - Related Business Object: Learning Content - Return Value: Learning Content Type
CF\_enrollment\_event\_status	Learning Enrollment Event	True/False Condition	- And/Or: And - Field: Status - Operator: equal to - Comparison Type: Value specified in this filter - Comparison Value: Successfully Completed
CF\_enrollment	Learning Enrollment	Lookup Related Value	- Lookup Field: Learning Enrollment Event - Related Business Object: Learning Enrollment Event - Return Value: CF\_enrollment\_event\_status
CF\_learning\_enrollment	Learning Assignment	Extract Multi-Instance	- Source Field: Learning Enrollment - Related Business Object: Learning Enrollment - Condition: CF\_enrollment
cf\_course\_type\_is\_blended	Learning Assignments by Learning Organization	True/False Condition	- And/Or: And - Field: CF\_Learning\_content\_type - Operator: in the selection list - Comparison Type: Value specified in this filter - Comparison Value: Blended Course
Cf\_learning\_content\_type\_is\_digital\_course	Learning Assignments by Learning Organization	True/False Condition	- And/Or: And - Field: CF\_Learning\_content\_type - Operator: in the selection list - Comparison Type: Value specified in this filter - Comparison Value: Digital Course
Cf\_learning\_content\_type\_is\_course\_offering	Learning Assignments by Learning Organization	True/False Condition	- And/Or: And - Field: CF\_Learning\_content\_type - Operator: in the selection list - Comparison Type: Value specified in this filter - Comparison Value: Course Offering
Cf\_learning\_content\_type\_is\_program	Learning Assignments by Learning Organization	True/False Condition	- And/Or: And - Field: CF\_Learning\_content\_type - Operator: in the selection list - Comparison Type: Value specified in this filter - Comparison Value: Program
Cf\_learning\_content\_type\_is\_lesson	Learning Assignments by Learning Organization	True/False Condition	- And/Or: And - Field: CF\_Learning\_content\_type - Operator: in the selection list - Comparison Type: Value specified in this filter - Comparison Value: Lesson
CF\_blended course	Learning Assignments by Learning Organization	Lookup Related Value	- Lookup Field: Learning Content - Related Business Object: Learning Content - Return Value: Blended Course
CF\_blended course	Learning Assignments by Learning Organization	Lookup Related Value	- Lookup Field: Learning Content - Related Business Object: Learning Content - Return Value: Blended Course
CF\_blended course id	Learning Assignments by Learning Organization	Lookup Related Value	- Lookup Field: CF\_blended source - Related Business Object: Blended Course - Return Value: Reference ID
cf\_digital course	Learning Assignments by Learning Organization	Lookup Related Value	- Lookup Field: Learning Content - Related Business Object: Learning Content - Return Value: Digital Course
cf\_digital\_course	Learning Assignments by Learning Organization	Lookup Related Value	- Lookup Field: cf\_digital course - Related Business Object: Enrollable Course Behaviour - Return Value: Reference ID
cf\_course\_offering	Learning Assignments by Learning Organization	Lookup Related Value	- Lookup Field: Learning Content - Related Business Object: Learning Content - Return Value: Course Offering
cf\_course\_offering\_id	Learning Assignments by Learning Organization	Lookup Related Value	- Lookup Field: cf\_course\_offering - Related Business Object: Course - Return Value: Reference ID
CF\_Program	Learning Assignments by Learning Organization	Lookup Related Value	- Lookup Field: Learning Content - Related Business Object: Learning Content - Return Value: Learning Program
Cf\_program\_id	Learning Assignments by Learning Organization	Lookup Related Value	- Lookup Field: CF\_Program - Related Business Object: Learning Program - Return Value: Reference ID
CF\_lesson	Learning Assignments by Learning Organization	Lookup Related Value	- Lookup Field: Learning Content - Related Business Object: Learning Content - Return Value: Learning Lesson
cf\_lesson\_id	Learning Assignments by Learning Organization	Lookup Related Value	- Lookup Field: CF\_lesson - Related Business Object: Learning Lesson - Return Value: Reference ID

Create a cf_learning_content_id calculated field.

In the Workday search bar, search for the Create Calculated Field task and select it.
On the Create Calculated Field page, enter cf_learning_content_id as the Field Name for the new calculated field.
Select Learning Assignments by Learning Organization as the Business Object for the new calculated field.
Select Evaluate Expression as the Function for the new calculated field.
Select OK.

Workday takes you to the Calculation tab for the new calculated field.

On the Calculation tab, enter these calculation field values.

Field Type: Text
Business Object: (empty)
Default Value: Empty String
1. On the Calculation tab, in the table, add a new row with the specified field values for each entry in the following cf_learning_content_id calculated field conditions table.

Condition	Return Value If Condition is True
cf_course_type_is_blended	cf_blended course id
Cf_learning_content_type_is_digital_course	cf_digital_course_id
Cf_learning_content_type_is_course_offering	cf_course_offering_id
Cf_learning_content_type_is_program	Cf_program_id
Cf_learning_content_type_is_lesson	cf_lesson_id

Select OK.
Select Done.

Create a learning assignment report in Workday.
1. In the Workday search bar, search for the Create Custom Report task and select it.
2. On the Create Custom Report page, enter a name for your new custom report.
  
  As an example, you might enter Workday connector LA report.
3. In the Report Type field, select Advanced.
4. Clear the Optimized for performance option.
5. In the Data Source field, select Learning Assignments by Learning Organization.
6. Select the Enable As Web Service option.
7. Select OK.
Workday takes you to the Edit Custom Report page for your new custom report.

On the Edit Custom Report page, on the Columns tab, perform the following steps for each entry in the following Custom report columns table.

Select + to add a new column row.

In the new row, select or enter the field values shown in the column entry in the table.

Business Object	Field	Column Heading Override	Column Heading Override XML Alias
Learning Assignments by Learning Organization	Worker		Worker
Worker	Employee ID		Employee_ID
Learning Assignments by Learning Organization	Assigned By		Assigned_By
Assigned By	Workday ID	Assigned_by_WID	Assigned_by_WID
Learning Assignments by Learning Organization	Assigned Date		Assigned_Date
Learning Assignments by Learning Organization	Assignment Cancellation Date		Assignment_Cancellation_Date
Learning Assignments by Learning Organization	Assignment Mechanism		assignmentMechanism
Learning Assignments by Learning Organization	Assignment Record Completion Moment		Assignment_Record_Completion_Moment
Learning Assignments by Learning Organization	Assignment Status		Assignment_Status
Learning Assignments by Learning Organization	Created Moment		Created_Moment
Learning Assignments by Learning Organization	Due Date		Due_Date
Learning Assignments by Learning Organization	Last Functionally Updated		Last_Functionally_Updated
Learning Assignments by Learning Organization	Latest Assigned		Latest_Assigned
Learning Assignments by Learning Organization	Learning Assignment		Learning_Assignment
Learning Assignments by Learning Organization	Learning Content		Learning_Content
Learning Assignments by Learning Organization	cf_learning_content_id	Learning Content ID	Learning_Content_ID
Learning Assignments by Learning Organization	Learning Enrollment		Learning_Enrollment
Learning Assignments by Learning Organization	Learning Record		Learning_Record
Learning Assignments by Learning Organization	Overdue		Overdue
Learning Assignments by Learning Organization	Required		Required
Learning Assignments by Learning Organization	Waived		Waived
Learning Assignments by Learning Organization	Waived by Worker		Waived_by_Worker
Learning Assignments by Learning Organization	Waive Reason		Waive_Reason
Learning Assignments by Learning Organization	Worker's Manager(s)		Worker_s_Manager_s_
Worker's Manager(s)	Employee ID	Manager emp id	Manager_Employee_ID
Worker's Manager(s)	Workday ID	Manager_wid	managerworkdayID

On the Columns tab, in the Group Column Headings section for your new custom report, perform the following steps for each entry in the following Custom report group column headings table.
1. Select + to add a new column row.
2. In the new row, select or enter the field values shown in the group column heading entry in the table.
  
  Business Object Group Column Heading Group Column Heading XML Alias
  Assigned By Assigned_By_group
  Worker Worker_group
  Worker's Manager(s) Worker_s_Manager_s__group
On the Edit Custom Report page, navigate to the Sort tab, then perform these steps.
1. In the table, select + to add a new result sort order row for your custom report.
2. In the new row, select or enter the field values shown in the following Sort order table.
  
  Field Sort Direction
  Last Functionally Updated Alphabetical - Ascending
On the Edit Custom Report page, navigate to the Filter tab, then perform the following steps for each filter condition entry in the following Filter conditions table.
1. In the Filter conditions for filtering on instances table, select + to add a new sort order row for your custom report.
2. In the new row, select or enter the field values shown for the filter condition entry in the table.

And/Or	\(	Field	Operator	Comparison Type	Comparison Value	\)	Required?
And		Worker	in the selection list	Prompt the user for the value and ignore the filter condition if the value is blank	Default Prompt		Yes
And	\(\(	CF\_learning\_enrollment	is not empty
And		Assignment Mechanism	in the selection list	Value specified in this filter	- Enroll in Course WS - Learning Facilitated Enroll - Learning Mass Enroll - Manager Enroll - Retraining	\)	Yes
Or		Assignment Mechanism	in the selection list	Value specified in this filter	Campaign	\)	Yes
And		Last Functionally Updated	greater than or equal to	Prompt the user for the value and ignore the filter condition if the value is blank	Starting Prompt
And		Last Functionally Updated	less than or equal to	Prompt the user for the value and ignore the filter condition if the value is blank	Ending Prompt
And	\(\(	cf\_learning content\_type	in the selection list	Value specified in this filter	- Blended Course - Course Offering - Digital Course - External Content - Imported Content - Program
And		Learning Record	is not empty			\)	Yes
Or		cf\_learning content\_type	in the selection list	Value specified in this filter	Lesson	\)

On the Edit Custom Report page, navigate to the Prompt tab, then select the Populate Undefined Prompt Defaults option

On the Prompt tab, perform the following steps for each prompt entry in the following Prompts table.

In the Prompt Defaults table, select + to add a new prompt row for your custom report.

In the new row, select or enter the field values shown for the prompt entry in the table.

Field	Prompt Qualifier	Label for Prompt XML Alias	Default Type	Default Value	Required
Worker	Default Prompt	Worker	No default value
Learning Organizations for Learning Assignment		Learning_Organizations_for_Learning_Assignment	No default value		Yes
Include Subordinate Organizations		Include_Subordinate_Organizations	Specify default value	Yes
Last Functionally Updated	Starting Prompt	Start_Assigned_Date	No default value
Last Functionally Updated	Ending Prompt	End_Assigned_Date	No default value

On the Advanced tab for your new custom report, select the Enable As Web Service option if it's not already selected, then select OK.

Workday saves your configuration changes for your new custom report.
Transfer ownership of your new custom report to the integration system user created for the Workday external content connector.
1. From the View Custom Report page, navigate to … > Custom Report > Transfer Ownership.
2. On the Transfer Ownership of Custom Reports page, in the New Owner field, enter or select the ISU SNOW ACL integration system user account.
  
  Important: If you don't see this integration system user account in the system, check that a Workday admin has completed the Configure Workday security settings preliminary task.
3. Select OK.

Generate a sample report using your new custom report and copy its CSV URL.

On the View Custom Report page for your new custom report, navigate to ... > Web Service > View URLs.

On the View URLs Web Service page, configure a sample report by filling in the fields.

Field	Value
Worker	Select any member of your Workday organization.
Learning Organizations for Learning Assignment	Select the supervisory organization for the chosen worker.
Starting Last Functionally Updated	Select an arbitrary start date and time for the report.
Ending Last Functionally Updated	Select an arbitrary end date and time for the report. The end date and time must occur after your specified start date and time.

Select OK.

Workday displays parameters and URLs for your sample report.
Long-press (or right-click) the CSV link and copy the CSV URL.
Paste the copied URL into a web browser or a text editor.

The CSV URL has the format https://<hostname>.workday.com/ccx/service/customreport2/<tenant-name>/<report-owner-user-name>/<report-name-alias>. This URL may optionally be followed by a question mark and one or more URL parameters separated by ampersands. As an example, your CSV URL might be https://wd2-impl-services1.workday.com/ccx/service/customreport2/Example/ISU_SNOW_ACL/Workday_connector_LA_report.

Copy the base URL for your Workday tenant, your Workday tenant name, the custom report owner's user name, and the custom report name alias.
1. Copy the base URL for your Workday tenant from the pasted CSV URL and store it in a secure location.
  
  The base URL for your Workday tenant is the https://<hostname>.workday.com portion of the CSV URL (everything before the third slash character). As an example, if your CSV URL is https://wd2-impl-services1.workday.com/ccx/service/customreport2/Example/ISU_SNOW_ACL/Workday_connector_LA_report, the base URL for your Workday tenant is https://wd2-impl-services1.workday.com.
  
  Important: Your external content connector administrator needs this base URL when configuring the Workday external content connector.
2. Copy the tenant name for your Workday tenant from the pasted CSV URL and store it in a secure location.
  
  The tenant name for your Workday tenant is the <tenant-name> portion of the CSV URL (everything between the sixth and seventh slash characters). As an example, if your CSV URL is https://wd2-impl-services1.workday.com/ccx/service/customreport2/Example/ISU_SNOW_ACL/Workday_connector_LA_report, your Workday tenant name is Example.
  
  Important: Your external content connector administrator needs this tenant name when configuring the Workday external content connector.
3. Copy the report owner's user name for your custom Learning assignment report from the pasted CSV URL and store it in a secure location.
  
  The report owner's user name for your custom Learning assignment report is the <report-owner-user-name> portion of the CSV URL (everything between the seventh and eighth slash characters). As an example, if your CSV URL is https://wd2-impl-services1.workday.com/ccx/service/customreport2/Example/ISU_SNOW_ACL/Workday_connector_LA_report, your custom Learning assignment report owner's user name is ISU_SNOW_ACL.
  
  Important: Your external content connector administrator needs this Learning assignment report owner's user name when configuring the Workday external content connector.
4. Copy the Learning assignment report name alias for your custom report from the pasted CSV URL and store it in a secure location.
  
  The report name alias for your custom Learning assignment report is the <report-name-alias> portion of the CSV URL (everything between the eighth slash character and the question mark or the end of the URL). As an example, if your CSV URL is https://wd2-impl-services1.workday.com/ccx/service/customreport2/Example/ISU_SNOW_ACL/Workday_connector_LA_report, your custom Learning assignment report name alias is Workday_connector_LA_report.
  
  Important: Your external content connector administrator needs this Learning assignment report name alias when configuring the Workday external content connector.

What to do next

Provide the following items to the connector administrator who creates your Workday external content connectors:

The base URL for your Workday tenant that you copied in step 14.a.
The Workday tenant name that you copied in step 14.b.
The custom Learning assignment report owner's user name that you copied in step 14.c.
The custom Learning assignment report's name alias that you copied in step 14.d.

Your connector administrator needs these items to configure a Workday external content connector to retrieve searchable content and metadata from learning assignments in your Workday source system.

Parent Topic:Workday external content connector

Business Object	Group Column Heading	Group Column Heading XML Alias
Assigned By		Assigned_By_group
Worker		Worker_group
Worker's Manager(s)		Worker_s_Manager_s__group