Create Repeating Reports

Automatically generate one copy of a report per department, region, or any other level.
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The Repeating Reports feature in Workday OfficeConnect copies a finished report worksheet once for each element you choose — for example, one sheet per cost center or one sheet per region. Each copy is automatically filtered to show data for its element. Start from a polished single-sheet template, such as the one built in Build a Department P&L Report.

What it does

When you create repeating reports, OfficeConnect:

  • Copies the worksheet for each selected element
  • Applies one element as a filter to each copy
  • Optionally refreshes each copy automatically
  • Names each worksheet based on your naming convention
  • Preserves all Excel formatting, formulas, and OfficeConnect metadata

Once created, each repeating report is independent — it’s not linked to the original. To update them with new report formatting, delete and recreate them.

Steps

1
Build and finalize the original report

Complete the report on one worksheet — all elements applied, formatting done, formulas in place. This is the template that gets copied.

Optionally shorten the worksheet name (e.g., rename Profit and Loss to P&L) — the copies will be named based on this.

2
(Optional) Add a repeating report label

If you want each copy to show the name of its filter element (e.g., the department name), add a label:

  1. Select the cell where you want the label
  2. Click Labels in the OfficeConnect ribbon
  3. Set Label Type to System Variable and Label Type Value to {Repeating Report Element}
  4. Click Add Expression

This label is blank on the original but populates on each copy during the creation process.

3
Open Repeating Reports In the OfficeConnect ribbon, click Repeating Reports.
4
Select the filter element type Choose what to copy by — e.g., filter by Level to create one sheet per organizational level.
5
Select which elements to include Check the specific elements (levels, versions, etc.) you want copies for.
6
Set the naming convention and refresh option Define how worksheets will be named. Optionally choose to refresh all copies immediately after creation.
7
Click Create OfficeConnect creates one worksheet per selected element and refreshes each one (if you chose auto-refresh).

Updating repeating reports

Repeating reports don’t stay linked to the original. To incorporate structural changes to the report:

8
Delete the existing repeating report worksheets Right-click each repeating report tab and choose Delete to remove the old copies.
9
Update the original template Make your structural changes on the original template worksheet.
10
Re-run the Repeating Reports process Click Repeating Reports in the OfficeConnect ribbon and create new copies from the updated template.

Next steps

Last modified May 19, 2026: Rename 'Get Started' section to 'Wiki' site-wide (6ebea16d)