What is the first and most important step in developing a custom report?

The first and most important step in developing a custom report is identifying the data source. The data source serves as the foundation for the report, determining what data will be included and how it will be retrieved. A clear understanding of the data source is crucial because it informs the structure of the report and influences the design choices that follow. By starting with the data source, the report builder can ensure that the relevant and accurate data is being pulled into the report, which is essential for producing insightful and actionable business analytics.

While business objects and related business objects are important concepts in Workday reporting, they rely on having the data source established first. The class report field is important for defining specific information to be displayed but comes into play after the data source has been identified. Therefore, prioritizing the data source aligns the entire reporting process with the specific needs and goals of the report, leading to a more effective overall outcome.