Workday Reporting and Calculations - 2. Creating Custom Report - CloudCertification

Workday Reporing and Calculations - 2. Creating Custom Report

Workday Reporting and Calculations Training

📊 Custom Report Creation: Users are guided to name their custom report and choose a prefix (e.g., “WP”), followed by selecting from eight report types offered by Workday, including Advanced, Composite, and Matrix reports.

⚙️ Importance of Advanced Reports: The Advanced report is highlighted as the most crucial type, with an estimated 75% of reports falling under this category, making it essential for users focusing on integrations and reporting.

🕒 Temporary Reports: Users can mark reports as temporary, which means they will only be available for seven days, helping manage the number of reports created in the tenant.

📈 Data Sources: The tutorial stresses the need to select the correct data source for reports, recommending indexed data sources for better performance and quicker results.

Workday Reporting and Calculations Training

- Introduction to Custom Reports 00:00
  - Overview of creating a custom report in Workday.
  - Explanation of the prefix “WP” and the importance of naming conventions.
  - Introduction to the eight different report types available in Workday.
- Types of Reports 01:04
  - Discussion on the most commonly used report type: Advanced report.
  - Mention of other report types: Composite, Matrix, Inbox search, Simple, Transposed, and Trending.
  - Emphasis on the significance of Advanced reports for integrations and reporting needs.
- Simple and Advanced Reports 02:52
  - Clarification that Simple reports are the default option.
  - Explanation of the relationship between Simple and Advanced reports, highlighting the ability to convert Simple to Advanced but not vice versa.
  - Introduction to the concept of report levels (level zero for Simple, level one for Advanced).
- Temporary Reports 03:41
  - Explanation of how to mark a report as temporary, which limits its availability to 7 days.
  - Discussion on the purpose of temporary reports in managing report creation within the tenant.
- Data Sources in Reporting 04:32
  - Importance of selecting the correct data source rather than business objects.
  - Introduction to two types of data sources: Indexed and Standard.
  - Explanation of the performance benefits of using indexed data sources for better efficiency in report generation.
- Searching for Data Sources 05:23
  - Instructions on how to filter data sources based on indexing.
  - Example of searching for the “All Active and Terminated” data source.
  - Clarification on the checkbox functionality for indexed data sources during searches.

Workday Training FAQ’s

What types of reports can be created in Workday?

Workday allows users to create various types of reports, including standard reports, custom reports, and matrix reports, which provide detailed insights into different business processes and metrics.

How do you schedule reports in Workday?

Reports can be scheduled in Workday by selecting the “Schedule” option in the report’s menu, choosing the frequency (daily, weekly, monthly), and setting the desired time for the report to run.

What are calculated fields in Workday?

Calculated fields in Workday are custom fields created using specific calculations or expressions to derive data based on existing fields, enabling more complex and tailored reporting.

Reports can be shared in Workday by adjusting the report’s sharing settings, where you can specify which users or groups have access to view or edit the report.