Workday Reporting and Calculations - 4. Create WP Sample Report - CloudCertification

Workday Reporing and Calculations - 4. Create WP Sample Report

Workday Reporting and Calculations Training

✍️ Report Definition: Users can edit the report definition by selecting the report type and data source, which determines the primary business object used in the report.

🔍 Data Source Options: The tutorial emphasizes the ability to access and choose different data sources within the same business object, allowing for flexibility in report creation.

🏷️ Report Tagging: Users can create tags for their reports, making it easier to categorize and identify reports related to specific topics like benefits or payroll.

📊 Field Customization: The video explains how to add fields to the report, including options for overriding column headings and formatting data, such as displaying currency symbols or setting decimal points.

💾 Automatic Saving: Changes made during the report editing process are automatically saved, streamlining the workflow for users.

Workday Reporting and Calculations Training

- Introduction 00:00
  - Explains the process of editing a report definition in Workday Reporting.
  - Discusses selecting the report name, report type, data source, and primary business object.
  - Mentions the ability to access different data sources within the same business object.
- Additional Information 01:39
  - Describes the addition info section that provides details about the data source.
  - Explains how to create report tags for categorizing reports.
- Report Fields 03:26
  - Introduces the three tabs in a simple report: columns, sorting, and filters.
  - Demonstrates adding fields to the report and searching for specific fields.
  - Discusses column heading override and formatting options for fields.
- Field Options 06:23
  - Explains the options available for each field, such as currency symbols, aggregate functions, and display preferences.
  - Shows how to customize the display of numeric values and apply formatting options.
  - Emphasizes the importance of saving changes after configuring field options.

Workday Training FAQ’s

What is Workday Reporting?

Workday Reporting is a feature within the Workday software that allows users to create and run reports to extract and analyze data stored in Workday. These reports can range from simple listings to complex analytics and dashboards.

What are Workday Calculations?

Workday Calculations refer to the ability to create calculated fields within reports. These fields perform calculations based on other data fields, such as summing values, calculating percentages, or deriving new metrics.

Can I schedule reports to run automatically in Workday?

Yes, Workday allows you to schedule reports to run automatically at specified intervals. You can set up recurring schedules and specify the distribution method, such as email or Workday inbox.

What is the difference between Standard and Custom Reports in Workday?

Standard reports are pre-built by Workday and provide common, frequently-used data views. Custom reports, on the other hand, are created by users to meet specific business needs, allowing for tailored data selection, filters, and calculations.