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Workday Integration -5. Create Custom Reports

Integration Introduction -1
Integration Overview -2
Creating Sub Total-3
Edit Custom Reports -4
Create Custom Report -5
Integration FULL COURSE

Workday Integration Training Highlights

  • 📊 Creating a Custom Report: The tutorial begins by guiding users to the custom report screen in Workday, where they can name their report and choose data sources.
  • 🗂️ Configuring Columns: Users learn to specify which columns to include in their report using the column grid, allowing for selection from primary business objects and multiple RBOS.
  • ✏️ Custom Column Headings: The video explains how to set custom column headings for clarity in reports, enabling users to define how data appears in the final output.
  • 🔄 Editing Reports: Instructions are provided on how to edit existing reports, including adding multi-instance fields, which allow for actionable data representation.
  • 🔍 Understanding Field Types: The tutorial differentiates between simple fields (displayed in black) and multi-instance fields (displayed in blue), emphasizing the functionality of each in the report.

Workday Integration Training - Key moments

  • Introduction to Custom Reports 00:00

    • The video begins with a demonstration of creating a custom report in Workday.
    • The presenter uses the search box to navigate to the custom report creation screen.
    • A report is named “Rishi” with a specified date and selected data source of all workers.

  • Columns Tab Overview 01:05

    • The presenter explains the importance of the columns tab for specifying report columns.
    • Various tabs in the custom report interface are mentioned, including filter, sub-filter, prompts, output, and advanced settings.
    • The concept of report tags is introduced for easier report searches.

  • Understanding the Columns Grid 02:38

    • The first grid is designated for columns, allowing users to include data from multiple business objects.
    • Controls such as adding new rows and adjusting column order are highlighted.
    • The primary business object is set to “worker,” and options for column headings are discussed.

  • Selecting Columns for the Report 04:09

    • The presenter demonstrates selecting specific fields such as first name, last name, age, and hire date from the primary business object.
    • Custom column headings can be assigned, or default names can be retained.
    • The importance of field types and data types is briefly mentioned.

  • Saving and Running the Report 08:10

    • After selecting the necessary fields, the report is saved with a specific name for future retrieval.
    • The presenter shows how to run the report, displaying the selected fields with custom headings.
    • The distinction between simple fields and actionable fields is introduced.

  • Modifying the Report 10:15

    • Instructions on how to edit the report are provided, including navigating through the related action icon.
    • The presenter adds a multi-instance field for dependencies to the report.

  • Multi-Instance Fields Explained 12:18

    • The differences between simple fields and multi-instance fields are elaborated, particularly in terms of display and functionality.
    • Multi-instance fields are highlighted as actionable, allowing users to click and view details.
    • The presenter emphasizes the significance of understanding multi-instance field concepts.

Workday Integration Training FAQ’s

Q: What are the prerequisites for creating custom reports in Workday?

A: Before creating custom reports in Workday, ensure you have the necessary permissions and access rights. You should be familiar with Workday’s reporting tools and have a clear understanding of the data structures and fields relevant to your organization.

Q: How do I access the custom report creation tools in Workday?

=A : To access the custom report creation tools, navigate to the Workday home page, click on the “Reports” icon, and select “Create Custom Report.” This will open the custom report builder interface where you can start designing your report.

Q: What are the key steps involved in creating a custom report in Workday?

A: The key steps include:

  1. Define the report name and type.
  2. Select the primary data source.
  3. Configure report fields and filters.
  4. Set up sorting and grouping options.
  5. Test the report and make necessary adjustments.
Q: How can I ensure my custom report pulls accurate and relevant data?

A: To ensure accuracy, carefully select the appropriate data source and fields. Use filters to narrow down the data to what is relevant. Validate the report by comparing the output with known data sets and refine the parameters as needed.