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Workday Integration - 5. Create Custom Report

Workday Training Highlights

[­čĺ╝] Custom reports in Workday can be created by selecting columns from the primary business object and setting column headings.

[­čöÁ] Multi-instance fields in reports are displayed in blue font and are actionable, allowing users to view detailed information by clicking on them.

[­čôŐ] Creating custom reports involves specifying columns, setting column headings, and including multi-instance fields for detailed data representation.

Workday Training - Key moments

Here are the summary titles with time for the provided video information:

  • Introduction to Creating Custom Reports 00:00

    • The speaker navigates to the search box to create a custom report under tasks and reports.
    • They input details like the report name, date, and select all workers for the report.
    • Explanation of the columns tab where report columns are specified and the use of report tags for quicker search.

 

  • Setting Up Report Columns 03:26

    • Details on filling the columns grid with worker-related data like first name, last name, and age.
    • Instructions on customizing column headings and understanding the format and options for each column.
    • Demonstrating how to select specific fields and set up column headings for the report.

 

  • Running and Viewing the Report 07:03

    • Saving the report with selected fields and running it to display the data instances.
    • Clarification on simple fields appearing in black font and being non-actionable in the report.
    • Overview of creating a simple report with data from the primary business object.

 

  • Adding Multi-Instance Fields 11:14

    • Adding a multi-instance field like dependents to the report and running it to display the data.
    • Differentiating between simple fields and multi-instance fields in terms of appearance and functionality.
    • Explaining how multi-instance fields are actionable, allowing users to view detailed information by clicking on them.

Workday Training FAQ’s

Q: What is the purpose of creating a custom report in the video content?

A: The purpose of creating a custom report is to specify the columns of the report, understand the functionality of different tabs, and learn how to include fields from primary business objects and multiple RBUs.

Q: How can you include columns in a custom report from the primary business object?

A: To include columns in a custom report from the primary business object, you use a grid that allows you to select fields like worker, last name, age, and hire date. You can also customize column headings for each field.

Q: What is the difference between simple fields and multi-instance fields in a custom report?

A: Simple fields appear in black font and are non-actionable, while multi-instance fields appear in blue font and are actionable. Clicking on a multi-instance field allows you to view detailed information about that specific field.

Q: How can you modify a custom report to include multi-instance fields?

A: To modify a custom report to include multi-instance fields, you can go to the edit mode of the report definition and use the plus sign to add a new record for the multi-instance field. This allows you to display additional fields alongside the simple fields in the report.

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