How to Customize Reports on Workday?
The short answer
Custom Workday reports are built from a data source and report type — advanced, matrix, composite or search — with calculated fields for anything the source does not hold, and domain security controlling who can run them. Getting the report type and security right up front avoids most rebuild work later.
How To Customize Reports on Workday?
Are you tired of sifting through piles of data in your Workday reports, struggling to find the information you need? Customizing your reports in Workday can save you time and effort, providing you with tailored insights and meaningful data.
Keep reading as we will guide you through the process of customizing reports on Workday, empowering you to create reports that meet your specific needs.
Why Custom Reports/RaaS?
To optimize data extraction from Workday, it is recommended to leverage Workday Custom Reports, also called RaaS (Reports as a Service). These reports enable retrieving data that may not be readily accessible through the primary Workday API.
However, it is advisable to utilize the Workday API whenever feasible for simplified configuration and enhanced performance. By employing the most appropriate approach, you can efficiently retrieve the desired information from Workday while ensuring seamless integration and optimal system performance.
Accessing Workday Reports
Workday provides a robust reporting feature that allows users to generate and analyze data to gain valuable insights. Accessing Workday reports is a straightforward process that can be accomplished by following a few simple steps.
Whether you want to access standard reports or customize your own, Workday offers a user-friendly interface to navigate the reporting functionalities.
To access and run reports in Workday, follow these steps:
If you export the report to Excel, it will open as a spreadsheet. You can then utilize Excel's filtering and other functions as required. Take advantage of the various options available to analyze, manipulate, and present the data in your Workday report.
Understanding Report Types
Regarding Workday reporting, it's essential to understand the different types available to effectively analyze and interpret data. Here are the various report types in Workday:
Composite reports are particularly useful in financial monitoring but can occasionally be necessary for HCM purposes. They offer custom design and formatting options within Workday, eliminating the need for external tools like Excel.
An example of a nBox report is the Performance by Potential talent matrix.
Customizing Reports
When customizing Workday reports, there are specific steps to follow. Here's a guide on how to customize Workday reports:
Configure Custom Reports
Create a Workday Custom Reports Connector
Add a Report
Run the Report
Conclusion
To recap, customizing reports in Workday allows you to extract and analyze data specific to your organization's needs. By configuring custom reports and granting access to relevant data, you can create a streamlined process for extracting valuable insights.
Creating a Workday Custom Reports Connector in your One Model instance facilitates the seamless integration of Workday data into your analytics environment. Adding reports and applying filters further refine the extracted data, providing focused insights.
Finally, with the ability to manually run or schedule report executions, you have flexibility in generating up-to-date information. Customizing Workday reports empowers you to make data-driven decisions and optimize your business processes effectively.