Report: All Reports and Tasks - Report Definition

All Reports and Tasks in the Tenant

I got requests from some people as how to access all the reports and tasks in the tenant. Here is the post which gives you the report definition to access all the reports, tasks and their related domains.

You need to know how to Create Custom Report to build a report and see the results.

         👇 Click below to download the attachment 

                                               All Tasks and Reports - Report Definition

Reporting: Not able to choose or create calc fields which are non-indexed

Reporting: Not able to choose or create calc fields which are non-indexed

If you are not able to create any calculated fields or use some of your fields in your report to filter it is because of the Data source that was selected is indexed.

Go to Advanced Tab, 

Report Performance >>  Optimized for Performance - Un-check the checkbox so that it allows you to use non-indexed fields on your report for filtering or create calculated fields

Remember that this could impact the performance of the report.

Reporting: Catch Up Behavior - Scheduling Reports / Integrations

Catch Up Behavior - Scheduling

While scheduling the Reports or Integrations, you will come across Catch Up Behavior field which is mandatory. Using the Catch Up Behavior option enables you to limit how many times processes run after maintenance issues cause errors. 

You will see the below options available. First time scheduling you will only see (Run Once and None)

• Run Once - Selecting this option will Catch Up one time if it missed.
• None        -  Selecting this option will NOT Catch Up at all even though it missed.
• Legacy     -  Selecting this option will Catch Up the old /earlier expired ones. This is going to be deprecated in the future. [Don't be surprised if you don't see this now]

Example: If you schedule a process to run multiple times in a day when your environment is down for maintenance, you can limit the process to run once instead of catching up all missed occurrences.

During the maintenance window / Unplanned outage, if your reports or integrations were supposed to be running as per the schedule during that time you will use Catch up Behavior selection to tell what you want to do on the missed recurrences.

Note: You can't limit processes for schedules with a minute recurrence.

Reporting: Enable Report as Web Service

Enable as a Web Service

You can enable your report as a web service.

Only Advanced and Search Report types allows you to make your report Web service enabled.

Usage:

1. You can use the web service enabled report in an Outbound EIB.
2. It can be used by an External web site if you enable your report as web service.

You can set up Web Services Options on the Advanced tab of the report definition.

How to make my report Worklet enabled?

How to make my Report Worklet enabled?

You could enable any of the below report types as your Worklet. (6 out of 8 report types) - Advanced, Composite, Matrix, nBox, Transposed, Trending

Simple Report and Search Report does not give an option to enable the report as Worklet.

Go to any report in the edit mode and see the Output tab.

Enable As Worklet - Check this checkbox to enable the report as Worklet
Available on - Provide the location as where this Worklet needs to be available
Maximum Number of Rows - Provide the number between 1-100 to display the rows as worklet
Maximize Report Options - Choose if you want to display worklet when maximized.
Refresh Data - Every Sign in / Every time
Worklet Icon - Select from the list of different icons available to display as worklet
Options - You may choose  the options Hide Table Borders , Hide Table Column Headings

Option to Enable report as Worklet

Here is the place where you can configure your worklet. By clicking the gear icon / setting icon you can reach this Configure Worklets task,

Simply add your report by clicking + symbol in Optional Worklets. 

On the home screen you can see the report that you wish to view as worklet. Do remember at a time you can see only 20 items on the home screen. 

Custom Report Type: Advanced

Advanced Reports

Manage: All Custom Reports

You can create an advanced report that includes:

• Multiple levels of headings and subtotals.
• Related business objects.
• Sub filters.

You can also use one or more advanced reports in composite reporting as sub reports.

Advanced reports enable you to perform many actions on your data from primary business objects and related business objects, including:

• Counting
• Grouping
• Summarizing
• Totaling

You can include fields from the related business objects directly in your report without needing a calculated field. The fields from the related business objects must directly relate to the primary business object.

Some use cases for advanced reports include:

• Computing the average, minimum, or maximum value of currency and numeric fields.
• Creating outlines.
• Displaying grand totals and subtotals based on the group hierarchy setup in the report.
• Filtering and sorting data.
• Grouping data up to 9 levels.
• Including group headers and group names in your report to separate your data logically based on the group level hierarchy.
• Summarizing detail data rows.
• Summarizing or totaling currency and numeric fields based on the primary business object.
• Using 1 or more advanced reports as subreports in composite reporting.

Workday Custom Reports

Custom Reports

Apart from Workday - Standard Reports, Workday allows you to create Custom Reports. There are variety of reports that you can create.

Task: Create Custom Report

There are 8 different reports that you can create depending on the need of the reporting.

1. Simple
2. Advanced
3. Matrix
4. Search
5. nBox
6. Composite
7. Transpose
8. Trending

Up on the Report Type selection, dynamically some more fields will show up. I will discuss in further posts on each of the report type.

Workday Custom Report