All Custom Reports Errors - Identify and Fix

 Fix Custom Report errors across Tenant

Make use of the delivered report Custom Report Exception Audit to identify all the errors pertaining to the custom reports with in the tenant. This is one of the Audit report that helps in keeping your system error free.

Notice any one of the below 3 types of severity once you run the report in your tenant. Workday provides you the problem existing with the report and the possible solution to fix the issue.

Critical - Action is required and the issue to be fixed.

Warning - An alert, nothing big happens if you don't take any action.

Information - Helping you understand about some detailing on the respective report.

Notice the highlighted fields and fix the issues.

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: Alerts

Configure Alerts

You can setup alerts on your reports with the task - Configure Alert. Typically used when you want to notify the Birthday's, Anniversary's, Ending Contracts and Time Off's of the reportees under a Manager to that Manager.

Remember that through this you can alert people or security groups for the resultant report only(We call it Notification Topic ). You can schedule this to run on a recursive basis. 

Example: 

List of all Birthday's and Anniversary's in the upcoming month to the Manager, so that he/ she can prepare to send greetings.

Below is the sample configuration of an Alert for a test report. If there are any report parameters, you input it here.

Contd..

Under Recipients you can provide the security group / Manager to receive the notification. You can set up Subject and Body of the message here.

Related Tasks / Reports:

View Alerts (To view both Scheduled and Run Now Alerts)

Translate Alert Notifications

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: Manage and Create - Custom Reports

Manage and Create - Custom Reports

Workday delivers the below list of reports to help you create and manage custom reports. 

All Custom Reports
All Calculated Fields
Business Objects by Category
Business Object Details
Calculated Fields Defined
Custom Reports for Person
My Custom Reports with "Don’t Use" Items
Report Fields
Report Run History
View Business Form Layout
View Delivered Business Form Layout
View Indexed Fields for Data Source
Workday Data Dictionary
Workday Standard Reports

Security for custom reports : 

Manage: All Custom Reports  - View, Edit and Delete custom report

Data Translation - Translate custom report

Custom Report Administration - Transfer ownership of custom report

To provide users with view-only access to custom reports, use the Manage: All Custom Reports domain in the System functional area for permissions.

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.

Filter Operators

Filter Operators

Below are the different Operators available when you try using filters.

Text Operators

Operator	Description
is blank	Field value is empty.
is not blank	Field value isn’t empty.
equal to	Field value is equal to comparison value. Case insensitive. Example: Cat is equal to cat.
not equal to	Field value isn't equal to comparison value. Case insensitive. Example: Cat is not equal to cat.
contains	Comparison value is a subset of field value. Case insensitive. Example: Cat contains AT.
contains (case sensitive)	Comparison value is a subset of field value. Example: Cat contains at.
does not contain	Comparison value isn't a subset of field value. Case insensitive. Example: Cat does not contain dog.
does not contain (case sensitive)	Comparison value isn't a subset of field value. Example: Cat does not contain AT.
starts with	Comparison value is a subset of field value, and the first character of the field value matches the first character of the comparison value. Case insensitive. Example: Cat starts with ca.
starts with (case sensitive)	Comparison value is a subset of field value, and the first character of the field value matches first character of comparison value. Example: Cat starts with Ca.
ends with	Comparison value is a subset of field value, and the last character of the field value matches the last character of comparison value. Case insensitive. Example: Cat ends with AT.
ends with (case sensitive)	Comparison value is a subset of field value, and the last character of the field value matches the last character of the comparison value. Example: Cat ends with at.
greater than	Field value comes before the comparison value in alphabetical order. This operator compares alphabetic sort order, not length. Case insensitive. Example: Cat is greater than dog.
greater than or equal to	Field value is the same as or comes before the comparison value in alphabetical order. This operator compares alphabetic sort order, not length. Case insensitive. Examples: Cat is greater than or equal to dog. Dog is greater than or equal to dog.
less than	Field value comes after comparison value in alphabetical order. This operator compares alphabetic sort order, not length. Case insensitive. Example: Dog is less than cat.
less than or equal to	Field value is the same as or comes after the comparison value in alphabetical order. This operator compares alphabetic sort order, not length. Case insensitive. Examples: Dog is less than or equal to cat. Cat is less than or equal to cat.

Currency and Numeric Operators

Operator	Description
equal to	Field value is equal to comparison value. Example: 123 is equal to 123.
not equal to	Field value isn't equal to comparison value. Example: 12 is not equal to 123.
greater than	Field value is greater than comparison value. Example: 321 is greater than 123.
greater than or equal to	Field value is greater than or equal to comparison value. Examples: 321 is greater than or equal to 123. 123 is greater than or equal to 123.
less than	Field value is less than comparison value. Example: 12 is less than 123.
less than or equal to	Field value is less than or equal to comparison value. Examples: 12 is less than or equal to 123. 123 is less than or equal to 123.

Date Operators

Operator	Description
is blank	Field value is empty.
is not blank	Field value isn't empty.
equal to	Date value is equal to comparison value.
not equal to	Date value isn't equal to comparison value.
greater than	Date value is later than comparison value. Example: 10/20/2016 is greater than 05/20/2016.
greater than or equal to	Date value is later than or equal to comparison value. Examples: 10/20/2016 is greater than or equal to 10/20/2016. 10/20/2016 is greater than or equal to 05/20/2016.
less than	Date value is before comparison value. Example: 05/20/2016 is less than 10/20/2016.
less than or equal to	Date value is before or equal to comparison value. Examples: 10/20/2016 is less than or equal to 10/20/2016. 05/20/2016 is less than or equal to 10/20/2016.

Boolean Operators

Operator	Description
equal to	Field value is equal to the comparison value. For True, select the Comparison Value check box. For False, clear theComparison Value check box.
not equal to	Field value isn't equal to the comparison value. For True, clear the Comparison Value check box. For False, select theComparison Value check box.
is blank	Field value is empty. Represents False.
is not blank	Field value isn't empty. Represents True.

Single Instance and Multi-Instance Operators

Field Type	Operator	Usage
Single Instance	in the selection list	Comparison value is one of the possible field values. Example: A is in the selection list A, B, C.
Single Instance	not in the selection list	Comparison value isn't one of the possible field values. Example: D is not in the selection list A, B, C.
Multi-Instance	any in the selection list	Field value is one of the possible comparison values.
Multi-Instance	none in the selection list	Field value isn't one of the possible comparison values.
Single Instance Multi-instance	is empty	Field value is blank.
Single Instance Multi-instance	is not empty	Field value isn't blank.
Single Instance Multi-instance	count is equal to	The number of field values is equal to the comparison value. Example: To view workers with 2 dependents, set a filter for Dependents where count is equal to a Comparison Value of 2.
Single Instance Multi-instance	count is not equal to	The number of field values isn't equal to the comparison value. Example: To view workers with dependents, set a filter for Dependents where count is not equal to a Comparison Value of zero.
Single Instance Multi-instance	count is greater than	The number of field values is greater than the comparison value. Example: To view workers with more than 1 dependent, set a filter for Dependents where count is greater than a Comparison Value of 1.
Single Instance Multi-instance	count is greater than or equal to	The number of field values is greater than or equal to the comparison value. Example: To view workers with 1 or more dependent, set a filter for Dependents where count is greater than or equal to a Comparison Value of 1.
Single Instance Multi-instance	count is less than	The number of field values is less than the comparison value. Example: To view workers with fewer than 2 dependents, set a filter for Dependents where count is less than a Comparison Value of 2.
Single Instance Multi-instance	count is less than or equal to	The number of field values is less than or equal to the comparison value. Example: To view workers with 2 or fewer dependents, set a filter for Dependents where count is less than or equal to a Comparison Value of 2.
Single Instance Multi-instance	exact match with selection list	Field value matches exactly with comparison value. For single instance fields, this operator restricts a prompt so that it accepts a single value only. To enable a prompt for a single instance field to accept multiple values, use in the selection list.
Single Instance Multi-instance	subset of the selection list	Field value is a subset of the comparison value. Blank field values are a subset of the comparison values.
Single Instance Multi-instance	superset of the selection list	Comparison value is a subset of the field value. Blank comparison values are a subset of the field values.
Single Instance Multi-instance	NOT exact match with selection	Field value doesn’t exactly match the comparison value.
Single Instance Multi-instance	NOT subset of the selection list	Field value isn’t a subset of the comparison value. Blank field values are a subset of the comparison values.
Single Instance Multi-instance	NOT superset of the selection list	Comparison value isn’t a subset of the field value. Blank comparison values are a subset of the field values.