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.

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.

Custom Report Type: Simple

Simple Reports

Simple Reports are the first type of Custom Reports. To Learn reporting, start here. This is a report if you want to extract data with one Business Object (BO), and with simple filters and sorting.

I am providing here with the screens as how to create a simple report.

Search for the Task Create Custom Report

Provide the Report Name, and Select the Report Type : Simple and importantly select the Data source.
Here we are taking a data source All Active and Terminated Workers from Worker Business Object.

Notice the details of Primary Business Object which gets derived from your Data Source.

Select the columns / fields that you want to see in the final output. Fields in Workday are called as CRF (Class Report Fields)

You can do the Sorting of your report data with any of your report fields (or) any of the fields which are not on Report but related to Worker BO. Sorting is Optional.

In Filter, you can set the criteria to set restrict the data with some conditions. In the below example, we have Age > 0 and Base Pay > 0. So this will restrict if there are any 0 or negative values.

This is how your Report definition shows when you complete your work.

You have 3 options - Run, Test, Done.
Run - Will return all report results
Test - Will return 10 random report results
Done - Its more or less same as Run. 

Here is the sample Report results: Notice multiple option on the right of the report - In order -

Tag, Download to Excel, Worksheets, Filter, Charts, Field Alignment, Toggle Full Screen.

Additional Reads:
Workday Custom Reports
Workday Standard Reports

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

Workday Standard Reports

Standard Reports

Standard Reports are the delivered reports by Workday. Workday offers two types of Standard Reports.

1. XpressO

2. Report Writer

The main difference between both the report types is you can not copy or clone XpressO reports but you can copy the Report Writer type report.

You can run both the reports. For XpressO reports you will not see related actions but for Report Writer you can see the related actions where you can see the options like Copy, Run , Schedule (See in the screenshot below)

You can access the delivered report "Workday Standard Reports" to view all the delivered reports. Make use you have access to it.

Report Name: Workday Standard Reports,

You can select the report categories like Benefits, Compensation, Time, Core HR etc., to fetch the delivered reports.

Workday Standard Reports

Workday Standard Reports

Workday Report Writer

Workday XpressO Report