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

Security: Create Audit Log - Report

Create Audit Log - Report

To Identify:

Which all transactions were done by a user (Workday Account) in the said duration?

Who ran the transaction like Task, BP in the said duration ? 

You can make use of Create Audit Log report to generate one.

Input your details: Be cautious while choosing the From and To Moment, try to give a lesser duration to get the results faster. If it is a lengthier duration, Workday will throw an error.

Provide the workday account you are auditing for and also a specific task if any. 

Notice that it will take you to the Create Audit Log - Background Process.

Click on the generated xls report to see the transactions based out of the input given while running Credit Audit Log report.

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: 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.

Data Sources

Data Sources

For reporting, Data Source is a must. You need to select your data source at the time of creating your report.

Multiple data sources can have the same primary business object. Example: Both the All Workers and All Active and Terminated Workers data sources have Worker as the primary business object.

Some data sources return all instances of the primary business object, such as All Workers. Some data sources also include:

• Built-in filters that limit the number of business object instances. Example: All Active Employees.
• Prompts that you can use when running the report. Example: Employees by Organization.

Workday secures data sources and data source filters by security domains. Different domains might secure a data source and its data source filters. Example: Many domains secure the Workers for HCM Reporting data source, but only the Worker Data: Headcount Reports and Worker Data: Turnover Summary domains secure the Workers by Role filter on the data source.

From the related actions menu of a data source, you can select Custom Report > Create to create a custom report using the data source.

Access the Report Data Sources, in this report you can see the Primary Business Object, permitted Security Groups, Data Source type, Prompts and most importantly Description of the data source. This provides you with the detailed information of what that particular data source is all about.

Find Workers - Standard Report (Type: Search)

Find Workers

Find Workers is a very handy report for any HCM professional. As it helps you identify the desired group of Workers in your organization. Say For Example, you want to see Workers who are with a particular age, Work Type, Experience, Company, Location, Skills , etc.. This report can be used to identify test samples, to identify a set of workers and so on.

Find Workers is one of the Standard reports delivered by Workday. This is a best example for Search Report (One of the 8 Types of Report). 

Find Workers is a report which you can not edit, however you can clone it and work on the cloned copy.

You can access this report by typing Find Workers in the search bar. Once you run the report, you can notice the categories on the left to filter the desired items.

You also have an option to save your search.

You can also compare workers.(Maximum 5 at a time) And you have the option to Add the workers to Pools. (  Candidate Pool, Talent Pool, Succession Pool)

Some other such reports related to HCM you may check are:

Find Workers for Swap Positions
Find Qualified Workers
Find Employment Agreements
Find Jobs
Find Candidates
Find Duplicates for Candidates
Find Events (BP Related Report)
Find Questions (BP Related Report)
Find Job Profiles
Find Succession Plans

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.