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

Tasks & Reports: Workday Usage Metrics Report

Workday Usage Metrics Report

Use this Standard report to access the metrics in your tenant like how many active / in active users using workday in mobile, laptop or iPad, password changes, how many are using the specific functional areas, report usages and so on. I just gave few metrics, but there are a lot of metrics that a security admin can go through to understand the health of the Tenant.

This report speaks and concentrates more about the volumes i.e # of users using a particular functional area or system.

This gives you the metrics for the asked month. if you are accessing this report current month, provide the metric date as previous month.

Workday Usage Metrics Status

Other reports you can check out related to Metrics and usage:

Workday Usage Trends Report

View Workday Usage Metric Details

Workday System Usage

Workday System Status

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.

System Health Dashboard

System Health Dashboard

System Health Dashboard is one of the delivered dashboards which comprises of various metrics pertaining to your workday tenant that you logged in.

A dashboard is a collection of worklets, tasks and notifications.

This dashboard gives you a current picture like how may active users in the tenant, current running tasks, etc., Below are the different worklets that are made use on this page.

• Tenant Overview
• Active User Sessions
• Queue Length - UI
• Queue Length - Background
• Throughput UI
• Throughput -Background

You can create and maintain number of system snapshots in the current working tenant.

Also can view the Resource Scheduling for a day, Week , Month or for certain timeline.

Look out for the Background process trends by Type and Duration. Click on view more for varied timelines.

You can view the Background processes for the past 24 hours

Which Tenant Version I am in?

Which Workday Tenant Version I'm in?

Many of us will have a question as what is the version that I have currently logged in, to identify that you need to access the task Workday System Status . Make sure you have security access to this task.

Also you can rely on What's New in Workday report. Make sure to understand Workday Schedules to get a picture of the upcoming version in the preview tenant.

Workday Feature - My Reports

My Reports

There are two ways to reach My Reports, one through search bar and the other one through your profile pic icon on your landing page. Once you hover the mouse over the profile pic icon you will see list of other features, there you can see My Reports.

Up on clicking the My Reports , you can see the list of reports that got generated already. It lists the first 10 items only. But if you want to see more, then you need to click on More Reports button.

My Reports

You need to give the number for how many days you want to pull the reports for.

It shows up different output files that "you" generated ranging from PDF to xls to xml's. You also have the option delete your reports as you are the owner of them. 

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

Tasks & Reports - Security

Tasks and Reports in Workday Security

List of frequently used Security Tasks and Reports in Workday

Start Proxy
Stop Proxy

Create Proxy access Policy
View Proxy access Policy

Maintain Functional Areas (T)
Functional Areas (R)

Compare Security of Two Workers
Compare Permissions of Two Security Groups
Maintain Permissions for Security Groups
Activate Pending Security Policy Changes

Create Security Group
Assign User based Security groups for a person
Edit Business Process Security Policy
View Security for Securable Items

Maintain Assignable Roles
View Assignable Roles
My Self Assign Roles
Unfilled Assigned Roles Audit

Role Assignment
Role Assignments for Worker Position
Roles for Organization and Subordinates
Duplicate Role Assignments

Domain Security Policy Summary
Domain Security Policy History

What's New in Workday - Standard Report

What's New in Workday

What's New is a delivered Standard Workday Report

This report provides release notes for Workday features and enhancements delivered to the preview tenant for the upcoming release. It's run in in Preview tenant and is updated on weekly basis.

Report - What's New in Workday

Example of Workday 2020 Release 2, Also you may search with the date duration From and To. Additionally, if you want to pick and choose some specific Functional Areas and Subcategories you may do so.

Select the Date range, and the Functionality (Multiple-Selection allowed) that you want to check. This results will show up on the next screen.

Scroll towards the right of the report in your tenant where you will notice Tenant, Preview Date, Tentative Production Date, Production Date. These are important fields.

For the given duration you will see the report which holds all the enhancement features that were released, about to release. With the date filters, you can select and identify all versions and related enhancements. 

The report results can be extracted in two formats - xls, pdf.

You can see another report - What's new in Last 7 days 

This report gives you  an alternate view to quickly check the newly added documentation for functional areas enabled in preview tenant. 

This report can be configured as a worklet in Adoption Planning dashboard in your Preview and Production tenants.

The report allows you to specify a different date range if you wanted to see, say 2 weeks, 1 month etc.,