What are various types of Workday Reports and how to create them.

Posted On Dec 14, 2021 |

Workday reports are prepared by the workday consultants mentioning their workday tasks in an organized way describing each & every tasks.

Workday through its continuous innovation has enabled and provided solutions to industries of communication, education, healthcare, manufacturing, retail, hospitality and others by transforming and managing the data at a single place by toting its ongoing value.

Reports are a core aspect of any organization which make better decisions by paralleling the historical and current data and lets us find answers to critical questions in an organization. 

Considering a situation where the manager of a domain is looking for the compensation analysis or compensation summary of employees – Workday Report enables the manager to produce custom reports such as Compensation Analysis Report that displays the compensation summary and analysis of employees from the top level drilling down to all finer details. Another example of custom report is the Visa Information report that allows the manager to view visa information of the employees. Likewise, reports on Salary detail, monitor financial data, Time-off by period, employees on leave for a time frame, and lot more role-based roles can be run without any limitations such as downloading in PDF format or translating to preferred language. 

Workday allows us to create custom reports using the Report Writer tool which is accessible through mobile, or process further using BIRT to produce Business layout, or accessed by Data Analyst through Big Data, or used by Outbound Integrations.

Workday has thousands of reports that are standard and customized as per the needs of the organization. 

Types of reporting Workday Report offers:

Workday Report offers Simple reports, Advanced reports, Matrix reports, Composite reports, Trending reports, Transposed reports, Search reports and nBox reports.

  • Simple reports- This is basic reporting offered by Workday where the features are simple and basic with limited design options, such as sorting and filtering. These are used on recurring bases to create simple custom reports.
  • Advanced reports- This type of reporting offers justly complex design options including- Filtering, Sub-filtering, Prompting, and Sharing. Its special features include multiple levels of headings and subtotals using related business objects. These advanced reports can be used in Outbound Integration and web services. The feature of this reporting suffices the reporting needs like Job History of employee.
  • Matrix reports- The Matrix reporting are similar to Pivot tables and cross tables that allows grouping of tables for reoccurring values. This reporting allows drilling into details to perform custom analytics and interactive reporting across dimensions. The user can use one or more matrix reports as sub-reports in this reporting. This reporting can be used to produce report on Headcount & Open Positions for a job recruitment process, and adding profile picture of employees, display numeric fields and group the dimension and summarize data.
  • Composite reports- Composite reporting has features that enable to combine multiple reports and time periods into a single report. The user can collate data from Advanced, Matrix and Trending types of sub-reports. The sub-report can have multiple and different data source. This reporting has the advantage of eliminating manual Excel intervention by incorporating style options directly in the report designer and helps in formatting reports for browsers, Microsoft Excel, mobile devices, and PDFs. Budget vs Actual Spend by Quarter is a best example that can be displayed using this reporting.
  • Trending reports- Trending report enables the user to group data by time period for trend analysis. Grouping, summarizing, and drilling down on data are special features of this reporting. The advantage of this reporting is it enables to report on trends in workforce data, like compensation, headcount, and span of control so the user can analyze important trends in your workforce directly in Workday without needing a third-party analytical tool, Comparing the data to discern patterns and trends over time and creating detail data overrides for your summarization fields. This feature supports the reporting needs of Hires and Terminations by Quarter in an organization.
  • Transposed reports- This type of reporting has feature of comparing and analysing data by swapping rows for columns. A transposed report enables the user to perform side-by-side data comparisons, display an image like rows within a column under collapsible headings. Custom reports on Employee Timeline reports can be generated to get insights on the employees.
  • Search reports- Search reporting enables user to display instances of a business object that you can narrow down with search terms or facet filters and also used as web services in outbound EIBs. The reporting features of search reports displays Candidates reports or Find workers report based on the requirement for a job profile or talent pool.
  • nBox reports- nBox reporting had the feature to display counts of business object instances in a 2-dimensional matrix, that enables the user to compare and visualize objects across 2 fields. Report on Talent Matrix - Performance by Potential is an example using the feature of nBox reporting.

The use case of these reporting in Financial domain of an organization include delivering  a detailed financial statement that compares plan and actual data, determining the health of your organization by comparing headcount and turnover and tracking of internal metrics of an organization.

Learn the Features and concepts in Workday Reports

  • Sorting- The primary business object are sorted using the Sort tab in a custom report that allows the user to control the order in which data will be presented and grouped.
  • Filtering- The primary business object using the Filter tab. This feature consists of one or more filter conditions to filter any field from the primary business object or Global business object.
  • Prompting- Prompts are used in filters and sub-filters which provides more flexibility because users can specify the criteria for the report each time it is run.
  • Totaling, Grouping, and Outlining- For a custom report using the Advanced report type,
    • The user uses Totaling feature to display the sub-totals and grand totals. 
    • By using Grouping feature, the user can add groupings to visualize the data.
    • Enabling Outlining concept, allows the user to expand and collapse groupings.
  • Report security- A predefined set of related securable items that include reports, tasks, report fields, data sources is known as security domain. The Report security feature enables security domains and security groups control access to reports and report data. 
  • Scheduling reports- The user can schedule a report to run immediately, or at a specific time in the future, or on a recurring basis based on the reporting needs.

Roles that an individual can take up on successful completion of Workday Training includes,

  • Workday Report Writer
  • Workday Reporting Lead
  • Workday Technical Consultant
  • Workday Reporting Developer
  • Workday Reporting Analyst
  • Workday Technical Project Lead

To learn how to run a report, it is essential trainees take up the Workday Report training where the users will learn about Report Data Sources, Reporting Resources, Business Objects, Fields and much more. 

To have a successful career in Workday, take up the Workday certification at ERP Cloud Training whose goal is to help all trainees get quality training by providing flexible schedules, hands on support, cheat sheets and certified documents, interview preparation and job placement. So the trainees who join without any prerequisites will have the skills to start a successful career in Workday.

Categories: Workday Certification, Workday Jobs, Workday Training, Workday Report