This course introduces students to the Workday Report Writer tool. Trainees will learn how to leverage Workday business objects and data sources to access the report data. It would also be taught how to build custom reports to meet business requirements from various functional areas. Concepts taught are inclusive of reporting overview, building custom reports, sorting and filtering, prompting, totaling, grouping, and outlining, report security, scheduling reports, introduction to matrix reports, working with calculated fields and report performance. Knowledge in Workday HCM is a prerequisite for the course.
Students would learn how to create a custom report using the Advanced report type, creation of a basic matrix report, using the tools in Workday to determine the appropriate primary business object and data source for a report, creation of a basic calculated field to display data from a related business object on a report, troubleshooting why a user cannot access a report or see certain data on the report and explaining the performance considerations when creating a custom report.
Students would get familiarized with various concepts like description of the high-level reporting capabilities in Workday, viewing Workday standard reports, running a standard report and explore the output, copying a standard report to create a custom report, creation of a report tag and associate it with custom reports and the determination of a standard report that can be copied and used as the starting point for a custom report.
Students will learn common terminology used in reporting. They would learn to define common reporting terminology, view the fields, related business objects, data sources, and reports for a business object, view the delivered data sources, use contextual reporting to view report fields and values, create a custom report using the Advanced report type and the addition of fields from the primary and related business objects to a custom report
Trainees would learn how to further configure custom reports to just display the data needed. They would acquire various skills like sorting and sub sorting the data on a report, filtering the data on a report using filters and sub-filters as well as leveraging custom reports as a starting point for new custom reports.
Students will learn how to configure prompts and define default prompt values. Prompts provide more flexibility because users can specify the criteria for the report each time it is run. Concepts taught are inclusive of configuring prompts and explain where prompts can come from and describing the functionality and use cases of runtime data prompts.
TOTALING, GROUPING, AND OUTLINING
Trainees would learn how to configure totaling, grouping, and outlining. When building a custom report using the Advanced report type, it can display subtotals, grand totals, headers, groupings, and collapsible and expandable outlines. Various methods like display of subtotals and grand totals on a report, grouping the data on a report and the enabling of collapsible and expandable outlining would be covered.
Students will learn how security domains and security groups control access to reports and report data. Concepts covered include description of the security features that control access to reports and report fields, sharing report with other users and also troubleshooting report access issues.
Trainees would learn how to schedule a report to run immediately, at a specific time in the future, or on a recurring basis. They would also learn the significance of sharing report output with other users. Other concepts covered are description of the options available when scheduling a report and learning to schedule a report and share the output with specific users.
INTRODUCTION TO MATRIX REPORTS
Students will learn how to create matrix reports to group, summarize, and drill into data. Insights gained in this lesson include description of the capabilities of the Matrix report type, creation of a matrix report that groups the data by rows and columns, summarizing the data in a matrix report, configuration of the drillable fields and detail data in a matrix report and adding a chart to a matrix report to visualize the data.
WORKING WITH CALCULATED FIELDS
Trainees will also learn about calculated fields and how they can help with reporting. Calculated fields are new configurable field definitions that allow you to manipulate, transform, retrieve, and derive values based on existing data. This will only be a brief introduction consisting of explaining the purpose of calculated fields and how to control access to calculated fields, creation of a calculated field using the Lookup Related Value function to display data from a related business object on a report and the creation of a calculated field using the Format Date function to display in a specific format.
It is important to keep performance in mind when designing custom reports. Students will learn the different factors that impact performance. Concepts like description of the factors that impact report performance, identification of best practices for building reports that perform well and logging and viewing the performance of a report would be taught. You can also check out the Workday calculated fields, report writer and advanced reporting course bundle for enhancing your knowledge.