Custom Reports

Question 1

How do you build reports in Workday?

Answer 1

With the Report Writer tool

Question 2

How are reports secured to users in Workday?

Answer 2

Workday leverages your security configuration, allowing you to access real-time, relevant data.

Question 3

How is data stored in Workday?

Answer 3

Data is stored in business objects, similar to database tables or worksheets in Excel.

Question 4

What is the Workday equivalent of worksheet columns and rows?

Answer 4

Workday business object has fields and instances

Question 5

What provides the view into the primary business object (PBO)?

Answer 5

The report data source

Question 6

What is the Primary Business Object?

Answer 6

(PBO) The main business object for the report. It holds the data that displays in your report. The primary business object determines what fields are initially available to include in the report.

Question 7

What is a Related Business Object?

Answer 7

(RBO) Objects that have an association with the primary business object. These can have a 1:1 or 1:M relationship with the primary business object.
A field on the primary business object links the two business objects together.

Question 8

What is a Report Data Source?

Answer 8

(RDS) Workday delivers data sources for some business objects.
You can think of the data source as the ‘view’ or ‘starting filter’ for reporting on the given primary business object.

Question 9

What is a Class Report Field?

Answer 9

(CRF) When working with Workday custom reports, you can select available fields (depending on your security).
These fields can be Workday-delivered fields, calculated fields, or custom fields

Question 10

What are Instances in Workday?

Answer 10

Instances of a business object in Workday are like rows in a table or spreadsheet.
Each instance represents a unique occurrence of that type of object, such as a given organization or worker.

Question 11

What are the types of data sources in Workday?

Answer 11

There are two types of data sources: Standard and Indexed.

Question 12

What does your data source selection determine for a report?
A. Primary Business Object and Starting Data Set
B. Which users you can share the report with
C. The PBO, starting dataset, and which users you can share the report with
D. The number of rows displayed in the report output

Answer 12

C. The PBO, starting dataset, and which users you can share the report with

Question 13

Which type of class report field displays all expense lines for an expense report?
A. Self-Referencing
B. Multi-Instance
C. Single Instance
D. Currency

Answer 13

B. Multi-Instance

Question 14

When creating a custom report, which information is optional to specify?
A. Report Name
B. Report Type
C. Data Source
D. Sort Order

Answer 14

D. Sort Order