Report Writer

Question 1

RW Terms: RDS

Answer 1

Report Data Sources

Defined and delivered by WD.

The view or selection of instances of a given business object on which you want to report.

e.g. “All Active Employees” data source

Question 2

RW Top 10: #1 What is Report Writer?

Answer 2

Report Writer is Workday’s custom report writing tool

Question 3

RW Top 10: #2 What domain gives access to report writing?

Answer 3

Access via domain

Access to custom report writing tasks is available to those with access to the Custom Report Creation domain

Question 4

RW Top 10: #3 Report Admins

Answer 4

Report Administrators

You can also designate Report Administrators with greater access to report creation and management tasks via designated security domains

Question 5

RW Top 10: #4 What type of report can you copy?

Answer 5

Copy Report Writer, not XpressO

You can copy Workday delivered reports that are of type Report Writer (not XpressO)

Question 6

RW Top 10: #5 How many owners of a report?

Answer 6

Only 1 Owner

Every Custom report can only have one report owner

Question 7

RW Top 10: #6 Who can manage a report?

Answer 7

Only the Owner can manage (also Report Admins if Config)

Only the owner can edit/delete/view his or her own custom reports. (Report Administrators can also have access if configured)

Question 8

RW Top 10: #7 Can report ownership be transferred?

Answer 8

Yes, you can transfer report ownership

Question 9

RW Top 10: #8 Are custom reports automatically shared / visible?

Answer 9

No, custom reports not shared / visible by default

Question 10

RW Top 10: #9 Besides being a report writer, what else do you need in order to be able to create a report?

Answer 10

You can’t create reports w/o access to the data/fields

Question 11

RW Top 10: #10 Can you share a report with anyone?

Answer 11

No, you can only share reports with those that have access to data/fields

Question 12

RW Terms: PBO

Answer 12

Primary Business Object

e.g. “Employee”

Question 13

RW Terms: RBO

Answer 13

Related Business Object

Dictated by the Primary Business Object (PBO)

Question 14

RW Terms: CRF

Answer 14

Class Report Field

Question 15

RW Terms: Business Object

Answer 15

The main “table” that captures your data

2 Types: Standard and Indexed

Question 16

RW Terms: Standard vs. Indexed Data Sources

Answer 16

Indexed data sources are a special type of data source optimized for performance, aggregation, and faceted filtering on large volumes of data.

Indexed data sources do not have all the functionality provided by standard data sources

Question 17

How do you know what data sources are delivered?

Answer 17

Via the “Data Sources” report

Question 18

How do you run a Standard Report?

Answer 18

Using Sitemap Navigation
* Click on Profile picture > Sitemap > Personal Data Category … a list of delivered reports / tasks that you have access to will display

From Search Box
* Type in the report name
* Only reports you have access can be found
Hint: use the prefix “rp:” to limit search to only those of type “report”

Run “Workday Standard Reports”
* Off the related actions on the report name select Standard Report > Run

Question 19

How do you Copy a Standard Report?

Answer 19

Off the related actions menu of the report select Standard Report > Copy

NOTE: You can only copy reports you have access to. Also, only “Report Writer”-type reports can be copied (not XpressO reports)

Question 20

How do you create a custom report?

Answer 20

TASK: Create Custom Report

1) Enter a Report Name, specify a Report Type and Data Source
2) Select fields and related business objects
3) Define column order
4) Specify desired sorting
5) Define filter criteria & prompting

Question 21

How do you change the data source on a report?

Answer 21

TASK: Edit Custom Report

Select the report
In the Data Source field, remove the current data source and specify a different one.

Question 22

How do you configure sorts and subsorts?

Answer 22

Via the Sort tab

Question 23

How do you configure filters and subfilters?

Answer 23

Via the Filter tab

Question 24

How do you change the report type from Simple to Advanced?

Answer 24

Search “View Custom Report”

Off the related actions menu for the report, select Custom Report > Change to Advanced Report Type

Question 25

How do you configure subtotals?

Answer 25

Columns Tab:
• Field Options: Select numeric or currency field(s) on report to Aggregate and to show subtotals for (Valid Options: Sum, Average, Minimum, Maximum)
• Include the Count field (Global field) if you want to show subtotals for the # of instances (rows) of the Primary Business Object

Sort tab:
• Select Display Subtotal at desired sort level under Sort tab
• Select Display Grand Totals if desired

Question 26

How do you group data?

Answer 26

COLUMNS TAB: Add “Group Name” column as the first field in the report

SORT TAB:

• Specify Sort Fields (i.e. Groupings)
• Display Headers (optional)

Question 27

How do you outline reports?

Answer 27

COLUMNS TAB: Add “Group Name” column as the first field in the report

SORT TAB:

• Specify Sort Fields (i.e. Groupings)
• Display Headers (optional)
• Enable Outlining based on Grouping

Question 28

How do you modify sharing options of a custom report?

Answer 28

Edit sharing options in the Share Tab

• Don’t share report definition
• Share with all authorized users
• Share with specific authorized groups and users

Question 29

How do you search for / find reports in the tenant?

Answer 29

Search by Report Name.

Use search prefix “rd:” to limit search to custom report definitions.

You can mark a report def as a favorite (available in your profile menu)

STANDARD REPORTS: Run Workday Standard Reports report

Question 30

How do you add custom reports to menus and as related actions?

Answer 30

Run Maintain Custom Reports on Menu task

Add a row to the grid.

Select the report and fill in the relevant fields:

• Custom Report (e.g. XYZ Audit Report)
• Sitemap Category (e.g. Staffing Reports)
• Business Object (e.g. Organization)
• Menu (e.g. Reports)

Question 31

What is a report tag?

How do you add report tags to custom reports?

Answer 31

Allows a user to categorize custom reports, as well as tag scheduled report output files for ease of retrieval.

When creating / editing a report, add via the Report Tags menu (can also create report tags via this menu)

NOTE: Security group needs access to Report Tag Management domain

Question 32

How do you track custom reports?

Answer 32

All Custom Reports report (currently, only implementers have permissions to view this report for Salesforce)

Question 33

How do you schedule reports?

Answer 33

Run the Schedule a Report task.

Select 1) The Report and 2) The Run Frequency (either now, date in the future, daily, weekly, or monthly)

NOTE: Specific to WD Financials.

Question 34

How do you share output of scheduled reports?

Answer 34

In the Share tab when scheduling a report, select the desired Report Output Sharing Options

• Don’t share report output
• Share report output with other users (specify users / security groups)

Question 35

How do you see how often reports have been run in the tenant?

Answer 35

By running the WD-delivered Report Run History report.

• For both standard and custom reports
• Up to 6 months of run data (today minus 6 months)

Question 36

How do you transfer ownership of custom reports?

Answer 36

Off the related actions of a report, Custom Report > Transfer Ownership

Question 37

How do you translate custom reports?

Answer 37

From the related actions menu, select Custom Report > Translate

DETAILS

1) Access the report def
2) From the related actions menu, select Custom Report > Translate
3) Select the Target Language, click OK
4) Enter a Translation name
5) Provide translations for needed field labels
6) Click OK

Question 38

How do you create matrix reports?

Answer 38

Similar to a pivot table or crosstab

1) Create Custom Report, specify Matrix as the Report Type
2) Configure the report
* Row Grouping
* Column Grouping
* Summarizations
- Summarization Type(s)
* Drilldown Tab
- Drillable fields
OTHER TABS: Filter, Prompts, Output, Share, Advanced

Question 39

How do you export a report a pdf or Excel file?

Answer 39

Run the report and click the corresponding icon in the upper right corner of the report output

Question 40

How do you create temporary reports?

Answer 40

Select the “temporary” option when creating the report.

• Simple reports will expire and is eligible for deletion after 7 days
• For other types, you can configure the expiration date (7 days being the default)

> > Run task “Delete Temporary Report Definitions” to delete temporary reports that have expired and are eligible for deletion. This task can be scheduled

Question 41

Explain the Maintain Excel Template

Answer 41

Helps you automate your Excel processing and formatting when exporting a custom report.

1) Run a report
2) Export to excel
3) Add a tab to the excel file that pulls in the data from the first (output) tab
4) Upload that formatted workbook back to WD (associated to the custom report)

Only works for scheduled reports that run in the background (i.e. not when a user clicks on the excel icon)

Question 42

Describe Report Tag Management

Answer 42

Allows users to locate custom reports and scheduled report output files, categorize custom reports, and tag schedule report output files for ease of retrieval.

Ability to create / maintain / assign report tags.

SECURITY: Requires access to Report Tag Mgmt domain
TASKS: View Report Tags, Maintain Report Tags
SEARCH: Use prefix “rdt:” to search for Reports by tag

Question 43

Explain the Schedule report process

Answer 43

Allows you to schedule a report to be run one time or on a recurring basis.

In addition, you can specify which report parameters to use when the report is run (prompt values, output parameters, whether or not to share the output, who to share with, etc.)