Report Writer Flashcards
RW Terms: RDS
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
RW Top 10: #1 What is Report Writer?
Report Writer is Workday’s custom report writing tool
RW Top 10: #2 What domain gives access to report writing?
Access via domain
Access to custom report writing tasks is available to those with access to the Custom Report Creation domain
RW Top 10: #3 Report Admins
Report Administrators
You can also designate Report Administrators with greater access to report creation and management tasks via designated security domains
RW Top 10: #4 What type of report can you copy?
Copy Report Writer, not XpressO
You can copy Workday delivered reports that are of type Report Writer (not XpressO)
RW Top 10: #5 How many owners of a report?
Only 1 Owner
Every Custom report can only have one report owner
RW Top 10: #6 Who can manage a report?
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)
RW Top 10: #7 Can report ownership be transferred?
Yes, you can transfer report ownership
RW Top 10: #8 Are custom reports automatically shared / visible?
No, custom reports not shared / visible by default
RW Top 10: #9 Besides being a report writer, what else do you need in order to be able to create a report?
You can’t create reports w/o access to the data/fields
RW Top 10: #10 Can you share a report with anyone?
No, you can only share reports with those that have access to data/fields
RW Terms: PBO
Primary Business Object
e.g. “Employee”
RW Terms: RBO
Related Business Object
Dictated by the Primary Business Object (PBO)
RW Terms: CRF
Class Report Field
RW Terms: Business Object
The main “table” that captures your data
2 Types: Standard and Indexed
RW Terms: Standard vs. Indexed Data Sources
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
How do you know what data sources are delivered?
Via the “Data Sources” report
How do you run a Standard Report?
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
How do you Copy a Standard Report?
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)
How do you create a custom report?
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
How do you change the data source on a report?
TASK: Edit Custom Report
Select the report
In the Data Source field, remove the current data source and specify a different one.
How do you configure sorts and subsorts?
Via the Sort tab
How do you configure filters and subfilters?
Via the Filter tab
How do you change the report type from Simple to Advanced?
Search “View Custom Report”
Off the related actions menu for the report, select Custom Report > Change to Advanced Report Type
How do you configure subtotals?
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
How do you group data?
COLUMNS TAB: Add “Group Name” column as the first field in the report
SORT TAB:
- Specify Sort Fields (i.e. Groupings)
- Display Headers (optional)
How do you outline reports?
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
How do you modify sharing options of a custom report?
Edit sharing options in the Share Tab
- Don’t share report definition
- Share with all authorized users
- Share with specific authorized groups and users
How do you search for / find reports in the tenant?
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
How do you add custom reports to menus and as related actions?
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)
What is a report tag?
How do you add report tags to custom reports?
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
How do you track custom reports?
All Custom Reports report (currently, only implementers have permissions to view this report for Salesforce)
How do you schedule reports?
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.
How do you share output of scheduled reports?
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)
How do you see how often reports have been run in the tenant?
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)
How do you transfer ownership of custom reports?
Off the related actions of a report, Custom Report > Transfer Ownership
How do you translate custom reports?
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
How do you create matrix reports?
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
How do you export a report a pdf or Excel file?
Run the report and click the corresponding icon in the upper right corner of the report output
How do you create temporary reports?
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
Explain the Maintain Excel Template
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)
Describe Report Tag Management
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
Explain the Schedule report process
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.)
