Report Writer Flashcards
Workday Standard Reports
Report that allows you to view all Workday-Delivered reports.
Xpresso Reports
created using proprietary programming that provides special capabilities for building reports. You cannot make copies of these reports.
Report Writer Reports
These are made with the same Report Writer tool that users use to build reports. You can make copies of these reports.
2 Ways to Copy a Standard Report
- Using the Standard Report’s Related Actions –> Copy
2. Using the task titled “Copy Standard Report to Custom Report”.
What feature allows you to save prompt filters?
Enable Save Parameters
Which reports are displayed by the Workday Standard Reports report?
All Workday-delivered reports, regardless of access.
When viewing the output of a report, what can you NOT do?
Edit the data.
Which feature allows you to easily search for custom reports?
Report Tags
Primary Business Object (PBO)
The main business object for the report. It holds the data that will be displayed in your report.
Related Business Object (RBO)
- definition
objects that are associated with the primary business object (PBO).
Related Business Object (RBO)
- what kind of relationship do these have with the primary business object (PBO)?
1:1 OR 1:M
Related Business Object (RBO)
- How are these and PBO related?
A field on the primary business object links the two business objects together.
Report Data Source
- definition
- example
Workday delivered data sources that are available for some business objects. They can be thought of as the starting filter for reporting on the primary business object.
- All Workers for HCM Reporting, All Active Employees, etc.
Standard Data Sources
Report “starting filter” that represents a filter OR selection into a specific business object.
For optimal performance in a report, what data source should you always aim to use?
Data source that returns the smallest data set that still contains all of the data needed.
Indexed Data Source
Data Source built for optimal report running performance.
What type of data source should you always try to use for large data sets (if available)?
Indexed b/c it has the best performance.
Indexed Report Field
What you use for columns and filter for a report. These can be indexed, which is best for optimal performance of the report.
Where can you go to find a report field’s indexing information?
the fields related actions.
Data Source Filter
limits and/or reorganizes the data being returned in a given report. It is added into the report in addition to the data source selected to use for the report.
Class Report Fields (CRFs)
Allow you to display, sort, filter, and create prompts for report fields.
What are the two types of class report fields?
SImple and Object
What are Simple Class Report Fields?
CRFs that are not actionable and show up as black text in the report output.
What are Object Class Report Fields?
CRFs that are actionable and appear in blue text.
What is a single-instance object type?
Represents a 1:1 relationship between two objects.
What is a multi-instance object type?
Represents a 1:M (one-to-many) relationship between two objects.
1 Employee can only be associated with 1 pay group. What is this an example of?
single-instance object type.
1 Employee can be assigned multiple dependents. What is this an example of?
multi-instance object type.
Business Objects Details Report
Report that helps to understand and navigate the Workday object model.
Data Sources Report
- helps to understand what 3 things?
Reports that helps to understand data sources and: 1.whether they are indexed/standard
- if they have built-in prompts,
- what security groups are permitted to the data source.
Contextual Reporting
- When would you use this?
When you know the data you want to report on but you don’t know the business objects and report fields for that data.
Report Types: ADVANCED
Allows you to display data from the primary and related business objects.
Report Types: MATRIX
Forms the foundation for custom analytics. Allows you to group data, summarize metrics for groupings, and drill into summarizations for further analysis.
Temporary Report
- definition
- # of days defaulted to expire
report has a defined period of time before it expires and becomes eligible for deletion.
- 7
Creating Custom Advanced Reports:
Columns
Allows you to specify the fields to include on the report and the sequence in which they should be displayed.
Creating Custom Advanced Reports:
Functionality
Sort Data
Sub Sort Data
Allows you to control the order the data is presented and grouped.
Sort- Primary Business Object
Sub Sort- Related Business Object
Creating Custom Advanced Reports:
Filter
Allows you to specify how you want to filter the Primary Business Object.
Creating Custom Advanced Reports:
Subfilter
Allows you to specify how you want to filter the Related Business Objects.
Creating Custom Advanced Reports:
Prompts
Allows you to specify prompt-related data about your report including populating undefined prompt values.
Creating Custom Advanced Reports:
Output
Allows you to override the default output options, including output type, worklet options, and help text.
What three things are determined by selecting the data source for a report?
- Primary Business Object
- Starting Data Set
- Which users you can share the report with.
Which type of class report field will display all expense lines for an expense report?
Multi-instance
When creating a custom report, which information do you NOT have to specify?
Effective Date
When a filter is being applied, which logic is executed first?
Subfilter
You need to filter a custom report to only show regular employees. What comparison type should you use when creating this filter?
Value specified in this filter.
Filter on Instances
allows you to identify a limited number of instances to return on your report.
Filter on Aggregations
allows you to add another level of filtering, such as averages, sum, min or max.
A custom report has a prompt for Include Subordinate Organizations. How can you set the prompt to always be yes and hide the prompt from users? (2 ways)
- Select Specify Default Value and identify the default selection.
- Select Do Not Prompt at Runtime checkbox.
What is NOT a source of prompts on a report?
Primary Business Object
When totaling data on a report, how many aggregations can you select per row?
1
What is the first step of setting up grouping in your report>?
Add the Group Name field to the top of the columns grid.
View Security for Securable Item Report
Report that allows you to view the security configurations for any object in the Workday System, including data sources and data filters.
Users with access to what domain are able to create a custom report?
Custom Report Creation Domain
Two groups of users that are able to edit and delete custom reports.
- Report owner
2. Users with access to the Manage: All Custom Reports Domain
Custom Report Exemption Audit
standard report that allows you to view warnings and errors for custom reports.
Unconstrained security group
users have access to all data for a given item.
Constrained security group
users have contextual access to a subset of data for a given item.
When creating a custom report, which security domains do you NOT need access to?
Any unconstrained security group.
A users gets the following message when running a report: Attempt to run a report where you do not have access to one or more fields referenced in the report’s filter”. What is the root cause of this issue?
The user doesn’t belong to a security group that has access to a report field used in a filter.
An HR Partner runs an employee report that includes the Citizenship Status field. She can see the Citizenship Status for some employees on the report but not all. Why can’t she see this data for some employees? 2 possibilities.
- Some data is missing for these employees.
2. HR Partner only has constrained access to the Citizenship status report.
Employee A scheduled a report to run on a weekly basis. Employee A shared the report output with Employee B. What data will Employee B see in the report output?
Data that Employee A can access.
Lookup Related Value Function
retrieves a value from a field on a related business object and promotes it up one level, making it available for use in calculated fields, rules or reporting.
Where can calculated fields NOT be used?
Security Configurations
What type of report allows you to access report fields from Related Business Objects one level away without using a calculated field function?
Advanced
What is the max number of group pairings you can use in a matrix report?
8
