Report writer and custom reports Flashcards
use standard reports & create custom reports
true or false
you cannot copy workday-delivered standard reports
false
you can copy and modify workday delivered standard reports
how can you build custom reports ?
using the report writer tool
can you use reports in outbound integrations ?
Yes this is called reporting as a service (RaaS)
true or false
mobile devices can access reports
true
what report can you use to view WD delivered reports ?
Workday standard reports report
what are the 2 types of reports found on the workday standard reports report
XpressO and Report Writer
can you copy or modify Xpresso reports ? explain
no you cannot as they are made using a proprietary programming tool that provides special capabilities for building reports
True or False
Workday creates delivered Report Writer reports using the same Report Writer tool that is available to you. You can make a copy of a Report Writer report, change it any way you want, and then save it.
True
what domain must you have access to in order to run the Workday Standard Reports report ?
Custom report administration security domain
which report type can you use for web services ?
Advanced report type
who is the report owner for custom reports ?
the user who originally created or copied the report
who can change the custom report definition or share the custom report with other users ?
only the report owner
who has the permissions to transfer ownership of a report from one user to another ? two correct answers
report owner and setup administrator
what report displays all custom reports in the tenant ?
all custom reports report which can be used as a starting report for new custom reports
In what situations would you want to use contextual reporting ?
- when you are not sure of the business object and
report fields for the data you want to report on. - view existing reports you may want to repurpose or customize.
what are the three choices that you can select from any business objects related actions –> reporting section ?
note business object could be a job profile, a data source, management level, location etc
create custom report from here
related reports
report field and values
what are the different types of custom reports that you can create from report writer ? and what are two most commonly used ?
Simple
advanced (most common)
matrix (most common)
composite
search
nBox
Trending
Transposed
what are advanced reports ?
they allow you to splay data from the primary and related business objects. These reports are shareable. You can sort and filter the data, show groupings and display sub and grand total. You can also add charts and enable the report as a workout or a web service
what are matrix reports
allow you to group data, summarize the metrics for each grouping, and drill into the summarizations for further analysis. In addition,
matrix reports also provide for filtering, charts, worklets, and report sharing.
true or false
a workday business object has fields (columns) and instances (rows)
true
what is a PBO ?
primary business object which is the main business object for the report. It holds the data that displays in your report, The PBO determine what fields are initially available to include in the report. For example Worker is a PBO
what is a RBO ?
related business object are objects that have an association with the PBO. These can have a 1:1 or 1:many relationship with the PBO. a field on the PBO links the two biz objects together for example Dependants
what is a CRF?
class report fields aka columns. tyou can select the available fields which can workday delivered , calculated fields or custom fields
report data source is what ?
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 PBO
What are instances ?
in simple terms they are rows . Each instance represents a unque occurrence of that type of object such a specific worker or org
what are the two types of CRF ?
simple or object
what are the field type icons in each CRF ?
text
numeric
currenct
date
boolean
single instance
multi instance
self referencing
what is the boolean field type ?
the icon is T|F
represents true/false field such as active status
what is the single instance field type icon
the icon looks like a guitar
Represents a one-to-one (1:1) relationship between two objects. For
example, one employee can have one pay group association
what is a multi instance field type ?
it looks like a side view of a chair
Represents a one-to-many (1:M) relationship between two objects. For example, one worker can have multiple dependents.
what is a self referencing instance field type
it looks like a Venn diagram
A reference back to itself. For example, a self-referencing
instance of a worker identifies the worker and allows you to drill into the details and
access related actions.
what report can help you understand and navigate the WD object model ?
the business object details report
list the custom report tabs
columns
sort
filter
subfilter
prompts
output
share
advanced
