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Dashboards Overview

Dashboards in Workday display charts and data related to functional areas. Users can configure their homepage dashboard by adding or removing applications from the optional worklets section. Reports, tasks, and business objects used often can be added to favorites for quick access by searching for the item, selecting it, and clicking OK. This allows dashboards to be customized based on a user's role and needs.

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336 views7 pages

Dashboards Overview

Dashboards in Workday display charts and data related to functional areas. Users can configure their homepage dashboard by adding or removing applications from the optional worklets section. Reports, tasks, and business objects used often can be added to favorites for quick access by searching for the item, selecting it, and clicking OK. This allows dashboards to be customized based on a user's role and needs.

Uploaded by

Haritha
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Workday: Using Dashboards

Dashboards in Workday
Dashboards are pre-configured pages related to functional areas within Workday. They
are populated with related charts and data. Some may also include related tasks,
menus, and announcements. In Workday, data can be entered using “tasks” and viewed
using “reports.” The Workday Home page displays Applications that provide access to
tasks and reports.

How to Configure the Homepage Dashboard


Note: Some dashboards may not allow the end user to remove or add applications.
This will vary based on MSU’s security settings.
1) From the Homepage, click the Settings icon.

2) Under Optional Worklets, click the Add Row icon to add a new application.

3) Click the Prompt icon to select from the list of existing applications.

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4) Select the application or dashboard to be added. For this example we will be
adding the Expense Management Dashboard.

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5) Click the Move Row Up or Move Row Down arrow to reorder the applications
on the page.

6) Click OK at the bottom of the screen.

7) Click Done at the bottom of the screen to be directed back to the Homepage

8) Under the Applications section, check to see if the application has been
successfully added. Click the newly added application to be directed to the
dashboard.

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The dashboard displays and is made up of the data related to the specific area. Each
window in the dashboard helps to analyze the data from different points of view. By
clicking on blue lines of data, you can drill to get specific information on the data point.

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Add to Favorites
Reports, tasks, or business objects (cost centers, employees, organizations) that are
used often can be added to your favorites. Favorites can then be found in the
Favorites application or under favorites in the profile menu.
IMPORTANT: The Favorites application does not automatically appear and needs to be
added manually. The Favorites application can be added following the steps in the
How to Configure the Homepage Dashboard section above.

To add to Favorites, follow the steps below:


1) Enter Manage Favorites into the Search bar and select it from the results.

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2) From the Manage Favorites screen, click the menu prompts in the Favorite
Tasks/Reports, Favorite Customer Reports or Favorite Business Objects to
browse available items. Another option is to type the name of an item and hit
enter.

3) Click on the item browsed or typed to add it to the field(s). For this example, we
will be adding Find Customer Payments for Organization report. Please add
Favorites that are relevant to your business processes.

4) Click OK at the bottom of the screen, then click Done.

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The object is now in the application or in your favorites list and will appear when the
Favorites application is clicked.

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