6/18/22, 5:46 PM Workday Advance Report tool

Ruma Basu

Workday Advance Report tool

Ruma Basu
Workday HCM Consultant + Follow
Published Jul 19, 2020

Hello, Workday HCM consultant, I have tried to create this blog with my knowledge on
Workday HCM Advance Reports topic. Hope these information help you and if
you want me to discuss any other topic on WD HCM Reports, Integrations, Calculated
Fields, please do let me know, I will try to cover it.  

Nearly every working day in WD HCM, we need to generate some REPORTS for our
Business (in normal language we address Business as ‘Customer’), with innovative
requisitions. 

 However Workday HCM provide us many Standard Reports but there are several
limitations in Standard Reports,

First, you cannot use Standard Reports in Web Services to share data with

Businesses. For that, first we need to copy that and customize the report as per Business
requirement and then can share.

Secondly, when it comes to Business demand, sometimes they have some unique and
tricky requirements, which you have to perform. At that point of time, Standard Report
doesn’t fit to the market.

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There are many Filtration, Conditions, Logics etc. need to apply. With WD Advance
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Report, we can easily fulfil all those conditions.

 Standard Reports are again of two types:

·      Xpresso Reports

·      Report Writer

 Custom reports are 8 types:

·      Advanced

·      Composite

·      Matrix

·      nBox

·      Search

·      Simple

·      Transposed

·      Trending

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Advanced reports in Workday allow you to accomplish many actions on your data from
primary and related business objects, including: Counting, Grouping,
Summarizing, Totaling and output format of these reports can be visible in table and
charts.

There are 7 types of customizing options in Advanced Report, to modify reports as per
business needs: 
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·      Sort
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·      Filter

·      Subfilter

·      Prompt

·      Output

·      Share

·      Advanced

 Putting some light on every options---

Columns – Here, we have to select all our Primary Business Objects, Related Business
Objects and Secondary Business Objects. Also, Business Object Group Column
Headings can be defined here to club all the different PBOs we took as RBO.  You can
use the Column Heading Override option to give column name as per
requirement.

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Sort – This option is use to Sort data, like to view the output alphabetically, (ascending
or descending order)

Filter – This is one of the very important option in a custom report. We can filter data
based on the Primary Business Object (PBO). You can apply Comparison value here to
get the output. You can set specific value to the field.  

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Sub filter – Sub filters are use when we want to filter the Related Business Object
(RBO). It will execute first. So it will filter most of the data using sub filters and then
remaining data using filters. Like Filter option, we can also use Comparison value to get
specific output

 Prompt – To set parameters in your report, you can use Prompt option. This is the last
filter option before generate any custom report.

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Output – As the name indicate Output, you can specify the report output format in
different ways, such as Table, Chart, Chart and Table and Gauge. Normally, we choose
Table option for report output. But you can choose other option as per business needs

Share – To specify the report sharing with team, authorized users, group you need
Share option. It’s mainly use for security purpose

Advanced – And last but not the least the Advance option. There are many options to
choose from. But most important one is ‘Enable As Web Service’ option under the
Web Services Options menu. To enable the custom report for web service and call the
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report in EIB (Enterprise Interface Builder), BIRT (Business Intelligence and Reporting
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Tools), Studio Integration, you need to check the box.

No alt text provided for this image

With Workday report expertise, you will find the extra capabilities like calculated fields
to be very useful. Those RBOs are not delivered by Workday, we can create own
Calculated Fields with various logics, True/False conditions, Sort field etc. to deliver a
comprehensive report to the customer.

 RAAS: Report as a service, known as RAAS. It’s a web service enabled report. Web
service enable will help to call the report in Studio Integrations EIB, and BIRT.

With reporting and analytics, the business people are able to take a decision with live
data. With the help of reporting you can view the combined financial results anytime
with automated exclusion, conversions, and retained remunerations. It helps to develop
all the reports and analytics using the same real-time transactional data. Also, it allows
you to make more informed decisions. Apart from Filtration & Condition, there are
some extra options to work with to create reports more analytic and expressed.

 As there are many methods to assign Tags to your reports, you can share your reports
with your managers, teams or else with proper security. Those can be Classify by their
purpose, such as Audit, Benefits, Payroll, Costing, Employment, Integration etc. It also
make easy to find your Reports. You can even create a Dashboard with report worklets. 

 Some important notes to be noted:

·      Delete temporary reports when it’s no longer in use, but should do it the next day of
sandbox refresh. And if again you need any deleted report, you have six days to recover
it from the sandbox.

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·      For naming conventions:

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          Use Proper or Title Case as those are easy to remember.

·      Try to be specific such as ‘Employee Bonus addition’ or else.

·      Do not use short characters like ‘&’, always use ‘and’ etc.

Summary

There are some other HCM tools in the market but they are tools only. To build a
extensive report, you need more than just tools. That is why genius professionals
welcoming Workday Report tools in their everyday life. 

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