Workday Advanced Reporting Tutorial

Understanding Filter Behaviour in Workday Advanced Reporting

Workday Advanced Reporting is a valuable resource that enables us to interpret our data more effectively.

Workday Advanced Reporting functions precisely as intended, filtering results based on specified gender and date values.

When we leave these filters blank, however, instead of retrieving any data, the report remains blank because these settings are applied as filters.

Filtering Smarter in Workday Advanced Reporting

Workday Advanced Reporting enables us to customise data retrieval by modifying filter conditions.

Various possibilities for enhancing and refining our filters over time were explored in the Workday Advanced Reporting Tutorial in Hyderabad.

One key setting is “Prompt the User for Value”, wherein, if no value is entered for the filter condition, this option is ignored, creating an optimal reporting experience.

Entering any value allows us to retrieve only relevant data, while leaving it blank means retrieving everything available in the report.

Selecting Report Categories in Workday Advanced Reporting

Workday Advanced Reporting offers various approaches for retrieving all standard reports. One option is to select all categories within the prompt selection.

Doing this returns comprehensive data across thousands of reports.

An alternative strategy involves leaving the selection blank; this produces complete datasets in some instances but nothing at all in others.

Why? That all comes down to how filters are configured.

Choosing and Optimising Data Sources in Workday Advanced Reporting

Workday Advanced Reporting offers the flexibility to select from various data sources, a feature covered in the Workday Advanced Reporting Tutorial in Hyderabad.

Some reports use standard sources while others take advantage of optimised indexed sources to optimise performance.

As soon as the report’s data source was switched from “Workers by Organisation,” additional prompt options became visible.

These predefined prompts are included with the data source, allowing us to specify organisations further and refine the results.

Saving Time with Default Values in Workday Advanced Reporting

Default values can save time and effort when running reports in Workday Advanced Reporting.

Instead of manually inputting the start and end date information for each field each time, we can specify defaults, saving both time and energy.

Renaming prompts can also improve clarity, and when data sources provide predefined prompts, these can be managed within Workday settings to facilitate faster report execution.

Prompt Configuration Best Practices in Workday Advanced Reporting

Prompts play a crucial role in Workday Advanced Reporting. While certain ones are mandatory, others can be tailored.

If the gender requirement must be required, for example, we can adjust its settings.

Workday Advanced Reporting provides options to hide prompts in specific instances, ensuring smooth execution without overburdening users with unnecessary inputs.

Custom Field Creation Through Flexible Workday Advanced Reporting

Workday Advanced Reporting doesn’t offer predefined fields that meet our reporting needs, such as “Today minus seven days.”

Therefore, when necessary, we create calculated fields with specific parameters to enable flexibility when customising report parameters.

Calculated fields can be either tenant-wide (accessible across all reports) or report-specific (exclusive to a single report).

The Workday Advanced Reporting Tutorial in Hyderabad demonstrates how users can customise reports by defining business objects and adding attributes as needed.

Controlling Report Access in Workday Advanced Reporting

Workday Advanced Reporting reports are owned by their creator by default and cannot be shared.

However, we can extend access to specific users, teams or security groups if desired.

Sharing reports ensures managers, HR administrators, and relevant personnel can gain the insight needed for optimal decision-making.

The Workday Advanced Reporting Tutorial in Hyderabad highlights the homepage delivery feature, which simplifies report accessibility for users.

Best Practices for Clean and Readable Workday Advanced Reporting

As part of Workday Advanced Reporting’s report generation process, clarity should always be of primary concern.

Some report details can be removed to improve readability and ensure an efficient output.

Subtitle prompts may clutter a final report.

Suppressing subtitle data to achieve clearer, more focused reports and focused output for users is one of the key topics in the Workday Advanced Reporting Tutorial in Hyderabad.

Best Practices for Calculated Fields in Workday Advanced Reporting

Workday Advanced Reporting offers robust functions for creating calculated fields, enabling users to manipulate data efficiently.

One such function is date difference, which allows users to determine the difference between two dates.

Imagine an employee born in 1960 who started work in 2000.

By subtracting their birthday from their hire date, Workday Advanced Reporting can easily calculate their age at the time of hire, providing users with key insights.

Navigating Workday Advanced Reporting functions is simple.

A search for “date” will lead you directly to various date-related functions, one of which, “date difference”, can come in especially useful when managing advanced reports.

The Workday Advanced Reporting Tutorial in Hyderabad emphasises best practices, including following a consistent naming convention for calculated fields.

A computed field name should begin with “CF,” followed by its function name, the business object it applies to and a brief explanation.

This ensures clarity for anyone reviewing your report.

Using Date Difference in Workday Advanced Reporting

Workday Advanced Reporting provides screens tailored to the selected function.

When we selected the date difference, Workday asked users to enter two dates, with the larger date serving as the end date and the smaller date subtracted from it to find its difference.

Users can define differences using various units such as years, months or days. Selecting months provides an indicator of the time elapsed between specific dates.

The Workday Advanced Reporting Tutorial in Hyderabad highlights an invaluable feature: the exception handling checkbox in Workday Advanced Reporting.

When turned on, this feature prevents errors caused by missing data: for example, when someone’s date of birth is left blank, Workday assigns a value of zero instead.

Flexible Field Calculations in Workday Advanced Reporting

Users have the flexibility to modify calculated fields at any time, and the changes are automatically reflected in reports.

Switching from months to years provides a more precise age calculation.

Renaming calculated fields makes reports more user-friendly and intuitive, and Workday Advanced Reporting enables this by relabelling columns for improved readability.

Creating additional calculated fields to extend beyond basic calculations is a feature highlighted in the Workday Advanced Reporting Tutorial in Hyderabad.

For instance, they may make a “build date” field by specifying components such as year, month, and day from various fields extracted for inclusion.

Using Constants for Consistency in Workday Advanced Reporting

Workday Advanced Reporting supports constants, which provide static values across reports.

Numeric constants, date constants and text constants help ensure a consistent reporting experience.

In the Workday Advanced Reporting Tutorial in Hyderabad, you’ll learn how global business objects allow calculated fields to function independently of primary objects, making reporting more efficient.

Best practice dictates naming constants based on their values to simplify searching and reference purposes.

Streamlined Scheduling and Cleanup in Workday Advanced Reporting

Workday Advanced Reporting is an innovative tool that streamlines report management and administration.

One key advantage is that temporary reports are automatically cleared after a specified number of days.

Additionally, you have the flexibility to create either temporary or permanent reports within Workday tenants for more effective data organisation.

Scheduling reports with Workday Advanced Reporting is straightforward, as demonstrated in the Workday Advanced Reporting Tutorial in Hyderabad.

Set daily, weekly, or monthly tasks for reports you want refreshed regularly.

For instance, a task set for December 5th will ensure it runs on that day to delete an expired report and refresh other important ones automatically.

Workday Advanced Reporting manages its authorisation levels by verifying them before automatically removing outdated ones.

Controlled Report Sharing in Workday Advanced Reporting

Workday Advanced Reporting makes sharing reports easy by enabling you to share reports with specific security groups.

HR administrators, analysts, auditors, and integration administrators can access reports according to their permission settings, and Workday Advanced Reporting ensures they remain aligned correctly when sharing.

Within your dashboard, you have control over who can view specific reports by marking them as required or optional, providing controlled access.

Workday Advanced Reporting offers administrators flexibility in customising reports to meet their organisation’s unique requirements, as covered in the Workday Advanced Reporting Tutorial in Hyderabad.

Seamless Dashboard Integration in Workday Advanced Reporting

Workday Advanced Reporting integrates seamlessly with dashboards.

Your home landing page serves as a dashboard, giving you complete freedom to configure and customise its appearance to suit your specific requirements.

Furthermore, Workday Advanced Reporting’s worklets feature allows users to ensure relevant data is displayed efficiently.

Users gain the ability to reorder or remove optional worklets through the flexible editing features highlighted in the Workday Advanced Reporting Tutorial in Hyderabad.

However, required worklets, such as Talent, Learning, and Team Members, cannot be removed, thereby keeping key worklets accessible while providing customisation features.

Targeted Data Views Using Filters in Workday Advanced Reporting

Workday Advanced Reporting utilises filters and sub-filters to enable data refinement in reports.

Primary business object fields can be included with filters; related business objects require sub-filters.

Workday Advanced Reporting streamlines this process.

Workday Advanced Reporting makes it flexible and straightforward for you to filter by compensation grade with its sub-filter feature, enabling you to see only workers assigned to that level in reports.

Multiple related business objects may be included to increase flexibility, a feature detailed in the Workday Advanced Reporting Tutorial in Hyderabad.

Building Smarter Sub-filters in Workday Advanced Reporting

Workday Advanced Reporting is a fantastic tool, providing us with deep insight into business data.

One essential aspect to get right with Workday Advanced Reporting when working with compensation grids or similar business objects is knowing how to build effective sub-filters.

The Workday Advanced Reporting Tutorial in Hyderabad advises creating fields on a global business object to ensure flexibility when filtering data and to provide ample options for filtering.

Removing unnecessary subfilters may speed up your process, but beware when creating subfilters: any subfilter created must be explicitly linked back to its respective business object within its primary filter.

For instance, if using compensation grid fields as subfilter criteria within it, explicitly link them in the primary filter setting.

Mastering Sub-filters in Workday Advanced Reporting

Workday Advanced Reporting cannot process sub-filters properly without adding conditions that ensure their fulfilment, such as “Compensation Grid Not Empty.”

For additional business objects (i.e., company details) included as sub-filters, we must also add them as primary filters using conditions such as “Company Not Empty.” Workday Advanced Reporting will process it correctly this way.

Let’s put this concept to the test by running a report.

If no employees meet sub-filter criteria, no results should appear on this report, confirming if our filter setup is functioning as desired.

Capturing only relevant data through efficient report refinement is a highlight of the Workday Advanced Reporting Tutorial in Hyderabad.

Matrix and Trending Tools in Workday Advanced Reporting

As part of Workday Advanced Reporting, matrix reports are an integral feature.

Matrix reports enable us to manipulate calculated fields and gain valuable insights, thereby enhancing our reporting capabilities and making business data more accessible and transparent.

Workday Advanced Reporting offers more than just matrix reports; trending reports provide an additional dimension.

Here, we will examine their capabilities for analysing patterns over time, as well as explore additional features like search reports that function similarly but more simply.

For those looking to enhance their skills, the Workday Advanced Reporting Tutorial in Hyderabad provides an invaluable platform for handling complex business data.

In the coming pages, we will examine different report types and additional calculated fields – stay tuned to gain even greater insights into optimising Workday Advanced Reporting.

Vishwak

I write because the fight to learn is just as crucial as the knowledge acquired; every click, every mistake every little success.