Explain about Workday reporting

Workday provides services to companies in a wide range of industries, including health care, production, media, insurance, and everything in between. Then it's a near-universal fact that you can't improve what you can't measure, no matter what industry you're in. The good news is that Workday provides several report-creation tools to assist you in better understanding your company's performance. This Workday Reporting will bring you through the solution's many reporting options.

Different Types of Workday Reporting

Workday offers three basic forms of reporting (though some are more valuable than others).

• Basics

• Advanced

• Composite

Basic

Workday offers basic reporting, but you can limit the features. Thus, making it less useful than the other two options. At this level of reporting, you'll be able to summarise information regarding Time Off, Pay, and more. You can also construct basic Workday reports as needed or regularly, as well as export them to Excel or PDF if necessary.

Advanced

Advanced reporting is your workhorse. Then, the feature that will cover the great majority of your reporting needs. This sort of reporting allows you to execute very complex multi-data object reporting (joins on tables) with ease.

Totals/subtotals, easy graphing (bar, pie, column), and data access security that is automatically applied mean report developers don't have to think about security because it's built right into the system. Advanced Reporting also includes outputs that can be fed into an EIB, as well as basic monitoring for the individual who is utilizing this reporting type. Certainly, as long as they have access to all of the data for all of the employees in the report.

Composite

Composite reporting is the most usually utilised within scenarios. Then the 10% of situations that Advanced reporting can't handle. This sort of coverage allows for more sophisticated calculations and is frequently utilized on Workday's Finance side; however, it is only occasionally required on the HCM side.

Report writer

Workday's Report Writer and Bespoke Workday reports features allow you to create your custom Workday reports. You need to enable Custom Workday reports using Workday's web services. Then they become Workday reports-as-a-Service (RaaS). Thus, you can import this into Domo. After you've set up your Workday reports in Workday, this connector allows you to choose which ones you want to send into Domo.

In the Data Centre, you link to your Workday RaaS account. The fields and options unique to the Workday connection user interface are discussed in this topic. Adding a Dataset Using a Data Connector covers the basics of adding Datasets, configuring update schedules, and modifying Dataset information.

Custom report

In Workday, you may create a custom report.

• You'll need to sign in to a Workday account.

• Select Reporting & Analytics from the drop-down menu.

• Select Create Custom Report from the drop-down menu.

• Give the report a name.

Inquire about the data that the customer requires.

The default behaviour is to pull data from the most recent time interval. If the customer has a different request, please see this link (Workday Report Data Prompts) to learn how to limit the data that may be taken from Workday Workday reports. Workday Advanced Workday reports are the only way to get the above behaviour.

Obtain the URL for the Web Service

There's a button next to the name of your custom report... Select Web Services and View URLs from the Actions menu when you click it.

To access a URL, create a Snap Logic Pipeline.

• Get the WD Report. SLP file from this page.

• Importing a pipeline into Snap Logic is a simple process.

• Get Snap via modifying REST

• Change the Service URL to the Step 2 URL.

• Creating a New Account - Basic Authentication

• Use your Workday Username and Password to log in.

• Pipeline Validation

• You should be able to examine some sample data.

• If you're utilizing different fields, you may need to modify Mapper.

Advanced Report Type

An instance of Workday Coverage

Here's an example of how we could use the Composite report authors to make reporting on a salary disparity between men and women easier. This enables the needed claim to examine whether pay (actual pay outcomes, not simply the compensation rate) for boys and females in our firm is equitable, progressively, by pay grade.

For the past two years, we'd want to group pay outcomes into quarters. We don't want to look at it in terms of specific pay periods; instead, we want to segregate base hours compensation from overtime and shift differential time. In addition to compensation pay grade and a total, we want totals, averages, and percentages as a ratio of one subgroup (gender) to another.

We could probably use the help of the "Composite" report writer to get all these needs in one report. It would also help us determine whether there is a basic pay disparity between men and women, or if the difference is related to overtime assignments, as well as whether there is a problem in some pay grades.

Guidelines for Best Practices

It is strongly advised that you do not pull Workday reports from Workday that have calculated fields, since this will result in excessively slow import times, even for minor Workday reports.

Prerequisites

You'll need a Workday username and password to log in to your Workday RaaS account and create a Data Set.

Connecting to Your RaaS Account at Work

The settings in the Credentials and Details panes of the Workday RaaS Connector page are listed in this section. The two panes on this page, Scheduling, and Name & Describe Your Dataset, are universal across most connector types and are covered in greater depth in Adding a Dataset Using a Data Connector.

Pane of Credentials

Fields for entering credentials to connect to your Workday RaaS account can be found in this pane. The table below lists the requirements for each field.

• Enter your Workday login credentials.

• Enter your Workday password.

You can use the same account to create a new Workday RaaS Dataset once you've submitted valid Workday RaaS credentials. In the Data Centre’s Accounts tab, you can manage connector accounts.

Enter the Report's URL here.

Enter the Workday or Simple XML Report's URL. You must include the report name in the URL as well as the fully qualified path.

Enter the fields you want to be excluded from.

If you want to omit any fields (columns) from your XML import, type them in a comma-separated list.

Additional Panes

See Adding a Data Set Using a Data Connector for further information on the remaining areas of the connector interface, including how to define a schedule, retry, and update options.

Troubleshooting

Only Workday Workday reports in Workday XML or Simple XML format are supported by this connector. It does not support CSV, RSS, G Data, or JSON Workday reports.

Follow these steps to find report URLs in Workday.

• For the report you want, go to the View Custom Report screen.

• Select Web Service> View URLs from the orange ellipsis next to the report name.

• Select Workday XML or Simple XML from the drop-down menu.

• This will take you to a report in XML format.

• Take note of the report's URL.

Conclusion

Employees at Workday can run several Workday reports based on their functions. Many of these Workday reports are available as screen results based on the parameters submitted by the users. Filtering by column is possible, as well as exporting to Microsoft Excel for further sorting, formatting, and analysis. You can also know in detail about Workday reports through Workday online training.

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