Workday Reports
Last updated on Jun 12, 2024
Workday Reports - Table of Content
- What is Workday Reporting?
- Different Types of Reports in Workday
- How do you run a Report?
- Benefits of Workday Reporting
- Conclusion
What is Workday Reporting?
Workday offers multiple types of reports that can be modified per user needs. Further, these Workday reports can be easily exported to MS Excel to work with data and stored in Workday effectively. Moreover, Workday reporting makes it much simpler and more accessible for data analysis to make effective decisions.
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Different Types of Reports in Workday
Workday offers different types of reports, such as;
- Basic
- Advanced
- Composite
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Basic:-Workday offers basic reporting features; however, because of its extremely simple features, it isn't as helpful as other reporting formats. We can review pay, vacation time, etc., data at this reporting level. In addition, we can produce standard reports based on request or on a repetitive basis, and if necessary, we can export them in PDF or Excel format.
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Advanced:- There's no doubt that this reporting will meet our reporting requirements. It allows us to filter complex files, do multi-level sorting, and execute complex multi-data object reporting. Some built-in features of advanced reporting include totals (or) subtotals, data access security that applies automatically, columns, pie charts, and basic graphs like bar charts. It demonstrates that the developer does not need to worry about safety since the feature is built into the system.
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Moreover, the ability to connect report outputs with the EIB and make them easy to view for the individual completing this type of report extends to giving them complete data access from all workforce included in the report. It is another key aspect of advanced reporting in Workday.
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Composite:- The composite reports are those complex reports typically used in extreme conditions. Advanced reports can't manage these reports and are mainly used in 10% of cases. Workday's financial department heavily utilizes it. That is only occasionally required on the HCM side, though. Further, these reports support complex computations.
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A few Workday Reports are accessible based on a role. They are as follows:
Employee As Self:
This role allows an individual to view the below reports. These include:
- My Payslips
- Payment Elections
- Benefit Elections as of Date
- My Emergency Contacts
- My Time Off
- My Contact Information
- Find Workers.
HR Partner:
An individual in the HR role can access the various reports in the organization. These include the following:
- Details of Current Employee
- Employees on Leave
- Summary of Staffing Activity
- Business Process Tracker
- Employees by Organization
- Time Off by Period
- Compensation Spreadsheet
- View Open Positions Detailed
- UM_Employees Primary Home Address
- Details of Termination
- UM Activity Pay All Workers
- UM Visa Information
- UM Evacuation Information
- UM Missing Evacuation Information
- UM_Emergency Contact Information.
Manager:
A manager can access the below reports in Workday. These reports include:
- Summary of Compensation
- Report on Headcount
- Team Comparison
- Detail Report of Current Employee
- UM Evacuation Info
- Compensation Analysis
- Staffing Activity Summary
- My Team's Schedule
- Time Off by Period
- Information of UM Missing Evacuation
- UM_Employees Primary Home Address
HR Business Process Initiator (BPI):
The individual in the HR business process initiator role can access the following reports:
- UM_Manage Job Requisitions
- View Open Positions Đ Detailed
- UM Visa Information
- Business Process Transactions of Type Awaiting Action
- UM_Employees Primary Home Address
- Business Process Tracker
- Spreadsheet of Compensation
- UM_Emergency Contact Information.
Timekeeper
An individual in the Timekeeper role can access the following types of reports in Workday:
- UM_Employee Timecard Status
- UM_Employees with Unmatched Punches
- UM_Employee Time Card Detail by Earning and Position
- UM_Timecard Audit by Earning and Position
- UM_Employee with Short Lunch (<20 minutes="" span="">
- UM_Timecard Overtime
Cost Center Manager
A cost center manager can access the following Workday reports related to workers:
- All Workers Costing Allocations
- Worker's Cost Center
- Legacy Value by Co.
- UM_Expired Costing Allocation
- UM_Expiring Costing Allocation
- UM_Compensation Merit Changes
- Time Off by Period
- UM Activity Pay All Workers
Finance Reviewer
A professional in a finance reviewer role can access the following reports:
- UM_Labor Distribution
- All Workers Costing Allocations
- UM_Expired Costing Allocation
- UM_Expiring Costing Allocation
- UM Activity Pay All Workers.
Finance Business Process Initiator (BPI)
A professional as a finance business process initiator can access the following reports in Workday:
- All Workers Costing Allocations
- UM_Expired Costing Allocation
- UM_Expiring Costing Allocation
Business Intelligence
The individuals in this finance role can access the below kinds of reports:
- BI Reports and Salary Details
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How do you run a Report?
By following these steps, you can run a report in Workday.
- You can use the search bar to find the report if you wish to run a report on Workday.
- After that, click the report you wish to execute.
- Workday will ask you to complete particular reporting criteria. It includes the start and finish dates and the organization based on the report you have selected. Specific reports can be run without requiring the user to provide any information.
- You can run the report by clicking "OK" after completing the details.
- The result is shown, and the filter icon in the right corner allows you to narrow it down. You may also export this report in an Excel file format by choosing the Excel icon from the filter options.
Benefits of Workday Reporting
The following are the various Workday Reporting benefits for an organization:
- Real-time data access and workforce analytics information.
- It allows integration with other vital functions such as HR, finance, payroll, operations, etc.
- It offers a platform to build various customized reports.
- It offers many advanced workforce analytics.
- This platform has a user-friendly and intuitive interface.
- It provides robust data security and automates the reporting process.
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Conclusion
Thus, you have gone through the essential analytics and features of Workday reports and how to execute these reports. Business entities should use these reports to manage their HCM and other business strategies to make informed business decisions. Moreover, using these reports may help companies in many ways. We hope you find this blog helpful, and keep watching this space for more updates.
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