Workday Reports

Workday is a cloud-based software for human capital management and financial management. The Workday can be used as a service model. Workday understands the importance of unified integration and organizational functioning. According to Gartner.com, Workday is the leading provider in the ERP industry. With the unique system for finance and HR, Workday offers us full visibility to make data-driven decisions. Workday enhances payroll and HR compliance, reduces risk and provides the best data for making decisions. Because of its many features and advantages, Workday has become a choice for diverse organizations and offers numerous employment opportunities. Over the past several years, Workday has often paved the way for innovative reporting. They often directly work with some of their key customers to create new reporting and analytics capabilities that meet the needs of their customers. In this blog, let us go through Workday Reports in detail. Workday offers many standard reports which can be tailored to the needs of the end-user. To work with the data in the reports, we can export them in the Excel format. These reports can be filtered or saved in Workday. Reports are displayed on dashboards using live data that can be drilled. It gives accurate, real-time data to the end-users along with the completion of data analysis and business processes. In Workday, custom reports in functional areas are also available. These reports can be configured according to MSU specific requirements and business processes.

Workday Reports - Table of Content

Various kinds of reports in Workday:

Workday provides three main types of reports: Basic, Advanced and Composite.

Basic:

Workday provides basic reporting; its functionality is very easy, making it less useful than the other types of reporting. At this reporting level, we can summarize information about pay, time off, etc. We can also create basic reports as per the requirement or on a recurring basis and can export in PDF or Excel format if it is required.

Advanced:

Advanced Reporting will definitely serve our reporting needs. It enables us to perform complex multi-data object reporting and enables us to filter complex records and also multi-level sorting. In advanced reporting, some of the built-in functions available are subtotals or totals, simple graphs like bar graphs, columns, pie and data access security which apply automatically. This shows that the developer need not worry about the security as this feature is in-built in the system. Another most important feature in Advanced reporting is that outputs can be integrated with the EIB and easy display for the person executing this kind of report to the extent that they have access to all data from all employees referred to in the report, of course.

Composite:

Composite reports are most commonly used in extreme situations, i.e., 10% of the situations that advanced reports cannot handle. This kind of report will support more complex calculations. It is used extensively on the financial side of Workday. However, it is only needed from time to time on the HCM side.

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There are some Workday Reports that can be accessed by Role. They are:

Employee As Self:

An individual in this Role access reports like My Time Off, Payment Elections, My Payslips, View Printable Employee Review, Benefit Elections as of Date, My Contact Information, My Emergency Contacts, Find Workers.

Manager:

An individual in this Role access reports like Compensation Summary, Headcount Report, Compare Team, Compensation Analysis, My Team's Schedule, Time Off by Period, Current Employee Detail Report, Staffing Activity Summary, UM Evacuation Information, UM Missing Evacuation Information, UM_Employees Primary Home Address.

HR Partner:

An individual in this Role access reports like Current Employee Detail, Employees on Leave, Staffing Activity Summary, Business Process Tracker, Time Off by Period, Compensation Spreadsheet, Employees by Organization, Employees and Roles by Sup Org, View Open Positions Detailed, Termination Details, UM Activity Pay All Workers, UM Visa Information, UM Evacuation Information, UM Missing Evacuation Information, UM_Employees Primary Home Address, UM_Emergency Contact Information.

HR Business Process Initiator:

An individual in this Role access reports like UM_Manage Job Requisitions, Business Process Tracker, Compensation Spreadsheet, View Open Positions Đ Detailed, Business Process Transactions of Type Awaiting Action, UM Visa Information, UM_Employees Primary Home Address, UM_Emergency Contact Information.

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Timekeeper:

An individual in this Role access reports like UM_Employee Timecard Status, UM_Employee Time Card Detail by Earning and Position, UM_Timecard Audit by Earning and Position, UM_Employees with Unmatched Punches, UM_Employee with Short Lunch (<20 minutes="" um_timecard="" overtime="" p="">

Cost Center Manager:

An individual in this Role access reports like All Workers Costing Allocations, UM_Expired Costing Allocation, UM_Expiring Costing Allocation, Worker's Cost Center and Legacy Value by Org, UM Activity Pay All Workers, UM_Compensation Merit Changes, Time Off by Period.

Finance Reviewer:

An individual in this Role access reports like UM_Labor Distribution, All Workers Costing Allocations, UM_Expired Costing Allocation, UM_Expiring Costing Allocation, UM Activity Pay All Workers.

Finance Business Process Initiator:

An individual in this Role access reports like All Workers Costing Allocations, UM_Expired Costing Allocation, UM_Expiring Costing Allocation.

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How to Run a report?

  • If you want to run a report on Workday, you can search for the report on the search bar.
  • Then click on the report you wanted to run.
  • Based on the report you have chosen, Workday will prompt you to fill in specific reporting criteria like the start date, end date, organization, etc. There are some reports that run without the need for the user to fill in details.
  • After filling in the details, you can click on ok in order to execute the report.
  • The result is displayed, and it can be filtered using the filter icon that is located in the right corner. You can also export this report in an Excel format by selecting the Excel icon in the filter options.

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Conclusion:

In this blog, we have covered the information related to Workday Reports and how to run those reports. We hope you found this information helpful. If you are searching for any other topic related to Workday, feel free to drop a comment in the comment section. We will revert back to that topic.

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Manikanth
Manikanth
Research Analyst
As a Senior Writer for HKR Trainings, Sai Manikanth has a great understanding of today’s data-driven environment, which includes key aspects such as Business Intelligence and data management. He manages the task of creating great content in the areas of Digital Marketing, Content Management, Project Management & Methodologies, Product Lifecycle Management Tools. Connect with him on LinkedIn and Twitter.