Workday Custom Reports

Custom Reports

Apart from Workday - Standard Reports, Workday allows you to create Custom Reports. There are variety of reports that you can create.

Task: Create Custom Report

There are 8 different reports that you can create depending on the need of the reporting.

1. Simple
2. Advanced
3. Matrix
4. Search
5. nBox
6. Composite
7. Transpose
8. Trending

Up on the Report Type selection, dynamically some more fields will show up. I will discuss in further posts on each of the report type.

Workday Custom Report

What's New in Workday - Standard Report

What's New in Workday

What's New is a delivered Standard Workday Report

This report provides release notes for Workday features and enhancements delivered to the preview tenant for the upcoming release. It's run in in Preview tenant and is updated on weekly basis.

Report - What's New in Workday

Example of 1 year duration report.

Select the Date range, and the Functionality (Multiple-Selection allowed) that you want to check. This results will show up on the next screen.

Functionality Example - Benefits, Compensation, payroll, system etc.,

For the given duration you will see the report which holds all the enhancement features that were released, about to release. With the date filters, you can select and identify all versions and related enhancements. 

The report results can be extracted in two formats - xls, pdf.

You can see another report - What's new in Last 7 days 

This report gives you  an alternate view to quickly check the newly added documentation for functional areas enabled in preview tenant. 

This report can be configured as a worklet in Adoption Planning dashboard in your Preview and Production tenants.

The report allows you to specify a different date range if you wanted to see, say 2 weeks, 1 month etc.,

Workday Catch Up Behavior - Scheduling Reports / Integrations

Catch Up Behavior - Scheduling

While scheduling the Reports or Integrations, you will come across Catch Up Behavior field which is mandatory. Using the Catch Up Behavior option enables you to limit how many times processes run after maintenance issues cause errors. 

You will see the below options available. First time scheduling you will only see (Run Once and None)

• Run Once - Selecting this option will Catch Up one time if it missed.
• None        -  Selecting this option will NOT Catch Up at all even though it missed.
• Legacy     -  Selecting this option will Catch Up the old /earlier expired ones. This is going to be deprecated in the future. [Don't be surprised if you don't see this now]

Example: If you schedule a process to run multiple times in a day when your environment is down for maintenance, you can limit the process to run once instead of catching up all missed occurrences.

During the maintenance window / Unplanned outage, if your reports or integrations were supposed to be running as per the schedule during that time you will use Catch up Behavior selection to tell what you want to do on the missed recurrences.

Note: You can't limit processes for schedules with a minute recurrence.