Workday Report Writer, Calculated Fields and Advanced

Reporting Course Content

Contents

Workday Report Writer Course Content ...................................................... 2

www.erpcloudtraining.com, Email: [email protected]

1
 Workday Report Writer Course Content

1. Delivered Reports
1.1. Run & Copy a Standard report
2. Report Writer Terminology & Concepts
3. Business Objects, Fields & Instances
4. Report Data Sources
5. Report Writer “Top 10”
6. Steps to Create a Report
7. Report Types
8. Selecting a Data Source
9. Temporary Reports
10. Report Writer Navigation
10.1. Create Custom Report (Type=Simple)
10.2. Change the Data Source on the Report
11. Report Output vs. Report Definition
12. Class Report Fields
13. Object Relationships
14. Reporting Resources
14.1. WALKTHROUGH/HOMEWORK
15. Sorting and Filtering Report Fields
15.1. Add a Filter and Sort to the Report
16. Simple vs. Advanced Report Types
17. Advanced Filtering Options and Prompts
17.1. Change to Advanced Report Type and configure Filters thatprompt user
18. Accessing Fields from Related Business Objects
19. Sorting and Filtering on Related Business Object Fields
19.1. Working with Related Business Objects
19.2. Contextual Reporting
19.3. Contextual Reporting
20. Subtotaling, Grouping & Outlining Reports

www.erpcloudtraining.com, Email: [email protected]

2
 21. Subtotals & Grand Totals
21.1. Configure Subtotals and Grand Totals
22. Grouping & Outlining
22.1. Group, Total, Outline the Employee Audit Report
23. Data Source Security & Report Field Security
24. Sharing Reports
24.1. Modify Share
24.2. Modify Data Source
25. Locating Custom Reports
25.1. Add Custom Reports to Menus and as related actions
25.2. Add Report Tags to Custom Reports
26. Track Custom Reports.
27. Schedule and Share Output of Report
27.1. Scheduling Reports
28. Other Report Configuration Options
29. Report Run History
30. Maintain Excel Template
31. Transfer Ownership
32. Translating Custom Reports
32.1. Solutions
33. Manage Layouts & View URLs
34. Introduction to Custom Analytics - Matrix Reporting
35. Matrix Reporting – Viewing a Matrix Report
35.1. Create Matrix Report

www.erpcloudtraining.com, Email: [email protected]

3
 Workday Calculated Fields Course Content
1. Description
2. Goal & Objectives
3. Agenda
4. Calculated Fields– Tasks & Reports
4.1. Who can see a calculated Field definition? Who can use acalculated field
and see the value?
5. Calculated Fields
6. Available Calculated Fields Functions and Field Types
6.1 How can you see existing calculated fields in the tenant?
6.2 Copy a custom report to use for testing calculated fields
7. Creating a Calculated Field
7.1 Format Date
7.2 Date Difference and Increment or Decrement Date
7.3 Build Date
7.4 True/False Condition
8. Convert Currency
9. Creating Logical Calculated Fields
9.1 Evaluate Expression
9.2 View Calculation Hierarchy & Where Used information aboutyour
Calculated Fields
10. Lookup Range Band
11. Lookup Date Rollup
12. Working with Text Function Types

12.1 Substring Text, Concatenate Text, and Format Text

4
 12.2 Text Length
12.3 Convert Text to Number
13. Working with Related Business Objects
14. Lookup Related Value
15. More on Lookup Related Value
15.1 Lookup Related value
16. Extract Single Instance
17. Extract Multi-Instance
18. Lookup Value as of Date
18.1 Extract Multi-Instance and Lookup Value as of Date
18.2 Demo/Walkthrough- More on Lookup Value as of Date
19. Change Detection
20. Prompt for Value
21. Arithmetic Calculation
22. Analyze Components of Calculation- Arithmetic Calculation
22.1 Arithmetic Calculation
23. System-wide vs. Report Specific Calculated Fields.
24. Count Related Instances
25. System Related Instances
25.1 Count, Sum, and Average Meal Expense Lines Per Expense Report
26. Aggregate Related Instances
26.1 Aggregate Related Instances
27. Lookup Organizational Roles

www.erpcloudtraining.com, Email: [email protected]

5
 28. Lookup Organization
28.1 Lookup Organizational Roles and Lookup Organization
29. Lookup Hierarchy
30. Lookup Hierarchy Rollup
30.1 Lookup Hierarchy and Lookup Hierarchy Rollup
31. Lookup Translated Value
32. Design & Implementation Considerations

www.erpcloudtraining.com, Email: [email protected]

6
 Workday Advanced Reporting Course Content

Composite Reports

● Create Composite Reports

● Enable Business Objects for Filtering and Grouping

● Setting Up Composite Report’s Columns, Rows, and Cells

● Additional Options for Composite Reports

● Setting Up Output Options for Composite Reports

● Create Outline Structures for Composite Reports

● Formatting Styles

● Prompt Sets for Composite Reports

● Composite Report Columns

● Composite Report Rows

● Composite Report Cells

● Create a Report on the Gender Breakdown of Active Workers

Trending Reports Overview

● Creating Trending Reports

● Setting Up Trending Reports

● Trended Workers Data Source

www.erpcloudtraining.com, Email: [email protected]

7
 ● Tenants for Trended Worker Reporting

● Trended Workers Data Source Overview

● Find Custom Reports Based on the Trended Workers Data Source

● Trended Workers Data Source

● Reporting on the Trended Workers Data Source

Transposed Reports Overview

● Create Transposed Reports

● Rows for Transposed Reports

Search Reports Overview

● Overview of Search Report

● Create Search Reports

nBox Reports view

● Create nBox Reports

● Matrix Options for nBox Reports

Worklets and Dashboards

● Custom Dashboards

● Create Custom Dashboards

● Configure Dashboard Content

● Enable Reports for Related Worklets

www.erpcloudtraining.com, Email: [email protected]

8
 ● Save Custom Prompt Values for Worklets
● Custom Worklets

● Worklet Performance

Custom Metrics and Scorecards Overview

● Create Custom Metrics and Scorecards

● Analytic Scorecard Profiles and Metric Sets

● Create Custom Metrics

● Custom Reports for Scorecards

● Process and Review Metrics

● Workday Scorecards Overview

● Custom Scorecard Report Definition

● Scorecard Results

● Metric Calculations for Dependent Metrics

www.erpcloudtraining.com, Email: [email protected]