Steps to arrange the Workday Reports

Category: Workday Reporting Posted:Oct 27, 2020 By: Alvera Anto

Workday reports are critical. They’re a key to the knowledge that is processed and guarded in the Workday tenant around the enterprise. It can be a fairly straightforward activity to produce reports, but it is important for the report to be effective and not overly complicated. 

In building a custom report or handling a regular report, there are several basics to remember. They include: 

  • A good understanding of the domain and the functional criteria to restrict the returned data 
  • Knowledge of primary and relational business objects that can restrict the number of database reads    
  • Knowledge of how to:
  1. Leverage data sources for indexes
  2. Calculated Optimize Fields  
  3. Enforce static fields 
  4. Run Validation of Report Log 
  5. Conduct tuning for results

Checkout the Article- Your 5-Minute Guide to Workday Reporting

Tags for reporting 

You can create worklets that make them easy to identify when you add tags like categories to reports. You should show shortlists in your worklets instead of asking your users to manage long lists of reports. A dashboard of report worklets can also be developed. 

Suggestions for Avoiding Errors

Workday does not limit the length of the names of papers, so it is not appropriate to abbreviate them. 

  • Using a set number of letters in a prefix to line up the following report names is a great practice. Which makes it simpler to search a list of reports for a user.
  • It is simpler to read the title or proper case, especially in lists. Capital letter strings are complicated. 
  • Do not use the character “&.” Instead, use ‘and’. The Ampersand character tells the browser to show a special character on HTML pages.

Checkout the Article- The Workday Composite Report “One-Stop-Shop”

That’s all for today. If you want to learn more, we are here to help you. At ZaranTech we offer self-paced online training on Workday. To learn more about our courses, feel free to visit our website.

In the end, as always, thanks for reading, and stay safe and sound!

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