Your 5-Minute Guide to Workday Reporting

Category: Workday Reporting Posted:Oct 23, 2020 By: Robert

Your-5-Minute-Guide-to-Workday-Reporting

Workday offers a variety of benefits to businesses in a wide range of sectors, including healthcare, manufacturing, media, insurance reporting, and everything in between. And whatever classification your organization fits into, it’s a near-universal truth that you can’t enhance what you can not measure. Fortunately, Workday provides a selection of ways to build reports that will help you better understand your business efficiency. This Workday reporting guide should provide you with an understanding of the various types of reporting available in the service.

Various Types Of Reporting in Workday

Workday offers 3 key types of reporting (although some are more useful than others): Basic, Advanced, and Composite.

Basic

While Workday does provide basic reporting, its attributes are very basic, that makes it less beneficial than the other 2 types of reporting. At this level of reporting, you’ll have the ability, to sum up, data related to Time Off, Pay, and more. You’re also able to create basic reports as needed or on a reoccurring basis, and export them to Excel or as a PDF if required.

Advanced

Advanced reporting is your workhorse, your bread-and-butter, the feature that will offer the supermajority (say about 90%) of your reporting needs. This kind of reporting will permit you to do relatively intricate multi-data object reporting (joins on tables) and enables complex document selection (filtering system) and multi-level sorting.

Some built-in functions exist in Advanced reporting, including totals/subtotals, basic graphing (bar, pie, column), and security on data accessibility that’s automatically applied– which means report designers do not need to take into consideration security as it’s built into the system. Various other helpful functions of Advanced reporting include outcomes can be fed into an EIB, and easy viewing for the person running this kind of reporting (so long as they have access to all the data for all the employees called by the report, of course).

Composite

Composite reporting is usually used in edge cases(the 10% of situations that Advanced coverage can not handle). This sort of coverage supports a lot more complex estimations and is used a lot on the Money side of Workday, however, is only sometimes required on the HCM side.

Workday Reporting Example

Below’s an example of how we might use the composite report writer to streamline reporting on a gender wage void. Let’s say we need to analyze whether pay (actual pay results, not just the compensation rate) for men and women is equitable in our business, over time, by pay grade.

We want to aggregate pay results into quarters for the last 2 years. We don’t want to consider it by specific pay duration however rather want to separate base hours pay from overtime and change differential time. We also desire total amounts, standards, and percentages as a ratio of one subgroup (gender) to another, along with compensation pay grade and grand total.

The “Composite” report writer would help us to get all of these requirements in one report. It would also help us to address whether there’s a base salary difference by gender or if the difference is due to the assignment over time, and if there’s an issue in some pay grades and not all of them.

Bottom line

Our Workday reporting overview is a great area to get going when it comes to learning more about the power of Workday reports. Also, if you want to learn more, we are here to help you.

At ZaranTech we offer self-paced online training on Workday Absence Management. 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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