Workday Report Writer Training

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Instructor Training
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Features ?

Frequently Asked Questions

Workday’s Report Writer feature enables you to design unique reports. You may utilise report writer to create reports that include information from both internal and external sources, including information from Workday.

Various resources are available on the WorkdayTrainings website. These sources include written materials and instructional videos.

There are a few free options for learning Workday. Finding free online lessons is one option. Search for free online courses that Workday or other providers are offering. Additionally, some businesses provide Workday products with free trial periods, which can be a useful way to test out the programme and learn how to use it.

Workday does not have a detailed manual on how to build reports. You may enrol in our online course to get in-depth knowledge.

You may enrol in workdaytrainings online training courses to become a Workday report writer.

Course Content

1.Description

2.Goals & Objectives

3.Agenda

4.Overview and Introduction

5.Where to Begin – Planning & Approach

6.Delivered Reports

a.Run & Copy a Standard Report

7.Report Writer Terminology & Concepts

8.Business Objects, Fields & Instances

9.Report Data Sources

10.Report Writer “Top 10”

11.Steps to Create a Report

12.Report Types

13.Selecting a Data Source

14.Temporary Reports

15.Report Writer Navigation

a.Create Custom Report (Type=Simple)

b.Change the Data Source on the Report

16.Report Output vs. Report Definition

17.Class Report Fields

18.Object Relationships

19.Reporting Resources                                            

a.WALKTHROUGH/HOMEWORK

20.Sorting and Filtering Report Fields

a.Add a Filter and Sort to the Report

21.Simple vs. Advanced Report Types

 

22.Advanced Filtering Options and Prompts

a.Change to Advanced Report Type and configure Filters that prompt user

23.Accessing Fields from Related Business Objects

24.Sorting and Filtering on Related Business Object Fields

a.Working with Related Business Objects

b.Contextual Reporting

c.Contextual Reporting

25.Subtotaling, Grouping & Outlining Reports

26.Subtotals & Grand Totals

a.Configure Subtotals and Grand Totals

27.Grouping & Outlining

a.Group, Total, Outline the Employee Audit Report

28.Data Source Security & Report Field Security

29.Sharing Reports

a.Modify Share

b.Modify Data Source

30.Locating Custom Reports

a.Add Custom Reports to Menus and as related actions

b.Add Report Tags to Custom Reports

c.Track Custom Reports.www.workdaytrainingonline.com                                            

31.Schedule and Share Output of Report

a.Scheduling Reports

32.Other Report Configuration Options

33.Report Run History

34.Maintain Excel Template

35.Transfer Ownership

36.Translating Custom Reports

37.Solutions

38.Manage Layouts & View URLs

39.Introduction to Custom Analytics – Matrix Reporting

40.Matrix Reporting – Viewing a Matrix Report

a.Create Matrix Report

41.Additional Resources

42.Test Report Performance

43.Where to go from here

44.Appendix A – Report management Security domains

45.Appendix B – Report Performance General Guidelines

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