Using Workday Reports PDF

Manager 

Getting Started: Using Workday Reports  Reports  Workday Reports Workday offers many reports that allow you to summarize information that is contained in the program. The categories include Time Off, Pay, Academic Statistics Statistics and more. You can run a report on an as needed basis or you can schedule a report to run on a recurring basis, delivered to your Workday Notifications Notifications.. (You can find this in the upper right hand corner when you click on your name > Notifications)) Notifications

Adding the Report Worklet to your Workday Home Page From your Home page: 1.  Click the Settings the Settings icon

in the upper right hand corner of the

Home page. The Configure Worklets page displays. 2.  Click the Plus icon

to add the Report worklet.

3.  Click the Prompt icon

and type in Report Report.. Press Enter Enter..

3.  An alphabetical listing of all standard reports is displayed. 4.  Scroll until you locate the report you want to run and click on it. 5.  We will use the All Employee Time Off  report  report as our example.

4.  A listing of matching options will display. Click on the Reports option to add the worklet. 5.  Click OK OK >  > Done. Done.  

Using the Report Worklet-View Category 1.  Click the Reports the Reports worklet.  worklet. The Reports worklet displays with two sections. 2.  Under View, Click on the More hyperlink.

6.  Click the Prompt icon

and choose the Organization(s) Organization(s)  

that you want to include. You can add as many as you want.

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Getting Started: Using Workday Reports  Reports  7.  Choose whether you want to include Subordinate Organizations and/or Organizations  and/or Managers Managers.. 8.  Enter the Start Start and  and End End  Dates Dates  using the calendar prompt,

Exporting a Report to Excel ,

if necessary.

on the the

upper right corner of the report. You can click on either either one. If you click on the top icon, you will get the entire header of the report. If you click on the bottom icon, you will only get the header row of the report.

9.  Click on OK OK.. 10. The The Time Off report will display. 11. If If you want to change the criteria for the report without having to start all over, click on the Arrow Arrow  icon,

1.  Fro From m with within in the the repo report rt,, ther there e are are two two Excel Excel icon icons, s,

located in the

upper left corner of the report. 12. You You can enter new criteria, then click on OK OK to  to rerun the report.

  13.A Document Available notification will be delivered to your Notifications area of Workday. Click on the icon to launch the report. Please note that the report may be minimized on your taskbar. This will only happen if if you schedule a report or it will will ask you if you want to be notified when the job is done.

Options Available for Working with Reports You can easily manipulate the information that displays in your selected report, including filtering the information and exporting the list to Excel. You can also choose to have the report exported as a .pdf so that you can print it out. If you want to export your report into Excel or as a .pdf, please make sure you are working in Workday through either Chrome or Firefox. Internet Explorer does not always interface well with these two processes.

2.  The entire report report will be exported into an Excel worksheet. It may display as minimized on the Task Bar. Simply click on it and the worksheet will open.

Printing a Report 1.  From within the report, click on the Print Print  icon,

.

2.  Workday will export the report as a .pdf. It may display as minimized on the Task Bar. Simply click on it and the .pdf will open.

Adding a Chart to a Report-Only available in Matrix Reports 1.  From within the report, click on the Expand/Collapse Chart  Chart  icon,

.

2.  A default chart will be displayed above the report. 3.  Click on the Configure Configure  icon,

to change the chart type.

4.  You can also click on the Configure link to change the variables contained in the chart.

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Getting Started: Using Workday Reports  Reports  5.  To close the chart, scroll down below the chart and on the top right corner of the report, click on the Expand/Collapse Chart  Chart  icon,

.

Filtering 1.  Fro From m with within in th the e rep report ort,, cli click ck the the fi filt lter er ic icon on,,

.

2.  Select the Add button. 4.  Select the item for which you want to filter the report. You can apply filters on multiple fields. 5.  The report will automatically display the subset of records that meet the criteria. 3.  Click the Column field.

6.  To cl clea earr an any y fi fillte ter, r, si simp mply ly cl clic ick k on th the e

.

>

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Getting Started: Using Workday Reports  Reports  Using the Report Worklet-Tools to Schedule a Recurring Report 1.  Click the Reports the Reports worklet.  worklet.

6.  Click on OK OK.. 7.  Click on the

tab to enter information

on the details of date information and what you want the report to include.

The Reports worklet displays with two sections.

8.  Click on the

tab to specify other

recurrence information. 9.  Click on the

tab to choose whether you want

the output to be in Excel of .pdf format.

2.  Under the Tools Category, click on

.

The Schedule a Report screen is displayed.

Click on OK OK.. 10. A Document Available notification will then be delivered to your Notifications area of Workday. To access your Notifications, click on your name, then click on Notifications. Click on the icon to launch the report. Please note that the report may be minimized on your taskbar.

Using the Process Monitor The Process Monitor is used to view the status of any reports you have initiated. 3.  Enter the Report name or click on the Prompt Prompt  icon,

to look

up the report. 4.  We will use the All Employee Time Off Report as Report as our example.

1.  Click the Reports the Reports worklet.  worklet. 2.  The Reports worklet displays with two sections. 3.  Under the Tools Category, click on

5.  Click on the drop down arrow in the Run Frequency field to choose from the listing of valid recurrence options.

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Getting Started: Using Workday Reports  Reports 

Manager 

3.  Enter the From Date and Time and Time and the To Date and Time  Time  Your report notifications stay in your Notifications area for 30 days. After that, they can be found in in your Archives area. If you want to see all of your reports, click on your name on the top right and click on W:Drive. options. 4.  In the Process Types, enter Report Report..

  5. If necessary, change the Maximum Rows. 6.  Click on OK OK.. 7.  The Process Manager will display the status for each report.

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