Creating reports in Workday is a crucial task for HR professionals, managers, and employees alike. These reports help in data analysis, decision-making, and strategic planning. Here's a step-by-step guide on how to create and customize reports in Workday.
Before we dive into the specifics, ensure you have the necessary permissions to access and create reports. If you're unsure, consult your Workday administrator.
Navigating to the Report Builder
To start creating reports, you first need to access the Report Builder. Here's how:
1. Click on the 'Navigation' icon (three horizontal lines) in the top-left corner of your screen. 2. Select 'Reporting' from the menu. 3. Click on 'Report Builder'.
Understanding Report Types
Workday offers several report types. Understanding each can help you choose the best one for your needs:
- Standard Reports: Pre-built reports that you can run and customize.
- Ad Hoc Reports: Custom reports that you can create from scratch or modify existing ones.
- Dashboard Reports: Reports that you can add to dashboards for quick access and visualization.
For this guide, we'll focus on creating an Ad Hoc Report.
Creating an Ad Hoc Report
To create a new Ad Hoc Report, follow these steps:
- In the Report Builder, click on 'New Report'.
- Select 'Ad Hoc Report' and click 'Next'.
- Enter a report name and description, then click 'Next'.
- Choose the report format (e.g., Table, Chart, or Both), then click 'Next'.
- Select the data source (e.g., Business Object, Reference Data, etc.).
- Drag and drop the desired fields into the report canvas. You can also use the search bar to find specific fields.
- Customize the report by adding filters, sorting, and grouping options as needed.
- Click 'Run Report' to preview your report.
- Once satisfied with your report, click 'Save' to save it for future use.
Customizing Report Appearance
Workday allows you to customize the appearance of your reports to make them more visually appealing and easier to read.
To customize the report appearance:
- Select the report you want to customize.
- Click on the 'Customize' icon (paintbrush) at the top of the report canvas.
- Use the options in the right-hand panel to customize the report theme, fonts, colors, and more.
- Click 'Apply' to see the changes in real-time.
- Once satisfied with the changes, click 'Save' to apply the customizations to your report.
Remember, the key to creating effective reports is to keep them simple, relevant, and easy to understand. Always consider your audience and what information they need to make informed decisions.
Now that you know how to create and customize reports in Workday, it's time to start exploring and analyzing your data. Happy reporting!