Getting Started: Using Workday Reports Manager

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 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. (You can find this in
the upper right hand corner when you click on your name >
Notifications)

Adding the Report Worklet to your Workday Home Page

From your Home page:

1. Click the Settings icon in the upper right hand corner of the
Home page. The Configure Worklets page displays. 3. An alphabetical listing of all standard reports is displayed.
2. Click the Plus icon to add the Report worklet. 4. Scroll until you locate the report you want to run and click on it.

3. Click the Prompt icon and type in Report. Press Enter. 5. We will use the All Employee Time Off report as our example.

4. A listing of matching options will display. Click on the Reports

option to add the worklet.

5. Click OK > Done.

Using the Report Worklet-View Category

1. Click the Reports 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)

that you want to include. You can add as many as you want.
     
     
 
 
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Getting Started: Using Workday Reports Manager
 
7. Choose whether you want to include Subordinate Exporting a Report to Excel
Organizations and/or Managers.
1. From within the report, there are two Excel icons, on the
8. Enter the Start and End Dates using the calendar prompt, ,
if necessary. upper right corner of the report. You can click on either one. If
you click on the top icon, you will get the entire header of the
9. Click on OK. report. If you click on the bottom icon, you will only get the
10. The Time Off report will display. header row of the report.

11. If you want to change the criteria for the report without having 2. The entire report will be exported into an Excel worksheet. It
to start all over, click on the Arrow icon, located in the may display as minimized on the Task Bar. Simply click on it
upper left corner of the report. and the worksheet will open.
12. You can enter new criteria, then click on OK to rerun the report. Printing a Report
13. A Document Available notification will be delivered to your
Notifications area of Workday. Click on the icon to launch the 1. From within the report, click on the Print icon, .
report. Please note that the report may be minimized on your
2. Workday will export the report as a .pdf. It may display as
taskbar. This will only happen if you schedule a report or it will
minimized on the Task Bar. Simply click on it and the .pdf will
ask you if you want to be notified when the job is done.
open.
Options Available for Working with Reports
Adding a Chart to a Report-Only available in Matrix
You can easily manipulate the information that displays in your Reports
selected report, including filtering the information and exporting the
list to Excel. You can also choose to have the report exported as a 1. From within the report, click on the Expand/Collapse Chart
.pdf so that you can print it out. icon, .

2. A default chart will be displayed above the report.

If you want to export your report into Excel or as a
.pdf, please make sure you are working in Workday 3. Click on the Configure icon, to change the chart type.
through either Chrome or Firefox. Internet Explorer
does not always interface well with these two 4. You can also click on the Configure link to change the variables
processes. contained in the chart.

     
     
 
 
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Getting Started: Using Workday Reports Manager
 
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
icon, .

Filtering

1. From within the report, click the filter icon, .

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 clear any filter, simply click on the . >

     
     
 
 
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Getting Started: Using Workday Reports Manager
 
Using the Report Worklet-Tools to Schedule a Recurring 6. Click on OK.
Report
7. Click on the tab to enter information
1. Click the Reports worklet.
on the details of date information and what you want the report
The Reports worklet displays with two sections.
to include.

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.

Click on OK.

10. A Document Available notification will then be delivered to your

2. Under the Tools Category, click on .
Notifications area of Workday. To access your Notifications,
The Schedule a Report screen is displayed. 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.

1. Click the Reports worklet.

3. Enter the Report name or click on the Prompt icon, to look
2. The Reports worklet displays with two sections.
up the report.
3. Under the Tools Category, click on
4. We will use the All Employee Time Off Report as our
example.

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 Manager
 

3. Enter the From Date and Time and the To Date and Time
Your report notifications stay in your Notifications area
for 30 days. After that, they can be found 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.

5. If necessary, change the Maximum Rows.

6. Click on OK.

7. The Process Manager will display the status for each report.

     
     
 
 
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