Reporting and Analytics

August 7, 2026

Custom Reports and Analytics

Setup Considerations: Charts	In the Business Benefits section, added that users can now display company-specific branding or thematic colors on charts using report-specific custom categorical palettes.
Set Up Output Options for Custom Reports	Added a new row to step 3 for color palettes.
Set Up Custom Color Palettes	How to set up custom color palettes.
Concept: Charts	Added more to the first paragraph to explain custom color palettes.

Workday Reporting Concepts

Reference: Reporting Tools in Workday

Updated Can customize chart colors to Yes.

May 29, 2026

Custom Reports and Analytics

Set Up Output Options for Custom Reports	Clarified which chart types the Horizontal/Vertical Axis Scale option is available for.
Concept: Business View Data Sources	Updated topic to note that business views aren't supported for alerts.

May 15, 2026

Prism Analytics

Concept: Dataset Example Data

Added information to the descriptions for custom and default example data.

May 1, 2026

Custom Reports and Analytics

Set Up Prompt Options for Custom Reports

Added a new note and updated the Prompt Qualifier row to explain the relationship between the Comparison Value on the Filter tab and the Prompt Qualifier on the Prompts tab.

Prism Analytics

Steps: Set Up Tenant for Prism Analytics

Clarified security configuration in step 5.

April 17, 2026

Custom Reports and Analytics

Setup Considerations: Custom Reporting

Added a recommendation to update any Prism Analytics data change tasks (DCTs) that use a custom report as a source if the report's schema is modified.

Prism Analytics

Add a Prism Calculated Field to a Dataset	Updated the description of the Field type component to clarify that numeric fields support a maximum precision of 38 digits.
Reference: Validation Stages	Clarified that Workday doesn't automatically create the exception table.
Concept: Data Change Tasks	Added a section for the impact of source report schema changes.

April 3, 2026

Custom Reports and Analytics

Setup Considerations: Custom Reporting	Added a note to clarify that Workday doesn’t allow scheduling or directly executing Data Change Tasks as automated business process steps if they use a direct file upload as a source.
Setup Considerations: Custom Reporting	Expanded the Recommendations section by adding a bullet about optimal performance when using a report in high-volume RDSs.

Prism Analytics

Concept: Dataset Workspace	Added disclaimer about base datasets.
Steps: Add Prism Data Change Service to a Business Process	Added a note to clarify that Workday doesn’t allow scheduling or directly executing Data Change Tasks as automated business process steps if they use a direct file upload as a source.
Concept: Data Change Tasks	Added a note to clarify that Workday doesn’t allow scheduling or directly executing Data Change Tasks as automated business process steps if they use a direct file upload as a source.

March 13, 2026

Custom Reports and Analytics

Set Up Prompt Options for Custom Reports	Added a new row for the new control prompt values column to the Prompts tab when editing a custom report.
Set Up Output Options for Custom Reports	Added more information to the Quadrants row for scatter plot charts. Removed the scatter chart type row.
Set Up Output Options for Custom Reports	Added a new Primary Axis row and removed the Horizontal/Vertical row for more clarity.
Reference: Chart Types	Added a new row for Funnel charts.
Set Up Grouping and Summarizing for Matrix Reports	Updated to add a note about the impact of dynamic grouping on the Control Prompts Value column.
Reference: WQL REST API	Updated descriptions and examples for GET /dataSources , GET /dataSources/{ID} , and GET /dataSources/{ID}/fields/{subresourceID} .

Prism Analytics

Concept: Dataset Workspace	Updated for the new visual transformation canvas.
Steps: Create a Dataset with External Data (SFTP Server)	Added the recommendation to use tables instead of base datasets.
Steps: Create a Dataset with External Data (Upload a File)	Added the recommendation to use tables instead of base datasets.
Steps: Create a Dataset Using Workday Data	Added the recommendation to use tables instead of base datasets.
Steps: Create a Derived Dataset	Updated for the new visual transformation canvas.
Import a Table or Dataset into a Derived Dataset	Updated for the new visual transformation canvas.
Parse External Data in a Dataset	Made one small language improvement.
Add a Stage to a Dataset	A few small clarifications.
Manage Dataset Fields	Mentioned the new Update Output Names icon.
Reference: Validation Stages	Describes how to add the validation stage.
Steps: Add Prism Data Change Service to a Business Process	How to add Prism data change service step to a business process.
Concept: Dataset Publish Schedules	Added information about triggering a dataset publish event through a business process.
Add an Instance Mapping Stage	Made one small clarification.

Workday Reporting Concepts

Concept: Key Resources for Exploring Workday’s Reporting Structure	Describes key resources to explore Reporting Structure in Workday.
Concept: Workday Reporting Relationships	Describes the business objects relationships in Workday reporting.
Concept: Examples of Report-Building Methods	Describes 2 methods of building reports in Workday.

Worksheets

Concept: Live Data in Workbooks	Added information about contextual commenting for custom composite reports.
Concept: Editing Workbooks	Added information about the Collaborate panel you can use to add cell-specific comments to workbooks.