Configure Manager Metrics Reporting

Configure definitions for the

Manager Metrics

report for your companies and company hierarchies. The report provides managers with a quick snapshot of organization costs and average cost per headcount for a cost center, region, custom organization, or project.

Access the

Configure Manager Metrics

task.

As you complete the task, consider:

Option	Description
Company	Select one or more companies and company hierarchies that the manager metrics definition applies to. All must use the same fiscal schedule and belong to the same account set.
Translation Currency	The currency of the report. You can run the report in any currency in which you have exchange rates for conversion.
Translation Rule Set	If the company currency differs from the translation currency, select the translation rule set to use to calculate the translated amounts. You can use any of these translation rule sets: The default translation rule set of the company. Any other account translation rule set of the company.
Default Time Period	The relative time period choices that Workday provides, such as current period year to date (YTD), last 12 periods, and last year. The user who runs the report can change this selection.
Book	Narrow the activity in the reporting metrics to a specific book.

Select the

Organization Metrics

, including the key

Account/Account Summary

for each measure.

(Optional) Select a

Financial Headcount Definition

to include a headcount metrics section in the report.

This selected definition drives the calculation of headcount on the report. The metric fields on the report include:

Budgeted

Filled

Open

Available Plan

, and

Plan Usage

. When you run the report for an organization hierarchy, Workday aggregates the headcount metrics for all child organizations.

Managers can run the

Manager Metrics

report. Metrics default to the organization and time period from the definition, but managers can click

Change Selection

to select a different organization and relative time period. If the manager belongs to more than 1 organization, Workday uses the highest organization within the highest hierarchy node.