Use Workday-Delivered Supplier Accounts Discovery Boards

Set up your tenant for Drive.

Security: Discovery Boards: Manage Delivered Discovery Boards
domain in the System functional area.

You can use Workday-delivered Supplier Accounts discovery boards as a starting point when configuring discovery boards. You can make copies of Workday-delivered discovery boards and share them using Drive.

You can use Supplier Accounts discovery boards to view data such as:

The average time to approve a supplier invoice.

The average number of days from the time you enter an invoice to the time you approve it.

The amount of discounts a supplier takes.

The top ten suppliers.

You can customize copied discovery boards by:

Adding visualizations to the discovery board.

Editing the copied discovery boards in Drive.

Removing visualizations.

Changes Workday makes to Workday-delivered discovery boards don't apply to copies you make of discovery boards.

Access the Delivered Discovery Boards
report.

Select the

Accounts Payable Discovery Board

Click

Make a Copy

and enter a location for the copy.

The twenty Workday-delivered visualizations open and display on these four tabs:

Spend

Supplier Analysis

Discounts

Process Efficiency

When Workday opens the visualizations, you might see some visualizations with two exclamation marks. This means that the visualization has no prompt criteria.

Select each visualization you want to make changes to, and click

Edit

to set up the prompts, run reports, and retrieve data.

Click

Select prompt values

to enter prompt values for the visualization.

Workday displays a link to the discovery board copy in Drive.

You can:

Customize the discovery board by adding visualizations.

Share the discovery board with other users.