Run Custom Time Tracking Reports with Data Source Filters
- Create Custom Reports. Create custom reports built off any of these data sources:
- Schedule Blocks
- Time Day
- Time Week
- Time Month
- Time Exceptions for a Period
- Security:Reports: Time Trackingdomain in the Time Tracking or Time Tracking Hub functional area.
When you run custom Time Tracking reports, Workday gathers data from multiple sources for all active workers. Filtering this data before running reports is more efficient than filtering it afterwards.
- Access theRun Custom Reporttask.
- Run the custom Time Tracking report.
- Set up data source filtering. As you complete the task, consider:
Option Description Exclude workers who have never entered time or time offWhen you have many workers who don’t report time or time off, limit the report to display only workers who do.Exclude Scheduling DataWhen you include scheduling data, Workday checks for eligibility for work schedule calendars while running the report. Improve performance by excluding scheduling data when you don’t want to report on it.WorkersSelect a subset of workers by choosing the workers individually. You can select active, inactive, and terminated workers.LocationsSelect all workers at a specific location.Job ProfilesSelect workers by job family or job profile.
The report will include all workers who match any of the filter categories you selected.
This example illustrates how you can filter data sources when running a Time Tracking report.
Field | Value |
|---|---|
Exclude workers who have never entered time or time off
| Yes |
Exclude Scheduling Data
| Yes |
Workers
| Betty Liu
|
Job Profiles
| Accountant
|
Locations
| San Francisco
|
If these workers have entered time or time off, the report will include Betty Liu, all accountants, and all workers in San Francisco.