Skip to main content
Documentation
Documentation
Administrator Guide
Last Updated: 2023-06-23
Example: View Employee Data Changes with Reports-as-a-Service

Example: View Employee Data Changes with Reports-as-a-Service

This example illustrates how to create lookup value as of date calculated fields to use in an advanced report to view changes between 2 dates in Reports-as-a-Service outputs.
You want to create a report that displays a list of employees who updated their primary work phone number in the past year. You then want to enable the report as a Workday Web Service and generate a URL so you can access the report results using an external reporting tool.
Security: These domains in the System functional area:
  • Custom Field Management
  • Custom Report Creation
  1. Access the
    Create Calculated Field
     task.
    Create a lookup value as of date calculated field for each date parameter.
    1. Enter
      Primary Work Phone - From
       on the
      Field Name
       field.
    2. Select
      Worker
       on the
      Business Object
       prompt.
    3. Select
      Lookup Value As Of Date
       on the
      Function
       prompt.
    4. Click
      OK
      .
    5. Select these values on the
      Calculation
       tab:
      Prompt
      Value
      Source Field
      Phone - Primary Work
      Entry Date
      Prompt - Date 1
    6. On the
      Additional Info
       tab, enter
      Primary Work Phone Number value from Prompt - Date 1
       on the
      Description
       field.
    7. Select
      Address & Phone
       on the
      Category
       prompt.
    8. Click
      OK
      .
    9. Click
      Create Another Calculation
      .
    10. Enter
      Primary Work Phone - To
       on the
      Field Name
       field.
    11. Select
      Worker
       on the
      Business Object
       prompt.
    12. Select
      Lookup Value As Of Date
       on the
      Function
       prompt.
    13. Click
      OK
      .
    14. Select these values on the
      Calculation
       tab:
      Prompt
      Value
      Source Field
      Phone - Primary Work
      Entry Date
      Prompt - Date 2
    15. On the
      Additional Info
       tab, enter
      Primary Work Phone Number value from Prompt - Date 2
       on the
      Description
       field.
    16. Select
      Address & Phone
       on the
      Category
       prompt.
    17. Click
      OK
      .
    18. Click
      Done
      .
  2. Access the
    Create Custom Report
     task.
    Create an advanced report that displays a list of employees who changed their primary work phone number within the date parameters.
    1. Enter
      Primary Work Phone Delta
       on the
      Report Name
       field.
    2. Select
      Advanced
       on the
      Report Type
       prompt.
    3. Select the
      Enable As Web Service
       check box.
    4. Clear the
      Optimized for Performance
       check box.
    5. Select
      Workers for HCM Reporting
       on the
      Data Source
       prompt.
    6. Click
      OK
      .
    7. On the
      Columns
       tab, select
      Worker
       on the
      Field
       prompt.
    8. Enter
      Worker Reference
       on the
      Column Heading Override
       field.
    9. On the
      Filter
       tab, add a row to the
      Filter on Instances
       grid.
    10. Select these values on the grid:
      Prompt
      Value
      Field
      Primary Work Phone - From
      Operator
      not equal to
      Comparison Type
      Value from another field
      Comparison Value
      Primary Work Phone - To
    11. On the
      Prompts
       tab, select the
      Populate Undefined Prompt Defaults
       check box.
    12. For the
      Prompt - Date 1
      Field
      , enter
      From Date
       on the
      Label for Prompt
       field.
    13. Select the
      Required
       check box for the field.
    14. For the
      Prompt - Date 2
      Field
      , enter
      To Date
       on the
      Label for Prompt
       field.
    15. Select the
      Required
       check box for the field.
    16. Click
      OK
      .
    17. From the related actions menu of the advanced report, select
      Web Service
      View URLs
      .
    18. Enter these dates:
      Prompt
      Value
      From Date
      01/01/2019
      To Date
      01/01/2020
    19. Click
      OK
      .
    20. Select
      CSV
      .
    21. Open the downloaded CSV file in an external reporting tool, such as Microsoft Excel.
The file displays a list of employees who changed their primary work phone number within the past year.
You can:
  • Change the date parameters to list changes that occurred within the past 2 weeks, 6 months, and so on.
  • Select different RaaS outputs to fit your business needs.