FAQ: Pay Balance Reports
- How can I include all results for theAs Ofoption on my custom pay balance reports?
- You can include anAs Ofoption when creating a custom pay balance report. YourAs Ofoption defaults to the beginning of the day (00:00:00). Example: You enter 2020-03-31 for theAs Ofoption. Workday uses the beginning of the day (00:00:00) as the default time and excludes all results for 2020-03-31.If you selectInclude Results Processed Byon theFieldcolumn when creating the custom report, you can select 1 of these options on theDefault Typecolumn:
- Determine default value at runtime: you can selectToday (End of Day)on theDefault Valuecolumn.
- Specify default value: you can select today's date and end of day time, use 23:59:59 on theDefault Valuecolumn.
Workday returns no data when you use anAs Ofoption before the balance period start date. - How can I get my custom reports to return results for theInclude Results Processed Byfield?
- When you selectInclude Results Processed Byon theFieldcolumn, Workday uses the beginning of the day (00:00:00) as the default time and excludes all results for that day.To include results for the entered date, use 1 of these report fields as theDefault Valuecolumn for theInclude Results Processed Byfield:
- Equal to As of Date: Workday automatically uses the enteredAs Ofdate instead of the current date and time.
- Today (End of Day): Workday automatically uses the current date and end of day time (23:59:59).
- How can I use balance periods that are based on the period schedule, notAs Ofdate, in my custom reports?
- Add theReference Period for Balanceprompt to your report.Example: From theReference Period for Balanceprompt, select a period schedule within January 2020 such as01/02/2020-01/08/2020 (Weekly (Mon-Sun)).The monthly balance period calculates the month of January 2020. Workday then only returns results with a period end date between 2020-01-01 and the specifiedAs Ofdate 2020-01-01.
- How can I maximize the performance of my custom pay balance reports?
- To reduce calculation time, use a data source that hasPayroll Result Linesas its primary business object. For best performance, use an indexed data source.
- Which standard reports display pay balance information?
- You can run these reports to see pay balances:
- Pay Balance Summary.
- Pay Calculation Results - Outstanding Arrears Balance Composite.
- Pay Calculation Results Summary.