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Administrator Guide
Last Updated: 2023-09-08
Reference: Best Practices for Large Volume Reports

Reference: Best Practices for Large Volume Reports

Consider these performance best practices to optimize reports containing large volumes of data:
Object
Best Practice
Report Data Sources
Use indexed report data sources (RDSs) instead of nonindexed RDSs to optimize report performance.
For optimal report performance, select the RDS that returns the fewest business object instances that you need.
Example: You want to run a report that displays a row for each worker who received a bonus within a specified date range. Instead of using the
All Active and Terminated Workers
RDS, use the transactional event, such as
Payroll Results
, as the RDS and then filter for the date range and Bonus type.
Example: You want to run a report that displays results for 1 employee only. Instead of filtering a list of employees or setting up a prompt, use the
Worker from Prompt
RDS.
Subfilters
Use subfilters on advanced reports to filter on a related business object. To avoid nested loops, use the related business object as the primary business object.
Report Fields
Select report fields that target the data you want and use indexed fields to optimize report performance for:
  • Aggregation
  • Facets
  • Filtering
  • Group By
From the Global business object, use static global report fields in calculated fields and prompts since they always return the same value.
Filter Field Order
Sort fields in order of most restrictive to least restrictive. Workday evaluates filter conditions in the order that you define them in the report definition.
Calculated Fields in Filter
Use as few calculated fields in filter conditions as possible so that your report is more performant.
High Filter Ratio
Review the
High Filter Ratio
field on the
View Report Performance Logs
report to determine if your report is performant. If the ratio between the
Data Source Instance Count
and
Filtered Instance Count
is large, the RDS isn’t effectively providing the instances you need.
Example: Use the
My Direct Reports
RDS instead of filtering the
All Active Workers
RDS by manager.
Sorting Report Outputs
Avoid sorting report outputs to optimize report performance. When you enable sorting, Workday loads all the results in the report instead of loading a subset of the results.
Effective Moment
Avoid using an effective date to optimize report performance. Reports that use indexed RDSs don't support effective dates and perform better when you run the report using the current moment.
Restrict Scheduling Permissions
Restrict the number of users permitted to schedule reports to necessary individuals to optimize the performance of your tenant. When many users have permission to schedule reports, admins lose visibility into and control over how users schedule reports. Users might never use the report output or forget the scheduled report ran.