Concept: Report Security

Workday secures every report data source (RDS), RDS filter, and report field through a security domain . Example: When you view workers on a report, you might see their legal name but not their Social Security number.

Workday might secure an RDS and its RDS filters by different domains. Example: A user could have access to the

Workers for HCM Reporting

RDS, but can’t access the Workers by Role filter.

The

Data Sources

report displays which security groups can access each RDS and RDS filter.

Workday secures some RDSs, RDS filters, and report fields by constrained security groups. Users in constrained security groups can only view the instances available to their organization or role. Example: Managers in different organizations might all have access to employee performance data, but they can only view the performance data of employees in their respective organizations.

Sharing a report doesn't override report security. You can only share a report with users authorized to access it, and they might not see the same data as you.

The

Export to PDF and Excel

domain in the System functional area restricts who can export these types of files:

(For Workday Extend only) The Export to Excel feature on grids in Workday Extend doesn't support security policies configured on the

Export to PDF and Excel

domain. To prevent users from exporting grid data, the Workday Extend app developer must disable the Export to Excel feature on the grid.