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Administrator Guide
Last Updated: 2025-02-07
Reference: Fulfill a Report Request

Reference: Fulfill a Report Request

When you get a request to create a report, review the report requirements, but before creating a new report from scratch, follow these guidelines in the order listed below:
Guidelines
Description
Search for a similar report in your tenant.
  1. Perform 1 or all of these actions:
    1. Enter keywords in global search. If you can’t find the exact report, search for similar report elements, such as report data sources (RDS) or calculated fields.
    2. Run the
      All Workday - Delivered and Custom Reports
       report.
    3. Run the
      All Workday - Delivered and Custom Reports by Report Source
       report.
  2. If you find the report, see if it fits your needs. If not, consider if you can copy and edit the report to repurpose it to fit the request, by:
    1. Adding or removing columns
    2. Changing the sorting order
    3. Applying filters
    4. Using calculated fields to create new metrics based on existing data.
  3. Run and evaluate the report for accuracy, relevancy, user-friendliness, and effectiveness in supporting your organization's needs.
You can’t find a similar report in the tenant.
Look for the report in the WDSetup tenant:
  1. In the WDSetup tenant, browse the available packages by country or functional area and search for the report in the Configuration Catalog. See Configuration Catalog - Reports and Dashboards (RPT).
  2. If it’s available, migrate the report to your tenant. See How to Migrate Configuration Catalog Packages.
  3. Run and evaluate the report for accuracy, relevancy, user-friendliness, and effectiveness in supporting your organization's needs.
When you don’t find a similar report in any tenant, create the new report.
Create Custom Reports
  1. Decide what reporting tool you want to use. See Reference: Reporting Tools in Workday.
  2. Select the data source you want to use for the report. Run the Data Sources report and filter by category to review descriptions and security permissions of each data source and the associated data source filters.
  3. Select the appropriate fields for the report.
  4. Run and evaluate the report for accuracy, relevancy, user-friendliness, and effectiveness in supporting your organization's needs.
For a use case related to this topic, see Use Case: Fulfilling a Report Requestin the Use Case Library.