Use Case: Fulfilling a Report Request
Audience
Financial professionals in these roles who are responsible for creating reports in an organization:
- Centralized report writers
- Accountants and financial analysts
These role names may differ from those at your organization.
Overview
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:
- Search for a similar report in your tenant.
- If you can’t find the report in your tenant, look for a similar report in the WDSetup tenant by browsing the available packages in the Configuration Catalog.
- When you don’t find a similar report in any tenant, create the new report.
Impacted Product Areas
Reporting
Workday Documentation Resources
For detailed information, see Reference: Fulfill a Report Request.
For more information, see:
- Concept: Selecting a Data Source.