Skip to main content
Documentation
Documentation
Administrator Guide
Last Updated: 2026-09-18
Set Up Core Reporting Agent

Set Up Core Reporting Agent

You might need to take additional steps to enable this feature based on your organization's subscription service agreement. Your organization is either on the Main Service Agreement (MSA) or the Universal Main Service Agreement (UMSA). To determine your organization's subscription service agreement:
  1. Select your profile avatar on Workday Community.
  2. Select
    Profile
    .
  3. On your profile page, select your organization's name, which is beneath your name and next to your job title.
  4. View your
    Subscription Service Agreement
     value. If the value is
    MSA
    , you must opt in to
    UMSA
     before you can register and use the Core Reporting Agent.
    For the Data Analysis and Exploration skill: The feature is automatically available. For the Redirection and Navigation skill: The feature is automatically available, but you must manage your data contribution settings.
    • Access the
      Data Contribution for Workday AI
       task. In the
      Product Line
       step, ensure that your organization has not opted out of the
      Platform and Product Extensions
       product line.
    • In the
      ML Features
       step, locate the
      Redirection and Navigation
       feature under the
      Platform and Product Extensions
       product line. Clear the
      Disallow Data Contribution
       check box to consent to data contribution. If you select this check box, your organization does not consent to contribute data to this skill.
Opt-in to the Workday Flex Credits and Platform Entitlement Policy for usage in Production tenants.
The Core Reporting Agent helps answer questions and complete data analysis directly within enabled Report Writer reports. The agent evaluates the specific datasets you configure for analysis to help you get insights from your data.
  1. Access the
    Agent Management Hub
     report.
  2. Select the
    Unregistered Workday Agent
     tab.
  3. Click
    Register
     for the Core Reporting Agent.
    You can only register agents in the products your organization has access to.
  4. Select the
    Confirm
     check box and click
    OK
     to complete the registration. Workday moves the Core Reporting Agent to the
    Agent Registry
     tab.
  5. Select the
    Agent Registry
     tab and click
    Core Reporting Agent
    .
  6. Click
    Configure Agent
    .
  7. In the
    Status
     column, enable each relevant skill.
  8. Select the security groups from the
    Available To
     prompt.
  9. (Optional) If you enable the Data Analysis and Exploration skill, define which reports it can access:
    1. Click
      Maintain Core Reporting Agent Configuration
       in the
      Additional Configuration
       column.
    2. Add filter conditions to define the enabled reports:
      Option
      Description
      Data Source
      Select specific data sources to enable all associated reports at once.
      Supported Report Tag
      Select specific tags to enable a group of reports across different areas.
      Supported Report Definition
      Select specific reports.
      Supported Report Type
      Select
      Advanced
      . If
      Matrix
       is selected, remove it to prevent the agent icon from appearing on unsupported reports. The Data Analysis and Exploration skill only analyzes data within Advanced reports.
    3. Click
      Preview
       to review which reports are available for analysis based on your configuration and then click
      OK
      .
  10. Click
    Save
    .
  11. Click
    Activate
    .
You can access Workday Chat while viewing an enabled custom report to use the Core Reporting Agent. If the Workday Chat icon doesn’t display, sign out and sign back in to Workday.
Access the Workday Chat icon from the home page or an enabled report to use the Core Reporting Agent.
You can activate, deactivate, and reactivate the Core Reporting Agent in the
Agent Management Hub
.