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Workday User Guide
Last Updated: 2024-05-17
Create Sourcing Reports

Create Sourcing Reports

Publish or close a sourcing event.
Use sourcing reports to build customized data tables and visualize them in charts.
  1. Navigate to
    Reports
    .
  2. Select a report type from the
    Dataset
     menu.
  3. Click
    Filters
     and select the criteria that you want to filter by.
  4. Click
    Choose Filters & Columns
     to view the data fields you can report on.
    If you want to create a report from scratch, click
    Uncheck All
     to clear any checked data fields before selecting the fields you want to report on.
    For project, contract, and event type reports, you can additionally filter by:
    • The report status on the
      Choose Filters and Columns
       menu.
    • Range
       on the
      Filters
       menu.
    These additional filters help reflect the cycle time in the report.
  5. Click
    Save
     to save the report fields selected.
  6. Click
    Refresh Report
     to reflect the changes in the report.
  7. (Optional) Click
    Editor
     to select and rearrange the columns to reflect on the report.
  8. (Optional) Hover over any column head and click the arrow to sort in ascending or descending order.
  9. (Optional) Click the settings icon on any column head to filter rows.
    You can also remove specific rows by clearing the check boxes.
  10. (Optional) Click
    Charts
     and select the chart format that you want to view your report in.
    You can control what your chart displays using the
    Editor
     menu.
  11. Click
    Save As
     from the
    Filters
     menu to save your report as a saved report.
  12. Enter a name and description, then click
    Save
    .
    You can also save your report by clicking
    Save As New Report
     from the
    Save
     menu.
  13. (Optional) Click
    Saved Reports
     from the
    Filters
     menu to view your saved report.
  14. (Optional) To share your custom sourcing report, click the pencil icon to edit the saved report and add users in the
    Share Your Report
     field.
  15. (Optional) Click
    Export
     and select the file format that you want to download your report in.
You now have a saved report.
Export or share your reports with users in your organization.

This content is not part of the Workday Administrator Guide.