Custom Reports

 Manage and Create - Custom Reports

Workday delivers the below list of reports to help you create and manage custom reports. 

All Custom Reports
All Calculated Fields
Business Objects by Category
Business Object Details
Calculated Fields Defined
Custom Reports for Person
My Custom Reports with "Don’t Use" Items
Report Fields
Report Run History
View Business Form Layout
View Delivered Business Form Layout
View Indexed Fields for Data Source
Workday Data Dictionary
Workday Standard Reports

Security for custom reports : 

 

Manage: All Custom Reports  - View, Edit and Delete custom report

Data Translation - Translate custom report

Custom Report Administration - Transfer ownership of custom report

To provide users with view-only access to custom reports, use the Manage: All Custom Reports domain in the System functional area for permissions.

Workday Catch Up Behavior - Scheduling Reports / Integrations

Catch Up Behavior - Scheduling

While scheduling the Reports or Integrations, you will come across Catch Up Behavior field which is mandatory. Using the Catch Up Behavior option enables you to limit how many times processes run after maintenance issues cause errors. 

 

You will see the below options available. First time scheduling you will only see (Run Once and None)

Run Once - Selecting this option will Catch Up one time if it missed.

None        -  Selecting this option will NOT Catch Up at all even though it missed.

Legacy     -  Selecting this option will Catch Up the old /earlier expired ones. This is going to be deprecated in the future. [Don't be surprised if you don't see this now]

Example: If you schedule a process to run multiple times in a day when your environment is down for maintenance, you can limit the process to run once instead of catching up all missed occurrences.

 

During the maintenance window / Unplanned outage, if your reports or integrations were supposed to be running as per the schedule during that time you will use Catch up Behavior selection to tell what you want to do on the missed recurrences.

Note: You can't limit processes for schedules with a minute recurrence.

Manage and Create - Custom Reports

Workday delivers the below list of reports to help you create and manage custom reports. 

All Custom Reports
All Calculated Fields
Business Objects by Category
Business Object Details
Calculated Fields Defined
Custom Reports for Person
My Custom Reports with "Don’t Use" Items
Report Fields
Report Run History
View Business Form Layout
View Delivered Business Form Layout
View Indexed Fields for Data Source
Workday Data Dictionary
Workday Standard Reports

Security for custom reports : 

 

Manage: All Custom Reports  - View, Edit and Delete custom report

Data Translation - Translate custom report

Custom Report Administration - Transfer ownership of custom report

To provide users with view-only access to custom reports, use the Manage: All Custom Reports domain in the System functional area for permissions.

How to Know When the Tenant is Available after Schedule Updates

How to Know When the Tenant is Available after Schedule Updates

As we learnt, Workday Tenants are unavailable during .Weekly Service Updates and Workday Feature Releases

Your tenants some times may be available before the scheduled end time.  If you would like to be notified when any of your tenants become available after a Weekly Service Update or a Workday Feature Release,

Follow the below sequence of steps in which ever tenant the notification is required:

Create Custom Report - You can create your custom report with any report data source and fields. 

Create a new EIB Outbound Integration and use the newly created custom report as the data source. No Transformation required.

Use ‘Workday Attachment’ as the Delivery Method.

Set up the EIB Integration Notification (Trigger on Launch) to trigger when this EIB is launched. - Provide email IDs or Distribution list as who need to receive the notification also configure the Subject appropriately to indicate that your (PROD / Sandbox / Implementation etc.,) Workday tenant is available

Schedule the EIB to run after the maintenance window begins.( Weekly Recurrence 6:30pm PT on Friday for Sandbox and 12:30 am PT on Saturday for Production) 

When the service update is complete, the EIB will trigger automatically, and the notification email will be sent to indicate the tenant's availability.

Specially for Sandbox notifications, create the schedule in your Production tenant so that it copies over during the weekly Sandbox refresh.

Restricted to Environment - Sandbox  6:30pm PT on Friday
Restricted to Environment - Production 12:30 am PT on Saturday

Workday is planning for zero downtime as part of roadmap so, the above process would no longer be needed for the users to configure.