workday reporting strategy...sharing the report allows you to send the output of the report based on...
TRANSCRIPT
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Reporting in Workday
January 18, 2017
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Agenda
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• Accessing Workday reports
• Worklets
• Scheduling a Report
• Assistance with Reports
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Adding Worklets To Your Home Page
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Click on the ‘Wheel’
Click on the plus (+) sign to add new
worklets
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Adding Worklets To Your Home Page
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Search or enter the worklet name.
Click on the plus (+) sign to add
additional worklets
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Accessing Workday Reports
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Search here
Access reports via
custom worklets
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TH Custom Reports Library
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Access custom reports
under these library
categories
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Prompting For Organizations By Type
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Select ‘Organizations by Type’ from the prompt
You can select from many different Org types.
When selecting by Cost Center or Supervisory Org,
it is best to enter it in the search box as there are too
many results to list.
Selecting an Organization hierarchy such as
Company or Supervisory Org will only give you results
at the highest level unless you check the ‘Include
Subordinate Organizations’ box.
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Running and Exporting Reports
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• Any report can be exported to Excel from the results screen. Using ‘Notify Me
Later’ will allow you to run the report to either Excel or PDF
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Scheduling a Report
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• Search ‘Schedule Report’
• Enter the report you want to
schedule
• Select the Run Frequency
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Scheduling a Report
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Enter the Report Criteria
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Scheduling a Report
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Scheduling a Report
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• Select the Output Type
• Select the applicable Report Tags
(optional)
• Enter the number of days to keep
the file before it’s deleted from
Workday
• ‘Do Not Output an Empty Report’
checkbox (optional)
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Scheduling a Report
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Not sharing the report will deliver the report to
the user who schedules it
Sharing the report allows you to send the output of
the report based on your security access to a
recipient(s)
Recipients will receive an email notification that
they have a report available in ‘My Reports’.
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Scheduling a Report
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Report results can be accessed by either
running the ‘My Reports’ report or going to
your Notifications
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Scheduling a Report
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Workday delivered report? No
Custom report from the TH Custom
Reports Library? No
Email: Workday Reporting Support at
Where can I send an issue?
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Email: Workday Reporting Support at hrtechnologyteam@tri
nity-health.org
How do I request a new custom report?
Resource Names: John Bush, John Miller, Stephanie
Williams