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    Workday Reporting - 3.14.2016 PDF

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    Swathi Bindu

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    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd

    Workday Reporting - 3.14.2016 PDF

    Uploaded by

    Swathi Bindu
    138 views8 pages

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    Workday Reporting_3.14.2016.pdf

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    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    138 views8 pages

    Workday Reporting - 3.14.2016 PDF

    Uploaded by

    Swathi Bindu

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    of 8
    At a glance
    Powered by AI
    The key takeaways are that there are standard delivered reports and custom reports in Workday, and that Trinity Health has a centralized reporting strategy to avoid performance impacts.

    The two types of reports in Workday are Report Writer reports and Xpresso reports.

    Users can access reports in Workday by searching for them, running standard report lists, or accessing custom report libraries. Only authorized users can create custom reports.

    Workday Reporting

    March 23, 2016

    ©2014 Trinity Health. All Rights Reserved. 1


    Accessing Workday Reports
    Standard (Delivered) Reports:
    • Standard (delivered) reports are accessible by either searching for them or running
    two reports called ‘Workday Standard Reports I Can Run’ and ‘Workday Standard
    Xpresso Reports’
    • Delivered reports come in two types: Report Writer or Xpresso
    • Users can run any delivered report they have access to
    • Users can NOT directly edit a delivered report
    • Authorized users can COPY a delivered report if the type = Report Writer
    Custom Reports:
    • Users can run any custom report they have access to
    • Custom reports are designed and built using the report writer tool
    • They can be created new or as a copy of another standard or custom report
    • Only authorized users can create custom reports

    ©2015
    ©2014 Trinity TrinityAll
    Health. Health - Livonia,
    Rights MI
    Reserved. 22
    Accessing Workday Reports
    Our Reporting Strategy:
    • Centralized reporting and governance model to avoid
    performance impacts in the tenant
    • Roles that have access to run reports will be able to run
    both delivered and custom reports
    • Custom reports will become part of a ‘Reports Library’ and
    will continue to grow

    ©2015
    ©2014 Trinity TrinityAll
    Health. Health - Livonia,
    Rights MI
    Reserved. 33
    Accessing Workday Reports

    Search here

    Access reports via a


    custom worklet

    Additional worklets/reports libraries to be added soon:


    Benefits Regulatory/Compliance
    Payroll Audit
    RHM specific custom worklet Executive dashboard
    ©2015
    ©2014 Trinity TrinityAll
    Health. Health - Livonia,
    Rights MI
    Reserved. 44
    Adding Worklets To Your Home Page

    Click on the ‘Wheel’

    Click on the plus (+) sign to add a


    new worklet(s)

    ©2015
    ©2014 Trinity TrinityAll
    Health. Health - Livonia,
    Rights MI
    Reserved. 55
    Adding Worklets To Your Home Page

    Search or enter the Worklet name.


    Click on the plus (+) sign to add
    additional Worklets

    ©2015
    ©2014 Trinity TrinityAll
    Health. Health - Livonia,
    Rights MI
    Reserved. 66
    Appendix

    ©2015
    ©2014 Trinity TrinityAll
    Health. Health - Livonia,
    Rights MI
    Reserved. 77
    Prompting For Organizations By Type
    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.

    ©2015
    ©2014 Trinity TrinityAll
    Health. Health - Livonia,
    Rights MI
    Reserved. 88

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