All you need to know about Report Types in Workday

Workday provides a number of benefits to companies across industries, consisting of health care, production, media, insurance, and everything in between. And no matter what category your company fits in, it’s a near-universal reality that you can’t enhance what you can not gauge. The good news is, Workday provides a selection of ways to create reports that will certainly aid you better comprehend your company’s performance. This Workday Reporting guide will offer you an insight into the different types of reporting available in the solution.

Various Kinds of Reporting in Workday

Workday provides three primary types of reporting (although some are more useful than others): 

• Basic
• Advanced 
• Composite

Basic

While Workday does offer basic reporting, its features are extremely basic, which makes it less valuable than the various other two types of reporting. At this level of reporting, you’ll have the ability, to sum up, information pertaining to Time Off, Pay, and more. You’re additionally able to create basic reports as required or on a recurring basis, and also export them to Excel or as a PDF if required.

Advanced

Advanced reporting is your workhorse, your bread-and-butter, the function that will serve the supermajority (think 90%) of your reporting needs. This type of reporting will permit you to fairly intricate multi-data object reporting (joins on tables) and allows you to perform complex record selection (filtering) and multi-level sorting.

our workhorse, your bread-and-butter, the function that will serve the supermajority (think 90%) of your reporting needs. This type of reporting will permit you to fairly intricate multi-data object reporting (joins on tables) and allows you to perform complex record selection (filtering) and multi-level sorting.

Some integrated functions exist in Advanced reporting, including totals/subtotals, easy graphing (bar, pie, column), and safety on data accessibility that’s automatically applied which means report developers don’t really have to think about security as it’s built right into the system. Various other beneficial features of Advanced Reporting include outputs that can be fed into an EIB, as well as simple watching for the person using this reporting type (so long as they have access to all the data for all the staff members called by the report, certainly).

Composite

Composite reporting is most often utilized inside cases (the 10% of situations that Advanced reporting can not handle). This type of coverage supports more complex calculations and is used a lot on the Finance side of Workday, however, it is just sometimes essential on the HCM side.

Workday Coverage Instance

Here’s an instance of how we could use the Composite report writers to simplify reporting on a gender wage gap. This allows the claim that is required to analyze whether pay (real pay outcomes, not just the compensation rate) for males and females is equitable in our business, gradually, by pay grade.

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We wish to accumulate pay results into quarters for the last two years. We don’t intend to take a look at it by individual pay duration but rather want to separate out base hours pay from overtime and also shift differential time. We also want totals, averages, and also percentages as a ratio of one subgroup (gender) to another, in addition to compensation pay grade as well as a grand total.

The “Composite” report writer would certainly assist us to obtain all of these requirements in one report. It would also help us answer whether there’s a base pay distinction by gender or if the difference is due to the assignment of overtime, along with if there’s an issue in some pay grades but not all of them.

Conclusion

Workday provides employees the capacity to run a variety of reports based on their role. Many of these reports can be viewed as results on the screen, based on the criteria entered by the users. Results can be filtered by column as well as exported to Microsoft Excel for added sorting, formatting, and evaluation.
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