Basics

In Workday, reports are organized sets of data that provide information on various aspects of the university’s workforce, finances, or other business processes. They help users analyze and make informed decisions based on the data collected and presented within Workday. It is important complete transactions and refine data in Workday in order to get the most out of reports in Workday.

Reports are broadly defined in Workday and can look different depending on the type of report and your security. All users have access to reports in Workday, but the types of reports that are accessed depend on your level and role. For example, individual contributors may use a smaller number of simpler reports while managers may use a larger number of more complex reports.

Generating and Accessing Reports

Reports in Workday can range from a small form to a large table, and are generated and accessed in a variety of ways:

• Employees can access self-service reports such as Payslips.
• Managers can access reports about their team such as the Compare Team report.
• Reports can be accessed via Search.
• Apps with reporting functionality list reports in the View section within the app. For example, the My Expense Reports report can be accessed by clicking Expense Reports in the View section within the Expenses app. See the Menu Bar: Apps & Shortcuts job aid for more information on apps.
• Some Business Processes have embedded reports. These can be accessed through My Tasks.

Viewing Reports

When viewing reports in Workday, you have various options available to you. Reports in Workday are actionable, meaning that some items in them are links and may have available related actions. Additionally, several icons display over the top-right corner of a report that allow you to take actions such as exporting to Excel. See the job aid on Reports for more information on these icons and associated actions. You can also sort and filter report content by setting criteria on individual columns.

Additional Information

There are many reports in Workday for various areas including HR and Finance. Some reports will be trained on while others are available for you to discover and utilize on the job. See the job aid on Using Search in Workday for more tips on searching for reports such as using keywords like “report”. If you do not see a report you expect to see or a report generates but is empty, you do not have the security to view the report or the data within it.

See the job aid on Reports for more information.
View the Finance Reports Page for additional information on financial reports in Workday.