Workday Report Writer

Workday Report Writer Training


Course Description

Workday Report Writer Course offers you all of the knowledge and training you require for writing reports using Workday. From using its interface to format and create reports to making use of its built-in reporting tools to produce custom reports, this course covers everything you’ll need.

This course will also focus on how to interpret data in Workday reports and use that information for business decisions. At the conclusion of the course, participants will feel equipped and confident writing and managing reports within Workday for their organizations.

This course is tailored for Workday report writers looking to create custom reports in Workday. Individuals will learn how to utilize various features of the Workday report writer tool such as its report builder, filters and data sources.

Individuals will also learn best practices for designing and creating reports in Workday, so by the conclusion of the course they can confidently develop custom reports in Workday that meet their unique requirements.

Experience & Overview

Workday Report Writer is an intuitive cloud-based software application that enables users to produce custom reports using Workday data. Featuring an easy drag-and-drop interface and pre-built report templates, WRP makes report creation fast.

Users of Workday Report Writer can share reports with others, schedule them to be generated automatically and export reports into various formats (PDF, Excel or CSV). Its collaborative environment enables them to exchange ideas real time with one another.

Report writing with Workday offers an intuitive drag-and-drop interface. Users have access to standard reports and templates as well as data visualization features and sharing via Workday platform.

Learn to utilize Workday’s advanced features such as filters, prompts and sections in this course and confidently create custom reports tailored specifically for you and your needs.


Workday Report Writer does not impose any special prerequisites as one of its functional modules; however, an understanding of report creation would be useful.

An understanding of Workday would prove immensely valuable in learning this technology course efficiently and correctly. By the time of its conclusion, however, you’ll have gained enough expertise with Workday interface tools to create and format reports efficiently.


Once you understand this technology and have developed an in-depth knowledge base on it, the next step should be writing an exam in order to receive certification from Workday. Once successful on that examination, an official certificate will be distributed by them as proof.

Once you have gained expertise and become certified, it is crucial to update your resume and testimonials to build your career and further advance in this industry.

Course Content


2.Goals & Objectives


4.Overview and Introduction

5.Where to Begin – Planning & Approach

6.Delivered Reports

a. Run & Copy a Standard Report

7.Report Writer Terminology & Concepts

8.Business Objects, Fields & Instances

9.Report Data Sources

10.Report Writer “Top 10”

11.Steps to Create a Report

12.Report Types

13.Selecting a Data Source

14.Temporary Reports

15.Report Writer Navigation

a. Create Custom Report (Type=Simple)

b. Change the Data Source on the Report

16.Report Output vs. Report Definition

17.Class Report Fields

18.Object Relationships

19.Reporting Resources


20.Sorting and Filtering Report Fields

a.Add a Filter and Sort to the Report

21.Simple vs. Advanced Report Types

22.Advanced Filtering Options and Prompts

a. Change to Advanced Report Type and configure Filters that prompt user

23.Accessing Fields from Related Business Objects

24.Sorting and Filtering on Related Business Object Fields

a. Working with Related Business Objects

b. Contextual Reporting

c. Contextual Reporting

25.Subtotaling, Grouping & Outlining Reports

26.Subtotals & Grand Totals

a. Configure Subtotals and Grand Totals

27.Grouping & Outlining

a. Group, Total, Outline the Employee Audit Report

28.Data Source Security & Report Field Security

29.Sharing Reports

a. Modify Share

b. Modify Data Source

30.Locating Custom Reports

a. Add Custom Reports to Menus and as related actions

b. Add Report Tags to Custom Reports

c. Track Custom Reports

31.Schedule and Share Output of Report

a. Scheduling Reports

32.Other Report Configuration Options

33.Report Run History

34.Maintain Excel Template

35.Transfer Ownership

36.Translating Custom Reports


38.Manage Layouts & View URLs

39.Introduction to Custom Analytics – Matrix Reporting

40.Matrix Reporting – Viewing a Matrix Report

a. Create Matrix Report

41.Additional Resources

42.Test Report Performance

43.Where to go from here

44.Appendix A – Report management Security domains

45.Appendix B – Report Performance General Guidelines

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