Generate Reports
There are several types of reports you can generate within Workday. Managers can access self-service reports, such as Payslips, as well as reports about their team, such as Team Performance. You can access available reports via Search or from an application.
Applications with reporting functionality list reports in the View section.
From your Home page:
- Navigate to the application you want to view.
- Available reports display in the View section.
Access Reports within Business Processes
Some business processes have embedded reports.
To access an embedded report, click the View Related Information icon . The worklet displays information specific to the step in the business process. For example, during a compensation transaction, the worklet may display a compensation analysis and base pay history.
Viewing Reports
Several icons display over the top-right corner of a report. The Export to Excel icon allows you to export the report into Excel; similarly, the Export to Worksheets icon
lets you send the report to a Workday worksheet. The Filter icon
allows you to filter data from each column the same way as in Excel.
Use the Expand/Collapse Chart , Grid View
, and Toggle Full Screen
icons to manage report viewing properties.
You can also click on the Print icon to view the report as a printable PDF. Note that the above options are contingent on your organization’s security permissions and configuration.
Filtering Report Content
You can filter report content by setting criteria on individual columns.
To filter a report:
- Click on the column heading of the data you want to filter. Column filter options display.
- To sort the data, click on the appropriate Sort arrow.
- Alternatively, choose a filter condition from the options available in the Filter Condition field, and enter values as required by the filter condition.
- Click Filter to complete the operation.