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Workday
Report Writer
| Question | Answer |
|---|---|
| what is the function for accessing standard reports | Workday Standard Reports |
| what is the alternate way of accessing delivered reports | Menu Navigation Slide out tab |
| can you edit a delivered report | no |
| how can you edit a report | copy first |
| what is the standard options on a reports that is viewed | desc, type, report is schedulable or not, domain control |
| what are the two types of delivered reports | xpressO and report writer |
| can report writer reports be copied and edited | yes |
| how many ways to copy a report | 2 |
| what are the two ways you can copy a report | 1. related action 2. in search use the function copy standard report to custom report task |
| can xpressO reports be copied | no |
| what do some xpressO reports containt | templates |
| what do xpressO templates allow? | multiple versions of the report |
| Though XpressO reports cannot be customized, some include | configuration templates |
| how are reports govern | by security groups |
| when searching for reports how are the results displayed | separately under reports and tasks tabs |
| what is the business data tab for in reports | work with obj definitions |
| when a report is hidden what becomes disabled | search results, menus, as a related action and is no longer searchable |
| how do you hide a report | use the Hide Workday Delivered Reports task |
| what does report data source (RDS) equate to in a relational db | view |
| what does Primary Bus Obj (PBO) equate to in a relational db | table |
| what does Related Business Object (RBO) equate to in a relational db | Child Table |
| what does Class Report Field (CRF) equate to in a relational db | Column |
| how is work data stored | as a bus obj |
| what does a bus obj contain | fields and instances |
| instances are unique occurrences | yes |
| bus objects can have many instances, what are 3 types of instances | none, one or many |
| what type of fields can be selected for custom reports | 1. Workday delivered fields 2. calculated Fields 3. Custom fields |
| what is the only thing you can delete | calculated fields |
| what is the req when deleting calc fields | they must not be currently being used |
| When working with Workday Custom Reports, you can select available fields depending on your security and these fields can be | workday delivered fields, other calc fields or available custom fields |
| can you report on external data | yes |
| what is used to report external data | integrations |
| standard reports are search with what parameter | Workday Standard Reports |
| you cannot edit a delivered report, what do you do | copy a report |
| You can copy a Workday standard report to custom in 2 ways | find report via search or run a report and copy it that way using related action |
| The Business Data tab has what | object definitions |
| To hide a report, use | Hide Workday Delivered Reports task |
| Workday stores your data as | Business Objects |
| Instances of a business object in Workday are like | rows in a table or spreadsheet |
| A business object is composed of | a set of related fields |
| Does Workday automatically links related business objects together | yes |
| XpressO New columns or fields cannot be added to the report, true or false? | True |
| XpressO - New rows added under the Name column will create? | new types of reports |
| XpressO - new rows added under the configuration detail will? | modify these existing configurations |
| access to reports is governed by | security access to the domain |
| When searching for reports in the search box, delivered reports and Custom reports will always list separately under | Reports and Tasks Tab |
| Custom fields allow you to enter, maintain and report on additional data not managed in Workday, true or false | true |
| Data sources are | defined and delivered by Workday |
| To create a custom report you must | specify a data source |
| The data source is associated with a | PBO |
| what is PBO | Primary business Objec |
| what is the first and most important step in developing a custom report | the selection of the data source |
| True or False: The same primary business object may be represented by more than one data source depending on filtering and roles required | True |
| The Primary Business Object is important because | it dictates the list of Related Business Objects that are available to include in that report |
| The Related Business Objects relationship to the Primary Business Object is what | a 1:1 or 1:M |
| There are two types of data sources | indexed and standard |
| The Standard Report called Data Sources lists | all data sources grouped by their primary business object |
| Every Data Source has a what? | PBO |
| when you report against a particular data source the output will yield what? | 1 instance(row) of every instance of the PBO |
| with all reports you can download the results to what | excel or PDF |
| what is report writer | Workday's custom report writing tool |
| access to the RW is based on | user-based security group - Report Writer |
| can you copy report writer delivered reports | yes |
| one can share custom reports with users or groups | yes |
| when creating custom reports you use what task | create custom report |
| when creating custom reports you must select what in the first step | report type and report data source |
| what is a simple report | A simple report provides straightforward design options for the beginning or occasional user to create reports quickly and easily |
| what is an advance report | An advanced report provides all the features of a simple report, plus more |
| what is a matrix report | A matrix report forms the foundation for custom analytics |
| what is a search report | A search report displays search results based on values selected for facet filters on the report. |
| what is a transposed report | A transposed report interchanges the rows and corresponding columns on the report. |
| define a nBox report | An nBox report counts data and displays the results in a 2-dimensional matrix |
| what is a trending report | A trending report allows you to report and analyze trended worker data, like headcount and attrition, over time |
| Each Data Source has many | CRF's |
| what does CRF stand for | class report fields |
| each CRF is accompanied by what | field type icon |
| CRF's can be what type of field | simple or object |
| how many types of CRF fields | 7 |
| what are the different field types | 1. Primary Object 2. m:M 3. 1:m 4. currency 5. Boolean 6. date 7. numeric 8. text |
| what is significant about the BO report | helps understand and navigate the Workday obj model |
| what is the report fields report showcase | all fields avail for use in the report writer |
| if no sort is established on a report what occurs | sorts on leftmost column assc with the BO and will not group or total |
| can you do more than one sort in a report | yes |
| fields selected in the sort are not required to be on the report output, true or false | true |
| workday provides logical sorting? true or false | true |
| what is the task for moving a simple report to an advance report | change to advanced report type |
| how does one enable saving of prompt filter parameters | advanced tab -> view options -> enable save parameters |
| There are two types of fields that describe the relationship a related business object has to the primary business object, what are they | single and multi instance fields |
| Single instance fields on the PBO have what type of relationship between the primary business object and the related business object | a one-to-one (1:1) |
| multi instance fields on the PBO have what type of relationship between the primary business object and the related business object | a one-to-many (1:M) |
| When working with Workday custom reports, you can access fields from the PBO and RBOs based on what two things | your data source and report field security |
| You cannot access fields from RBOs related to RBOs that are further levels deep, true or false | true |
| When configuring an Advanced report, you can include fields from the PBO and RBOs by specifying the Business Object and Field information under which tab | columns |
| true or false: You can access fields from RBOs related to RBOs that are further levels deep | false |
| Reports are always sorted by the 1st column in the report from which object business object | the primary business object |
| The related business objects are sorted by the what column added in the report within the context of their relationship to the primary business object. | first |
| RBO fields to filter on should be defined under which tab | Subfilter |
| PBO fields filter on which tab | Filter |
| Contextual reporting options can be used to create and view related reports directly from where | the context of a given object |
| contextual reporting is done by selecting what related action | reporting |
| define: Business Object Details | This option displays the relationships that the selected business object has with other business objects in the system. |
| true or false - Report Fields and Values option does not display all the report fields and values related to the selected business object. It only displays fields that you are allowed to view | false |
| REPORT MANAGEMENT - govern access to report writing administration and management features in Workday, true or false | true |
| The Report Writer security group is a delivered is a what | user-based security group |
| REPORT OWNER - how many owners own a report | 1 |
| true or false: Report Owners (or those with access to manage reports centrally) can also Transfer Ownership of the report to another authorized user who is a Report Writer if needed | true |
| Manage: All Custom Reports allows what | have central ability to access any custom report definition in the tenan |
| what is the default number of days for a temp report | 7 |
| true or false: Simple report types, once defined as temporary cannot be changed to permanent or vice versa | true |
| You can only share a report with users that have access to the report’s ? | data source |
| By default, a custom report is visible everyone true or false | false - it's only available to the owner |
Created by:
mmontalto