Before you hit “done” on your Workday report, double-check a few small things that can have a big impact. These are the sneaky steps people often miss—until someone downstream notices missing data, poor access, or worse… a total mess of a report.
Essential Checklist for Workday Reports
Use this checklist to ensure your Workday Report is ready to go. This will help you prevent a cluttered data closet and avoid serious headaches.
1) Correct Data Source Filter
First, make sure you have the correct Data Source Filter. This is crucial for accuracy.
2) Add Report Tags
Did you add report tags? This helps in organizing and finding your reports easily.
3) Include a Description
Did you include a description? You have to expand the "Additional Information" section to reach this part. A clear description helps guide users in understanding the report's purpose.
4) Share with the Right Security Groups
Did you share the report with the correct security groups? This seems simple, but you would be surprised at how many times a report writer forgets this step.
Pro Tip: Proxy as Different Users
Make sure to proxy as the various users you shared the report with. This ensures they have access to everything in the report. Validate the data against another confirmed report so that you know the information you're providing is accurate.
The Benefits of Clean Reports
Clean reports lead to happy stakeholders. They are more likely to trust the data when it is well-organized and presented. This trust can lead to better decisions across your institution. Everyone appreciates clarity, especially when making critical choices based on data.
Building Data Confidence Across Your Institution
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Need Help? Let's Chat!
Have specific questions? Reach out, and let's chat. It’s complementary! Our team is here to help you navigate the complexities of Workday reporting and ensure your institution gets the data it needs for success.
Final Thoughts
As you finalize your Workday reports, remember that attention to detail can save you lots of trouble later. By following these steps, you can create reports that are accurate and efficient. Don’t overlook the importance of clean data. It makes all the difference in how stakeholders perceive and utilize the information provided.
Remember to go through this checklist every time to ensure you don’t miss a step. Your future self will thank you for the clarity and precision you’ve built into your reporting process!
