Hot Take: Checklist to Get Your Workday Reports Ready

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.

Use this checklist to make sure your Workday Report is ready to go (and prevent a cluttered data closet and a serious headache).

1) Do you have the correct Data Source Filter? 

2) Did you add report tags?

3) Did you include a description? You have to expand the "Additional Information" section to get to this.

4) Did you share the report with the correct security groups? This seems simple, but can't tell you how many time a report writer forgets to share. 

Pro Tip: Make sure to proxy as the various users you shared the report with to make sure they have security to everything in the report. And validate the data against another report that's been confirmed so that you know that the data you're providing is accurate.

Clean reports = happy stakeholders. If you found this helpful and want more tips on Workday Student and building data confidence across your institution, subscribe to our newsletter. We keep it practical, actionable, and just the right amount of nerdy.

Have specific questions? Reach out and let's chat. It's complementary!