Training Resources for this topic include: Reporting in Workday (Video), Navigate a Report in Workday (Guide)
Select Ctrl F on your keyboard to search for a keyword.
How do I find reports in Workday?
To see the reports you have access to, based on your security role, enter CU All Reports I Can Run in the Search bar in Workday. A list of reports will display. Click on the blue CU All Reports I Can Run link in the search results. Once the report displays you can click on the blue link in the Report/Task column to run the any of the reports listed. This report will return quite a few reports, many of which may or may not be helpful to you. We recommend using the Reporting Search Tool, which allows you to search for key terms to identify related reports.
In addition, the following resources are available to assist you in finding and navigating reports in Workday:
- Reporting in Workday (video) – Explains how to locate and run reports, use prompts to customize results, sort, filter and export report data, save favorite reports and frequently used search criteria.
- Navigate a Report in Workday (guide) – Provides an overview about how to navigate a report in Workday.
In addition, the following can assist you in understanding what you are seeing on a report.
- Worktag Glossary – Provides descriptions, IDs, etc. of various FDM elements, including Spend Categories, Revenue Categories, Function, Programs, Funds, etc. Specialist are among the security roles that can view this repor
- Workday FDM – Workday@Clemson – Enables you to search for the foundation data model (FDM) codes and descriptions by elements.
Why am I unable to run queries in Workday as I did in PeopleSoft?
While being able to create and run independent queries from any system is convenient this approach often results in inconsistent data views that can lead to misunderstandings and confusion across the organization when data does not match exactly.
Workday does not easily provide the ability for individual users to run queries. With the move to Workday, Clemson is taking the opportunity to ensure that reports used across the enterprise are consistent, address global reporting needs and support Workday business processes. With these goals in mind reporting looks quite different from the historical PeopleSoft processes.
You are able to export reports to Excel to manipulate data as needed, but Workday remains the source of “truth” related to data and Excel exports are simply a snapshot of data at a particular time.
How can I export the Org Chart and include several levels?
Navigate to the Organization Chart, navigate to the highest level of the org chart you want to export, select the printer icon in the right corner of the screen, in the dialogue box Enter a File name, select a file format (note: selecting Excel provides a table, not a visualization of the org chart), select the number of levels deep in the organization you want to export, select Print. The file will download into the format you selected.
Step-by-step instructions for most tasks in Workday are available in the Workday Training Library. If you have a question that is not answered here or via a training guide or self-paced training submit a ServiceNow case.
