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Workday Report Writer Training

Learn how to break into Report Writer and get your dream job easily

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⌛15+ Hours          ★ 409 Reviews

Course Summary

Introduction

Workday Report writer training course introduces students to the Workday Report Writer tool. Trainees will learn how to leverage Workday business objects and data sources to access the report data. It would also be taught how to build custom reports to meet business requirements from various functional areas. Concepts taught are inclusive of reporting overview, building custom reports, sorting and filtering, prompting, totaling, grouping, and outlining, report security, scheduling reports, introduction to matrix reports, working with calculated fields and report performance.

Goals and Objectives

Students would learn how to create a custom report using the Advanced report type, creation of a basic matrix report, using the tools in Workday to determine the appropriate primary business object and data source for a report, creation of a basic calculated field to display data from a related business object on a report, troubleshooting why a user cannot access a report or see certain data on the report and explaining the performance considerations when creating a custom report.

Reporting Overview

Students would get familiarized with various concepts like description of the high-level reporting capabilities in Workday, viewing Workday standard reports, running a standard report and explore the output, copying a standard report to create a custom report, creation of a report tag and associate it with custom reports and the determination of a standard report that can be copied and used as the starting point for a custom report.

Building Custom Reports

Students will learn common terminology used in reporting. They would learn to define common reporting terminology, view the fields, related business objects, data sources, and reports for a business object, view the delivered data sources, use contextual reporting to view report fields and values, create a custom report using the Advanced report type and the addition of fields from the primary and related business objects to a custom report.

Sorting and Filtering

Trainees would learn how to further configure custom reports to just display the data needed. They would acquire various skills like sorting and sub sorting the data on a report, filtering the data on a report using filters and sub-filters as well as leveraging custom reports as a starting point for new custom reports.

Prompting

Students will learn how to configure prompts and define default prompt values. Prompts provide more flexibility because users can specify the criteria for the report each time it is run. Concepts taught are inclusive of configuring prompts and explain where prompts can come from and describing the functionality and use cases of runtime data prompts.

Totaling. Grouping, and Outlining

Trainees would learn how to configure totaling, grouping, and outlining. When building a custom report using the Advanced report type, it can display subtotals, grand totals, headers, groupings, and collapsible and expandable outlines. Various methods like display of subtotals and grand totals on a report, grouping the data on a report and the enabling of collapsible and expandable outlining would be covered.

Reporting Security

Students will learn how security domains and security groups control access to reports and report data. Topics include describing security features that control access to reports and fields, sharing reports with other users, and troubleshooting report access issues, which are part of the Workday Report Designer Training to ensure secure report sharing.

Scheduling Reports

Trainees would learn how to schedule a report to run immediately, at a specific time in the future, or on a recurring basis. They would also learn the significance of sharing report output with other users. Other concepts covered are description of the options available when scheduling a report and learning to schedule a report and share the output with specific users.

Introduction to Matrix Reports

Students will learn how to create matrix reports to group, summarize, and drill into data. Insights gained in this lesson include description of the capabilities of the Matrix report type, creation of a matrix report that groups the data by rows and columns, summarizing the data in a matrix report, configuration of the drillable fields and detail data in a matrix report and adding a chart to a matrix report to visualize the data.

Working with Calculated Fields

Trainees will also learn about calculated fields and how they can help with reporting. Calculated fields are new configurable field definitions that allow you to manipulate, transform, retrieve, and derive values based on existing data. This will only be a brief introduction consisting of explaining the purpose of calculated fields and how to control access to calculated fields, creation of a calculated field using the Lookup Related Value function to display data from a related business object on a report and the creation of a calculated field using the Format Date function to display in a specific format.

Report Performance

It is important to keep performance in mind when designing custom reports. Students will learn the different factors that impact performance. Concepts include describing the factors that impact report performance, identifying best practices for building high-performing reports, and logging and viewing the performance of a report. You can also check out the Workday Training Courses bundle that includes Workday calculated fields, report writer and advanced reporting course for enhancing your knowledge.

Course Features

Report Writer

Remote Placement and Job Support

Workday Certification Assistance

Implementation of real-time projects

24/7 Support

Highlights

What you will learn

  1. No prerequisites
  2. Flexible schedule to fit your needs
  3. Priceless downloadable certified documents (PDF, PPT, XLS, DOC)
  4. 24/7 access to course curriculum for limited duration
  5. Workday Tenant access
  6. Hands-on support from the trainer
  7. 500-page cheat sheets with step by step guides are provided
  8. 10 years of real-time Workday live project experience by our expert
  9. 70+ Real-world projects, examples and case studies  
  10. 500 Interview questions and Sample resumes for Workday job
  11. Interview preparation, Job placement, and Support
  1. Deep dive and learn Workday Report Writer in detail
  2. Learn how to Build Custom Reports, Sorting, Filtering, Prompting
  3. Introduction to Totaling, Grouping, Outlining, Report Security and Scheduling Reports
  4. Learn about Matrix Reports, Working with Calculated Fields and Report Performance in detail
  5. Method of placement: internal client projects, external vendors, direct  full time client or partner referrals
  6. Workday Certification assistance and referral for immediate certification
  7. Take your career to the next level!
  8. After this Workday Report Writer training course, you will have the skills to start a successful career as a Workday Professional.

Who this course is for?

    • 1. Absolutely no experience is required. We will start from the basics and gradually build up your knowledge. 
    • 2. People who want a successful career in Workday.
    • 3. Anyone who wants to become Workday consultant with practical skills of Workday implementation.
    • 4. People who are ambitious and want to learn faster than their peers.

Buy Your Course

Workday Report Writer Training

73% Off

Now $399 only

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  • Downloadable Documents
  • Tenant access
  • Cheat sheets for videos
  • Real-time project experience 
  • Job Support
  • No Refund Policy

Payment Options

Zelle: workdayboa@gmail.com

Course Curriculum

Reviews

About Instructor

    Mary is a global Workday ERP implementation expert, speaker, trainer, program manager, associate partner, and transformational leader from Dallas, Texas. She possesses expertise in various areas, including implementation, Hyper-Care, data conversion, integrations, change management, project management, and testing. Her unique approach sets her apart in the industry, with no direct competitors. Notably, she is not just a trainer but a seasoned implementer, having mentored over 50,000 students worldwide and providing practical insights for securing jobs.

    Mary is a seasoned professional with extensive expertise in PeopleSoft, Oracle, and Workday. Her career spans roles as an implementer, solution architect, and design expert, and she has also taken the lead in organizing conferences worldwide and collaborating with major clients from the top five global firms. Mary's knowledge and proficiency in these ERP systems reflect her veteran-level experience in the field. In addition to her expertise, Mary is a collaborative partner, working alongside a range of implementers. This includes but is not limited to, renowned firms such as IBM, Accenture, Alight, KPMG, and PWC. Mary's training seems to replicate her skills, providing a unique learning opportunity.

    The training is specifically tailored for roles in Mary's ongoing projects, eliminating the need for students to seek employment elsewhere. Mary transcends the typical trainer role by providing continuous support due to her involvement in ongoing global projects. She is a partner and also the owner of million-dollar global projects. Leveraging her profound 30 years of expertise, Mary strongly emphasis quality and quantity within her comprehensive training initiatives. She showcases an array of extensive projects that not only furnish participants with real-time experience but also open avenues for remote work opportunities and direct client engagement, all streamlined without the requirement for traditional interviews. Mary particularly ensures great prospects in challenging modules.

    Mary's mentoring extends beyond technical skills, fostering all-encompassing professional and personal development. Participants in her training become well-rounded professionals without any prerequisites because of Mary's practical and professional approach. As a seasoned ERP professional, she invites individuals to join her comprehensive Workday training program, covering all Workday modules with hands-on, real-time experience and certification. The globally accessible course ensures remote placements tailored to participants time zones.

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