Start Your Career in Workday Reporting
This course introduces you to Workday’s reporting tools and teaches you how to build, customize, and manage reports that help drive business decisions. You’ll learn to create simple and advanced reports, apply filters and prompts, use calculated fields, add visual charts, and build dashboards. The course also covers data security, scheduling, and the use of discovery boards for interactive reporting. No prior experience with Workday is required.
By completing this course, you will be able to learn:
- Create custom reports using standard and advanced report types
- Apply sorting, filtering, prompting, and grouping in reports
- Manage report security and troubleshoot access issues
- Build matrix reports and use calculated fields for advanced logic
- Add charts, indicators, and visuals for better data analysis
- Design dashboards and worklets to display reports in a user-friendly way
- Create and use discovery boards for interactive visual exploration
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Schedule and distribute reports, and apply Excel templates for formatting
Meet Your Instructor
Experience and Expertise:
Over 10 years of professional experience in Workday HCM and Talent modules, with strong expertise in Workday Reporting, Core HCM, Recruiting, and Performance. Specialized in developing advanced custom reports to support HR analytics and compliance requirements.
Global Training Experience:
Delivered reporting-focused training to HRIS teams and end-users across the US, Europe, and Asia. Covered Workday report creation, calculated fields, dashboards, discovery boards, and matrix reporting tailored to business needs.
Corporate Clientele:
Trained and supported HR and reporting teams of large multinational companies across industries, helping streamline data reporting and analysis for strategic HR decision-making.
Certifications:
Workday Certified in Core HCM, Recruiting, Onboarding, and Performance; experienced in advanced reporting tools and techniques within the Workday platform.
Diverse Technical Skills:
Skilled in custom report creation, advanced filters, condition rules, security setup, and integration of reports with dashboards and discovery boards. Also experienced in business process reporting and audit tracking.
Training Methodology: Emphasizes scenario-based training using real-world HR and recruiting data. Guides participants through hands-on report building with a focus on usability and business alignment.
Project Leadership:
Led Workday reporting stream for multiple global rollouts, including data migration validation, KPI dashboard development, and training sessions for HR leadership and end users.
Course Curriculum
- Assessment - 1. Introduction to Reporting
- Assessment - 2. Sorting, Filtering, Prompting, and Totaling
- Assessment - 3. Report Security
- Assessment - 4. Matrix Reports
- Assessment - 5. Calculated Fields
- Assessment - 6. Data Visualization
- Assessment - 7. Worklets and Dashboards
- Assessment - 8. Discovery Boards
- Assessment - 9. Report Administration
- Assignment - 1. Introduction to Reporting
- Assignment - 2. Sorting, Filtering, Prompting, and Totaling
- Assignment - 3. Report Security
- Assignment - 4. Matrix Reports
- Assignment - 5. Calculated Fields
- Assignment - 6. Data Visualization
- Assignment - 7. Worklets and Dashboards
- Assignment - 8. Discovery Boards
- Assignment - 9. Report Administration
- Lab Activity - 1. Run & Copy a Standard Report
- Lab Activity - 2. Create Custom Report (Type=Simple)
- Lab Activity - 3. Change the Data Source on the Report
- Lab Activity - 4. Add a Filter and Sort to the Report
- Lab Activity - 5. Change to Advanced Report Type and Configure Filter that Prompt User
- Lab Activity - 6. Working with Related Business Objects
- Lab Activity - 7. Modify Share
- Lab Activity - 8. Modify Data Source
- Lab Activity - 9. Create Matrix Report
- Lab Activity - 10. Modify Visualizations
- Lab Activity - 11. Create Custom Dashboards
- Lab Activity - 12. Set Up Custom Dashboards
- Lab Activity - 13. Set Up Default Prompt Values for Custom Worklets
- Lab Activity - 14. Steps Set Up Tenant for Discovery Boards
- Lab Activity - 15. Scheduling Reports
- Capstone Project - 1. Compliance and Data Security Reporting
- Capstone Project - 2. Financial Budget vs. Actuals Analysis
- Capstone Project - 3. Payroll Variance Reporting and Audit Trail
- Capstone Project - 4. Recruiting Pipeline Metrics Dashboard
- Capstone Project - 5. Workforce Turnover Analysis Dashboard
Got Questions?
Frequently Asked Questions
When does the course start and finish?
The course is entirely self-paced. You decide when you start and when you finish.
How long do I have access to the course?
That depends on the type of Subscription you bought - Monthly or Yearly. After enrolling, you have unlimited access to this course and materials within across any and all devices you own.
What do I get after I signup?
After you signup and make the payment, you will have full access to the course which includes,
1. Session Videos (these videos are from actual live sessions from the past)
2. Assignments
3. Assessments
4. Lab documents
5. Other pdfs (configuration documents, ebooks, pdfs, interview and certification faqs)
How do I get access to practice on the Server?
Reach out to your Support team and send an email to [email protected] and they will send you the details and the monthly cost for the Server (if available)
Are the video or materials downloadable?
No, they are not. But you have unlimited access to view them from any device and on this platform depending on your Subscription type. Everything on this platform is the intellectual property of ZaranTech
How soon after I enroll and make payment would get access to the course?
Immediately
What if I have doubts, whom do I ask?
These are pre-recorded videos from the actual Live Training program. Most of the doubts were cleared in the session videos itself. But if you still have any questions, please raise a ticket, and our support team will help you https://zarantech.freshdesk.com/support/tickets/new
What if I have issue accessing the course?
You can Raise a ticket by clicking the link below and select the appropriate ticket - https://zarantech.freshdesk.com/support/tickets/new
How will I get my course completion certificate?
Once you have successfully completed the training and the Final Quiz/Assessment, then you can avail of your Certificate of Completion from ZaranTech which you can then showcase on LinkedIn and other Social Media portals.
Do you provide Instructor-led Live training for Individuals?
Yes, we do. Email us at [email protected] and we will send you all the details
How we deliver Live training - https://bit.ly/How-we-deliver-training
Do you provide Corporate/group training?
Yes, we do. We have trained more than 100 Workday customers with over 4000 participants in USA, Canada, Europe, Asia, South America. We offer corporate training for all Workday modules.
Course Catalog - https://bit.ly/workday-course-catalog
How we deliver corporate training (video) - https://bit.ly/workday-Corp-training
How do I get certified in Workday?
Workday certification is worth its weight in gold as it gives a holistic understanding of the entire application to a new professional. The criterion to attend the Workday Certification Program is that one must either be a part of Workday or should be associated with one of its partners. The certification program should be completed within a month but if you fail to get the certification in your first attempt then Workday allows you to re-do your training. This Enterprise application undergoes numerous minor updates and 2-3 major updates in a year. Whenever a major update takes place the user has to go through the training again and get the certification. This is done by Workday so that all the users remain on the same page. If you are not an employee of Workday or any of its partner companies, it is impossible to gain a Workday certification.
What if I am unhappy with the course?
We would never want you to be unhappy! If you are unsatisfied with your purchase, contact us in the first 7 days and we will give you a full refund.
What is your Refund Policy and Terms of Use?
To know more about cancelling the enrolment, refund, and rescheduling policy, visit:
Refund and Rescheduling Policy – https://www.zarantech.com/Refund-policy/
Terms of Service – https://www.zarantech.com/terms-of-use/
What other Resources do you provide?
Follow us on YouTube for FREE videos - https://www.youtube.com/@workdaylearner community
Follow us on LinkedIn for Free Materials - https://www.linkedin.com/showcase/workday-learner-community/
Follow us on Quora to Ask any Questions - https://workdaylearnercommunity.quora.com/
Checkout our Workday Corporate Course CatLog - https://bit.ly/workday-course-catalog
Name some official partners of Workday.
Implementation Partners List -https://www.workday.com/en-us/partners-services/partners/services-partners.html#?q=
Integration Partners List - https://www.workday.com/en-us/partners-services/partners/software-partners.html#?q=
Past Students Testimonials.
https://bit.ly/zarantech-google-reviews
