How To Run and View Reports

Created by Kimberly Weilert, Modified on Wed, 29 May at 2:41 PM by Kimberly Weilert

GENERATING REPORTS

There are several types of reports you can generate within Workday. Managers can access self-service reports as well as reports about their team. You can access available reports via the Search bar or within an application.

Applications with reporting functionality list reports in the View section.

From the Homepage:

1. Navigate to the application you want to view.

2. Available reports display in the View section.

Actions and View sections of the Pay application with the View section highlighted

VIEWING REPORTS

Several icons display over the top-right corner of a report.

Icons on a report

Review the following icons. Note that the following options depending on your organization’s security permissions and configuration.

Icon	Icon Name	Description
	Export to Excel	Export the report to Excel.
	Export to Worksheets	Send the report to a Workday worksheet.
	Filter	Filter data from each column, similar to Excel.
	Expand/Collapse Chart	View report data in chart format.
	Grid View	Freeze columns, similar to Excel.
	Toggle Full Screen	View more data with the full-screen toggle.
	PDF	View the report as a printable PDF.
	Tag	Put workers into candidate, succession, or talent pools.
	Collapse Rows	Reduce the table’s row height.
	Expand Rows	Expand the table’s row height.

FILTERING REPORT CONTENT

You can filter report content by setting criteria on individual columns.

To filter a report:

1. Select the column heading of the data you want to filter—column filter options display.

2. To sort the data, select the appropriate Sort arrow.

3. Alternatively, in the Filter Condition field, choose a filter condition from the available options and enter values as required by the filter condition.

Filter options

4. Select Filter.