Chapter 5: Reporting Flashcards
(100 cards)
1
Q
What security do you need to build reports?
A
Report writer
2
Q
What are Standard Reports?
A
Workday delivered, available for all customers
3
Q
If a user is unable to run a report, what don’t they have access to?
A
Domain that secures the report
4
Q
What is an Advanced report?
A
Most common, can sort - filter - group - & total data
5
Q
What is a Matrix report?
A
Group data by column or row & configure cells to display summary values
6
Q
What is a Matrix report similar to?
A
Pivot tables
7
Q
What is a Composite report?
A
Can accommodate multiple data sources in one report
8
Q
Where are Composite reports most popular?
A
Financial Reporting
9
Q
What type of report combines multiple “subreports”?
A
Composite report
10
Q
What is a Transposed report?
A
Swaps rows & columns
11
Q
What are Transposed reports helpful for?
A
Side-by-side comparisons
12
Q
What is a Search report?
A
Displays instances of business object that you can narrow down with facet filters or search terms
13
Q
Search reports often start with ____
A
Find
14
Q
What is an nBox report?
A
Allows you to group, summarize, & drill - similar to Matrix report
15
Q
What does nBox report help visualize?
A
Objects across two fields
16
Q
What is a Trending report?
A
Group data by time period for trend analysis
17
Q
What is a Primary Business Object?
A
Main business object for a report
18
Q
What does a Primary Business Object determine?
A
What fields are initially available to include in the report
19
Q
What determines your Primary Business Object?
A
Data sources
20
Q
What are data sources?
A
Determine exactly what info is available to report on, like “view” or “starting filter”
21
Q
What do you want to report on?
A
Primary Business Object will provide that data
22
Q
What are Related Business Objects (RBOs)?
A
Access fields in a report that don’t belong to the primary business object
23
Q
What are linking fields?
A
Connects your primary business object to a related business object
24
Q
Data Sources report
A
What primary business objects is associated with which data sources, and which security groups are permitted to the data source
25
Two data source types
Standard, Indexed
26
Two Ways to Create a Report
1) Create Custom Report task 2) Standard Report > Related Actions > Standard Report > Copy
27
What does Filtering allow you to do?
Filter on report data based on fields on primary business object
28
What is an example of a filter condition?
And/Or
29
What does 'And' filter indicate?
Each business object instance must satisfy all conditions in filter criteria
30
What does 'Or' filter indicate?
Each business object instance must satisfy at least one condition
31
What is a Subfilter?
Specify fields from a related business object to use in filter conditions for related data
32
Define Worklet
Widget that displays frequently references data and tasks common to a specific functional area
33
What is another name for Worklet?
Applications
34
Give three examples of Worklets
Custom reports, trending reports, and transposed reports
35
Can a simple report be a Worklet?
No
36
What are the two ways Worklets are displayed?
Tile on dashboard, bubble on landing page
37
How many tabs can a dashboard have?
Six tabs
38
How many Worklets can be in each tab of a dashboard?
Six worklets
39
What are the three components of a dashboard structure?
Announcements, worklets, menus
40
What needs to happen to a custom report before it can be made into a dashboard?
Enabled as a worklet
41
How do you enable a report as a worklet?
Report definition > Output tab > Expand Worklet Options > select Enable as Worklet checkbox
42
How do you add prompts to a dashboard?
Configure in report definition
43
What is the max amount of rows that can be displayed when a worklet appears on a landing page?
100 rows
44
In a dashboard, what is the best way to display a lot of data?
Charts & visualizations
45
What is User-Level configuration?
User can manually configure worklets on a landing page or dashboard
46
What are the requirements to conduct user-level configuration?
User has access to worklet/dashboard, worklet is available on dashboard
47
What is Tenant-Level configuration?
As an administrator, you can configure a dashboard's worklet at the tenant level
48
What report do you use to conduct tenant-level configuration?
Maintain Dashboards
49
What task do you use to create a custom dashboard?
Create Custom Dashboard
50
How is dashboard security established?
Through the domain
51
What does a user need in order to access a dashboard?
Must have security group with permissions to the domains securing the dashboard
52
What are custom worklets tied to?
Custom reports
53
How can a user access a Custom Worklet?
Owner of the custom report must share the report with user before they can view the worklet
54
Who can create, edit, or delete a custom report?
Users with access to Custom Report Creation security domain
55
When creating a custom report, you must have access to ____?
Security domain for the data source, security domains for the report fields
56
True or False: custom reports are shared by default
False, custom reports are NOT shared by default
57
What determines who you can share the custom report with?
Domain securing the custom report's data source
58
If you share a report, can users edit it?
No, they can only run the report
59
Who can edit custom reports?
Report owner & those who manage all custom reporting
60
What task allows you to transfer ownership of a report?
Transfer Ownership of Custom Report
61
Can you share a scheduled report?
Yes, but you are only sharing the output file
62
True or False: by sharing a scheduled report output file, you are authorizing specific users to view the report data EXACTLY as you view it, regardless of Workday security
True
63
What are alerts?
Notifications, message, or business info sent from Workday to designated recipients
64
Do alerts have to be tied to a bp?
No
65
What is the Process Monitor report used for?
Allows users to track the progress of background processes like reports, integrations, and jobs
66
How does calculated fields impact existing data?
Manipulates, transforms, retrievals, encapsulations, and derivations
67
How do you create a calculated field?
Taking existing Workday field, push it through a formula which creates a new field
68
True or False: calculated fields can be used all across Workday
True
69
Where can you add calculated field?
Reporting, BPs, Integrations, Schedule Recurring Processes
70
How are calculated fields used in BPs?
Control condition steps
71
How are calculated fields used in Integrations?
Connectors and in reports that collect data for document transformation
72
True or False: all calculated fields resolve at runtime
True
73
Are calculated fields stores in the tenant?
No, determined @ runtime, captures real-time data
74
Calculated fields are associated with_____
Business objects
75
Business objects determine _____
WHAT data you can use in a calculated field definition and WHERE you can use the calculated field
76
What are the two types of calculated fields?
System-wide, report-specific
77
What does Boolean mean?
True or False
78
What task do you run to create a calculated field?
Create Calculated Field
79
Who can create calculated fields?
Do not have ownership, user's domain security determines whether they can create a calculated field & what type
80
Who can access calculated fields?
Access depends on security of underlying secured fields that the calculation uses
81
Do you need to configure access for a calculated field?
No, access depends on security
82
What is 'Maintain Calculated Fields' report?
Control center for managing system-wide calculated fields
83
What prefix do you use to search for a calculated field?
Cf:
84
What can impact what a user sees in a report output?
Constrained access
85
What does it mean if a user cannot run a standard report?
User doesn't have access to the domain securing the standard report
86
What does it mean if a user can't run a custom report?
Custom report is not shared with this user
87
What does it mean if report field data for certain instances does not display?
User belongs to a security group that has constrained access to report field
88
What does it mean if a report field doesn't display at all for a user?
User doesn't belong to security group that has access to report field
89
What does it mean if there are different number of rows displaying for different suers?
Users belong to a security group with constrained access to the data source or report fields
90
What does your data source selection determine for a report?
Primary business object, starting dataset
91
What report types can you copy?
Report Writer
92
Alex needs to filter a custom report to only show regular employees. Which comparison type should she use when creating the filter?
Value specific in filter
93
Logan wants a date prompt's default value to be the date the user is running the report. What default type can she use to achieve this?
Determine default value at runtime
94
Why did we specify default values for the required prompts?
So the report output will display automatically when accessing the dashboard.
95
Domains include secured content like:
Tasks, data sources, report fields, reports
96
BP Types include BP tasks such as:
Initiation steps, actions steps, approval steps, view/rescind/cancel
97
How does a user access a securable item?
User belongs to a security group that has permissions to a domain security policy, which links to a domain that houses the securable item
98
A report is shared with Megan, who is also a member of the Report Writer security group. What can Megan do? (Select three correct answers.)
Run the report, view the report definition, copy the report
99
Who can access a calculated field once it has been defined?
Only those with access to the underlying secured fields can access the calculated field
100
If you have access to Custom Field Management domain, can you edit another user's calculated field?
Yes, gives you create, edit, view, or delete access to any system-wide calculated field definition in the tenant
