Workday Report Types: A Guide to Finding What Works for You

 Workday Report Types: A Guide to Finding What Works for You

Workday reporting is a game-changer when it comes to making sense of business data. With so many types of reports available, it's easy to feel overwhelmed. But don't worry—this guide will break it all down and help you figure out which report type suits your needs.

1. Standard Reports

Think of these as your ready-made solutions. Standard reports come pre-packaged in Workday and are built to handle the basics, like headcount, payroll summaries, or compensation data. If you're short on time or new to the platform, these reports will get you the information you need without any extra effort.

2. Custom Reports

When the standard options don't cut it, you can roll up your sleeves and create a custom report. You have full control—pick your fields, set filters, and tweak the layout however you like. Whether it's tracking workforce performance or analyzing financial data, custom reports let you design exactly what you need.

3. Matrix Reports

Matrix reports are like the Swiss Army knife of Workday. They let you lay out data in a grid or table format, making it easy to compare different metrics side by side. If you're tracking team performance across departments or comparing financial figures, this report type is for you.

4. Composite Reports

Need to bring multiple data sources together? Composite reports allow you to combine the outputs of different custom reports into one seamless view. These are perfect when you're dealing with big-picture insights that span across multiple categories, like workforce trends or operational performance.

5. Trending or Time-Based Reports

If you're tracking how things change over time—such as employee growth, revenue patterns, or project timelines—trending reports are your best friend. They highlight progression and make it easier to spot trends or identify potential challenges.

6. Workday Prism Analytics

For serious data geeks, Prism Analytics takes reporting to the next level. It lets you pull in external data, build dashboards, and analyze everything in one place. Whether you're forecasting finances or diving deep into workforce planning, this tool is built for advanced analytics and insights.

How to Choose the Right Report

The choice depends on what you need:

• If you're looking for something quick and ready to use, go with Standard Reports.

• For highly specific needs, create your own with Custom Reports.

• When you're comparing data side by side, Matrix Reports work best.

• For a big-picture view, pull everything together with Composite Reports.

• If you're tracking changes over time, stick with Trending Reports.

• And if you want to go deep into analytics, explore Prism Analytics.

Making the Most of Workday Reporting

Start simple: get familiar with the built-in Standard Reports and work your way up. Once you're confident, experiment with Custom and Composite Reports to handle more complex needs. And don't shy away from using filters and calculated fields—they're your secret weapon for unlocking deeper insights.

Workday reports aren't just about numbers—they're about storytelling. The right report can reveal opportunities, predict challenges, and guide better decision-making. So, dive in and start discovering what's possible.

Do you have a favorite report type, or are you exploring these for the first time? Let's talk through it!

Workday Reporting

Mastering Workday Reporting: Unleashing the Power of Data

Workday reporting isn't just a tool—it's your gateway to smarter decision-making. Whether you're in HR, finance, or another function, the platform lets you pull meaningful insights from your data and turn them into actionable plans. Let's dive into what makes Workday reporting such a game-changer and how to make it work for you.

Why Workday Reporting is Essential

Good decisions start with good data. With Workday reporting, you get:

1. Real-Time Updates: Always stay on top of the latest numbers and trends.

2. Customizable Reports: Tailor the data to meet your unique needs and goals.

3. Seamless Integration: Workday plays well with other systems, making it a breeze to gather insights across platforms.

Getting to Know the Different Types of Reports

Workday offers something for everyone, depending on your needs:

• Standard Reports: Pre-made reports covering the basics.

• Custom Reports: Build exactly what you need, from scratch.

• Matrix Reports: Ideal for comparing data in tables or grids.

• Composite Reports: Combine multiple datasets for a big-picture view.

• Workday Prism Analytics: Take a deep dive with advanced analysis tools.

Tips for Creating Reports That Shine

Want to level up your reporting game? Keep these tips in mind:

1. Know Your Fields: Get familiar with the fields available, so you know what's possible.

2. Master Filters: Filters help you zero in on exactly what you need.

3. Keep It Organized: A clean layout isn't just pretty—it's practical.

4. Explore Calculated Fields: Use them to dig into complex questions and trends.

5. Automate When You Can: Schedule regular report deliveries to save time.

Overcoming Common Reporting Challenges

Even the best tools have their quirks. Here's how to handle some common ones:

• Duplicates Driving You Crazy? Check your filters to avoid pulling the same data twice.

• Permission Problems? Make sure the right people have access to the reports they need.

• Confused by Complexity? Break big reports into smaller parts to make them more digestible.

What's Next in Workday Reporting?

Technology is always moving forward, and Workday reporting is no exception. Here's what's on the horizon:

• AI-Driven Insights: Expect smarter, predictive tools to help you stay ahead.

• Better Visuals: More dynamic charts and dashboards for storytelling.

• Integration Across Tools: A smoother flow of data between Workday and other systems.

Final Thoughts

Workday reporting is a powerful way to turn your data into decisions that matter. Whether you're just getting started or looking to refine your skills, the possibilities are endless. And remember, a good report doesn't just inform—it inspires action.

Got a specific challenge or scenario in mind? Let's work through it together!

To find the concurrent request Arguments

 To find the current request arguments in 2 ways. 

1.SELECT  ARGUMENT_TEXT, ARGUMENT1,ARGUMENT2,ARGUMENT3, ARGUMENT4,ARGUMENT5 FROM FND_CONCURRENT_REQUESTS WHERE REQUEST_ID  = 4532223

2. select * from FND_CONC_REQUEST_ARGUMENTS WHERE REQUEST_ID = 112581918

API to end date the User in Oracle Apps - FND_USER_PKG.UPDATEUSER

Below script is used for updating User end date 

DECLARE
    lc_user_name       VARCHAR2(100)  := 'SGUDURU';
    ld_user_end_date   DATE  := SYSDATE+1000;
BEGIN
   fnd_user_pkg.updateuser
   (  x_user_name               => lc_user_name,
      x_owner                   => NULL,
      x_unencrypted_password    => NULL,
      x_start_date              => NULL,
      x_end_date                => sysdate+1000,
      x_password_date           => sysdate+1000,
      x_password_lifespan_days  => NULL,
      x_employee_id             => NULL,
      x_email_address           => NULL
   );

 COMMIT;

EXCEPTION
  WHEN OTHERS THEN
    ROLLBACK;
    DBMS_OUTPUT.PUT_LINE(SQLERRM);
END;
/

SQL Query to find Request Set for the given concurrent program

SQL Query to find  Request Set  for the given concurrent program :

SELECT

   DISTINCT  user_request_set_name

FROM

    fnd_request_sets_tl rs,

    fnd_request_set_programs rsp,

    fnd_concurrent_programs_tl cp

WHERE

    rsp.concurrent_program_id = cp.concurrent_program_id

    AND   rs.request_set_id = rsp.request_set_id

    AND   upper(user_concurrent_program_name) = upper(:enter_prog_name)

                       ;

Script to Change Password of user from Backend In Oracle Applications Using API

SET serveroutput ON;

DECLARE

  v_user_name    VARCHAR2(30):= UPPER('SGUDURU');

  v_new_password VARCHAR2(30):= 'welcome1';

  v_status       BOOLEAN;

BEGIN

  v_status   := fnd_user_pkg.ChangePassword ( username => v_user_name, 

                                              newpassword => v_new_password 

                                            );

  IF v_status =TRUE THEN

    dbms_output.put_line ('The password reset successfully for the User:'||v_user_name);

    COMMIT;

  ELSE

    DBMS_OUTPUT.put_line ('Unable to reset password due to'||SQLCODE||' '||SUBSTR(SQLERRM, 1, 100));

    ROLLBACK;

  END IF;

END;

Query to list Active Responsibilities of a Active User In Oracle Applications

SELECT fu.user_name,

       frv.responsibility_name,

       frv.responsibility_key,

       TO_CHAR (furgd.start_date, 'DD-MON-YYYY') "START_DATE",

       TO_CHAR (furgd.end_date, 'DD-MON-YYYY') "END_DATE"

FROM fnd_user fu,

  fnd_user_resp_groups_direct furgd,

  fnd_responsibility_vl frv

WHERE fu.user_id                     = furgd.user_id

AND furgd.responsibility_id          = frv.responsibility_id

AND furgd.end_date                  IS NULL

AND fu.user_name                     = '&user_name'

AND furgd.start_date                <= sysdate

AND NVL(furgd.end_date, sysdate + 1) > sysdate

AND fu.start_date                   <= sysdate

AND NVL(fu.end_date, sysdate + 1)    > sysdate

AND frv.start_date                  <= sysdate

AND NVL(frv.end_date, sysdate + 1)   > sysdate;

How to get table to index structure like toad

Here is the built in which will give you the table or index structure .

How to get tables / Index structure.
SELECT to_char(DBMS_METADATA.GET_DDL ('INDEX', index_name,index_owner))
FROM dba_indexes
WHERE table_owner=upper('APPS');

SELECT to_char(DBMS_METADATA.GET_DDL ('TABLE', TABLE_name, table_owner))
FROM dba_TABLES
WHERE table_owner=upper('ONT');

PL/SQL Script to Add System Administrator in Oracle Applications

BEGIN
fnd_user_pkg.addresp ('SGUDURU','SYSADMIN','SYSTEM_ADMINISTRATOR','STANDARD','Add Responsibility to USER using pl/sql',SYSDATE,SYSDATE + 100);
commit;
dbms_output.put_line('Responsibility Added Successfully');
exception
        WHEN others THEN
                dbms_output.put_line(' Responsibility is not added due to ' || SQLCODE || substr(SQLERRM, 1, 100));
                ROLLBACK;
END;
 

Pl/SQL Script to Create user in Oracle applications

DECLARE
  v_user_name  VARCHAR2(30):=UPPER('SGUDURU');
  v_password   VARCHAR2(30):='ORACLE123';
  v_session_id INTEGER     := USERENV('sessionid');
BEGIN
  fnd_user_pkg.createuser (
    x_user_name => v_user_name,
    x_owner => NULL,
    x_unencrypted_password => v_password,
    x_session_number => v_session_id,
    x_start_date => SYSDATE,
    x_end_date => NULL
  );
  COMMIT;
  DBMS_OUTPUT.put_line ('User:'||v_user_name||'Created Successfully');
EXCEPTION
  WHEN OTHERS THEN
    DBMS_OUTPUT.put_line ('Unable to create User due to'||SQLCODE||' '||SUBSTR(SQLERRM, 1, 100));
    ROLLBACK;
END;

How to rebuild a partitioned index

alter index my_ind1 rebuild partition P_1 ;

How to verify the xml template file

select * from apps.xdo_templates_vl  where template_name like '%Service Contract%'

How to find the oracle workflow version using sql query

select * from   WF_RESOURCES where  NAME = 'WF_VERSION' and language = 'US'

Oracle Applications front end URL from Back end

SELECT profile_option_value
FROM fnd_profile_option_values
WHERE profile_option_id=
(SELECT profile_option_id
FROM fnd_profile_options WHERE
profile_option_name = 'APPS_FRAMEWORK_AGENT')
AND level_value = 0;

Or

SELECT home_url FROM icx_parameters;

In Some cases above query may not work properly.

Query to find current running SQL for given Concurrent Program

SELECT a.address,
  s.status,
  s.username,
  s.osuser,
  a.sql_text,
  s.SID
FROM v$sql a,
  v$session s
WHERE s.sql_address = a.address
AND s.SID          IN
  (SELECT d.SID
  FROM apps.fnd_concurrent_requests a,
    apps.fnd_concurrent_processes b,
    v$process c,
    v$session d
    --v$sql e
  WHERE a.controlling_manager = b.concurrent_process_id
  AND c.pid                   = b.oracle_process_id
  AND d.paddr                 = c.addr
    --AND d.sql_address = e.address
  AND a.request_id = 10803707 (provide the actual request id)
  and a.PHASE_CODE = 'R'
  )

Query to find Indexed Column names in table

SELECT c.index_name, i.uniqueness, c.column_name
FROM   user_indexes i, user_ind_columns c
WHERE  i.index_name = c.index_name
  AND  i.table_name = UPPER(:P_TABLE_NAME)
ORDER  BY c.index_name, c.column_position;

What is hold in OM ? What are the types of Holds in Order Management.

A Hold is to stop an order, return, order line, or return line from continuing to progress through its life cycle.

A Hold can be applied manually to a specific order by querying the order and then selecting the apply holds screen or can be applied automatically based on set of  criteria defined by the user (Hold source setup). User can define as many different Holds based on the business needs of the user/ company.

User can not apply a hold if the order has been pick released.

Types of Holds in Order Management

Credit Check Hold

    Order Entry performs an automatic credit check on the active customers, based on credit rules and credit limits defined by the user in your system. You can set credit limits for a total of all the customer's orders and of individual order amounts.

General Services Administration (GSA) Violation Hold

       The GSA hold ensures that a specific group of customers always receives the best pricing.

Configurations Holds

    If the configuration is invalid this hold will be applied on the order to prevent further processing.

How to progress Errored workflow using back end api

DECLARE
   CURSOR c1
   IS
     SELECT c.INSTANCE_LABEL,a.line_id
        FROM oe_order_lines_all a,
        apps.wf_item_activity_statuses b,
        apps.wf_process_activities c
       WHERE header_id = 602953547
       and b.item_key = to_char(a.line_id)
       and b.item_type ='OEOL'
       and b.activity_status='ERROR'
       and b.process_activity = c.instance_id;

BEGIN
   FOR c1_rec IN c1
   LOOP
      wf_engine.handleerror (
         'OEOL',
         TO_CHAR (c1_rec.line_id),
         C1_REC.INSTANCE_LABEL,
         'RETRY',
         NULL
      );
   END LOOP;
   commit;
EXCEPTION
   WHEN OTHERS
   THEN
      DBMS_OUTPUT.put_line (SQLERRM);
END;

How to release the Hold automatically when it reaches the hold until date

If any of the user enters the Hold Until date while applying the Hold then the hold should be released automatically when it reaches to the Hold Until Date. 

The below concurrent program should be scheduled based on the requirement. So that the program will check are there any holds which are reached hold until date and ready to release the holds. 

Concurrent Program Name : Release Expired Hold

How to raise business event manually using script

DECLARE
   l_event_name             VARCHAR2 (240)
                                  := 'oracle.apps.ont.genesis.outbound.update';
   l_event_parameter_list   wf_parameter_list_t := wf_parameter_list_t ();

BEGIN
      wf_event.addparametertolist (
         p_name=> 'HEADER_ID',
         p_value=> '96567456745',
         p_parameterlist=> l_event_parameter_list
      );
      wf_event.addparametertolist (
         p_name=> 'LINE_ID',
         p_value=> '865875768',
         p_parameterlist=> l_event_parameter_list
      );
      wf_event.addparametertolist (
         p_name=> 'HOLD_SOURCE_ID',
         p_value=>'54326456',
         p_parameterlist=> l_event_parameter_list
      );
      wf_event.addparametertolist (
         p_name=> 'CHANGE_TYPE',
         p_value=> 'APPLY',
         p_parameterlist=> l_event_parameter_list
      );

      BEGIN
         wf_event.RAISE (
            p_event_name=> l_event_name,
            p_event_key=> SYS_GUID (),
            p_parameters=> l_event_parameter_list
         );
      EXCEPTION
         WHEN OTHERS
         THEN
            DBMS_OUTPUT.put_line (
                  ' Unexpected Error  : '
               || SUBSTR (SQLERRM, 1, 250)
            );
      END;


   COMMIT;
   l_event_parameter_list.DELETE;
EXCEPTION
   WHEN OTHERS
   THEN
      DBMS_OUTPUT.put_line (
            ' Unexpected Error in main  block  : '
         || SUBSTR (SQLERRM, 1, 250)
      );
END;