Workday-Pro-HCM-Reporting Sample Questions Answers

Workday calculated fields allow users to manipulate dates, numbers, and text values. To calculate a new date based on an existing date field (e.g., Bonus Approval Date), you use theIncrement or Decrement Datefunction. This adds or subtracts a defined number of days, months, or years from the source date.

From Workday Reporting documentation:

“Increment or Decrement Date – Returns a date that is a specified number of days, months, or years before or after the value of the source date field.”

Example: If the Bonus Approval Date is 01/01/2025, adding 60 days using this function would return 03/02/2025.

Thus, the correct choice isA. Increment or Decrement Date.

Composite reports combine multiple subreports, and their summarizations depend on the fields configured in the subreports themselves. To enable consistent grouping and summarization across the entire composite report, theLocation field must be included as a Detail Data field in all the subreports. This ensures that each subreport provides the Location context required for composite-level summarization.

From the Workday binder:“Composite reports aggregate results from multiple subreports. To summarize or drill consistently on a specific field, that field must exist as a Detail Data field in all subreports included in the composite.”

If Location is only included in one subreport, summarizations in the other subreports would not align, and Location-based grouping would fail. Similarly, making Location drillable only affects drill-down options, not summary-level grouping across the composite.

Thus, the correct answer isA. Include Location as a Detail Data field in all the subreports.

In composite reports,summarizations are driven by Detail Data fieldsprovided by each subreport. If you want to summarize results consistently byLocation across the entire composite report, Location must exist as aDetail Data field in every subreport.

Workday requires this consistency because composite-level summarizations rely on common fields across all subreports. If Location is missing from even one subreport’s detail data, Workday cannot reliably aggregate or align summarizations by that field.

From the Workday HCM Reporting documentation:

“To summarize composite report data by a specific field, that field must be included as detail data in all subreports.”

“Drillable fields enable navigation but do not support composite-level summarization.”

Including Location as drillable only affects drill-down behavior, not summarization. Including it in only one subreport results in incomplete aggregation.

Workday delivers manystandard (delivered) reportsthat are available to all customers. These reports are a great starting point but are not editable directly. If the delivered report does not meet your requirements, you shouldcopy it and then modify the copyto create acustom report. This ensures that you retain the delivered report as-is, while still tailoring the report output to your business needs.

From the Workday Module 1 and 2 Reporting sections:

“Workday delivers standard reports that are available for all customers. If necessary, you cancopy many of the Workday-delivered reports to create a custom report and modify it as needed.”

“There still may not be a report that meets my specific needs though. In that case, I can either create a report from scratch orcopy a delivered report and make changes.”

“Standard reports are already available in all customer tenants and span across the functional areas in Workday. Workday creates standard reports using either the report writer tool or XpressO. However, you cancopy and modify reports created with report writer as needed.”

Therefore, the correct recommendation isto copy and modify the delivered Headcount By Job Profile report (Option D)instead of editing the original.

In composite reports, drill-down functionality is controlled at thecolumn level. By configuring drillable fields on the output columns, users can select values and view related details, such as worker name, location, and manager.

From the Workday documentation:“Drill-down values in composite reports are configured on columns. Columns can be set to include drillable fields, allowing users to select a value and view related data.”

Rows determine how data is grouped, prompts filter initial results, and subreports provide the raw data but do not directly control drillable field configurations.

Therefore, the correct configuration isC. In the composite report columns.

When reports useIndexed Data Sources, performance issues can arise if sorting is attempted on fields that are not indexed. In the case of the Worker object, sorting directly by the Worker object field is slower. Workday best practice is to sort bytext-based fields such as the “Full Name (text)” field, which improves query performance because it leverages indexed fields.

From the Workday reporting materials:

*“For indexed data sources, performance improves when sorting by text fields such as Full Name (text), instead of object fields. Sorting by object fields causes slower performance, whereas text-based fields use the

Matrix reports in Workday allow for grouping, summarization, and drill-through capabilities. To let managersdynamically refine report results at runtime, you configureFacet Filters. Facet Filters enable users to filter the report output interactively, without modifying the underlying definition.

From the Workday Reporting documentation:

“Matrix reports allow grouping and summarization of data. You can also configurefacet filtersso users can dynamically refine report results by selecting values such as Hiring Source or Location.”

Thus, the correct way to let the recruiting manager refine the output isD. Configure Facet Filters.

TheTrue/False Conditioncalculated field is used to return Boolean results (True or False) based on defined criteria. In this scenario, the field must evaluate whether the event initiator equals the worker’s manager. By setting that condition, the calculated field will returnTrueif the initiator is the manager andFalseotherwise.

From Workday Reporting documentation:

“True/False Condition – Creates a Boolean field that evaluates a condition and returns True or False depending on whether the condition is met.”

Thus, the correct answer isB. True/False Condition.

Workday maintains ashared WDSetup tenantwhere customers can access the latest delivered content, including reports, dashboards, and calculated field templates. Customers must log in through theWorkday Community portalto access this tenant.

From the Workday binder:“The WDSetup tenant provides shared configuration content maintained by Workday. Customers can access the tenant through Workday Community to review the latest delivered reports and dashboards.”

The other options are incorrect: Object Transporter (OX) migrates content between customer tenants, not WDSetup. Customer Central is a separate tenant for learning, not for content review. The “What’s New” report shows system updates, not the latest WDSetup content.

Therefore, the correct answer isC. Sign in to the Shared WDSetup tenant through the Workday Community.

Workday uses theScheduled Future Processesreport to display all processes that are scheduled to run in the future, includingscheduled custom reports, standard reports, and other background jobs. This report provides visibility intorecurrence patterns,next run dates,owners, andprocess types, making it the primary place to confirm scheduled report execution.

From the Workday HCM Reporting documentation:

“The Scheduled Future Processes report allows users to view all scheduled processes, including reports, along with their run frequency and next execution date.”

“Use Scheduled Future Processes to validate that a report is still scheduled and confirm future run instances.”

The other options are incorrect because:

“Scheduled Future Reports” is not a delivered Workday task.

“Scheduled Distributions Report” is not used to view report schedules.

“View All Occurrences for a Schedule” is accessed only after selecting a specific schedule and does not provide a consolidated list.

Therefore, the correct answer isD. Scheduled Future Processes.

In Workday Discovery Boards, visualizations such aspivot tablesare based on summarized and grouped data. When you choose togenerate a report from a Pivot Table visualization, Workday converts the visualization into aMatrix Reportthat includesonly a table, preserving the row and column groupings and summarizations used in the pivot.

The Workday HCM Reporting documentation states:

“When generating a report from a pivot table visualization, Workday creates a matrix report that reflects the grouped and summarized structure of the pivot.”

“Charts are not included when generating reports from pivot table visualizations; the output is a table-only matrix report.”

Advanced Reports are generated from non-pivot, row-based visualizations. XpressO is not used for discovery board–generated reports. Matrix reports with charts are created only when the visualization includes a chart component, which pivot tables do not.

Therefore, the correct answer isB. Matrix Report (with only a table).

When creating a custom report, filters restrict which data records are returned. Workday allows different comparison types for filters. The option“Value specified in this filter”lets you hard-code a condition (for example,Time Type = Part-Time), so the report consistently returns only part-time employees without requiring user input.

From the Workday Reporting documentation:

“Filter – Add conditions to filter the primary business object.”

“Prompts – You can further narrow and refine your report results by having the user complete prompt fields before they run the report… or usevalue specified in this filterfor fixed filtering.”

Therefore, the correct answer isC. Value specified in this filter.

Performance issues often occur when trending reports pull fields from related business objects instead of directly from theTrended Workers data source. This requires Workday to join across objects at runtime, slowing down report execution. To improve performance, you shouldadd the required field to the Trended Workers data source, ensuring the data is pre-joined and optimized for trending.

From the Workday binder:“To improve performance, add commonly reported fields directly to the Trended Workers object. Using related business object fields requires additional joins and increases report runtime.”

Creating calculated fields adds complexity rather than improving speed. Purging or re-creating trending data maintains system hygiene but does not address field-level performance.

Thus, the correct solution isA. Add the field to the Trended Workers data source.

Workday’sReport Performance Loghighlights processing time contributors such as “Top Level Filter Time.” If this is high, the best practice is toreplace report filters with built-in data source prompts, since prompts restrict data earlier in processing, improving performance.

From the Workday Reporting documentation:

“To improve report performance, leverage built-in data source prompts instead of filters whenever possible. Prompts reduce the data set retrieved before filters are applied, minimizing filter processing time.”

Therefore, the correct answer isB. Use built-in data source prompts instead of filters.