Too often, building the required reporting for an organization is an afterthought during an implementation. Ideally, a reporting consultant would be engaged with the implementation project early. This allows the consultant to learn the financial data model and work with key stakeholders to build a report inventory and ensure either a delivered Workday report is available to access the required data or that a custom report is built to meet the requirements. However, oftentimes this does not happen, which can cause some headaches when data needs to be accessed once live with Workday. After all, a key reason for implementing a new financial system is to be able to easily analyze data within the system, right?
Workday has many useful delivered reports, but there are also many data sources that can be used to build custom reports for different audiences, such as cost center managers or project managers. These reports can be used to trigger alerts to certain users or be used as part of a report group that can deliver a package of reports in an Excel spreadsheet to select users. Workday also offers a variety of delivered dashboards and scorecards tailored to specific audiences that simply need to be configured. Dashboards and scorecards display useful reports, KPI’s, and links to key tasks and other reports in Workday. For example, Workday has a delivered Supplier Accounts dashboard that can be useful for accounts payable teams.
Building out these reports, alerts, report groups, dashboards and scorecards can make a meaningful impact on user-experience and system adoption from executives to data entry specialists to all employees.