Workday Custom Report

Report-as-a-Service (RaaS) access

Report-as-a-Service (RaaS) allows access to Workday custom reports as web services. When you enable a Workday custom report as a web service, the report results can be accessed through URLs.

  1. Log in to the Workday tenant.

  2. In the Search field, type View custom report.

  3. On the View Custom Report screen, click My Reports.

  4. Select the report you want to view. Click OK.

  5. On the View Custom Report page, click Actions > Web Service > View URLs. Make sure Report is Web Service enabled. Edit Report, Go to Advanced Tab, Check “Enable as Web Service” option.

  6. Click OK.

  7. For REST, on the View URLs Web Service page, in the JSON section, right-click JSON, then Copy URL. The URL format will be something like below:

    https://wd2-impl-services1.workday.com/ccx/service/customreport2/mytenant/report_owner_username/report_name?format=json&Last_Updated=2023-10-01&Department=Sales

Use the output from the report to map fields in the trigger mapping section. The reportuser and reportname combination should be provided in the “report_name” property. Report filter values can also be setup as shown below.

report_name:report_owner_username/report_name filter:Last_Updated={last_successful_date_time} filter:Current_Time={current_date_time} filter:Department=Sales key:WorkerID=customfield_10128 map:Worker=customfield_10122 map:Title=customfield_10123 map:Cost_Center[0].Reference_ID=customfield_10010

Note: The filters are the ones that the custom report expects. Filter fields should be String, Date or Numeric fields, and not Objects which expect Reference ID values. Other filter smart values supported are {last_successful_date}, {current_date_time} and {current_date}.

Mock Endpoint for Testing

To test Workday Custom Report, here’s a mock endpoint and report:

API Endpoint URL = https://27af8c7f-d27f-457a-9616-026b70d2717f.mock.pstmn.io/ccx/service/ API version = v40.1 Tenant name = <contact us at support@onwardb.com> Username = <contact us at support@onwardb.com> Password = <contact us at support@onwardb.com>

Use the below for mapping configuration in your Workday Custom Report trigger:

key:WorkerID=customfield_10128 report_name:lmcneil/get_worker map:Worker=customfield_10122

Incremental Data Extract

OnRamp can pull data from any Workday Custom Report that’s enabled as a RaaS (Report as a Service). These reports should return incremental data so that only new events (hires, terminations, job change, etc) are processed. Reports in Workday can be setup for incremental data output in one of two ways. Filtering by effective date or by entry date. Effective date (e.g. Hire Date) based filtering will cause records to appear multiple times in the report output. For instance if you filter for workers with Hire_Date in next two weeks, then that worker will appear in every scheduled run until the hire date is in the past. On the other hand, filtering on entry date (event initiated or completed date) will ensure that records are returned only once - only when the event completed date meets the scheduler time filter.

One common approach is to use the Event details that accompany any object. For example, in this report we show how the Hire Event can be accessed on any worker. The sub-filter can then be set based on the hire completion date. Other objects have associated events you can pull in the report e.g. All Positions has Hiring Event sub-object, All Job Requisitions has Job Requisition Event, and so on.

Here’s the sub-filter:

 

Another approach is to use the data source: Business process Transaction. This allows you to extract incremental data with the filter set to date and time completed.

 

Here’s the filters section of the report that filters on the hire event completion date:

Another useful filter is the “Last Functionality Update” - this is a field that’s available on most objects and can be used to return data whenever an object is changed.

Here you can see the same field on the Positions object.