Creating Custom Dashboards using Custom Reports in Workday

Workday Dashboards

What dashboards do

Workday dashboards consolidate key management information and actionable items in one location. This gives you immediate visibility into your overall performance and will help you make better informed decisions and strategies.

Use cases

You can use dashboards in some interesting ways. For example, how often have you waited for key financial data so you can assemble a report that lets you track your spending with your budget? Dashboards in Workday Financial Management let you see instantly how current spending compares to your plan.

Or maybe you want to monitor employee performance because you have a review cycle coming up across your business. Workday HCM has a number of pre-built reports and dashboards that display current scorecards, actual-to-plan reports, and analytics to understand both where your employees are and where you’re headed.

You’re benefiting not only from the most current data, but also from the fact that everyone is operating on a single system. Workday continues to add depth and breadth in its reporting and analytics.

Custom-built dashboards

You might question whether there’s a pre-built dashboard in the system that truly fits your needs – but Workday enables you to create an unlimited number of custom-built dashboards across its applications. And it’s simple.

Here are four easy steps to create a custom dashboard:

  • Decide who needs to see the dashboard, then add the existing group of people (for example, managers and HR), or define a new security group (i.e., “Managers in North America”).
  • Create your custom dashboard.
  • Create report tags and add these to your reports. For example, any report that has a compensation component can be tagged “Compensation.” When you filter by that tag, all of your compensation-related reports will show up in a single list.
  • Create report worklets, which are shortcuts that give you instant access to a report. The worklet can be added to your dashboard.

How to add custom report in dashboard:

You will need to create a custom dashboard for your custom report. This is really easy and will allow you to place delegation reports in the dashboard for workers to view. You will then need to enable your custom report as a Worklet to add it to the dashboard. Below are steps:

1. Go to “Create Custom Dashboard”.

2. Enter in values. I would name the dashboard “Custom Dashboard For Report”.

                           For “Domain”, you can use “Landing Page-Home”.

                           If you want this dashboard to be on the Home page, you can add it to the “Home” dashboard under Maintain Dashboards> Home > Configure Content> search new dashboard under required or recommended.

3. Now, edit your custom report.

                           Go to Output > Worklet Options > Enable as Worklet. You should be able to select your new “Delegation” dashboard for “Available on”.

Additional info
  • 2. Go to “Maintain Dashboards” and select your new Custom dashboard
  • 3. Select “Configure Content”
  • 4. You should now be able to select your custom report when you search under “Dashboard/ Worklet”. 
  • 5. Test to see if the dashboard now populates with the report.
Custom dashboard for report

Leave a Reply

SOAIS - Worksoft Newsletter

To view on your browser, click here
Facebook Twitter LinkedIn
Dear Default Value,

Welcome to SOAIS Newsletter of September 2021!

Continuous Testing with Remote Execution
The speed of innovation continues to increase, driving rapid and relentless change for today’s ever-evolving IT landscapes, creating greater risk as IT and business teams scramble to ensure timely delivery. How can your organization keep pace? Test more, worry less. With Worksoft’s Connective Automation Platform, you can easily build and maintain automated tests, accelerating testing time without losing scope or volume. You can schedule and execute remote, continuous tests to intercept defects sooner and prioritize remediation - without sacrificing your nights and weekends. Explore how continuous test automation and remote execution can empower your organization.

Click here to connect with us to get more information on our services.

Skip Costly Rework with Dynamic Change Resiliency​

Change resiliency is imperative in ever-evolving IT environments. Our patented object action framework streamlines change management by assigning object definitions to your shared assets. The same object may be used in a thousand automation steps, but it can be easily updated by making one simple change to the model definition. The change automatically propagates to every single instance where that object may have been used without a single line of code or manual human involvement. For more change readiness you can also engage our Impact Analysis for SAP to predict how changes in SAP transports will affect your business processes. 

Please click here to watch the video to get a gist.

SOAIS Blog – Nuts and bolts of Certify Database Maintenance​

One of the key thing, which is often missed by the organizations, who have invested in using Worksoft Certify for automating their Business Process Validation initiatives, is implementing a Database Maintenance Plan. While the business and the test automation consultants get excited about the shiny new thing that they have got and start building the regression suite; planning and executing a database maintenance plan for most of the customers gets pushed down the priority list. However, since all the test assets in Certify are stored in a Database, a robust database maintenance plan is very important to maintain smooth operation of Certify with acceptable performance criteria. The customers usually start facing issues once they have built significant number of Certify processes which they have started executing on regular basis. Such executions add a lot of data to the tables storing results data and increase the overall size of the Certify database.

Please click here to read the complete blog.

Worksoft Blog – Process Intelligence: A Multi-Dimensional Approach

The ability to extract process knowledge has become easier through the years. Technology has evolved to the point where we can deploy capabilities that connect at multiple levels to extract different types of process insight. In the past, organizations were forced to spend enormous energy extracting data manually from different applications and databases. Then, they would have to use things like spreadsheets to transform the data and convert it into meaningful information. 

Please click here and read the complete blog.
Unit 9, Level 5, Navigator, ITPL,
Bangalore - 560 066.
Phone: +91 80 40071234
Suite 101, 1979, N Mill St,
Naperville, IL 60563
Phone 1-800-262-2427
Please click here to Unsubscribe / Unsubscribe Preferences

Leave us your info