Concept: Web Reports
You can use web reports to display Workday Adaptive Planning
data, based on your report parameters.
You can:
- Add calculations and formatting.
- Combine data from all sheet and account types.
- Run and save reports in multiple formats.
Report Types
You can create these reports:
- Matrix: Most commonly used report type with the most functionality. You can arrange data elements like accounts and levels in rows and columns. You can use parameters to change report display options.
- Model: Row or list-base reports. Example: Personnel reports. Model reports only display data from modeled sheets.
- Transactions: Row or list-based reports. Only display transactions data.
- Pattern: Displays how selected values spread over time. You create these patterns using spread lookup tables in modeled sheets.
- Audit Trail Search: If you enable Audit Trail on your instance, you can use the reports to query cell data changes. Examples: Cell data changes in standard and modeled sheets, shared formulas, and assumptions. You can't use audit trail search reports to query structural changes. Example: Adding or changing levels or accounts.
- Report Book: Comprises a collection of different report types that you can use in presentations.
- Static files: Upload any file type up to 40 MB as a report to share content across your organization. Examples: Schedules, instructions, and training videos.
Report Permissions and View Access to Data
You can only view the data to which you have access. The folders in which you save
reports also determine access:
- Personal: Only you can access reports saved to this folder.
- Shared: You can share reports saved in this folder.
Precedence Rules for Report Elements
Web reports use these precedence rules when displaying data:
- Cells override rows.
- Rows override columns.
- Columns override reports.
You can change the default properties of report elements.