Schedule a Report

Tags workday

Quick Reference Guide

Objective

Schedule a Workday report to run once or on a recurring schedule and receive the output when it is available.

Instructions

Start Scheduling a Report

  1. Sign in to Workday.
  2. Enter Schedule a Report in the Search field.
  3. Select Schedule a Report.
  4. Enter the Report Name.
  5. Select the Frequency for how often the report should run.
  6. Select OK.

Configure Report Details

  1. Update the Request Name if you want a more identifiable name for the scheduled report.
  2. Select the Report Criteria tab.
  3. Enter the required filter values for the report.
  4. Select the Schedule tab.
  5. Enter the required date and frequency details based on the selected schedule.

Define Output and Submit

  1. Select the Output tab.
  2. Choose an Output Type.
  3. Enter the number of days in File to be Deleted After (Days).
  4. Select OK to schedule the report.

Outcome

The report is scheduled in Workday and runs based on the selected frequency. When the report completes, you receive a Workday notification with access to download the report results.

Print Article