Workday / Guide: Custom Report approval checklist for peer-review

Objective

  • To help report writers review their reports to ensure they meet with adopted Miami standards as well as an aid for peer review

Scope

  • Recommended naming standards and report standards
  • Checklist utilized to support the Production deployment process

User

  • Workday Custom Report Writers

Environment

  • 1191721: Workday

Checklist

Custom reports must be peer-reviewed and meet the following criteria to be approved to migrate to Sandbox and Production

Utilize the appropriate TDX task to document the completion of the peer-review.

  • Custom reports should contain no more than 50 fields

  • Reports should meet Naming Standards
    • Examples:
      • No underscores, initials, copy, test, person name or ID, etc.
      • No abbreviations, ampersand (&), special characters
      • Correct prefix

  • Appropriate report tags selected
    • Examples:
      • Compensation
      • Time Tracking
      • Academic Advising
      • Student Records

  • A brief description and use case is completed
    • Example:
      • This composite report provides information about all or prompted gifts. It includes the gift manager's name, employee ID, gift status, and financial data.
      • Required Prompts: Period
      • Optional Prompts: Gift, Gift Hierarchies, Campus, Campus Hierarchies, Cost Center, Cost Center Hierarchies, Fund, Fund Hierarchies, Fund Type, Journal Source, Ledger Accounts and Summaries, Program, and Program Hierarchies

  • More Info is completed
    • Example:
      • Built using Indexed All Workers data source using the Workers With No Time Entry data source filter
        Workers with time entry are excluded from the report

  • Report is shared with "all authorized users" or specific groups, and not to individuals
    • Note: Special cases may require a single shared individual, please review before approval.

  • Hidden from search for: (Exclude Execution Link from Search option)
    • RAAS
    • SUB
    • Prism source reports
    • Integration owned

  • Calculated fields meet appropriate naming standard
    • Example:
      • CF LRV Worker Unique ID

  • Required prompts are listed first
    • A prompt is required when notated with a red asterisk

  • Save Parameters is enabled

  • Export Expansion Hierarchy to Excel (Composite only) is enabled
    • Note: If a report is linked to a workbook, verify with the workbook owner to verify if this option will cause issues

  • Comments section has been updated with changes in the following format if the report has been modified
    • Date - UniqueID - What changes were made
    • Example: 11/11/2024 - gollas - Created a calculated shift date column. Changed the prompts to use the new shift date column. Updated the name to reflect it's expanded usage

 

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