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
  • See standards document for more details
  • 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
  • See standards document for more details
  • 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