Workday is designed to manage information that goes into the system through business processes, approvals, and transactions. Reports provide one way to review the data stored within Workday.
In addition, there are tools that help bring information out of the system for analysis and reporting. Two of the most commonly used are Discovery Boards and Worksheets.
Discovery Boards
Discovery Boards allow users to build queries, tables, and charts using Workday data sources. The interface uses drag-and-drop functionality to make organizing information straightforward and efficient.
Worksheets
Worksheets is a spreadsheet application that connects directly with Workday reports. It lets you import data, keep it automatically refreshed, and work with it in a familiar spreadsheet format.
Both tools are available through Workday Drive. To access them, select your Profile menu in Workday and choose Drive. Use the blue "New" button in the upper left corner of the Drive page to create a new Discovery Board or Worksheet.
Resources
If you would like a demonstration of these data tools, contact Mike Ellison to coordinate a session. The following self-service trainings are also available on Workday Learning, UNLV's new learning management system:
- Workday Data Primer
- Introduction to Discovery Boards
- Process Workday Data in Workday Worksheets
- Transform Data with SQL in Workday Worksheets