Workday HCM Reports: Continuing the BI Portal Catalog Expansion

The BI Portal report catalog now includes Workday Human Capital Management (HCM) reports!

These updates were deployed to the BI Portal on 11/1/23.

Finding Workday HCM Reports Today

Historically, the Workday HCM Report Catalog was stored in Knowledge Navigator and supported by the Integrated Service Center (ISC) to reflect all custom reports available in Workday’s HCM module.

While these reports are now available in the BI Portal, they will remain in Knowledge Navigator until 11/30/23, along with a page announcement, to give users time to adapt to this change.

Understanding the “Why” Behind this Change

The goal of BI Portal reports, cubes, and dashboards is to:

• Reflect data from various subject areas: academics, advancement and alumni relations, core data, finance, human resources, property and space management, and research.
• Include historical data.
• Allow users to discover any report in the catalog. While a user’s Workday security role determines which reports they can run, the BI Portal allows users to discover all available reports and view security information regardless of role.

Bringing Workday HCM reports into the BI Portal aligns with the broader reporting strategy for UW Academy, which is to provide users with a one-stop-shop for all reporting needs.

Accessing Workday HCM Reports in the BI Portal

Users can find Workday HCM reports in the same way they find other resources in the BI Portal. A couple tips:

• Filter by the new tag – A new Workday HCM tile is now available on the Home page to quickly drill-down to applicable reports.
  

  

  A Workday HCM tag is also available on the Catalog page.

  

   

• Discover available Workday HCM reports and associated security information – In Workday, reports are assigned by security role. The security role not only determines which reports the user can run, but which reports they can discover. In the BI Portal, a user can discover any report in the catalog. While a user’s security role will still determine which reports they can run, this visibility allows users to identify potentially useful reports, check the Security Information tab to determine which roles have access, and then request elevated access, if warranted.
  

  Note: Access to Workday HCM reports is determined by Workday HCM Security Roles. To learn more about these roles, including which HCM Security Roles you are currently assigned, refer to Workday HCM Security Roles 101.

  

Questions?

Please submit questions as follows to ensure they reach the appropriate teams and get a quicker response.