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Workday Adaptive Planning KB

Reporting Overview

Introduces you to web reporting, including matrix, model, and transaction reports.

A web report displays data drawn from your Adaptive Insights model based on the parameters set by the user who created the report.

Report Types

  • Matrix: The most commonly-used type of report, they have the most functionality. You can place various elements like accounts, levels, and so on in rows and col­umns. Matrix reports also let you use parameters, a way to change what the report displays from drop-down menus on the report itself.
  • Model: Row or list-based reports, like personnel. Only displays data from modeled sheets.
  • Transaction: Also row/list based, these only display data from the transaction mod­ule.
  • Pattern: Shows how certain values are spread over time. These patterns are cre­ated using spread lookup tables in modeled sheets.
  • Report Book: A collection of reports you run simultaneously and export as file. They can contain various report types, and are useful for preparing board reports or other presentations.
  • Uploaded File: Any type of file can be uploaded as a report. The one limitation is size. Uploaded files are limited to 40Mb each. Useful for schedules, instructions, training videos, and so on. These uploaded files can then be managed in the same way as other reports, including sharing based on level access or limiting access to users with permission to view salary-level detail.
  • Audit Trail: Only available in versions with Audit Trail enabled (Modeling > Ver­sions > Audit trail). These query data changes to cells in standard sheets, modeled sheets, shared formulas, assumptions, and so on. It does not include structural changes like adding a level or account.

Output Options

When you run a report, you select from the following output options:

  • HTML (default)
  • HTML in a new window (Modeled Reports, Transaction Reports, Matrix Reports)
  • Excel
  • PDF

Once a report has been run, you can save it in any of the following forms:

  • HTML
  • Excel
  • PDF
  • Snapshot (except for Transaction)

Report Permissions and View Access to Data

When viewing a report, you can see only data to which you have access. Access is also determined by the folder in which the report is saved.

  • Personal folder: You can save a report to your personal folder – only you can view it.
  • Shared folder: Reports saved in the shared folder are available based on the levels of the user.

You can save a report with the setting Show all data regardless of level. Reports with this setting can be viewed by anyone, regardless of access level, but cannot be drilled into or filtered.

You can create, modify, and delete reports without affecting any underlying data. Running a report instantly displays the results, and does not affect the data it draws upon.

Precedence Rules for Honoring Element Properties 

You can manage the properties of a report element from the Element Properties dialog. Right-click the element and select Properties. The web reports use the following precedence rules for honoring element properties when displaying data:

  • Cells override rows
  • Rows override columns
  • Columns override reports
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