In Workday, when refining a custom report to include specific conditions such as limiting the output to workers hired in the last 30 days, the appropriate place to specify this condition is within the Filter tab of the custom report definition. The Filter tab allows you to define criteria that determine which instances of the primary business object (in this case, "Worker") are included in the report output. This is critical for integrations, as the filtered data ensures that only relevant records are sent to the third-party system.
The requirement here is to restrict the report to workers hired within the last 30 days. In Workday reporting, this can be achieved by adding a filter condition on the "Hire Date" field of the Worker business object. Specifically, you would configure the filter to compare the "Hire Date" against a dynamic date range, such as "Current Date minus 30 days" to "Current Date." This ensures the report dynamically adjusts to include only workers hired in the last 30 days each time it runs, which aligns with the needs of an integration sending real-time data to a third-party system.
Here’s why the other options are incorrect:
A. Subfilter: Subfilters in Workday are used to further refine data within a related business object or a subset of data already filtered by the primary filter. They are not the primary mechanism for applying a condition to the main dataset (e.g., all workers). For this scenario, a subfilter would be unnecessary since the condition applies directly to the Worker business object, not a related object.
B. Output: The Output section of a custom report definition controls how the report is displayed or delivered (e.g., file format, scheduling), not the data selection criteria. It does not allow for specifying conditions like hire date ranges.
C. Columns: The Columns tab defines which fields are displayed in the report output (e.g., Worker ID, Name, Hire Date). While you can add the "Hire Date" field here for visibility, it does not control which workers are included in the report—that is the role of the Filter tab.
To implement this in practice:
In the custom report definition, go to the Filter tab.
Add a new filter condition.
Select the "Hire Date" field from the Worker business object.
Set the operator to "in the range" and define the range as "Current Date - 30 days" to "Current Date" (using dynamic date functions available in Workday).
Save and test the report to ensure it returns only workers hired within the last 30 days.
This filtered report can then be enabled as a web service (via the Advanced tab) or used in an Enterprise Interface Builder (EIB) or Workday Studio integration to send the data to the third-party system, meeting the integration requirement.
References from Workday Pro Integrations Study Guide:
Workday Report Writer Fundamentals: Section on "Creating and Managing Filters" explains how filters are used to limit report data based on specific conditions, such as date ranges.
Integration System Fundamentals: Discusses how custom reports serve as data sources for integrations and the importance of filters in defining the dataset.
Core Connectors & Document Transformation: Highlights the use of filtered custom reports in outbound integrations to third-party systems.
