{"id":109835,"date":"2026-04-15T15:54:20","date_gmt":"2026-04-15T10:24:20","guid":{"rendered":"https:\/\/cloudfoundation.com\/blog\/?p=109835"},"modified":"2026-04-15T16:03:45","modified_gmt":"2026-04-15T10:33:45","slug":"workday-integration-document-transformation-training","status":"publish","type":"post","link":"https:\/\/cloudfoundation.com\/blog\/workday-integration-document-transformation-training\/","title":{"rendered":"Workday Integration Document Transformation Training"},"content":{"rendered":"<p>[et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;4.9.7&#8243;][et_pb_row _builder_version=&#8221;4.9.7&#8243; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;3.25&#8243; custom_padding=&#8221;|||&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_post_title meta=&#8221;off&#8221; featured_image=&#8221;off&#8221; _builder_version=&#8221;4.9.7&#8243; title_font=&#8221;Times New Roman||||||||&#8221; title_text_align=&#8221;left&#8221; title_text_color=&#8221;#000000&#8243; title_font_size=&#8221;47&#8243; background_color=&#8221;RGBA(0,0,0,0)&#8221; background_enable_image=&#8221;off&#8221; custom_margin=&#8221;|||10%&#8221; title_font_size_tablet=&#8221;40&#8243; title_font_size_phone=&#8221;35&#8243; title_font_size_last_edited=&#8221;on|desktop&#8221;][\/et_pb_post_title][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=&#8221;4.9.7&#8243; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;3.25&#8243; custom_padding=&#8221;|||&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text content_last_edited=&#8221;off|desktop&#8221; _builder_version=&#8221;4.9.7&#8243; text_font=&#8221;Georgia||||||||&#8221; text_text_color=&#8221;#000000&#8243; text_font_size=&#8221;22px&#8221; text_line_height=&#8221;1.9em&#8221; header_2_font=&#8221;|700|||||||&#8221; header_2_font_size=&#8221;31px&#8221; max_width=&#8221;800px&#8221; max_width_last_edited=&#8221;off|phone&#8221; custom_margin=&#8221;|||10%&#8221; custom_margin_last_edited=&#8221;off|desktop&#8221; hover_enabled=&#8221;0&#8243; text_font_size_tablet=&#8221;&#8221; text_font_size_phone=&#8221;&#8221; text_font_size_last_edited=&#8221;on|phone&#8221; text_line_height_last_edited=&#8221;off|phone&#8221; sticky_enabled=&#8221;0&#8243;]<\/p><div id=\"ez-toc-container\" class=\"ez-toc-v2_0_80 ez-toc-wrap-center counter-hierarchy ez-toc-counter ez-toc-custom ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<span class=\"ez-toc-title-toggle\"><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/cloudfoundation.com\/blog\/workday-integration-document-transformation-training\/#Why_I_Always_Document_Reports_in_Workday_Integration\" >Why I Always Document Reports in Workday Integration<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/cloudfoundation.com\/blog\/workday-integration-document-transformation-training\/#How_I_Track_Changes_Using_Audit_in_Workday_Integration\" >How I Track Changes Using Audit in Workday Integration<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/cloudfoundation.com\/blog\/workday-integration-document-transformation-training\/#Delivered_Reports_in_Workday_Integration\" >Delivered Reports in Workday Integration<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/cloudfoundation.com\/blog\/workday-integration-document-transformation-training\/#Creating_and_Modifying_Custom_Reports_in_Workday_Integration\" >Creating and Modifying Custom Reports in Workday Integration<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/cloudfoundation.com\/blog\/workday-integration-document-transformation-training\/#Using_Report_Tags_to_Organize_Workday_Integration_Reports\" >Using Report Tags to Organize Workday Integration Reports<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/cloudfoundation.com\/blog\/workday-integration-document-transformation-training\/#Workday_Integration_Report_Tags_and_Categorization\" >Workday Integration Report Tags and Categorization<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/cloudfoundation.com\/blog\/workday-integration-document-transformation-training\/#Using_Workday_Integration_to_Search_Standard_and_Custom_Reports\" >Using Workday Integration to Search Standard and Custom Reports<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/cloudfoundation.com\/blog\/workday-integration-document-transformation-training\/#Workday_Integration_Reporting_Terminology\" >Workday Integration Reporting Terminology<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/cloudfoundation.com\/blog\/workday-integration-document-transformation-training\/#Workday_Integration_Report_Setup_Steps\" >Workday Integration Report Setup Steps<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/cloudfoundation.com\/blog\/workday-integration-document-transformation-training\/#Workday_Integration_Best_Practices_for_Reporting\" >Workday Integration Best Practices for Reporting<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"https:\/\/cloudfoundation.com\/blog\/workday-integration-document-transformation-training\/#Workday_Integration_Tips_for_New_Users\" >Workday Integration Tips for New Users<\/a><\/li><\/ul><\/nav><\/div>\n\n<h2><span class=\"ez-toc-section\" id=\"Why_I_Always_Document_Reports_in_Workday_Integration\"><\/span>Why I Always Document Reports in Workday Integration<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>I never forget to document when I work on reports in Workday Integration.<\/p>\n<p>I use the Help Text option in the Output tab to make the report easy to understand.<\/p>\n<p>This help text shows up in Workday Integration every time someone looks for the report.<\/p>\n<p>That implies that anyone who opens it will know right away why I made it and what it does.<\/p>\n<p>I think of this as a best approach for integrating Workday.<\/p>\n<p>I always fill out the assistance text, even if the system doesn&#8217;t make me.<\/p>\n<p>In real projects, good documentation in Workday Integration saves time, cuts down on confusion, and helps new team members understand how a report works.<\/p>\n<p>When I make or change a custom report in Workday Integration, I always include explicit notes to the help text.<\/p>\n<p>I use the requirement ID directly in Workday Integration when I make a change to a requirement.<\/p>\n<p>This manner, anyone who looks at the report later will be able to see why the adjustment was made.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"How_I_Track_Changes_Using_Audit_in_Workday_Integration\"><\/span>How I Track Changes Using Audit in Workday Integration<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>The Audit Trail is one of the most useful things I use in Workday Integration.<\/p>\n<p>To find out who changed a report and when, I just go to Related Actions and click View Audit Trail.<\/p>\n<p>Workday Integration keeps track of every modification for me, so I don&#8217;t have to keep logs by hand.<\/p>\n<p>When I access the audit trail in Workday Integration, I have to choose a certain time period.<\/p>\n<p>The system then tells me who made the report, who changed it, what fields were added, and what was taken away.<\/p>\n<p>By default, Workday Integration keeps track of everything that happens.<\/p>\n<p>Workday Integration keeps track of even more information, like what object was viewed and from what IP address.<\/p>\n<p>I use this built-in auditing tool instead of keeping separate tracking sheets.<\/p>\n<p>If someone asks me about a modification in Workday Integration, I can confidently point to the audit trail.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Delivered_Reports_in_Workday_Integration\"><\/span>Delivered Reports in Workday Integration<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>In Workday Integration, delivered reports are reports that the system has already made.<\/p>\n<p>I use them immediately when they match the need.<\/p>\n<p>I copy the report that was sent to me and make my own version in Workday Integration if I need to make adjustments.<\/p>\n<p>There are two kinds of reports that Workday Integration sends out: Express Reports and Report Writer Reports.<\/p>\n<p>I can&#8217;t change or copy Express Reports in Workday Integration. But I can copy Report Writer Reports, make a new version, and change it as needed.<\/p>\n<p>I utilize the task labeled &#8220;Hide Workday Delivered Reports&#8221; to hide a report that has already been sent in Workday Integration.<\/p>\n<p>I don&#8217;t often hide delivered reports in Workday Integration, but I can do so if I need to.<\/p>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=&#8221;1_3,1_3,1_3&#8243; _builder_version=&#8221;4.9.7&#8243; _module_preset=&#8221;default&#8221; background_color=&#8221;#064399&#8243; use_background_color_gradient=&#8221;on&#8221; background_color_gradient_start=&#8221;#0095f2&#8243; background_color_gradient_end=&#8221;#7dbed8&#8243; background_color_gradient_direction=&#8221;92deg&#8221; background_color_gradient_start_position=&#8221;35%&#8221; background_color_gradient_end_position=&#8221;80%&#8221; transform_scale=&#8221;73%|62%&#8221; transform_scale_linked=&#8221;off&#8221; transform_translate=&#8221;-53px|-50px&#8221; transform_translate_linked=&#8221;off&#8221; link_option_url=&#8221;https:\/\/cloudfoundation.com\/datorama-training\/&#8221; link_option_url_new_window=&#8221;on&#8221;][et_pb_column type=&#8221;1_3&#8243; _builder_version=&#8221;4.9.7&#8243; _module_preset=&#8221;default&#8221;][et_pb_image src=&#8221;https:\/\/cloudfoundation.com\/blog\/wp-content\/uploads\/2023\/06\/SS_436-_Converted_-1.png&#8221; _builder_version=&#8221;4.9.7&#8243; _module_preset=&#8221;default&#8221; transform_scale=&#8221;114%|112%&#8221; transform_scale_linked=&#8221;off&#8221; transform_translate=&#8221;25px|-4px&#8221; transform_translate_linked=&#8221;off&#8221; width=&#8221;98.1%&#8221; custom_margin=&#8221;|7px|||false|false&#8221;][\/et_pb_image][\/et_pb_column][et_pb_column type=&#8221;1_3&#8243; _builder_version=&#8221;4.9.7&#8243; _module_preset=&#8221;default&#8221;][et_pb_text _builder_version=&#8221;4.9.7&#8243; _module_preset=&#8221;default&#8221; text_font=&#8221;Georgia|700|||||||&#8221; text_font_size=&#8221;23px&#8221; text_line_height=&#8221;1.3em&#8221; header_font=&#8221;Georgia|700|||||||&#8221; header_font_size=&#8221;21px&#8221; header_letter_spacing=&#8221;-1px&#8221; header_line_height=&#8221;2em&#8221; transform_scale=&#8221;171%|159%&#8221; transform_scale_linked=&#8221;off&#8221; transform_translate=&#8221;40px|44px&#8221; transform_translate_linked=&#8221;off&#8221; transform_origin=&#8221;70%|50%&#8221; z_index=&#8221;-161&#8243; width=&#8221;100%&#8221; custom_margin=&#8221;|-215px||||&#8221; custom_padding=&#8221;|0px||||&#8221; link_option_url=&#8221;https:\/\/cloudfoundation.com\/datorama-training\/&#8221; link_option_url_new_window=&#8221;on&#8221;]<\/p>\n<h1 style=\"text-align: center;\"><span style=\"color: #ffffff;\"><strong>Workday Integration <\/strong>Training<\/span><\/h1>\n<p>[\/et_pb_text][et_pb_button button_url=&#8221;https:\/\/cloudfoundation.com\/&#8221; url_new_window=&#8221;on&#8221; button_text=&#8221;Explore Course Content&#8221; _builder_version=&#8221;4.9.7&#8243; _module_preset=&#8221;default&#8221; custom_button=&#8221;on&#8221; button_text_color=&#8221;#0C71C3&#8243; button_bg_color=&#8221;#FFFFFF&#8221; button_font=&#8221;|700|||||||&#8221; transform_translate=&#8221;64px|65px&#8221; transform_translate_linked=&#8221;off&#8221;][\/et_pb_button][\/et_pb_column][et_pb_column type=&#8221;1_3&#8243; _builder_version=&#8221;4.9.7&#8243; _module_preset=&#8221;default&#8221;][et_pb_image src=&#8221;https:\/\/cloudfoundation.com\/blog\/wp-content\/uploads\/2019\/06\/logo_resize_color.png&#8221; _builder_version=&#8221;4.9.7&#8243; _module_preset=&#8221;default&#8221; transform_translate=&#8221;-36px|0px&#8221; transform_translate_linked=&#8221;off&#8221; custom_margin=&#8221;|||178px||&#8221;][\/et_pb_image][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=&#8221;4.9.7&#8243; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;3.25&#8243; custom_padding=&#8221;|||&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text _builder_version=&#8221;4.9.7&#8243; text_font=&#8221;Georgia||||||||&#8221; text_text_color=&#8221;#000000&#8243; text_font_size=&#8221;22px&#8221; text_line_height=&#8221;1.9em&#8221; header_2_font=&#8221;|700|||||||&#8221; header_2_font_size=&#8221;31px&#8221; max_width=&#8221;800px&#8221; max_width_last_edited=&#8221;off|phone&#8221; custom_margin=&#8221;|||10%&#8221; custom_margin_last_edited=&#8221;off|desktop&#8221; hover_enabled=&#8221;0&#8243; text_font_size_tablet=&#8221;&#8221; text_font_size_phone=&#8221;&#8221; text_font_size_last_edited=&#8221;on|phone&#8221; text_line_height_last_edited=&#8221;off|phone&#8221; sticky_enabled=&#8221;0&#8243;]<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Creating_and_Modifying_Custom_Reports_in_Workday_Integration\"><\/span>Creating and Modifying Custom Reports in Workday Integration<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>When I copy a report that was sent to me in Workday Integration, I&#8217;m actually making a custom report.<\/p>\n<p>But that&#8217;s not the only method. In Workday Integration, I can also make a report from scratch without using a provided report.<\/p>\n<p>I encourage people to practice making reports in Workday Integration when I first start.<\/p>\n<p>I look into the Workday Standard Report job, open different reports, copy one, and change it.<\/p>\n<p>I feel more and more sure of myself as I move around in Workday Integration.<\/p>\n<p>The best thing about Workday Integration is how easy it is to use.<\/p>\n<p>I click Edit to change a report. I click Copy if I want to copy. I click Run if I wish to run.<\/p>\n<p>The choices in Workday Integration are written in plain English, so even beginners may easily find their way around.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Using_Report_Tags_to_Organize_Workday_Integration_Reports\"><\/span>Using Report Tags to Organize Workday Integration Reports<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>I utilize report tags in Workday Integration to quickly sort reports.<\/p>\n<p>Tags on reports let me put them into groups depending on business areas.<\/p>\n<p>When I add tags to Workday Integration, it makes it easier to find and filter reports later.<\/p>\n<p>If I work as a Benefits Admin in Workday Integration, I might make a lot of reports on benefit plans, enrollment dates, and how many employees are participating.<\/p>\n<p>I give them the right tags in Workday Integration instead of mixing them in with other reports.<\/p>\n<p>When business customers come to me with new needs in Workday Integration, I simply look for reports by tag and pick the ones that are most useful.<\/p>\n<p>This structured method in Workday Integration maintains my reporting area neat and professional.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Workday_Integration_Report_Tags_and_Categorization\"><\/span>Workday Integration Report Tags and Categorization<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>When I work with Workday Integration, I work with a lot of different modules, such as absence, compensation, core HR, and benefits.<\/p>\n<p>Reports are quite important in all of these Workday Integration modules.<\/p>\n<p>That&#8217;s why I constantly make sure my Workday Integration reports are in the right order.<\/p>\n<p>I don&#8217;t have to navigate through a lot of pages to find all the reports on benefits in Workday Integration.<\/p>\n<p>I make particular report tags inside Workday Integration instead.<\/p>\n<p>In Workday Integration, report tags let me sort reports in a way that makes sense.<\/p>\n<p>For instance, I make a tag just for benefits in Workday Integration, and every time I make a report for the benefits team, I tag it with that tag.<\/p>\n<p>This keeps my Workday Integration environment neat and easy to use.<\/p>\n<p>By default, Workday Integration also comes with pre-made report tags.<\/p>\n<p>Some common tags are already there when Workday Integration is supplied.<\/p>\n<p>If the tags that come with Workday Integration don&#8217;t work for me, I make my own.<\/p>\n<p>In Workday Integration, I just click on &#8220;Create Report Tag,&#8221; type in the name of the tag, and save it.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Using_Workday_Integration_to_Search_Standard_and_Custom_Reports\"><\/span>Using Workday Integration to Search Standard and Custom Reports<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>I utilize the Workday Standard Report task to see all the standard reports that have been sent in Workday Integration.<\/p>\n<p>This activity in Workday Integration lets me look at all the reports that have already been set up in the tenant.<\/p>\n<p>I utilize a different process called All Custom Reports to see reports that users made by hand in Workday Integration.<\/p>\n<p>I can filter by report owner when I run All Custom Reports in Workday Integration if I want to.<\/p>\n<p>Workday Integration runs the report for all custom reports if I don&#8217;t enter anything because no field is required until it has a star next to it.<\/p>\n<p>When I run All Custom Reports in Workday Integration, I can see thousands of reports that have been made in the tenant.<\/p>\n<p>With Workday Integration, I can see who made each report, when it was made, when it was last updated, and when it was last run.<\/p>\n<p>I can also check how many times the report was run in Workday Integration and what kind of output it makes.<\/p>\n<p>I can simply check reports with this level of openness in Workday Integration.<\/p>\n<p>I don&#8217;t estimate who changed a report in Workday Integration if someone asks. I just look at the details under All Custom Reports.<\/p>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=&#8221;1_3,1_3,1_3&#8243; _builder_version=&#8221;4.9.7&#8243; _module_preset=&#8221;default&#8221; background_color=&#8221;#064399&#8243; use_background_color_gradient=&#8221;on&#8221; background_color_gradient_start=&#8221;#ff8c7c&#8221; background_color_gradient_end=&#8221;#e5ba4e&#8221; background_color_gradient_type=&#8221;radial&#8221; background_color_gradient_direction_radial=&#8221;top left&#8221; background_color_gradient_start_position=&#8221;35%&#8221; background_color_gradient_end_position=&#8221;80%&#8221; transform_scale=&#8221;74%|69%&#8221; transform_scale_linked=&#8221;off&#8221; transform_translate=&#8221;-53px|-50px&#8221; transform_translate_linked=&#8221;off&#8221; custom_margin=&#8221;||-5px||false|false&#8221; custom_padding=&#8221;|||2px|false|false&#8221; link_option_url=&#8221;https:\/\/cloudfoundation.com\/datorama-training\/&#8221; link_option_url_new_window=&#8221;on&#8221;][et_pb_column type=&#8221;1_3&#8243; _builder_version=&#8221;4.9.7&#8243; _module_preset=&#8221;default&#8221;][et_pb_image src=&#8221;https:\/\/cloudfoundation.com\/blog\/wp-content\/uploads\/2023\/06\/8423118_3895895.png&#8221; _builder_version=&#8221;4.9.7&#8243; _module_preset=&#8221;default&#8221; width=&#8221;85.4%&#8221; custom_margin=&#8221;-31px||-24px||false|false&#8221; custom_padding=&#8221;|22px|0px||false|false&#8221;][\/et_pb_image][\/et_pb_column][et_pb_column type=&#8221;1_3&#8243; _builder_version=&#8221;4.9.7&#8243; _module_preset=&#8221;default&#8221;][et_pb_text _builder_version=&#8221;4.9.7&#8243; _module_preset=&#8221;default&#8221; text_font=&#8221;Georgia|700|||||||&#8221; text_font_size=&#8221;23px&#8221; text_line_height=&#8221;1.3em&#8221; header_font=&#8221;Georgia|700|||||||&#8221; header_font_size=&#8221;19px&#8221; header_letter_spacing=&#8221;-1px&#8221; header_line_height=&#8221;1.2em&#8221; transform_scale=&#8221;171%|159%&#8221; transform_scale_linked=&#8221;off&#8221; transform_translate=&#8221;40px|44px&#8221; transform_translate_linked=&#8221;off&#8221; transform_origin=&#8221;70%|50%&#8221; z_index=&#8221;-161&#8243; width=&#8221;100%&#8221; custom_margin=&#8221;|-215px||||&#8221; custom_padding=&#8221;|0px||||&#8221; link_option_url=&#8221;https:\/\/cloudfoundation.com\/datorama-training\/&#8221; link_option_url_new_window=&#8221;on&#8221;]<\/p>\n<h1 style=\"text-align: center;\"><span style=\"color: #000000;\">\u00a0 Workday Integration <\/span><span style=\"color: #333333;\">Online Training<\/span><\/h1>\n<p>[\/et_pb_text][et_pb_button button_url=&#8221;https:\/\/cloudfoundation.com\/&#8221; url_new_window=&#8221;on&#8221; button_text=&#8221;Up Coming Batches&#8221; _builder_version=&#8221;4.9.7&#8243; _module_preset=&#8221;default&#8221; custom_button=&#8221;on&#8221; button_text_color=&#8221;#E09900&#8243; button_bg_color=&#8221;#FFFFFF&#8221; button_font=&#8221;|700|||||||&#8221; transform_translate=&#8221;64px|65px&#8221; transform_translate_linked=&#8221;off&#8221; background_layout=&#8221;dark&#8221;][\/et_pb_button][\/et_pb_column][et_pb_column type=&#8221;1_3&#8243; _builder_version=&#8221;4.9.7&#8243; _module_preset=&#8221;default&#8221;][et_pb_image src=&#8221;https:\/\/cloudfoundation.com\/blog\/wp-content\/uploads\/2019\/06\/logo_resize_color.png&#8221; _builder_version=&#8221;4.9.7&#8243; _module_preset=&#8221;default&#8221; transform_translate=&#8221;-36px|0px&#8221; transform_translate_linked=&#8221;off&#8221; custom_margin=&#8221;|||178px||&#8221;][\/et_pb_image][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=&#8221;4.9.7&#8243; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;3.25&#8243; custom_padding=&#8221;|||&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text _builder_version=&#8221;4.9.7&#8243; text_font=&#8221;Georgia||||||||&#8221; text_text_color=&#8221;#000000&#8243; text_font_size=&#8221;22px&#8221; text_line_height=&#8221;1.9em&#8221; header_2_font=&#8221;|700|||||||&#8221; header_2_font_size=&#8221;31px&#8221; max_width=&#8221;800px&#8221; max_width_last_edited=&#8221;off|phone&#8221; custom_margin=&#8221;|||10%&#8221; custom_margin_last_edited=&#8221;off|desktop&#8221; hover_enabled=&#8221;0&#8243; text_font_size_tablet=&#8221;&#8221; text_font_size_phone=&#8221;&#8221; text_font_size_last_edited=&#8221;on|phone&#8221; text_line_height_last_edited=&#8221;off|phone&#8221; sticky_enabled=&#8221;0&#8243;]<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Workday_Integration_Reporting_Terminology\"><\/span>Workday Integration Reporting Terminology<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Before I go into further detail about Workday Integration custom reports, I always take a moment to go over some important reporting terms.<\/p>\n<p>These words are important for making reports that work well with Workday Integration.<\/p>\n<p>The PBO in Workday Integration, for instance, stands for &#8220;Primary Business Object.&#8221;<\/p>\n<p>This is the main thing that your report will talk about. Next is the RBO, or Related Business Object.<\/p>\n<p>This connects additional important information to your main report in Workday Integration.<\/p>\n<p>These words help me get around Workday Integration more quickly.<\/p>\n<p>Knowing the PBO and RBO helps me get the right information every time I make a report.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Workday_Integration_Report_Setup_Steps\"><\/span>Workday Integration Report Setup Steps<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>The first step in making a report in Workday Integration is to figure out what the task is.<\/p>\n<p>I start by typing &#8220;Create Custom Report&#8221; and looking over the fields that need to be filled out.<\/p>\n<p>Workday Integration shows me all of my options so I don&#8217;t miss anything.<\/p>\n<p>Workday Integration makes the report when you enter the right values.<\/p>\n<p>Then I can make more changes to it to fit my needs.<\/p>\n<p>This stage seems pretty hands-on, and Workday Integration makes it easy to see results right away.<\/p>\n<p>I typically compare each report to older data in Workday Integration to make sure it&#8217;s correct.<\/p>\n<p>This habit helps me stay consistent and makes sure that every report I make fits the data format of Workday Integration.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Workday_Integration_Best_Practices_for_Reporting\"><\/span>Workday Integration Best Practices for Reporting<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>When I make reports in Workday Integration, I always follow a few best practices.<\/p>\n<p>I always begin by figuring out which PBO and RBO the report belongs to.<\/p>\n<p>These objects are needed for Workday Integration to format the report correctly.<\/p>\n<p>Next, I carefully fill in all the fields with the correct values.<\/p>\n<p>For Workday Integration to work, you need to be very careful with your input.<\/p>\n<p>If you skip a value or type it in wrong, the results may not be right.<\/p>\n<p>Finally, I look at the output in Workday Integration itself.<\/p>\n<p>It&#8217;s crucial to make sure that all the data matches what you expect.<\/p>\n<p>I think that this hands-on approach makes me feel more sure with Workday Integration&#8217;s reporting features.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Workday_Integration_Tips_for_New_Users\"><\/span>Workday Integration Tips for New Users<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>If you&#8217;re new to Workday Integration, I suggest you start with simple reports.<\/p>\n<p>Type &#8220;Create Custom Report&#8221; into the search bar, fill out the basic fields, and watch how Workday Integration fills in the data.<\/p>\n<p>Spend some time with the PBO and RBO in Workday Integration.<\/p>\n<p>These ideas are the main parts of your reports, and knowing them can help you save time and mistakes.<\/p>\n<p>I also think you should try out different combinations of fields in Workday Integration.<\/p>\n<p>This practice lets you observe how each choice affects the report outcome and helps you learn rapidly.<\/p>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=&#8221;1_3,1_3,1_3&#8243; _builder_version=&#8221;4.9.7&#8243; _module_preset=&#8221;default&#8221; background_color=&#8221;#064399&#8243; use_background_color_gradient=&#8221;on&#8221; background_color_gradient_start=&#8221;#494fff&#8221; background_color_gradient_end=&#8221;#9ea6ff&#8221; background_color_gradient_type=&#8221;radial&#8221; background_color_gradient_direction_radial=&#8221;top left&#8221; background_color_gradient_start_position=&#8221;35%&#8221; background_color_gradient_end_position=&#8221;80%&#8221; transform_scale=&#8221;74%|71%&#8221; transform_scale_linked=&#8221;off&#8221; transform_translate=&#8221;-53px|-50px&#8221; transform_translate_linked=&#8221;off&#8221; min_height=&#8221;250.5px&#8221; custom_margin=&#8221;|auto|4px|auto||&#8221; link_option_url=&#8221;https:\/\/cloudfoundation.com\/datorama-training\/&#8221; link_option_url_new_window=&#8221;on&#8221;][et_pb_column type=&#8221;1_3&#8243; _builder_version=&#8221;4.9.7&#8243; _module_preset=&#8221;default&#8221;][et_pb_image src=&#8221;https:\/\/cloudfoundation.com\/blog\/wp-content\/uploads\/2023\/06\/Untitled-11.png&#8221; title_text=&#8221;Untitled-11&#8243; _builder_version=&#8221;4.9.7&#8243; _module_preset=&#8221;default&#8221; transform_scale=&#8221;103%|103%&#8221; transform_scale_linked=&#8221;off&#8221; transform_translate=&#8221;11px|0px&#8221; transform_translate_linked=&#8221;off&#8221; custom_padding=&#8221;|88px||||&#8221;][\/et_pb_image][\/et_pb_column][et_pb_column type=&#8221;1_3&#8243; _builder_version=&#8221;4.9.7&#8243; _module_preset=&#8221;default&#8221;][et_pb_text _builder_version=&#8221;4.9.7&#8243; _module_preset=&#8221;default&#8221; text_font=&#8221;Georgia|700|||||||&#8221; text_text_color=&#8221;#FFFFFF&#8221; text_font_size=&#8221;23px&#8221; text_line_height=&#8221;1.3em&#8221; header_font=&#8221;Georgia|700|||||||&#8221; header_font_size=&#8221;19px&#8221; header_letter_spacing=&#8221;-1px&#8221; header_line_height=&#8221;1.2em&#8221; transform_scale=&#8221;171%|159%&#8221; transform_scale_linked=&#8221;off&#8221; transform_translate=&#8221;40px|44px&#8221; transform_translate_linked=&#8221;off&#8221; transform_origin=&#8221;70%|50%&#8221; z_index=&#8221;-161&#8243; width=&#8221;100%&#8221; custom_margin=&#8221;|-215px||||&#8221; custom_padding=&#8221;|0px||||&#8221; link_option_url=&#8221;https:\/\/cloudfoundation.com\/datorama-training\/&#8221; link_option_url_new_window=&#8221;on&#8221;]<\/p>\n<h1 style=\"text-align: center;\"><span style=\"color: #ffffff;\"><strong>Workday Integration Course Price<\/strong><\/span><\/h1>\n<p>[\/et_pb_text][et_pb_button button_url=&#8221;https:\/\/cloudfoundation.com\/&#8221; url_new_window=&#8221;on&#8221; button_text=&#8221;Offer Price&#8221; _builder_version=&#8221;4.9.7&#8243; _module_preset=&#8221;default&#8221; custom_button=&#8221;on&#8221; button_text_color=&#8221;#0C71C3&#8243; button_bg_color=&#8221;#FFFFFF&#8221; button_font=&#8221;|700|||||||&#8221; transform_translate=&#8221;64px|65px&#8221; transform_translate_linked=&#8221;off&#8221;][\/et_pb_button][\/et_pb_column][et_pb_column type=&#8221;1_3&#8243; _builder_version=&#8221;4.9.7&#8243; _module_preset=&#8221;default&#8221;][et_pb_image src=&#8221;https:\/\/cloudfoundation.com\/blog\/wp-content\/uploads\/2019\/06\/logo_resize_color.png&#8221; title_text=&#8221;logo_resize_color&#8221; _builder_version=&#8221;4.9.7&#8243; _module_preset=&#8221;default&#8221; transform_translate=&#8221;-36px|0px&#8221; transform_translate_linked=&#8221;off&#8221; custom_margin=&#8221;|||178px||&#8221;][\/et_pb_image][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=&#8221;4.9.7&#8243; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;3.25&#8243; custom_padding=&#8221;|||&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_team_member name=&#8221;Vanitha&#8221; position=&#8221;Author&#8221; image_url=&#8221;https:\/\/cloudfoundation.com\/blog\/wp-content\/uploads\/2024\/09\/Vanitha.png&#8221; _builder_version=&#8221;4.9.7&#8243; header_level=&#8221;h5&#8243; header_font=&#8221;Titillium Web|700|||||||&#8221; body_font=&#8221;Titillium Web||||||||&#8221; body_font_size=&#8221;16&#8243;]The capacity to learn is a gift; the ability to learn is a skill; the willingness to learn is a choice[\/et_pb_team_member][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"<p>[et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;4.9.7&#8243;][et_pb_row _builder_version=&#8221;4.9.7&#8243; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;3.25&#8243; custom_padding=&#8221;|||&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_post_title meta=&#8221;off&#8221; featured_image=&#8221;off&#8221; _builder_version=&#8221;4.9.7&#8243; title_font=&#8221;Times New Roman||||||||&#8221; title_text_align=&#8221;left&#8221; title_text_color=&#8221;#000000&#8243; title_font_size=&#8221;47&#8243; background_color=&#8221;RGBA(0,0,0,0)&#8221; background_enable_image=&#8221;off&#8221; custom_margin=&#8221;|||10%&#8221; title_font_size_tablet=&#8221;40&#8243; title_font_size_phone=&#8221;35&#8243; title_font_size_last_edited=&#8221;on|desktop&#8221;][\/et_pb_post_title][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=&#8221;4.9.7&#8243; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;3.25&#8243; custom_padding=&#8221;|||&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text content_last_edited=&#8221;off|desktop&#8221; _builder_version=&#8221;4.9.7&#8243; text_font=&#8221;Georgia||||||||&#8221; text_text_color=&#8221;#000000&#8243; text_font_size=&#8221;22px&#8221; text_line_height=&#8221;1.9em&#8221; header_2_font=&#8221;|700|||||||&#8221; header_2_font_size=&#8221;31px&#8221; max_width=&#8221;800px&#8221; max_width_last_edited=&#8221;off|phone&#8221; custom_margin=&#8221;|||10%&#8221; custom_margin_last_edited=&#8221;off|desktop&#8221; hover_enabled=&#8221;0&#8243; text_font_size_tablet=&#8221;&#8221; text_font_size_phone=&#8221;&#8221; text_font_size_last_edited=&#8221;on|phone&#8221; text_line_height_last_edited=&#8221;off|phone&#8221; sticky_enabled=&#8221;0&#8243;] Why I Always [&hellip;]<\/p>\n","protected":false},"author":7,"featured_media":109837,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"2880","footnotes":""},"categories":[76],"tags":[],"class_list":{"0":"post-109835","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-workday"},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.6 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Workday Integration Document Transformation Training<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/cloudfoundation.com\/blog\/workday-integration-document-transformation-training\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Workday Integration Document Transformation Training\" \/>\n<meta property=\"og:description\" content=\"[et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;4.9.7&#8243;][et_pb_row _builder_version=&#8221;4.9.7&#8243; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;3.25&#8243; custom_padding=&#8221;|||&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_post_title meta=&#8221;off&#8221; featured_image=&#8221;off&#8221; _builder_version=&#8221;4.9.7&#8243; title_font=&#8221;Times New Roman||||||||&#8221; title_text_align=&#8221;left&#8221; title_text_color=&#8221;#000000&#8243; title_font_size=&#8221;47&#8243; background_color=&#8221;RGBA(0,0,0,0)&#8221; background_enable_image=&#8221;off&#8221; custom_margin=&#8221;|||10%&#8221; title_font_size_tablet=&#8221;40&#8243; 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text_font_size_tablet=&#8221;&#8221; text_font_size_phone=&#8221;&#8221; text_font_size_last_edited=&#8221;on|phone&#8221; text_line_height_last_edited=&#8221;off|phone&#8221; sticky_enabled=&#8221;0&#8243;] Why I Always [&hellip;]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/cloudfoundation.com\/blog\/workday-integration-document-transformation-training\/\" \/>\n<meta property=\"og:site_name\" content=\"CloudFoundation | Blog\" \/>\n<meta property=\"article:published_time\" content=\"2026-04-15T10:24:20+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2026-04-15T10:33:45+00:00\" \/>\n<meta property=\"og:image\" content=\"http:\/\/cloudfoundation.com\/blog\/wp-content\/uploads\/2026\/04\/data-management-system-dms-business-analytics-concept-businessman-working-analysis-connect-2.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"658\" \/>\n\t<meta property=\"og:image:height\" content=\"400\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"NAGENDRAG\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"NAGENDRAG\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"9 minutes\" \/>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Workday Integration Document Transformation Training","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/cloudfoundation.com\/blog\/workday-integration-document-transformation-training\/","og_locale":"en_US","og_type":"article","og_title":"Workday Integration Document Transformation Training","og_description":"[et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;4.9.7&#8243;][et_pb_row _builder_version=&#8221;4.9.7&#8243; 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