Workday-Pro-HCM-Reporting Workday Pro HCM Reporting Certification Exam Questions and Answers

Workday delivers manystandard (delivered) reportsthat are available to all customers. These reports are a great starting point but are not editable directly. If the delivered report does not meet your requirements, you shouldcopy it and then modify the copyto create acustom report. This ensures that you retain the delivered report as-is, while still tailoring the report output to your business needs.

From the Workday Module 1 and 2 Reporting sections:

“Workday delivers standard reports that are available for all customers. If necessary, you cancopy many of the Workday-delivered reports to create a custom report and modify it as needed.”

“There still may not be a report that meets my specific needs though. In that case, I can either create a report from scratch orcopy a delivered report and make changes.”

“Standard reports are already available in all customer tenants and span across the functional areas in Workday. Workday creates standard reports using either the report writer tool or XpressO. However, you cancopy and modify reports created with report writer as needed.”

Therefore, the correct recommendation isto copy and modify the delivered Headcount By Job Profile report (Option D)instead of editing the original.

Workday report filters allow prompts so users can enter values when running a report. If theprompt value is left blank, Workday treats it as though no filter condition has been applied, so the system returnsall available Worker instances regardless of the Location field.

From the Workday Reporting guide:

“Prompts – You can further narrow and refine your report results by having the user complete prompt fields before they run the report. You can set default values for prompts… If left blank, the filter condition is ignored and all data is returned.”

Therefore, the correct answer isD. All Worker instances, regardless of the value of the Location field.

To captureproposed values from a business process event, you must use anevent-related business object. For example, a Staffing Event business object can provide both the current and proposed values of job, location, or compensation during a transaction.

The Workday binder clarifies:“The report data source provides the view into the primary business object. This object gives you access to class report fields as well as links to related business objects.”. By selecting anevent-related objectas the report’s data source, you can retrieve pending changes alongside existing values.

Other answers are insufficient: “effective dating” only retrieves data snapshots, and filters cannot detect “proposed” unless tied to the correct object. Lookup Value as of Date would return historical data, not future proposed changes.

When creating custom reports and visualizations, calculated fields can transform values. To change positive counts into negative values (such as terminations in a waterfall chart), you use theArithmetic Calculationfunction. This function allows you to perform math operations (addition, subtraction, multiplication, division) on numeric fields. By multiplying the Termination Count by -1, the result displays as a negative number.

From Workday Reporting documentation:

“Arithmetic Calculation – Performs mathematical operations on numeric fields. You can create new numeric outputs such as percentages, ratios, or negatives by applying arithmetic logic.”

Thus, the correct answer isC. Arithmetic Calculation.

TheReport Fields and Valuesoption is available via theRelated Actions iconfor fields on worker profiles. This is the quickest way to see whichbusiness objectis tied to the field (e.g., Job Profile) and which field values are available for reporting.

From the Workday documentation:

“To determine which business object a field belongs to and the values available for that field, select the Related Actions > Reporting > Report Fields and Values option.”

Thus, the quickest method isB. Select the job profile’s Related Actions icon and select Reporting > Report Fields and Values.

Matrix reports in Workday allow grouping and summarization of data, but to drill down through hierarchical structures such assupervisory organizations, you must configure hierarchy-aware calculated fields. TheLookup Hierarchy Rollupfunction enables drillable hierarchies, showing performance metrics at each level of the organizational tree.

The Workday binder notes:“Matrix reports allow you to group data, summarize the metrics for each grouping, and drill into the summarizations for further analysis.”. This means you can expand results from the top supervisory org down to teams and individual workers.

Using a simple Lookup Related Value would only pull in one field from a related object, not enable hierarchical drill-down. Similarly, changing sort order or adding overrides does not create drillable hierarchies. Only Lookup Hierarchy Rollup enables this behavior.

Enabling a report as a worklet and assigning it to a dashboard does not automatically make it visible. The Recruiting dashboard (or any dashboard in Workday) must beconfigured to include the workletexplicitly. This is a common oversight—report designers assume that enabling a report as a worklet is sufficient, but the dashboard itself must be updated in configuration to display that worklet tile.

From the Workday reporting materials:“Dashboards provide an interface to view multiple worklets. Even if a report is enabled as a worklet, the dashboard configuration determines which worklets are visible to end users.”

Other options are less relevant: exceeding 100 rows only impacts loading performance, not visibility; security issues would typically block data, not hide the worklet entirely; and required setup applies to whether the worklet is optional or required, but it must still be added to the dashboard.

Thus, the correct reason isB. You need to configure the Recruiting dashboard to include the worklet.

In Workday trending reports, theRecord Datefor a transaction is not always the same as the event’s Effective Date. Instead, trending data is captured based on theperiodicity of the trended workers configuration, most commonly set to theend of each month. For Hire events, the Effective Date is when the change takes effect in the system, but the trended data is stored using the month-end Record Date.

From the Workday binder:“Trended Workers captures snapshots of worker data at periodic intervals (e.g., monthly, quarterly). A transaction such as a hire or termination is recorded in trending as of the last day of the period in which the effective date occurs.”

In this scenario, the Hire Effective Date of 09/02/2023 falls in September. The Record Date is therefore the last day of September,09/30/2023, not the effective date itself.

Thus, the correct answer isC. 9/30/2023.

Matrix reports in Workday allow grouping of data, applying summarizations, and drilling into the summaries for deeper analysis . To calculatepercentages relative to the overall total, Workday provides a built-in summarization option called“Percent of Overall Total.”This option is applied to numeric summarizations like “Number of Hires.”

From the Workday Reporting Guide:

“Matrix reports allow you to group data, summarize the metrics for each grouping, and drill into the summarizations for further analysis.”

“You can apply different summarizations such as Count, Sum, Average, andPercent of Overall Totalon numeric fields.”(Matrix Report Options – Workday Module 1 Binder)

Therefore, to show thepercentage of hires per recruiter relative to the grand total across recruiters and regions, you would select“Percent of Overall Total”on the Number of Hires summarization.

TheRecord Type fieldin Trended Workers distinguishes between snapshots and transactions (such as hires, terminations, or transfers). To focus only on snapshot data, you can apply areport filter on the Snapshot field, ensuring only monthly or quarterly snapshots are displayed. This approach improves report performance because filtering happens at the report level without modifying global trending settings.

From the Workday reporting documentation:“Trended Worker data includes snapshots and transactions. To restrict a report to snapshots, apply a filter on the Record Type or Snapshot field.”

Other answers involve system-wide changes or unnecessary complexity: running Maintain Trended Workers redefines system defaults, configuring prompts adds user interaction overhead, and Trended Workers for Planning is a different data source intended for forecasting.

Thus, the most efficient option isB. Add a report filter using the Snapshot field.

To locate the correct fields and data sources for a custom report, Workday provides theBusiness Object Details report. This report displays all available fields, relationships, and related business objects that can be included in reporting. It ensures report writers can confirm which fields (e.g., Learning Content, Ratings, Popularity) are accessible for use.

From the Workday Reporting documentation:

“The report data source provides the view into the primary business object. This object gives you access to class report fields as well as links to related business objects.”

“The Business Object Details report is used to view which fields are available for reporting.”

Therefore, the correct answer isB. Run the Business Object Details report.

To evaluate year-over-year changes in benefit costs and enrollments, you need historical data comparisons over time. TheTrending Reporttype is designed for exactly this use case, leveraging data sources likeTrended Workersto display snapshots at periodic intervals and calculate variances between time periods.

From the Workday binder:“Trending reports allow you to track changes to worker data across time. These reports support analysis of headcount, demographics, benefit enrollments, and cost variances year-over-year or month-over-month.”

Advanced and Matrix reports provide strong analysis capabilities, but they are based on current or related effective-dated data, not time-series snapshots. Composite reports combine multiple subreports but do not inherently manage trending data or variance calculations across years.

Therefore, the only correct option for year-over-year benefit enrollment and cost variance isD. Trending Report.