Schedule a Report

Reports can be set up to run automatically according to a schedule you set.

Considerations

The ability to schedule report depends on security access in Workday. 

All scheduled reports must have an end date, which means you will have to periodically renew the scheduled report. 

Scheduled reports are delivered to a user’s My Reports, which is in the drop down list of your profile picture in the upper right corner of the screen. To send a scheduled report to a Workday user's My Reports, the user must have a user-based role or be in an unconstrained role-based security group.

Set Up Schedule for a Report

 To schedule a Workday report, follow the steps below:

1. In the Workday Search bar, type Schedule a Report.

2. Click Enter.

3. Under Search Results, click Schedule a Report.

4. In the Report field, enter the name of the report you want to schedule.

5. In the Run Frequency field, select how often you want the report to run.

6. Click OK.

7. Click each of the following tabs and enter the appropriate information:

1. Report Criteria – This allows you to specify the prompts to use when the scheduled report runs. 

2. Schedule – Use this to specify the frequency, time, and duration of the scheduled runs. 

3. Output – This allows you to specify the format of the delivered report (Excel, PDF, or CSV). You can also add a report tag to the report from this tab.

4. Share – You may choose to share the report output with other users. Note: The recipient receives the data that the scheduler is authorized to see. The scheduler must always follow the university’s data access policies when sharing scheduled reports.

Not Seeing What You Need?  To Request a Job Aid, Click Here.

Need Help?  Visit our Getting Help Page 

Functional Office Contact for this Page

Computing Services

719-587-7741

computingservices@adams.edu