This guidance assumes that you have admin privileges for your Workday account.

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Access Report Designer

1

Navigate to Report Designer

Enter “Create Custom Report” in the Workday search bar and select it from the results.

2

Initialize Report Creation

Click “Create Custom Report” to begin the setup process.

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Configure Basic Settings

1

Set Report Properties

Enter the required information:

  • Report Name (must be unique within your tenant)
  • Report Type: Select “Simple”
2

Select Data Sources

Choose the appropriate data sources for your report.

3

Configure Fields

Add and configure the necessary fields for your integration:

  1. Click “Add Field”
  2. Select the source object
  3. Choose the specific field
  4. Configure field properties as needed
4

Add Filters

Add filters to refine the data displayed in your report. Here you can select the field and operators to filter by.

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Enable RaaS Settings

1

Configure RaaS

Navigate to the “Advanced” tab and enable web service settings:

  1. Check “Enable as Web Service”
  2. Press “OK” to save
2

Find Report URL

Press the three-dot menu and select “Web Service” => “View URLs”.

3

Copy Report URL

Copy the URL and save it. This will be used to configure the integration.

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Troubleshooting

1

Authentication Issues

If experiencing authentication errors:

  • Verify security group settings
  • Check ISU has access to the report
2

Performance Optimization

To improve performance:

  • Use indexed fields where possible
  • Use filters to limit the data returned

Congratulations, you’re all set! If you face any issues with the steps mentioned above, please contact us by emailing integrations@stackone.com. We’re always here to assist you!