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

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.

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.

When using multiple subreports in a composite report, duplicate prompts often occur if both subreports request similar information (e.g., Company, Date, or Supervisory Organization). The best practice in Workday is to configure aPrompt Setat the composite level. Prompt sets allow you to consolidate duplicate prompts into one, mapping the same input across multiple subreports.

From the Workday documentation:“Composite reports allow prompt consolidation through Prompt Sets. Configure prompt sets in the composite report’s Report Settings to eliminate duplicate prompts and provide a streamlined user experience.”

Other answers are less efficient: assigning the same default value does not eliminate duplication, suppressing prompts with “Do Not Prompt at Runtime” removes flexibility for end users, and handling only one duplicate prompt does not consolidate across subreports.

Therefore, the correct solution isA. Configure a prompt set on the composite report in the Report Settings.

Discovery boards in Workday Prism or Analytics rely on underlyingdata sourcesto populate visualizations. Even if the manager has Can Edit or Can View access to the discovery board itself, they still needaccess to the domains or data sources used in the visualizations. Without this, placeholders appear instead of data.

From the Workday binder:“Discovery boards enforce Workday security. Users must have access to the underlying data sources or domains to view data in visualizations, regardless of board permissions.”

Giving “Can View” permissions on the visualization object itself or Drive access only affects sharing, not data. Discovery Boards: Create allows building new boards, not data access.

Therefore, the manager must haveA. The data source used in each visualization.

In Workday Discovery Boards, visualizations such aspivot tablesare based on summarized and grouped data. When you choose togenerate a report from a Pivot Table visualization, Workday converts the visualization into aMatrix Reportthat includesonly a table, preserving the row and column groupings and summarizations used in the pivot.

The Workday HCM Reporting documentation states:

“When generating a report from a pivot table visualization, Workday creates a matrix report that reflects the grouped and summarized structure of the pivot.”

“Charts are not included when generating reports from pivot table visualizations; the output is a table-only matrix report.”

Advanced Reports are generated from non-pivot, row-based visualizations. XpressO is not used for discovery board–generated reports. Matrix reports with charts are created only when the visualization includes a chart component, which pivot tables do not.

Therefore, the correct answer isB. Matrix Report (with only a table).

In composite reports, drill-down functionality is controlled at thecolumn level. By configuring drillable fields on the output columns, users can select values and view related details, such as worker name, location, and manager.

From the Workday documentation:“Drill-down values in composite reports are configured on columns. Columns can be set to include drillable fields, allowing users to select a value and view related data.”

Rows determine how data is grouped, prompts filter initial results, and subreports provide the raw data but do not directly control drillable field configurations.

Therefore, the correct configuration isC. In the composite report columns.

Reports in Workday respectdata source security constraints. Different users may see different results in the same report if their access is limited. For example, an HR analyst may have constrained access only to certain organizations or workers, while the Chief People Officer may also have constraints.

From Workday Reporting and Security documentation:

“Report results differ between users if security constraints apply. Constrained security groups grant access only to specific target data (e.g., workers in certain supervisory orgs), while unconstrained groups can view all data.”

Thus, the likely cause is thatboth the Chief People Officer and the HR analyst have constrained access to the data source. Correct answer:C.

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’s configurable security model determines how much data a user can see in reports. If a user can only see their direct reports, they currently haveconstrained access. To view performance data for all workers, the user requiresunconstrained accessto the data source tied to the report field.

From Workday security documentation:

“Constrained security groups grant members access only to a subset of data… Unconstrained security groups grant users access to all target instances of a securable item.”

Therefore, the user needsD. Unconstrained access to the data source used in the report.

Performance issues often occur when trending reports pull fields from related business objects instead of directly from theTrended Workers data source. This requires Workday to join across objects at runtime, slowing down report execution. To improve performance, you shouldadd the required field to the Trended Workers data source, ensuring the data is pre-joined and optimized for trending.

From the Workday binder:“To improve performance, add commonly reported fields directly to the Trended Workers object. Using related business object fields requires additional joins and increases report runtime.”

Creating calculated fields adds complexity rather than improving speed. Purging or re-creating trending data maintains system hygiene but does not address field-level performance.

Thus, the correct solution isA. Add the field to the Trended Workers data source.

Workday provides theScheduled Future Processes reportto review which reports are scheduled to run automatically. This report displays the recurrence details and execution times of all scheduled reports, allowing managers to confirm upcoming automated report runs.

From the Workday Reporting documentation:

“Workday provides scheduling options to run reports at set frequencies. You can confirm upcoming scheduled report runs in theScheduled Future Processes report.”

Therefore, the correct answer isD. The Scheduled Future Processes report.

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.

When reports useIndexed Data Sources, performance issues can arise if sorting is attempted on fields that are not indexed. In the case of the Worker object, sorting directly by the Worker object field is slower. Workday best practice is to sort bytext-based fields such as the “Full Name (text)” field, which improves query performance because it leverages indexed fields.

From the Workday reporting materials:

*“For indexed data sources, performance improves when sorting by text fields such as Full Name (text), instead of object fields. Sorting by object fields causes slower performance, whereas text-based fields use the

To connect multiple business objects in reporting, Workday provides theBusiness Object Details report. TheRelated Business Objects tabwithin this report shows how different business objects are linked (e.g., Worker to Dependent). This enables report writers to identify which fields connect the primary and secondary objects.

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 aslinks to related business objects.”

Therefore, the correct answer isC. The Related Business Objects tab of the Business Object Details report.