Dashboard

Workday allows creating custom dashboards from the Maintain Dashboards tasks.

After defining the dashboard settings, configure the content for the custom dashboard. Determine which worklets should be on the dashboard and which security groups should have access to each worklet.

Prompt Sets

Prompt sets configured at the dashboard level provide an enhanced user experience and allow for flexibility with report deployment. Prompt field values set at the dashboard level apply to the worklets configured for the dashboard, allowing the user to view data across all worklets with one prompt set.

After defining the dashboard settings, configure the content for the custom dashboard. Determine which worklets should be on the dashboard and which security groups should have access to each worklet.

When configuring content for a custom dashboard with prompt sets, one can only configure required (not recommended) worklets. Dashboard users are not able to add or remove worklets from a dashboard that uses a prompt set.

Additionally, the dashboard creator or a user with the appropriate security must Map Prompts to specify from where the worklet prompts should get their values.

The options for mapping prompts are as follows:

• Use value from dashboard prompt
• Use default value from worklet
• Specify default value
• Determine default value at runtime

Worklets

Workday provides users quick access to frequently used frequently referenced data and tasks common to a specific functional area. Workday custom reports can be enabled as worklets for use on landing pages and dashboards, allowing users quick access to key reports and analytics.Advanced, Matrix, nBox, Transposed, Trending, and Composite report types can be enabled as worklets, while Search and Simple report types cannot.
A report must be enabled as a worklet before it can be added to a dashboard or landing page. To enable a custom report as a worklet, go to the Output tab of the report definition and configure the Worklet Options.

While configuring custom reports as Worklet please note of the following.

• Prompts : Configure prompts default.
• Space : Use chars, sorts and filter
• Performace : Use indexed data source

Worklets must be designed to load in less than 30 seconds or else they will not render on a landing page or dashboard.

Alerts

Workday Alerts allows sending notification outside of the business process. Alerts are generated using custom reports, enabling relevant business information to be sent to users based on virtually any condition for which you can create a report in Workday. The benefit of configurable alerts is that users who receive such alerts do not have to manually look up information or run a report to obtain the related information; it simply appears in their Inbox.

Configure Alert Task is used to select the custom report and schedule the report.

Schedule Reports in Workday

Workday Reports can be scheduled and shared with other users using the task  Schedule A Report.
Details like frequency of the schedule, report name, parameter details if any and to whom the report need to be shared need to be provided