Workday Workday-Pro-HCM-Reporting Workday Pro HCM Reporting Certification Exam Exam Practice Test

Workday offers several custom report types:Advanced, Matrix, Composite, Search, and Trending.

Advanced Reports: Allow sorting, filtering, grouping, totals, and charts but are not designed for percentage summarizations across grouped data.

Search Reports: Show search results based on facet filters, not suited for summarization and percentages.

nBox Reports: Used for displaying workers or positions across two dimensions (e.g., performance vs. potential).

Matrix Reports: Specifically designed for grouping data, applying summarizations (count, sum, percent), and drilling

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.

In composite reports,summarizations are driven by Detail Data fieldsprovided by each subreport. If you want to summarize results consistently byLocation across the entire composite report, Location must exist as aDetail Data field in every subreport.

Workday requires this consistency because composite-level summarizations rely on common fields across all subreports. If Location is missing from even one subreport’s detail data, Workday cannot reliably aggregate or align summarizations by that field.

From the Workday HCM Reporting documentation:

“To summarize composite report data by a specific field, that field must be included as detail data in all subreports.”

“Drillable fields enable navigation but do not support composite-level summarization.”

Including Location as drillable only affects drill-down behavior, not summarization. Including it in only one subreport results in incomplete aggregation.

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.

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.

Workday dashboards allow organizations to present multiple reports together in a consolidated, highly visual, and interactive format. For C-level executives, who require acomprehensive and regional view of annual average base pay, dashboards are preferred over individual reports or worklets because they enable grouping and comparison across multiple data sets.

From the Workday binder:“Dashboards provide an interface to view charts and sheets all in one place. This enables managers and executives to analyze key metrics and trends so they can make better decisions.”. By organizing reports by region within a dashboard, executives can quickly compare averages, identify trends, and take strategic action without needing to navigate multiple reports.

Worklets are lightweight tiles often used for single reports or quick tasks on the Home page. However, this scenario requires anorganized collection of reports, makingD. A dashboard, because we need information from a collection of reports, organized by regionthe correct answer.

In Workday, access to sensitive data such assalary amountsis controlled at thereport field levelthroughsecurity domains. Even if a user has access to the report itself or the data source, they will not be able to see secured fields unless their security group has permission to thedomain that specifically secures that field.

The Workday HCM Reporting documentation explains that report fields are securable items and are governed by domain security policies. To confirm whether compensation analysts can view salary amounts for all employees, you must review thedomain security policy associated with the Salary Amount report fieldand verify that the appropriate security group hasView(or higher) access.

From the Workday documentation:

“Security access to report fields is controlled by domain security policies. Users must have access to the domain that secures a report field in order to view its data.”

“Even when users have access to a report or data source, secured fields will not display unless domain permissions are granted.”

Running Activate Security Policy Pending Changes applies changes but does not confirm access. Assigning users to a security group does not ensure that the group has the correct domain permissions. Reviewing only the data source security is insufficient because salary visibility is controlled at the field/domain level.

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.

TheWorkday Standard Reports reportlists all delivered reports and key attributes. Only standard reports created with theReport Writer toolcan be copied and modified into custom reports. The “Type” column indicates whether the report is a Report Writer report.

From the Workday Reporting documentation:

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

Thus, the correct indicator isC. The report shows Report Writer in the Type column.

Report groupsallow multiple reports to be bundled together and scheduled as a package to distribute at a set frequency. In this case, the HR analyst can group all diversity-related reports and schedule them to run automatically each month for the HR director.

The Workday documentation explains:“Workday provides additional reporting features such as sharing, scheduling, and exporting reports. Reports can be grouped into report groups for easier scheduling and delivery.”.

While Report Bursting is used for distributing a single report with different data slices (e.g., sending each manager their team’s results), it is not suited for bundling multiple different reports. Embedded analytics are dashboards, not scheduling tools. Alerts notify users of conditions but do not manage recurring report packages.

Therefore,Report Groupsis the correct method for scheduling multiple reports together.

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.

TheTrended Workersdata source contains bothsnapshot records(period-end views of worker data) andevent/transaction records(such as hires, terminations, and job changes). When the reporting requirement is to displayonly snapshot data, the most efficient and least disruptive approach is to apply areport-level filterusing the Snapshot (or Record Type = Snapshot) field.

Workday HCM Reporting documentation explains that filtering at the report level allows the system to limit returned records without changing global trending configurations or requiring additional processing. This approach hasminimal performance impactbecause it operates on already-generated trended data rather than forcing the system to recalculate or regenerate records.

Relevant documentation guidance includes:

“Trended Workers includes both snapshot and transaction records. Use report filters to restrict output to snapshot data when required.”

“Avoid changing system-wide trending configurations when report-level filtering satisfies the business requirement.”

The other options are less appropriate:

Setting default prompt values still allows non-snapshot data to be retrieved.

Trended Workers for Planning is a different data source with a different purpose.

Running Maintain Trended Workers changes system configuration and impacts all trending reports.

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.

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.

If a recruiter sees an empty dashboard tile, the most likely cause isconstrained security access. Even though the dashboard is properly configured and the worklet is enabled, Workday’s security framework ensures that report results vary by user depending on their role and assigned constraints.

From the Workday Reporting binder:“Report results differ between users if security constraints apply. Constrained security groups grant access only to a subset of data… Unconstrained security groups grant users access to all target instances of a securable item.”.

In this scenario, the recruiter likely has constrained access to only their supervisory organization or region. As a result, the “Top New Applications by Job Profile” report returns no records in the worklet tile.

Other options are less likely: if the recruiter lacked access to the report entirely, the tile would not appear; required vs. optional dashboard configuration would not impact existing data visibility; and domain-level security applies to report access, not data filtering.

Therefore, the correct answer isC. The recruiter has constrained access to the report's data source or data source filter.

When designing trending reports, theGroup by Time Period fielddetermines how the trended records are aggregated and displayed. By default, reports may show quarterly or annual rollups, but this can be easily adjusted tomonthlywithout needing to reconfigure or regenerate trending data.

From the Workday documentation:“In trending reports, the Group by Time Period setting allows users to choose the granularity of the results, such as monthly, quarterly, or annually. This setting controls the display of data in charts and tables.”

Other options are less appropriate: editing the Column Grouping grid changes report layout but not trending intervals, using a prompt does not change aggregation, and running the Maintain Trended Workers task changes system-wide trending setup, not individual report display.

Thus, the correct approach isB. Edit the Group by Time Period field in the report definition.