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

The correct choice isLookup Related Value, because this function allows you to retrieve a field from a related business object that is not directly stored on your primary object. In this scenario, theprimary business object is Performance Review, which holds performance-related data but not job-related data such as Job Title. Since Job Title resides on theWorker business object, you need to link from Performance Review to Worker and then retrieve Job Title.

The Workday reporting guide explains:“Lookup Related Value – Returns a field from a related business object. Use this to bring data from associated objects into a report when the field is not directly available on the primary object.”. This ensures the Performance Review data can be combined with Job Title for meaningful insights.

By contrast, Aggregate Related Instances is used to roll up multiple related values, Range Band applies thresholds, and Evaluate Expression Band is used for conditional ranges, not cross-object retrieval.

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.

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.

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

Matrix reports in Workday allow for grouping, summarization, and drill-through capabilities. To let managersdynamically refine report results at runtime, you configureFacet Filters. Facet Filters enable users to filter the report output interactively, without modifying the underlying definition.

From the Workday Reporting documentation:

“Matrix reports allow grouping and summarization of data. You can also configurefacet filtersso users can dynamically refine report results by selecting values such as Hiring Source or Location.”

Thus, the correct way to let the recruiting manager refine the output isD. Configure Facet Filters.

Matrix reports in Workday allow grouping of data, applying summarizations, and drilling into the summaries for deeper analysis . To calculatepercentages relative to the overall total, Workday provides a built-in summarization option called“Percent of Overall Total.”This option is applied to numeric summarizations like “Number of Hires.”

From the Workday Reporting Guide:

“Matrix reports allow you to group data, summarize the metrics for each grouping, and drill into the summarizations for further analysis.”

“You can apply different summarizations such as Count, Sum, Average, andPercent of Overall Totalon numeric fields.”(Matrix Report Options – Workday Module 1 Binder)

Therefore, to show thepercentage of hires per recruiter relative to the grand total across recruiters and regions, you would select“Percent of Overall Total”on the Number of Hires summarization.

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.

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 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.

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

Workday provides multiple types of data sources when creating reports. Among them,Indexed Data Sourcesare specifically designed for performance optimization on large data volumes. They allow faster retrieval and better scalability when working with high record counts, because they are pre-optimized for reporting and queries.

From the Workday Reporting guide:

“Indexed data sources provide optimized performance for large data volumes. These data sources are indexed on commonly used fields and are specifically designed to support high-performance queries.”

Thus, the correct choice isA. Indexedfor ensuring performance with large datasets.

To evaluate year-over-year changes in benefit costs and enrollments, you need historical data comparisons over time. TheTrending Reporttype is designed for exactly this use case, leveraging data sources likeTrended Workersto display snapshots at periodic intervals and calculate variances between time periods.

From the Workday binder:“Trending reports allow you to track changes to worker data across time. These reports support analysis of headcount, demographics, benefit enrollments, and cost variances year-over-year or month-over-month.”

Advanced and Matrix reports provide strong analysis capabilities, but they are based on current or related effective-dated data, not time-series snapshots. Composite reports combine multiple subreports but do not inherently manage trending data or variance calculations across years.

Therefore, the only correct option for year-over-year benefit enrollment and cost variance isD. Trending Report.