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

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.

To check whether a worker’s sick days exceed the threshold of 10, you must define aBoolean condition. The expressionSick Days Taken > 10evaluates to True when the value is greater than 10, and False otherwise.

From Workday Reporting documentation:

“True/False conditions can be created using numeric comparisons such as greater than (>), less than (<), or equal to (=). These return True or False depending on the worker’s data.”

Thus, the correct formula isA. Sick Days Taken > 10.

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.

TheTrue/False Conditioncalculated field is used to return Boolean results (True or False) based on defined criteria. In this scenario, the field must evaluate whether the event initiator equals the worker’s manager. By setting that condition, the calculated field will returnTrueif the initiator is the manager andFalseotherwise.

From Workday Reporting documentation:

“True/False Condition – Creates a Boolean field that evaluates a condition and returns True or False depending on whether the condition is met.”

Thus, the correct answer isB. True/False Condition.

TheTrended Workersdata source is specifically designed for reports that displaytrends over time, such as headcount, turnover, and demographics. It captures periodicsnapshots of worker data(monthly, quarterly, etc.), which allows organizations to track workforce metrics historically.

From the Workday binder:“Trended Workers captures snapshots of worker data at periodic intervals, providing historical reporting across time dimensions. This enables reporting on headcount, attrition, and demographics in a time series format.”

By contrast,Workers for HCM Reportingis used for current-state data, not trending.Worker Historyprovides effective-dated transaction-level history but does not automatically generate trending snapshots.Headcountis a standard delivered report and not a reusable data source for custom trending analysis.

Therefore, the most appropriate data source for worker headcount trends over time isA. Trended Workers.

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.