Workday Reporting for Executives: A Guide on How to Walk

Table of Contents

Workday Reports and Dashboards offer real-time insights into key performance indicators, project statuses, financial metrics, and employee performance. However, each Executive’s needs differ based on their role and organisation.  The key to maximising Workday’s capabilities lies in understanding the “What” and “Why” behind the required insights. Once identified, standard Workday reports and dashboards can be leveraged, and custom solutions can be created to fit specific requirements.  Below are some of the most used reports and dashboards tailored for different C-Level Executives.

Office of the CEO

Retention Analysis Dashboard 
This dashboard provides an overview of retention variables across the organisation by location and quarter. It includes: 
  • Chart with termination reasons – Understand why employees leave. 
  • Terminations by tenure category – Analyse trends based on employee tenure. 
  • Trending terminations by location and organisation – Identify problem areas.
Retention Analysis
Trending Termination by location

Executives can open this data in a table view, alongside other charts and graphs for deeper analysis.

Trending Termination by Location

Additionally, this dashboard can be enhanced with reports such as Terminations by Performance Rating and Quarter, offering further insights into employee departures.

Quarterly Turnover by Organisation Report 

This report charts the percentage of voluntary and involuntary terminations by supervisory organisation and calendar quarter. 

  • Customisable fields – Users can add additional time periods, filters, and prompts to tailor the report to their needs.

 

Quarterly turnover by organization
Quarterly turnover dashboard
Copy standard report to custom report
People Analytics Dashboard 

Using analytics technology, this dashboard provides insights into workforce trends, helping leaders make strategic decisions. It is particularly useful in board meetings and HR business partner discussions. 

Key benefits: 

  • Identify opportunities and risks within workforce metrics. 
  • Detect patterns that may not be immediately obvious. 
  • Reduce manual data analysis, allowing focus on strategy. 
  • Present workforce trends in clear, natural-language narratives. 

Analytics areas covered: 

  • Diversity & Inclusion 
  • Organisational Composition 
  • Retention & Attrition 
  • Hiring 
  • Talent & Performance 
  • Skills 
  • VIBE Index 
  • Employee Sentiment 

Each topic comprises 1 tab in the application UI, except Employee Sentiment, which is part of the VIBE Index tab.

People Analytics

Office of the CFO

Average Total Compensation by Country and Quarter Report 

This report provides compensation insights by country and quarter, displayed in both a linear graph and a table. Users can filter data by: 

  • Supervisory Hierarchy 
  • Job Family Group 
  • Location 
  • Employee Type, and more. 

The report is customisable, allowing additional fields and prompts as needed.

Average Total Compensation by country and quarter
Average for quarter and country
Copy standard report to custom report: Average total compensation
Financials Tenant Data Guide Dashboard 

This dashboard provides a comprehensive view of an organisation’s financial data. The CFO can access: 

  • Expenses and revenue planning 
  • Pending financial business processes 
  • Third-party billing 
  • Cash flow insights 

Additionally, the “Top Release Features & Industry Content” tab provides updates on new Workday features and key industry dashboards.

Office of the CHRO

Learning Compliance Dashboard 

This dashboard provides insights into compliance training, including: 

  • Learner engagement and completion rates 
  • Learning content catalogues 
  • Assigned and peer learning 

The CHRO can filter data for specific organisations or individuals and view insights in multiple formats (graphs, tables, custom reports). By using this Dashboard, the CHRO can have an overview of the Learning Compliance and check specific cases for different organizations or individuals. 

Talent Analytics for HR Dashboard 

This dashboard tracks HR metrics related to: 

  • Performance and engagement 
  • Skills development 
  • Talent acquisition and retention 

It also provides access to various custom reports and data pools, which can be edited to suit organisational needs.

Talent Analytics

Conclusion 

Tailoring Workday Reports and Dashboards to C-Level Executives is essential to empower strategic decision-making. 

Each executive, whether the CEO, CFO, or CHRO, requires unique insights to drive organisational success. Workday provides a wealth of tools that can be adapted to each company’s specific needs. However, the most critical takeaway from this guide is to first understand the “What” and “Why” before customising solutions accordingly. 

By leveraging the right reports and dashboards, Executives can drive efficiency, enhance visibility, and ensure data-driven decision-making across the business. 

Gain actionable insights, customise reports, and empower your leadership team with data that drives results. Contact us to transform decision-making with Workday.

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