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

Workday calculated fields allow users to manipulate dates, numbers, and text values. To calculate a new date based on an existing date field (e.g., Bonus Approval Date), you use theIncrement or Decrement Datefunction. This adds or subtracts a defined number of days, months, or years from the source date.

From Workday Reporting documentation:

“Increment or Decrement Date – Returns a date that is a specified number of days, months, or years before or after the value of the source date field.”

Example: If the Bonus Approval Date is 01/01/2025, adding 60 days using this function would return 03/02/2025.

Thus, the correct choice isA. Increment or Decrement Date.

When ownership of a custom report is transferred in Workday, the system immediately evaluates whether the new report owner hasfull security accessto all components of the report. This includes access to thedata source,all report fields,calculated fields, and anysecured domainsreferenced by the report. If the new owner lacks access to even one secured field or domain, the report becomes invalid for that owner.

TheCustom Report Exception Auditreport is specifically designed to identify these types of issues. Acritical errorappears when the report owner does not meet the minimum security requirements to maintain or run the report.

From the Workday HCM Reporting documentation:

“When transferring ownership of a custom report, the new owner must have access to all fields and data sources used in the report. If access is missing, the Custom Report Exception Audit will flag the report with an error.”

“Critical errors indicate security or configuration issues that must be resolved for the report to function correctly.”

The other options are incorrect because location has no impact on report ownership, prompts are supported in reports, and sharing controls visibility—not ownership validity.

Enabling a report as a worklet and assigning it to a dashboard does not automatically make it visible. The Recruiting dashboard (or any dashboard in Workday) must beconfigured to include the workletexplicitly. This is a common oversight—report designers assume that enabling a report as a worklet is sufficient, but the dashboard itself must be updated in configuration to display that worklet tile.

From the Workday reporting materials:“Dashboards provide an interface to view multiple worklets. Even if a report is enabled as a worklet, the dashboard configuration determines which worklets are visible to end users.”

Other options are less relevant: exceeding 100 rows only impacts loading performance, not visibility; security issues would typically block data, not hide the worklet entirely; and required setup applies to whether the worklet is optional or required, but it must still be added to the dashboard.

Thus, the correct reason isB. You need to configure the Recruiting dashboard to include the worklet.

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.

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.

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

Workday’sReport Performance Loghighlights processing time contributors such as “Top Level Filter Time.” If this is high, the best practice is toreplace report filters with built-in data source prompts, since prompts restrict data earlier in processing, improving performance.

From the Workday Reporting documentation:

“To improve report performance, leverage built-in data source prompts instead of filters whenever possible. Prompts reduce the data set retrieved before filters are applied, minimizing filter processing time.”

Therefore, the correct answer isB. Use built-in data source prompts instead of filters.

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.

To captureproposed values from a business process event, you must use anevent-related business object. For example, a Staffing Event business object can provide both the current and proposed values of job, location, or compensation during a transaction.

The Workday binder clarifies:“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.”. By selecting anevent-related objectas the report’s data source, you can retrieve pending changes alongside existing values.

Other answers are insufficient: “effective dating” only retrieves data snapshots, and filters cannot detect “proposed” unless tied to the correct object. Lookup Value as of Date would return historical data, not future proposed changes.

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.

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.

Workday report filters allow prompts so users can enter values when running a report. If theprompt value is left blank, Workday treats it as though no filter condition has been applied, so the system returnsall available Worker instances regardless of the Location field.

From the Workday Reporting guide:

“Prompts – You can further narrow and refine your report results by having the user complete prompt fields before they run the report. You can set default values for prompts… If left blank, the filter condition is ignored and all data is returned.”

Therefore, the correct answer isD. All Worker instances, regardless of the value of the Location field.

In Workday composite reports, sorting behavior is controlledat the column level, not globally. Each column in a composite report can be configured with its own sort order (ascending or descending). When a composite report is sorting by the last column, it means that column has an active sort configuration applied.

To change the sort to thesecond to last columnand set it todescending, you must edit that specific column’s configuration and adjust the sort settings accordingly. Workday evaluates column sorting in sequence, and the active column-level sort determines the output order.

From the Workday HCM Reporting documentation:

“Composite reports support column-based sorting. Sorting is defined within the column configuration and determines the order in which results display.”

“To change sort behavior, update the sort settings on the appropriate column.”

The other options are incorrect because dynamic data rows control layout flexibility, combine data rows merge subreport results, and report settings manage prompts and general options—not sorting logic.

TheArithmetic Calculationfunction is designed for mathematical operations such as addition, subtraction, multiplication, and division. In this scenario, the bonus equals10% of monthly sales, so you need to multiply the sales field by 0.10.

The Workday documentation highlights:“Arithmetic Calculation – Creates a numeric field using mathematical operations performed on existing fields.”. This makes it the ideal choice for payroll- and incentive-related calculations.

Other options are less relevant: Evaluate Expression is for logical or Boolean conditions, Lookup Related Value is for retrieving fields from related objects (not calculations), and Sum Related Instances aggregates multiple rows of data but does not directly calculate percentages.

Thus, the arithmetic calculation provides a straightforward and efficient way to compute bonuses dynamically in the report.