Workday Custom Reports

Create custom report in Workday

1. Report Type = Advanced

2. Enable As Web Service

3. Data Source = All Active And Terminated Workers

   Open

   

    

Edit custom reports and add the fields below:

• Email_-_Work

• Cost_Center_Hierarchy

• Preferred_Name_-_First_Name

• Cost_Center

• Employee_ID

• Hire_Date

• Manager

• Manager Email

• Worker_Type_-_Text

• businessTitle

• Active_Status

• Worker

• Is_People_Manager_

• Preferred_Name_-_Last_Name

  Open

  

Register API Client

• In the Advanced tab, ensure the Web Service API Version is always up to date using the latest version

   

• Click the ellipses next to the Custom Report and then within the Web Services menu click View URLs.

• Click JSON.

• A new tab will open containing the API Response for your Custom Report. The URL in the Browser is the URL for the API Endpoint containing the Custom Report's data. Save this URL for a later step as it will be used in the Zilla configuration.
  
  

• Register API Client

  • SAML Bearer Grant

  • Use Configured IDPs

  • Access Token Type = Bearer

  • Scope (Functional Areas) = Staffing & System

• After clicking OK, the ClientID, Token Endpoint URL, Authorization Endpoint URL become available. Save these for a later step as they will be used in the Zilla configuration.

• Generate New API Client Secret

  • Select the API Client that was created in the previous step.

Setup Workday Custom Reports Application Integration on Zilla

1. Visit the Zilla application and login using your admin credentials and then click on Add Application in the top right.

2. A window with a search bar appears, type in Workday (Custom Reports) in the search bar and hit enter. Workday (Custom Reports) app entry will appear at the top of the list, click Add to Applications button to the right.

3. Fill in the form with appropriate details and then click Add to Applications.

4. A detailed view of Workday (Custom Reports) application appears. Click Sync now in top right corner.

5. Select API Integration.

6. Fill in the following information:

   1. Custom Reports Url: This is the URL saved above in an earlier step.

   2. Client Id, etc.: Enter the Client ID, Secret, authorization, token url and scope you obtained in a step above and into the appropriate boxes.

   3. Alternate authentication: To use Username and Password as an authentication method, please enter the values into the appropriate boxes.

7. Click Next to start the sync.