Workday Reports
Workday is a cloud-based enterprise resource planning (ERP) platform that provides human capital management, financial management, and analytics capabilities. Workday Reports (Report-as-a-Service) is a Workday feature that exposes custom reports as web service endpoints, making report data available for external consumption via API.
Workday Reports integration replicates data using the Workday RaaS Public Web Services API. Each report you configure becomes its own dataset in the destination.
See the Schema section for a list of objects available for replication.Preparing for authentication
To access your data, you need to authenticate the connection with your account credentials.
To set up your Workday Reports account, you need:
- A Workday tenant with one or more custom reports to replicate.
- Each report must be enabled as a web service in Workday.
- A Workday user name and password with access to run each report. A dedicated integration account is recommended.
- The web service URL for each report.
To enable a report as a web service:
- Log into your Workday account.
- Search for and run the Edit Custom Report task for the report you want to replicate.
- Open the Advanced tab.
- Select Enable As Web Service.
- Save the report.
To get the report URL:
Copy the JSON web service URL from the report's web service definition in Workday. The URL has the following form:
https://<host>/ccx/service/customreport2/<tenant>/<owner>/<Report_Name>
The host must use HTTPS and end in workday.com or myworkday.com. For example:
- https://wd2-impl-services1.workday.com/ccx/service/customreport2/mytenant/owner/MyReport
- https://wd5-services1.myworkday.com/ccx/service/customreport2/mytenant/owner/MyReport
Creating the connection
For more information, see Connecting to SaaS applications.
- Fill in the required connection properties.
Provide a name for the connection in Connection name.
Select Open connection metadata to define metadata for the connection when it has been created.
Click Create.
| Setting | Description |
|---|---|
| Data gateway | Select a Data Movement gateway if required by your use case. Information note This field is not available with the Qlik Talend Cloud Starter subscription, as it does not support Data Movement gateway. If you have another subscription tier and do not want to use Data Movement gateway, select None. For information on the benefits of Data Movement gateway and use cases that require it, see Qlik Data Gateway - Data Movement. Optional. |
| Start Date | Enter the date, in the format |
| Username | Workday account user name with access to the configured reports. |
| Password | Password. |
| Reports | Enter one or more reports to replicate. Add a row per report; each row requires the following fields:
Information note If a report's name changes, the change is not reflected in an existing task. Create a new task to replicate the report under the new name. |
Limitations and considerations
- Different Workday users customize their reports differently, so treat each report's schema as unique.
- If the configured Workday account loses access to a report or its underlying data, that report will return fewer columns, return no rows, or fail.
- Reports that are not enabled as a web service in Workday cannot be replicated.
Schema
Schemas and naming conventions can change from version to version. It is recommended to verify your version before continuing.
For every report you configure, the available fields are determined by the data points defined in the Workday report. If a field you expect is missing, verify that the report in Workday includes that field.
- Datasets and columns are generated dynamically. Because Workday reports are customer-defined, there is no consistent output across reports or tenants.
- Reload only. Reports are replicated in reload (full table) mode. Each run re-reads the report's current output in full; incremental replication is not available.
- A primary key is required. Qlik Talend Cloud does not assign a primary key automatically. You must designate a primary key for each report before you prepare and run the task, or the storage task fails.