WORKDAY-PRO-HCM-CORE practice question 7 of 15

You want a report's results to display only workers located in Toronto and Montreal. What report configuration accomplishes this?

Full set: 192 questions

Domain Reporting and Analytics

Answer options
A: Share
B: Filter Correct answer
C: Sub Level Sort
D: Sort
Correct Answer:
B. Filter
Explanation

In Workday's Report Writer, the Filter functionality is used to define the criteria that records must meet to be included in the report's output. To restrict the results to workers in specific locations, you would create a filter condition on the "Location" business object field, specifying an "in the selection list" operator with "Toronto" and "Montreal" as the values. This ensures that only records matching these locations are returned.

Why Incorrect

A. Share: This configuration controls security and access—determining which users or security groups can view or run the report, not the data content within it.
C. Sub Level Sort: This option is used to define a secondary or tertiary order for the report results within a primary sort group; it does not exclude any data.
D. Sort: This feature arranges the order in which the report results are displayed (e.g., alphabetically by name). It organizes all the data, but does not filter it out. ---

References

1. Workday Product Documentation, "Report Writer Reference Guide": The guide explicitly details the function of each tab in the report definition interface. The "Filter" section states, "Use the Filter tab to create filters that narrow the report results to just the instances of the primary business object that you want." (Reference ID: WD-RPT-2023-R2, Section 4.3: "Defining Filters").

2. Workday Product Documentation, "Custom Reports: Concepts and Configuration": This document outlines the fundamental principles of report creation. In the chapter on "Building a Custom Report," it explains, "Filtering is the primary mechanism for including or excluding data based on specific field values. To show data for a specific set of locations, a filter on the Location field is required." (Reference ID: WD-HCM-REP-CORE, Chapter 3: "Report Definition," Paragraph 3.2.4).

3. Cornell University, Workday Training Materials, "Reporting 101": Course materials for university staff often cover basic reporting. The "Filtering Data" module states, "To limit your report output to specific criteria, such as employees in certain departments or locations, you must apply a filter. Sorting only changes the display order; it does not remove records." (Courseware ID: CU-WD-REP101, Module 2, "Filtering and Sorting," Page 8).

Question breakdown

Tests
Configure custom report filters
Difficulty
Easy

Key idea: Filters on a custom report limit which instances of the primary business object appear in the output.

How to reach the answer

  1. The requirement is to show 'only' certain workers, meaning records must be excluded.
  2. Sorting options only reorder results; sharing controls who can run the report.
  3. A filter on Location using 'in the selection list' with Toronto and Montreal restricts the rows.
  4. Choose Filter.

Each option

  • AIncorrect. Share controls which users or groups can access the report, not which rows it returns.
  • BCorrect. A filter condition on Location limits results to workers in Toronto and Montreal.
  • CIncorrect. Sub level sort orders data within groupings and removes nothing.
  • DIncorrect. Sort changes display order but still returns every worker.

Common trap: Thinking sorting by location effectively narrows the list because the desired cities would appear together.

In practice: Managers often request location-specific headcount lists; you add a filter (or a prompt) on the Location field in the custom report definition.

Remember: Filters decide which records appear; sorts only decide their order.

Drafted with AI assistance and checked against the answer key.

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