How to configure a Workday Custom Reports (also known as RaaS) Data Source in One Model to extract custom data from Workday.
Why Custom Reports/RaaS?
We recommend using Workday Custom Reports (also known as RaaS) to pull data out of Workday that can't be easily pulled from the main Workday API. However, for ease of setup, or performance reasons, we recommend using the Workday API where possible.
Configure Custom Reports in Workday
The first step of this process is to configure the Custom Reports that you'd like to extract in Workday. A Workday user that will be used to extract the data will then need to be given access to that data. We recommend using the same user as the main Workday API for the sake of simplicity
Create a new Workday Custom Reports Connector
In your One Model instance, navigate to Data -> Data Sources, and then select Add Data Source -> Workday Custom Report:
You'll then need to configure the following:
Schema: The schema in One Model that the Workday Custom Report data will be stored in
Company: Your Workday Company ID
Username: The name for the user who was given access to the Workday Custom Report
Password: The password associated with the above Username
Endpoint base URI: The URI for your Workday instance
Once you've configured the base details, it should look like this:
Add a Report
Now that the connector is configured, we should be able to start adding reports. To do this, simply add the username of the Report Owner, and the name of the report into the respective fields, and hit the + button:
You should then see your Report underneath:
This includes any filters that were configured in the Report (such as Time Filters). It also inclues a Table Prefix that can be used if the same report is configured multiple times using different filters.
Running the Report
You're now ready to run the report! This can be done from the Data Sources page, either using the Play button for a manual run, or configuring a schedule.