Configure a Workday Custom Reports Data Source

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.

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:

Once you've configured the base details, it should look like this:

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.

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.

Integration Service User (ISU)

ISU is the Integrations Service User in Workday, and you should have had to generate an ISU for One Model to grant credentials from the initial Workday API setup. With Raas reports, if the user who owns the report is deactivated, the report will become inaccessible to One Model until it has been assigned to a new owner. For this reason, we recommend the ISU be assigned to an account rather than a specific person, where possible.