Improving Report Performance in Workday: A Case Study


05.14.2021 | Case Studies, Managed Services


There are many ways to improve the performance of reports in Workday. But when the usual methods failed, Agilysis took a creative approach to reduce report run time for a client.

The Challenge

The client had many Talent Management reports that used a ‘Date in Role’ calculation. This ‘Date in Role’ field was used to make employee related decisions such as movement, trainings, succession planning, etc.

The ‘Date in Role’ calculation was based on very complex logic with multiple conditions. Due to its complexity, it had a large impact on the run time performance of the reports in Workday. In some cases, the run time performance took hours while a few simply failed. Agilysis referred this issue to Workday, but all they could suggest was to reduce the complexity of the calculated field, which was not possible for the client.

Instead, we used a creative approach to develop an out-of-the-box solution.

The Solution

In order to help the client address the challenge and improve report performance in Workday, we created a custom object, ‘Date in Role – All’. We also created two custom fields, ‘Date in Role’ and ‘Date in Role (exception cases)’, to store the ‘Date in Role’ value on the employee record.

Next, we built an integration with required logic to update the value in the ‘Date in Role’ custom field for all impacted employees. For exception cases, we updated the ‘Date in Role (exception cases)’ custom field via EIB for such employees.

Finally, we included in the required reports a ‘Date in Role’ calculated field that would pull values from the custom fields in the custom object.

The Result

This custom solution improved Workday report performance significantly. Reports that originally took over five hours now ran in minutes, and exception cases were being handled without any issue.

Do you have a Workday problem that needs a creative solution? Agilysis creates custom solutions that improve performance and solve business challenges. Get in touch with us today to get started.

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