Request a modification to an existing report

  • Data Owner Approval to Share: Once the report is signed off on by a Report Admin (either Kevin Doherty, Amy Cavasos, Adam Matheson or Alexis Cecil) the Report Owner can request that it be shared. Report Owner will need to provide justification for sharing the report with the designated users. Report Owner will need to attach a PDF of the report definition so the Data Owner can see the fields used in the report. The TD ticket service to do this is located here: https://helpdesk.fau.edu/TDClient/Requests/ServiceDet?ID=30763.
    • If journal lines as primary BO --> Jessica Cohen Signs off

If HR as primary BO --> Dave Tomanio Signs off

If Timekeeping/Payroll as Primary BO --> Rosa Naujoks/Annie Yahinian Signs off

  • Any and all report modifications introducing additional information into the report needs to be reapproved by the data owners. (ie. Adding columns or changing filters) the report.
  • Sharing Report: If the Report Owner has the full report writer role, they can share the report with the designated users. If the Report Owner has the departmental report writer role, a Report Admin will need to share the report with the designated users.
    • If the Report Owner has the departmental report writer role, all further changes to the report will have to be done by a Report Admin. If the Report Owner needs to make any adjustments to the report after the report is shared, they will need to submit a ticket (which has been set up as a TD ticket service: https://helpdesk.fau.edu/TDClient/Requests/ServiceDet?ID=30765) to request the change to the report. A Report Admin will have to make the approved change. The Report Owner can make a copy of the report and make any changes needed then supply the report definition in the ticket so that the Report Admin knows what changes to make.
    • If the user(s) it is requested to be shared with has the proper security roles they can view all of the report data and can run it whenever they want to return real time data.
  • Troubleshooting security: If the user(s) does not have the proper security to view all report contents, there are 2 options:
    • A full report writer can scheduled the report to deliver to the users within Workday. If the Report Owner has the departmental report writer role, a Report Admin will need to set this up in Workday on the desired schedule frequency. A file will be delivered to the designated user(s) within Workday. They can access the file by running the report called “My Reports”.

The user can submit a ticket to request the necessary security roles to run the report (https://helpdesk.fau.edu/TDClient/Requests/ServiceCatalog?CategoryID=6414).