Report Workspace
The Report Workspace is where imported Workday report files become queryable, reusable datasets for analysis, chat, and Smart EIB.
Importing Reports
Report Workspace accepts downloaded or uploaded Workday report files and turns them into normalized local tables. These tables can then be explored, filtered, queried, and used as source data for downstream workflows.
Open Report Workspace from the Dashboard or workspace sidebar.
Upload a CSV, TSV, or spreadsheet export from Workday.
Confirm the detected columns and imported row count.
Use the explorer to inspect recent reports and saved downloads.
Use the data grid or SQL console for analysis.
Using Report Data Safely
Imported report data often contains HR-sensitive information. Keep queries scoped, avoid unnecessary exports, and use the report as a controlled upstream source for Smart EIB or chat-driven lookup.
Practical Tips
- Prefer field-aware filtering over broad free-form data dumps.
- Keep report names descriptive so chat and users can choose the right source.
- Remove stale imports when they are no longer needed.
Explorer, Grid, And SQL Console
The explorer is for navigation, the grid is for visual inspection, and the SQL console is for focused queries. Use the smallest tool that answers the question, especially when working with sensitive employee data.
Use the explorer to select a report or saved download.
Use the grid to verify column names, row count, and sample values.
Use the SQL console for filtered analysis or joins supported by imported metadata.
Save or export only the result set you need.
Downstream Workflows
Report data can support chat lookups and Smart EIB previews. Keep the selected report visible in the workflow so users know which source data was used.
Practical Tips
- Use report-driven Smart EIB when the worker population comes from a Workday report.
- Use uploaded name lists when the source is a business-provided roster.
- Avoid mixing employee populations from different report dates in one generated workbook.