Workday Core Reporting Agent saves time for your team – if you know how to use it. Learn when to use this new agent, how to prompt it for best results, and more.
What is Workday Core Reporting Agent?
The Core Reporting Agent sits in a side panel next to a Workday report. Users ask questions about the report in plain language. It delivers these core skills:
- Data analysis and exploration: Counts, totals, comparisons, trends, and outliers on the open report, with an explanation of how it got there.
- Redirection and navigation: Finds the reports and tasks you’re allowed to use and opens them for you.
- Advanced reports your admin enables: One open report at a time. Scheduled and background reports aren’t currently supported.
- It answers as you: Your security groups decide what it can see. It doesn’t run in a proxy session.
How does it help HR and finance teams using Workday?
In short, the Workday Core Reporting Agent saves your team time by avoiding workarounds like manual tracking and working with data in spreadsheets.
- It delivers the numbers you need without exporting or having to manipulate data in spreadsheets.
- It provides answers in roughly 30 seconds. You get answers without having to build pivot tables or other time-consuming steps.
- It finds the report you need based on your description and opens it for you for easy access.
However, it’s important to know how to use the agent to get results you can trust.
How do you use the Core Reporting Agent?
In order to use it, first open the relevant report in Workday. Then you can prompt the agent using plain language. The agent will answer prompts and recommend other reports related to the current report or prompt.
Good reports to start with for trying out the agent include these standard Workday reports:
- Active Employees – Indexed
- Current Worker Details
- All Contingent Workers
- View Open Positions
- Open Job Requisitions by Organization – Indexed
- Business Process Transactions Awaiting Action
What are tips for getting the best answers from Core Reporting Agent?
For the most accurate and useful responses:
- Start with a clean, trusted report
- Use clear column names
- Ask precise questions using the report’s own terms
- Set rules for edge cases
Our experts at Three Link Solutions have tested the agent and outlined:
- Best practices for writing report prompts to get correct answers
- Quirks of the agent that you need to know in advance
- When to use the agent vs. when to keep a person on it
Download best practices for using Workday Core Reporting Agent.
Learn More About Workday AI Agents
Access our webinar on-demand to see a deeper dive on Core Reporting Agent.
Sign up for our Workday Agent Wednesdays webinar series for more featured agents.
