Workday RaaS

3 min

this tutorial explains how to create a custom report in workday for bindbee by following these steps, you'll set up a report, add authorized users, and configure credentials for seamless integration creating a custom report step 1 search for create custom report step 2 on the create custom report page, enter the report name step 3 from the report type drop down menu, select advanced step 4 enable the enable as web service option step 5 add your data source that contains the object whose data you want in the report (in this case, all workers ) step 6 include the fields intended for synchronization we’ve created a standard template, which you can find here https //docs google com/spreadsheets/d/1plrvuw02ctt90ghzcq 698emczsl79gqllnl4w96vi/edit?usp=sharing please use the exact field names provided in the template include all fields that are required for your synchronization and feel free to ignore the rest adding an authorized user to the report step 1 go to the share tab of the custom report step 2 add the previously created integration system user in the authorized users field finalizing custom report configuration step 1 in the report, navigate to actions → web service → view urls step 2 copy the url in the json section and share it with bindbee creating credentials for the report for oauth2 0, you'll need a refresh token to get an access token from the token endpoint for the first time follow these steps to retrieve the refresh token step 1 open view api clients in workday step 2 navigate to the api clients for integrations tab step 3 register an api client for us if it is already set up, simply open it step 4 click the ellipsis ( ) next to the client name and choose api client > manage refresh tokens for integrations for token management step 5 input the workday account of a user authorized to access the custom report in the workday account field step 6 navigate to the delete or regenerate refresh token page, select generate new refresh token , and ensure there's no expiry time set on the refresh token step 7 copy the refresh token from the successfully regenerated refresh token page and share it with us