Integrations
HRIS
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, worker ) step 6 include the fields intended for synchronization 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