Workday configuration for performance goals report

  • Release version: Zurich
  • Updated January 28, 2026
  • 1 minute to read

    • Retrieve the Goals details based on Organization by creating the performance goals report.

    Before you begin

    Role required: User with access to report creation and the Goals by Organization data source.

    • While creating the report, ensure that the report name, report field names or column heading override for the respective field (if given in report document) is same as it is in report document.

      Report field label should be same as in report doc. Else, the developed action will fail.

    • All reports must be owned by the ISU user which will be used for accessing these actions on the ServiceNow platform.
    • In the Advanced section, Enable as webservice option should be selected.

    Procedure

    1. Access the Create Custom Report task.
    2. Provide the report name such as, RPT_Employee_Goals.
    3. Select report type as Advanced.
    4. Clear the Optimized for performance option.
    5. Select Data Source as Goals by Organization.
    6. Do not select the Temporary report option and click OK.
      RPT Employee Goals.
    7. Select the report business object and report fields.

      Workday performance goals.

      Workday performance goals.

      Workday performance goals.

      Workday performance goals.

      Workday performance goals.

      Workday performance goals.

      Workday performance goals.

    8. In Prompts section, select the highlighted effective date as prompt for effective as of date and select the Populate Undefined Prompt Defaults option.
      Workday performance goals.
    9. Select the value of prompts under Prompt default section.

      Make sure the Label For Prompt XML Alias of all prompt fields must be same.

      Workday performance goals.

    10. In Advanced section, select Enable as webservice option and click OK.
    11. Click on three dots icon and navigate to Web Services > View URLs option once report configuration is done.
      Workday performance goals.
    12. Select any organization in Organizations parameter and optionally select the Include manager and Include subordinate organizations options, then click OK.
      Workday performance goals.
    13. In View URLs Web Service page, click the marked icon under the CSV section.

      A new browser tab is opened.

      Workday performance goals.

      The RaaS URL of the report is displayed in new browser tab and you can obtain these details from the link.

      Workday performance goals.

      • https://wd2-impl-services1.workday.com is the base URL of customer's workday tenant.
      • Tenant_Name is the customer's workday tenant.
      • Report_Owner_user_name represents user name of the report's owner.
      • RPT_Employee_Goals is the report name.