---
sourceDocument: Zurich Workflow Data Fabric
sourceDocumentLink: https://www.servicenow.com/docs/r/zurich/integrate-applications

 Release :

    - zurich

ft:locale :

    - en-US

ft:publication_title :

    - Zurich Workflow Data Fabric

ft:clusterId :

    - crint

bundleId :

    - crint

workflow :

    - Creator


---

# Workday configuration for workers latest performance review report

# Workday configuration for workers latest performance review report {#ariaid-title1}

* Release version: Zurich
* 
* Updated January 12, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read

Retrieve the workers latest performance review information by creating the workers latest performance review report.

## Before you begin

Role required: User with access to report creation and the Workers by Organization data source.  
* Create all calculated fields for this report before developing the report, so that while creating report all fields are available.
* 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.

* While creating filter, ensure that you add parenthesis on filter.
* 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.
{#wdhr-worker-latest-perf-review-rep__ul_prereq_list}

Create all calculated fields so that these fields can be used while developing report.

* Calculated field 1:
  * Create True False condition type calculated field named CF_review_period.
  * Create Extract Multi-instance type calculated field named CF_latest_review.
  {#wdhr-worker-latest-perf-review-rep__ul_calc_field_1}
* Calculated field 2: Create Aggregate Related Instances type calculated field named CF_Competencies.
* Calculated field 3: Create Aggregate Related Instances type calculated field named CF Content Evaluation - Accomplishments.
* Calculated field 4: Create Aggregate Related Instances type calculated field named CF_Content Evaluation - Areas for Development.
* Calculated field 5: Create Aggregate Related Instances type calculated field named CF_Content Evaluation - Career Interests.
* Calculated field 6: Create Aggregate Related Instances type calculated field named CF_Content Evaluation - Goals.
* Calculated field 7: Create Aggregate Related Instances type calculated field named CF_Content Evaluation - Responsibilities.
* Calculated field 8: Create Extract Multi-instance type calculated field named CF_latest_review.
* Calculated field 9: Create True False condition type calculated field named CF_evaluated by manager.
{#wdhr-worker-latest-perf-review-rep__ul_calc_fields}

## Procedure

1. Access the Create Custom Report task.
2. Provide the report name such as, <kbd class="ph userinput">CR Employee latest performance review and feedback details</kbd>.
3. Select report type as Advanced.
4. Clear the Optimized for performance option.
5. Select Data Source as Workers by Organization.
6. Do not select the Temporary report option and click OK.  
7. Select the report business object and report fields.  
8. In Group Column Heading section, select all business object as below.  
   Group Column Heading for each business object will be blank.
9. In Sort section, under Sub level sort, select the value as shown below.  
10. In Filter section, select the value as given below.  
    Ensure to add parenthesis.
11. In Sub-Filter section, select the value as given below.  
    Ensure to add parenthesis.
12. In Prompts section, select the Populate Undefined Prompt Defaults option.  
13. Select the value of prompts as given below under Prompt default section.  
    Make sure the Label For Prompt XML Alias of all prompt fields must be same.
14. In Advanced section, select Enable as webservice option and click OK.
15. Click on three dots icon and navigate to Web ServicesView URLs option once report configuration is done.  
16. Select the organization for which you want to run this report, select the option if you want to include subordinate organization and manager, and select the date range for which you want to see the data.  
17. In View URLs Web Service page, click the marked icon under the CSV section.  
    A new browser tab is opened.
18. View the RaaS URL of the report in the new browser tab.  
    The RaaS URL of the report is displayed in new browser tab and you can obtain these details from the link.  
    * <kbd class="ph userinput">https://wd2-impl-services1.workday.com</kbd> 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.
    * Report_Name is the report name.
    {#wdhr-worker-latest-perf-review-rep__ul_url_details}

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