Stephen Gilmore

⚠️ Organization security gotchas on Workday reports

Workday December 6th, 2023 1 minute read.

Ever create a report, think you've given the ISU/ISSG all the security it needs, only to find out that the organization field is blank? I've ran into this issue at least 3 times in 2023 alone.

The issue:

  1. Set up the security for an integration system user to own and run a report with organization related fields.
  2. There are organization or organization hierarchy fields that are blank when the report is ran as the ISU.

If you check security on the organization fields, they look "OK":

Functional Area: Tenant Non-Configurable

Permitted Security Groups: All Users

So what's missing?

It always seems to be one of two security permissions that are missing.

  1. View & Get for Manage: Custom Organization may be required for custom organizations.
  2. View & Get for Reports: Organization may be required for Lookup Hierarchy type fields.