Summary

To create a matrix report in Workday showing worker terminations by location for the last quarter, excluding contractors and interns, you would start by creating a custom matrix report.

You would use the "Terminations" data source or, for better performance, the "Business Process Transactions (Indexed)" data source, filtering on "Termination bp." Define your report's rows and columns, placing "Location" in the Row Grouping section.

To filter the data, set prompts for the start and end dates to cover the last quarter. Exclude contractors by filtering out workers where "Worker is Non-Employee" is "Yes." To exclude interns, filter by "Employee Type" or "Worker Type" if "Intern" is a defined type, or by job title if necessary. After setting up, test the report to ensure data accuracy.

Retrieved From Workday Documentation

From Workday

To create a matrix report showing worker terminations by location, you would follow these general steps:

1. Create a Custom Matrix Report
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   • Access the Create Custom Report task.
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   • Select "Matrix" as the Report Type.
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2. Set Up Grouping and Summarizing for Matrix Reports
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   • Define the rows and columns for your report. A matrix report requires at least one account or account attribute element, and at least one row and one column.
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   • You would likely place "Location" on one axis (rows or columns) and a measure related to "Terminations" on the other.
3. Set Up Filter Options for Custom Reports
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   • Apply filters to include only "Worker terminations" and exclude "contractors and interns."
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   • You would also need to filter for the "last quarter."
4. Test the Report
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   • Test the report to ensure Workday displays the data correctly.
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While the provided context details how to create matrix reports and lists various metrics, including several related to terminations

5, it does not provide specific instructions on how to filter by "Location" or exclude "contractors and interns" within the matrix report creation steps. It also does not explicitly define how to set a time frame for "last quarter" within the matrix report configuration.

From Customers

1. Create a Matrix Report for Terminations by Location
   • Use the "Terminations" data source
     6.2,
     7.2.
   • Set the prompts for the start and end dates to cover the last quarter
     6.2.
   • Add "Location" to the Row Grouping section
     7.2.
   • To exclude contractors, use the field "Worker is Non-Employee" which will be "Yes" for contingent workers
     8.2. You can filter this out.
   • To exclude interns, you would typically filter by "Employee Type" or "Worker Type" if these have been customized to include "Intern" as a type
     9.1,
     9.2. If "Intern" is a job title, you could filter by job title, but filtering by worker type is more reliable
     8.4.
   • For performance, consider using the "Business Process Transactions (Indexed)" data source and filtering on "Termination bp"
     7.4.