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Systems evidence / S9 / Reviewed

How to Download a Completions Report in Workday

A 15-step illustrated guide for running the R04 Enrollment Audit Report and exporting course completion data to Excel.

Scope: Authorised Workday users and learning-completion administration

Workdaycompletion reportlearning recordsR04Excel export

Overview

The guide shows that Workday can be used to select learning content, completion statuses and date ranges, then export enrolment data.

Purpose

To instruct an authorised user how to retrieve training enrolment and completion information from Workday.

Who it applies to

  • Authorised Workday users
  • People responsible for monitoring learning completion
  • Learning and development administrators

Manager responsibilities

  • No direct manager responsibility is stated
  • Where authorised, use completion data consistently and appropriately
  • Protect personal information contained in exported reports

Employee expectations

  • No direct employee expectation is stated in this guide
  • Course status may be recorded as completed, in progress or not started

Systems referenced

  • Workday
  • R04 Enrollment Audit Report
  • Course catalogue
  • Completion status
  • Excel export

Review frequency

The guide allows a user to choose a date range. It does not prescribe a reporting frequency.

Stated expectations

  • Learning completion can be queried
  • Multiple completion statuses can be selected
  • Results can be filtered by date
  • Report data can be exported

Evidence extraction

Steps 1 to 5

Report

The guide directs users to the R04 Enrollment Audit Report in Workday.

Steps 6 to 13

Filters

Users can select content, completion status and a start and end date.

Steps 14 to 15

Export

The resulting data can be downloaded into Excel.

Questions for comparison

  • Which roles had access to the report?
  • How often were completion records reviewed?
  • Were learning records used consistently across teams?
  • How were exported employee data and privacy protected?

Document timeline

01Select report

Open R04 Enrollment Audit Report

02Choose content

Select the program or course

03Filter

Choose statuses and dates

04Run

Generate results

05Export

Download data to Excel

Related documents

Supporting evidence

Evidence can be added without changing the archive structure.

Future records may include authenticated versions, implementation records, meeting notes, training material or organisational response.

Future contributor evidence

Experience will be assessed separately.

Contributor accounts will not be merged into the organisational source. They will be coded, assessed and linked only where consent, relevance and source safety allow.

Evidence status

Internal guidance identified. Implementation not determined.

This analysis paraphrases what the reviewed source describes. It does not establish that the material was current, mandatory, distributed to every employee or consistently followed in practice.