Workday Pro Record-to-Report Exam
Cert HARD
1. You create a custom validation to prevent users from submitting certain invalid
transactions, but they continue submitting these. What should you verify first?
Answer: A) Check if validation severity is set to WARNING
2. An accountant can't access custom organizations created for tracking financial data.
What security action should you take?
Answer: B) Add the accountant to the appropriate domain security group
3. You observe that defaulted worktags are incorrectly overwriting manually assigned
tags. How do you prevent this?
Answer: A) Adjust the Maintain Worktag Type Precedence settings
4. You notice financial data doesn't roll up correctly in reports. What step did you likely
miss during organization creation?
Answer: C) Configuring organization hierarchies
5. A custom validation rule needs to apply across multiple transaction types but
currently only affects one. How would you fix this?
Answer: B) Associate the existing validation with additional transaction types
6. An accounting manager can't run a critical financial report. How would you resolve
this?
Answer: B) Verify and edit security permissions for the domain containing the
report
7. A newly created company isn't visible when recording transactions. What's the likely
cause?
Answer: D) Security roles weren't assigned properly
, 8. You need to prevent journals from posting without approval if they exceed a certain
value. What's your best solution?
Answer: A) Set an Account Control Rule
9. You incorrectly created a fiscal schedule and now cannot delete posting intervals.
How would you resolve the issue?
Answer: A) Rename intervals and repurpose the fiscal schedule
10. Users complain that retained earnings calculations appear incorrect in financial
statements. What configuration should you check?
Answer: A) Account posting rules
11. Your EIB upload to create journal entries completes but reports errors. What's your
first troubleshooting step?
Answer: A) Check the populated spreadsheet for incorrect data
12. Users mistakenly cancel journals frequently. How would you proactively reduce this
issue?
Answer: B) Add more approval steps
13. A journal shows a status of "In-Progress" for several days. What should you
investigate first?
Answer: A) The associated business process workflow
14. A period set as "Adjustments Only" won't accept regular transactions. What's your
immediate corrective action?
Answer: A) Set the ledger period status back to "Open"
15. Your report combining several data sources shows inaccurate groupings. What
reporting solution do you apply?
Answer: D) Switch to a Composite report type
Cert HARD
1. You create a custom validation to prevent users from submitting certain invalid
transactions, but they continue submitting these. What should you verify first?
Answer: A) Check if validation severity is set to WARNING
2. An accountant can't access custom organizations created for tracking financial data.
What security action should you take?
Answer: B) Add the accountant to the appropriate domain security group
3. You observe that defaulted worktags are incorrectly overwriting manually assigned
tags. How do you prevent this?
Answer: A) Adjust the Maintain Worktag Type Precedence settings
4. You notice financial data doesn't roll up correctly in reports. What step did you likely
miss during organization creation?
Answer: C) Configuring organization hierarchies
5. A custom validation rule needs to apply across multiple transaction types but
currently only affects one. How would you fix this?
Answer: B) Associate the existing validation with additional transaction types
6. An accounting manager can't run a critical financial report. How would you resolve
this?
Answer: B) Verify and edit security permissions for the domain containing the
report
7. A newly created company isn't visible when recording transactions. What's the likely
cause?
Answer: D) Security roles weren't assigned properly
, 8. You need to prevent journals from posting without approval if they exceed a certain
value. What's your best solution?
Answer: A) Set an Account Control Rule
9. You incorrectly created a fiscal schedule and now cannot delete posting intervals.
How would you resolve the issue?
Answer: A) Rename intervals and repurpose the fiscal schedule
10. Users complain that retained earnings calculations appear incorrect in financial
statements. What configuration should you check?
Answer: A) Account posting rules
11. Your EIB upload to create journal entries completes but reports errors. What's your
first troubleshooting step?
Answer: A) Check the populated spreadsheet for incorrect data
12. Users mistakenly cancel journals frequently. How would you proactively reduce this
issue?
Answer: B) Add more approval steps
13. A journal shows a status of "In-Progress" for several days. What should you
investigate first?
Answer: A) The associated business process workflow
14. A period set as "Adjustments Only" won't accept regular transactions. What's your
immediate corrective action?
Answer: A) Set the ledger period status back to "Open"
15. Your report combining several data sources shows inaccurate groupings. What
reporting solution do you apply?
Answer: D) Switch to a Composite report type
