Let’s be honest: managing and maintaining Workday reports often feels like a never ending battle. Between choosing the right data source, finding the “mystery fields” that refuse to pull the values you expect, and understanding filters and prompts, it’s easy to feel stuck.

Far too often, new administrators and analysts find themselves trapped in a cycle of troubleshooting when they should be delivering high-level insights.

At Teamup9, our vision is to make Workday Admins more successful and self-sufficient. We believe that when your team is confident and independent, your organization wins.

That’s why we are excited to announce a new collaboration with the Customer Sharing Movement (CSM). We’re bringing their background, experience and know-how directly to your office with an exclusive new educational offering: the Workday Live Mentoring & Education Workshop.

Moving Beyond Theory into Real Results

This isn’t your typical “sit and listen” seminar. This is a two- or three-day, intensive mentoring workshop to elevate your team’s skills handling reporting and calc fields: It is Workday Admin Enablement. Whether we meet at your offices or connect remotely, this session is facilitator-led and uses a hands-on approach to education.

The best part? It’s not generic.

We tailor the exercises and challenges to align with your Workday configuration.

Your team won’t just learn theory; they will build accurate reports and master calculated fields within a context they actually recognize.

What’s Under the Hood?

The workshop covers important basics that are often overlooked, and builds on that solid foundation with advanced reporting features to ensure your team can build, manage, and optimize data delivery with ease: 

  • Data Modeling Deep Dive: Understanding Business Objects, Related Business Objects (RBO), and the nuances of 1:1 vs. 1:M relationships
  • Filtering & Logic Mastery: Learning to apply precise report filters and subfilters to isolate critical data points
  • Core Data Calculated Field (CF) Functions: Challenges with core data types – Text, Dates, Numbers, and Boolean functions
  • Advanced Logic Training: Mastering complex functions like Extract Single Instance (ESI), Lookup Related Value (LRV), Count Related Instances (CRI), and Sum Related Instances (SRI)

The Teamup9 + CSM Advantage

By partnering with the Customer Sharing Movement, we are bringing the spirit of collective growth directly into our approach. We don’t just “teach”; we embed alongside your team to share knowledge and mentor in real time.

Why this matters for your success:

  • Expert Facilitation: You’ll learn from industry veterans with over 15 years of education and mentoring expertise on reporting, data analytics, and calculated fields
  • Immediate Applicability: Every workshop section includes sandbox exercises with Q&A designed to reinforce important topics, and review tips and tricks (post-workshop office hours are also available)
  • Executive Transparency: Following the workshop, you’ll receive a summary documenting attendance and a breakdown of the key topics mastered by your team

“Our approach centers on enablement; helping Workday teams grow more confident, more independent, and better equipped to support their organizations.”

Ready to Empower Your Team?

This offering is designed to provide Workday Admin Enablement for Functional Administrators, HR Business Partners, Financial Analysts, and Technical SMEs who are ready to master Reporting, Analytics and Calculated Fields.

Slots for these intensive sessions are filling up quickly. If you are ready to reduce rework, increase your data reliability, and accelerate decision-making, let’s talk.

Pricing is available on request. Contact us at info@teamup9.com to book your session or learn more about how we can help make Workday® work for you.