You only want to show snapshot data on a custom trending report that uses the...

TheTrended Workersdata source contains bothsnapshot records(period-end views of worker data) andevent/transaction records(such as hires, terminations, and job changes). When the reporting requirement is to displayonly snapshot data, the most efficient and least disruptive approach is to apply areport-level filterusing the Snapshot (or Record Type = Snapshot) field.

Workday HCM Reporting documentation explains that filtering at the report level allows the system to limit returned records without changing global trending configurations or requiring additional processing. This approach hasminimal performance impactbecause it operates on already-generated trended data rather than forcing the system to recalculate or regenerate records.

Relevant documentation guidance includes:

“Trended Workers includes both snapshot and transaction records. Use report filters to restrict output to snapshot data when required.”

“Avoid changing system-wide trending configurations when report-level filtering satisfies the business requirement.”

The other options are less appropriate:

Setting default prompt values still allows non-snapshot data to be retrieved.

Trended Workers for Planning is a different data source with a different purpose.

Running Maintain Trended Workers changes system configuration and impacts all trending reports.