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Workday Finance: Reporting

Updated: 02/08/2018

What replaces Report 90s? Is there a summary report of open encumbrances that can be pulled by the CCM, Department, Account or PI?

  • Standard and custom reports are accessible by those with the appropriate security roles to monitor the funding sources they manage and their Cost Centers.
  • To learn more about reporting in Workday, reference the tip sheets available on the Workday Finance website.

What additional reporting features and training will be available in the coming months?

  • The Workday Finance Project Team is in the process of developing additional training on reporting in both Workday and the BI Portal. Subsequent phases of work will continue to bring in more detail and information to enhance reports. As new reports become available, the specific roles that can run those reports will be notified.