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Workday Finance: Reporting

Workday | Business Intelligence (BI)

Workday

Category Business Process Description Audience Tip Sheet Tutorial
General Business Process Follow-Up Guidelines Learn about notification and cancellation schedules for various business processes. All Roles N/A
General HR Reports in Workday Learn how to run reports in Workday and about HR reports available by security role. All Roles N/A
General Reporting Tips Learn how to run a report, activate email notification, access reports from the W:Drive and Reports worklet, and access details about scheduled and saved reports. All Roles N/A
General Workday Finance Reports Matrix Learn how to run reports in Workday and about Finance reports available by security role. All Roles N/A
Category Business Process Description Audience Tip Sheet Tutorial
How Am I Doing? Award Transaction Audit Report Learn how to run the Award Transaction Audit Report to Grant/Award attributes and financial information by fiscal period. Finance Roles
How Am I Doing? Balance Forward/Balance Available by Worktag Learn how to run the FIN-ACC-Balance Forward/Balance Available by Worktag report in Workday, for Driver Worktags where activity moves forward to the next fiscal year. Finance Roles
How Am I Doing? My Awards Portfolio Dashboard Learn about the My Awards Portfolio dashboard that provides a one-stop shop to view aggregated award data and an overview of research reports from Budget to Actuals.  Cost Center Manager, Cost Center Sponsored Program Manager, Co-Principal Investigator, Grant Manager, Grant Reviewer, Principal Investigator N/A
How Am I Doing? Summary Balances by Worktag Dashboard Learn about the Summary Balances by Worktag Dashboard, a worklet on your Workday homepage that provides a quick view of balances for all your Program, Project and Gift driver worktags, and related role-based reports available. Learn how to complete the one-time initial setup of your dashboard, configure and maintain the dashboard reports, and identify your security roles in Workday. Finance Roles
How Am I Doing? Transaction Audit Report Learn how to run the Transaction Audit Report in Workday, which shows all activity associated with a Cost Center, Cost Center Hierarchy, or Driver Worktag (with the exception of a Grant). Finance Roles N/A
Category Business Process Description Audience Tip Sheet Tutorial
Whom Did I Pay? Payroll Obligations Learn how to run the FIN-PAY-Payroll Obligations report in Workday, which provides Obligations for Salary and Composite Fringe Benefits (CFB) as of January 1, 2018. Finance Roles
Whom Did I Pay? Salary Analysis Learn how to run the Salary Analysis (FIN-PAY-Salary Analysis) report to view the breakdown of gross pay per employee by distribution percentage and summarized by Driver Worktag. Finance Roles
Whom Did I Pay? Salary Detail Learn how to view the breakdown of gross pay per employee over one or more pay periods for a pay group by Worktags in Workday. The FIN-PAY-Salary Details report shows all payroll accounting details per employee. Finance Roles
Category Business Process Description Audience Tip Sheet Tutorial
How Do I Find It? APR Summary Learn how to run the APR Summary (FIN-ACC-APR Summary) report to display the Account Posting Rules currently set up in Workday and map the relationship between the Ledger Account and the correct Spend Category or Revenue Category.  Cost Center Manager, Finance Reviewer, Senior Business Manager N/A
How Do I Find It? Enhanced Journal Line Detail Learn how to run the Enhanced Journal Line Detail (FIN-ACC-Enhanced Journal Line Detail) report to find journal line detail information for Purchase Orders (POs), Purchase Requisitions, Expense Reports, Invoices, and Journals associated with one or more selected Cost Centers, Cost Center Hierarchies, or Driver Worktags (with the exception of Grant).  Finance Roles
How Do I Find It? Find Expense Report Lines for Organization Learn how to run the Find Expense Report Lines for Organization (FIN-P2P-Find Expense Report Lines for Organization) report to search for Expense Reports by one or more Cost Centers, Cost Center Hierarchies, or Driver Worktags, including those that have been created on behalf of another employee and saved for later. Finance Roles
How Do I Find It? Find Journals Learn how to run the Find Journals report to search for Journals by user, journal status, fiscal periods, and other criteria. Accountant, Accounting Manager
How Do I Find It? Find Journal Lines Learn how to run the Find Journal Lines report to search for Journal Lines by user, journal status, fiscal periods, and other criteria. Accountant, Accounting Manager N/A
How Do I Find It? Find Purchase Order Line and Line Splits for Organization Learn how to run the Find Purchase Order Line and Line Splits for Organization report to search for Purchase Orders by one or more Cost Centers, Cost Center Hierarchies, or Driver Worktags. Finance Roles
How Do I Find It? Find Requisition Lines and Line Splits for Organization Learn how to run the Find Requisition Lines and Line Splits report to search for Purchase Requisition line details for one or more Cost Centers, Cost Center Hierarchies, or Driver Worktags, including those that have been saved for later. Finance Roles N/A
How Do I Find It? POs with Open Encumbrances by Organization Learn how to run the POs with Open Encumbrances by Organization (FIN-P2P-POs with Open Encumbrances by Organization) report to identify Purchase Orders (POs) that have remaining/open balances by one or more Cost Centers, Cost Center Hierarchies, or Driver Worktags. Finance Roles
How Do I Find It? Role Assignments for Worker Position Learn how to run the Role Assignments for Worker Position report to view each assigned Workday security role a specified employee has and all organizations for which they have that security role assigned. Cost Center Manager, Employee as Self, Finance Reviewer, HR Partner Manager, Senior Business Manager, Senior Business Officer, Worktag Reviewer
How Do I Find It? Supplier Invoice Lines by Organization Learn how to run the Supplier Invoice Lines by Organization (FIN-P2P-Supplier Invoice Lines by Organization) report to view Supplier Invoice details by one or more Cost Centers, Cost Center Hierarchies, or Driver Worktags. Finance Roles

 

Business Intelligence (BI)

Business Process Description Audience Tip Sheet Tutorial
Business Intelligence (BI) Reports Learn how to access Reports, the University of Miami’s dynamic business intelligence portal, run standard reports, download and open reports in Excel, and build reports with Excel Pivot. Finance Roles N/A
Business Intelligence (BI) Reports: December 2017 Release Learn about new fields and reports available in the December 2017 release, including how to run the Financial Budget Management and GAAP, Financial Budget Management reports.  Finance Roles N/A
Business Intelligence (BI) Reports: October 2017 Release Learn about new fields and reports available in the October 2017 release, including how to run the Journal Transaction History and Journal Posted Details reports. Finance Roles N/A
Salary Detail Learn how to tie compensation from Workday’s Transaction Audit (FIN-ACC-Transaction Audit-P&L by Organization) report to individual employees who have any portion of their salary paid by a specific Cost Center. Finance Roles N/A

 



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