Workday Finance: Reporting


Business Process Description Audience Tip Sheet Tutorial
Business Process Follow-Up Guidelines Learn about notification and cancellation schedules for various business processes. All Roles N/A
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
HR Reports in Workday Learn how to run reports in Workday and about HR reports available by security role. All Roles N/A
Workday Finance Reports Matrix

Learn how to run reports in Workday and about Finance reports available by security role.

All Roles N/A
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
PI Dashboard

Learn about the PI Dashboard, a worklet on your Workday homepage that provides a quick view of your Awards, and related role-based reports available. Learn how to complete the one-time initial setup of your PI Dashboard, expand the dashboard reports, and identify your security roles in Workday.

Award-Related Roles
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 GAAPFinancial 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
FIN-ACC-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

FIN-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

FIN-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.

Budget Approver, Cost Center Manager, Cost Center Sponsored Program Manager, Finance Reviewer, Grant Manager, Grant Reviewer, Senior Business Manager, 
VP Budget Approver, 
Principal Investigator
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.

Budget Approver, Cost Center Manager, Cost Center Sponsored Program Manager, Finance Reviewer, Grant Manager, Grant Reviewer, Senior Business Manager, 
VP Budget Approver, 
Principal Investigator
N/A
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. Accounting Manager, 
Budget/Controller Financial Analyst, Cost Center Accounting Manager, Cost Center Financial Analyst,Cost Center Manager,
Accountant, Gift Manager, Gift Reviewer, Program Manager, Program Reviewer, Project Manager, Project Reviewer, Senior Business Manager
N/A