Improvements to drill-down views in grant reports

Recently, we’ve improved the default drill-down views in several award budget-to-actuals reports to increase usability and make grant reports consistent with other non-grant financial reports in Workday.

The following reports are among those updated to include these improvements:

• CR GRA PI Award Lines Budget to Actuals Summary
• CR GRA PI Award Financial Summary
• Dashboard GRA Principal Investigator
• Dashboard GRA PI Award Budget to Actuals
• Dashboard GRA Grants Administrator
• CR GRA SPS Award Lines Financial Summary
• CR GRA SPS Award Financial Summary
• Dashboard GRA SPS Award Budget to Actuals

When selecting a hyperlinked amount field, including expenses, commitments, obligations, and revenue, invoices, or cash received, the default view now displays relevant details about grant transactions.

In addition, the options available when selecting “View By” have been updated to ensure consistency with other Workday financial reports, and to ensure all needed grant-specific fields are present.

Questions? Reach out at the Workday Service Desk.