Reporting in Workday

How to…

The following reference guides teach you reporting basics, from how to run a report to how to submit defects and feature requests.

• Run Workday Reports (Reference Guide)
• Schedule a Report and View Status (Reference Guide)
• Create Report Favorites (Reference Guide)
• Save Report Prompt Filters (Reference Guide)
• Submit Defects, Enhancements, and New Report Requests (Reference Guide)

Helpful Information

For a list of all reports available to you in Workday, run the My Custom Report Library report.

The Reporting in Workday Reference Guide includes information for:

• Reporting Dashboard Names
• Custom Report Abbreviations
• Helpful Reports by Security Groups/Roles and Workstream

Training Sessions and Recordings

Reserve your space at an upcoming instructor led Reporting session.

Watch previous Reporting session recordings.

Latest Report Updates

Learn About

Sources and Uses Summary Report

CR FIN Sources and Uses Summary shows the Sources (Core Budgets and Revenues), Uses (Expenses, Commitments, and Obligations) and Balances (Sources minus Uses) associated with their worktags for time periods in a simple format.

Here are two ways to learn more about the report:

• Watch a narrated walk through in this explanation video.
• Read about the report prompts, worktags, and column definitions in the Running CR FIN Sources and Uses Summary Reference Guide.

Plan to Actuals Summary Report

CR FIN Plan to Actuals Summary shows the Plan Revenues, Revenues, and Revenue Variance (Revenues minus Plan Revenues), Plan Expenses, Expenses, and Expense Variance (Plan Expenses minus Expenses) associated with their worktags for time periods in a simple format.

Here are two ways to learn more about the report:

• Watch a narrated walk through in this explanation video.
• Read about the report prompts, worktags, and column definitions in the Running CR FIN Plan to Actuals Summary Reference Guide.

Procurement Dashboards

Four new procurement dashboards are now available to assist in your day-to-day operations while using Workday:

• Dashboard PRO Cardholders
• Dashboard PRO Procurement Card Data Entry Specialists
• Dashboard PRO Custodians
• Dashboard PRO Expense Data Entry Specialists

The dashboards are designed with the same look and feel, so that the knowledge gained using one dashboard is transferable to another.

Grant Reporting

• View Grant Expenses for the Prior Month in Workday
• View Grant Available Balances in Workday
• Scheduling a Report to Review Grant Expenses for the Prior Month
• Scheduling a Report to View Grant Available Balances

For more grants administration resources, visit the Workday for Faculty page.

Reports for managing employees’ time and Payroll

• Reports for Managing Missing, Not Submitted, or Unapproved Time and Time Off
• Helpful Reports for Department Payroll Personnel
• Constrained Proxy for Retroactive Payroll Reporting – What it is, and which reports it relates to

For more Workday HR guides and resources visit the Workday for Human Resources page.