Reporting in Workday

Overview

Workday changes the way reports are created and used at WSU. The finance and HR data you need for reporting is stored in the system, where reports can be generated, using the most recent and accurate data in real-time.

How to…

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

Helpful Information

The following links share helpful information to enable you to quickly choose the report you need.

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.

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:

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:

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.

Latest Report Updates