Reporting in Workday

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

• Learn how to run Workday reports.
• Need a report to run on a regular time frame? Learn how to schedule a report.
• Creating report favorites lets you save and quickly access your most used reports.
• Review how to save report prompt filters for quick and efficient running of reports.
• Have an idea for a report? Learn how to submit defects, enhancements, and new report requests.
• Watch this Reporting Tips & Tricks Elevating Cougs replay that covers a range of reporting topics, including those listed above.

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

• Review the ways you can access available reports in Workday.

The Reporting in Workday Reference Guide includes information for:

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

Watch the Elevating Cougs WSU Workday Reporting Evolution, Past and Future session replay to learn how reporting in Workday has progressed from launch to today.

• Understand how reporting is connected by Finance, HCM, and Payroll in Workday with examples and easy to follow diagrams.

Visit the Workday Essentials page to learn more about essential concepts for all employees who initiate, review, or approve business processes, and to access relevant support and resources.

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.

• Review the report prompts, worktags, and column definitions in the Running CR FIN Sources and Uses Summary reference guide.
• Learn about the Cost Share Grant Balances in the CR FIN Sources and Uses 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.

• Review the report prompts, worktags, and column definitions in the Running CR FIN Plan to Actuals Summary reference guide.

The following links help Grant Managers, Principal Investigators, and Effort Certification Reviewers to manage their Grants in Workday…

Grant Expenses & Available Balances

• View Grant Expenses for the Prior Month in Workday.
• View Grant Available Balances in Workday.
• Learn how to schedule a report to review Grant Expenses for the Prior Month
• Learn how to schedule a report to view Grant Available Balances.

Dashboards for PIs & Grant Managers

• Learn how to use the GRA Principal Investigator Dashboard in Workday.
• Review the reports in the Award Budget to Actuals Dashboard in Workday.

Watch the following videos for best practices and tips & tricks

• Reporting for PIs
• Reporting for Grant Managers
• Managing Your People Paid on Grants
• Salary Over the Cap

• Review the Paylock Checklist for Departments with actions to take pre- and post-payroll and helpful reports to run.
• Review a list of helpful reports for managing missing, not submitted, or unapproved time and time off.
• Helpful reports for Department Payroll Personnel.
• Learn about constrained Proxy for retroactive Payroll reporting and understand what it is and which reports it relates to.

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