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
The following links share helpful information to enable you to quickly choose the report you need.
- Workday Glossary (Reference Guide)
- Constrained Proxy for Retroactive Payroll Reporting – What it is, and which reports it relates to (Reference Guide)
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:
- 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.