Resources

Reporting & Data Tips & Tricks
Using the Journal Lines Apps Templates (Video Resource)

Overview of the templates included in the Workday Journal Lines Actuals and Workday Journal Lines Income Statement apps in UBI. The templates can be used as is or to create customized My Sheet reports.  

Watch the Video: https://youtu.be/LLz5tcImOHk

Using the Period Type & As of Period fields (Video Resource)

How to on use of the new Workday apps in UBI

Create Bookmarks in UBI Analytics - Qlik Sense (QRG)

A bookmark saves your filter selections in an app/module, so the next time you want to retrieve those same filters, you can simply select your bookmark. It is highly recommended you create bookmarks for your most commonly selected filters. Bookmarks are easy to create and save you time.

Bookmarking in UBI Analytics (1).pdf426.64 KB
UBI and Workday Reports Inventory

The UBI & Workday Reports Inventory provides an overall list of commonly used financial reports broken out by category. The table includes the name of the report, report type, description, purpose, and key outputs (does not reflect all fields in the report). Use the table of contents to control + click to find the type of report you are looking for! *Please note this inventory will continue to be expanded and updated to include new reports that become available.

UVAFST_UBIWorkdayReportsInventory (3).pdf310.59 KB