Resources

How to on use of the new Workday apps in UBI

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.

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.

Workday Reporting provides real time, drillable data where you can have everything in one place. There are various types of reports that you can in order to find the information that you need. As you navigate through reports, check out the following resources and information to help set you up for success!

These slides cover the basics of Workday reports, dashboards and worklets in Workday, how to access reports and dashboards in Workday, and how to identify the various functionalities of reports and dashboards

This crosswalk lists the most used financial reports in University Business Intelligence (UBI) Reporting and maps them to the reports that are most like them in Workday. Note that the Workday reports contain real time data.

This Quick Reference Guide (QRG) is designed to walk Fiscal Admin roles (e.g., Cost Center Manager, Preparer & Approver for Account Certification, P2P Roles - Requisitioner & Approver and Payroll Costing Manager & Specialist) through navigating the Fiscal Admin Dashboard. The Fiscal Admin Dashboard provides a one-stop shop for users in Fiscal Administrator or Operational Support Roles to access common tasks, reports, and other resources needed to perform their daily work.

This Quick Reference Guide (QRG) is designed to walk Grant Related roles (e.g., Grant Manager, Grant Financial Analyst, etc.) through navigating the Grant Admin Dashboard. The Grant Admin Dashboard provides a one-stop shop for users in Grant Administrator or Operational Support Roles to access common tasks, reports and other resources needed to do their daily-work. By the end of this QRG, you will be able to successfully access, set up, and review the Grant Admin Dashboard.

This QRG is designed to walk Workday users through the report functionality in Workday. By the end of this QRG, you will be able to run, view, and navigate data within reports using Workday’s various functionalities.