Reporting Related Workday Resources
Job Aids
| How to Access Research and Sponsored Programs Portfolio Dashboard in Workday | This job aid shows how to set up initial access and set-up of the Research and Sponsored Programs Portfolio Dashboard in Workday. |
| Financial Manager Reporting App | This job aid explains how to access and customize the Financial Manager Reporting app, including adding graphs, filtering reports, and managing saved searches to help users quickly find and view relevant financial data. |
| Running a Financial Report | This job aid reviews the basic concepts of how to run your Workday reports. |
| Scheduling a Report | This job aid reviews the basic concepts of how to schedule a report. |
| Expense Report Statuses | This job aid reviews the statuses for Expense Report transactions. |
| Viewing Unexpensed Credit Card Transactions Report | This job aid will show how to run the EU – Unexpensed Credit Card Transactions report. |
| “View By” Supplier Drill Capabilities | This drill down feature, available on all End User (EU) Summary reports, allows you to “View By” Supplier, and then view details by Operational Transaction such as Purchase Orders and Supplier Invoices. |
| How to Find a Journal in Created Status | This job aid will help you find a journal in created status using either the EU-Detail Transaction report or the EU-College Detail Transaction report. |
Suggested Coursework in Workday
FIN 101: Workday Finance Essentials (self-paced)
- This course consists of lessons that provide basic foundation information to the various finance tasks that include approvals in Workday, routine financial transactions, and reporting basics.
FIN 108: How to Run Financial Reports in Workday (self-paced)
- This course is designed to equip staff with the knowledge and skills necessary to accurately prepare, manage, and complete comprehensive financial reports.
What training is offered through the Workday Community?
Workday Resource Center – Workday sponsored training.