Workday Reports will be continuously added and improved. If you need to make a request for a new report or a change to a report, complete Financial Reports- Request New or Financial Reports- Request Change to Existing in the ServiceNow Services Portal.
| Process Area | Report Type | Workday Report Name | Description | Audience | Similar Legacy Report | Status |
|---|---|---|---|---|---|---|
|
Expenses |
Workload | Preparer Stats - CR | Displays a count of the expense reports that a worker has prepared. Can search by date range and preparer. Drill into count results to see the individual expense reports and other details. | All | GT TE Preparer Stats | In Production |
|
Expenses |
Management | Duplicate Committee Member Audit | Displays a list of External Committee Members and their respective memberships. Used prior to the creation of a new committee member to determine if the committee member already exists. | All | N/A | In Production |
|
Expenses |
Workload | Expense Reports Count Approved by Expense Partner - CR | This report returns the summarized count of expense reports approved by each Expense Partner. Used to help balance workload. | Central Offices | GT_DAILY_TE_NUM | In Production |
|
Expenses |
Transaction | Find Spend Authorization by Organization - CR | Displays a list of spend authorizations within the prompted parameters as well as other relevant information (date, status, worker, created by, etc.). Can prompt by worker, preparer, initiator, status, etc. Secured by cost center. For all campus users. | All | N/A | In Production |
|
Expenses |
Transaction | Expense Report Time Since Initiated - CR | Displays expense reports and their status along with where the expense report is in the approval process. Shows days since initiation of expense report. For In progress reports, it shows the number of days in the current approval step. Used to identify approval bottlenecks. | Central Offices | N/A | In Production |
|
Expenses |
Transaction | Spend Authorization for Domestic Travel - GTCR | Displays what travelers are currently on travel and in what location for a specified timeframe. | All | N/A | In Production |
|
Expenses |
Transaction | Spend Authorizations for GTRI Foreign Travel - GTCR | Displays foreign travel with begin and end dates. | All | N/A | In Production |
|
Expenses, Procurement |
Management | Productivity Reports | This series of productivity reports can be used by managers to monitor and review the approvals per person across various process areas for RQ Reviewers, Cost Center Managers, and PCard Cost Center Managers. These reports can help managers make decisions around resource needs for labs and cost centers. The available reports include; Productivity for Campus - Requisition Approval - CR, Productivity for Campus - Expense Report Approval - CR, Productivity for Campus - Spend Authorization Approval - CR, Productivity for Campus - Purchase Order Approval - CR, Productivity for Campus - PCard Approval - CR | Central Office | N/A | In Production |
|
FDM |
Management | FDM Crosswalk Tool (LITE) | LITE report that displays a crosswalk from PeopleSoft project IDs and accounts to their Workday FDM equivalent and spend revenue ledger crosswalk. All data can be exported to Excel for manipulation. | All | N/A | In Production |
|
FDM |
Master Data | Driver Worktag Manager Details Dashboard | Displays all driver worktags for a selected Cost Center or Cost Center Hierarchy, along with associated attribute and roles. | All | N/A | In Production |
|
FDM |
Master Data | FDM Hierarchy Reports | This series of reports allows the user to view various Workday hierarchies in report form with the highest level elements in the leftmost column and the lowest level elements in the rightmost column. There are reports for the following hierarchies: Class, Designated, NIGP, Function, Standard Freight GT, Standard GT Ops, Standard ATHL Fin, Fund, Grant, Custodial Entity, Revenue Category (GTCR & ATHL), Spend Category (GTCR & ATHL), Cost Center and Project. There are multiple gift hierarchies and reports for those will be added after consultation with Grants & Contracts Administration. | All | N/A | In Production |
|
Financial Accounting |
Transaction | General Ledger Budgetary Balance Report - Detail | LITE report that displays transaction detail for the General Ledger. | All | General Ledger (23) | In Production |
|
Financial Accounting |
Management | Revenue Budgetary Balance (RBBR) Transaction Detail (LITE) | LITE report that displays available budgetary balance information for prompted organization and worktag/worktag hierarchy combinations for a selected time period. Subtotaled by ledger account grouping for revenue only. Provides the ability to drill into Budget and Actuals balances to view transaction detail. Not intended for grant or project revenue reporting. | All | Revenue Ledger (46) | In Production |
|
Financial Accounting |
Management | Expense Budgetary Balance (EBBR) Transaction Detail (LITE) | LITE report that displays available budgetary balance information for prompted organization and worktag/worktag hierarchy combinations for a selected time period. Subtotaled by ledger account grouping for expenses. Provides the ability to drill into budget, commitment, obligation, and actuals balances to view transaction detail. Used only for State and Gift budgets. Award/Grant budgets and Project budgets are shown in different reports. | All | Expense Ledger (38) | In Production |
|
Financial Accounting |
Management | Other Funding Sources - by Custodial Entity - CR | Displays custodial funds for a given organization. Balances are broken down by Custodial Entity to easily view balances. This includes opening balances, revenue collected, and expenses. This can be run for individual CEs or cost centers or by multiple CEs or cost centers. It includes FD60000 Custodial - Funds on Deposit and FD61000 Custodial - Designated Scholarships balances. | All | N/A | In Production |
|
Financial Accounting |
Management | Other Funding Sources - DSS/AUX by Designated - CR | Displays departmental sales & services and auxiliary funds for a given organization. Balances are broken down by Designated to easily view balances. Note that revenue is not included on this report. Those details can be found in the Departmental Sales & Services Financial Statement. This can be run for individual designateds or cost centers or by multiple designateds or cost centers. | All | N/A | In Production |
|
Financial Accounting |
Management | Other Funding Sources - Funding by Gift and Designated - CR | This report shows gift funds for selected organization(s). Balances are broken down by both Gift and Designated to view any breakdown of a Gift. Any Designated field with a blank represents the "main" Gift. This can be run for individual gifts or cost centers or by multiple gifts or cost centers. | All | N/A | In Production |
|
Financial Accounting |
Transaction | IBPA - BOR GTRI Revenue Quarterly Report - GTCR | Report is used to pull the revenue budget for GTRI funds as defined in the report, and to compare the budget to the actual revenue recorded. Report is used to assist with BOR reporting requirements. | Central Office | N/A | In Production |
|
Financial Accounting |
Transaction | IBPA - BOR GTRI Quarterly Report - GTCR | Report is used to pull the revenue and expenditure budgets for GTRI funds as defined in the report, and to compare the budgets to the actual revenue, expense, obligations and commitments recorded. Report is used to assist with BOR reporting requirements. | Central Office | N/A | In Production |
|
Financial Accounting |
Transaction | IBPA - BOR EII Quarterly Report - GTCR | Report is used to pull the revenue and expenditure budgets for EII funds as defined in the report, and to compare the budgets to the actual revenue, expense, obligations and commitments recorded. Report is used to assist with BOR reporting requirements. | Central Office | N/A | In Production |
|
Financial Accounting |
Transaction | IBPA - BOR EII Revenue Quarterly Report - GTCR | Report is used to pull the revenue budget for EII funds as defined in the report, and to compare the budget to the actual revenue recorded. Report is used to assist with BOR reporting requirements. | Central Office | N/A | In Production |
|
Financial Accounting |
Transaction | IBPA - BOR RI Revenue Quarterly Report - GTCR | Report is used to pull the revenue budget for Resident Instruction (RI) funds as defined in the report, and to compare the budget to the actual revenue recorded. Report is used to assist with BOR reporting requirements. | Central Office | N/A | In Production |
|
Financial Accounting |
Transaction | IBPA - BOR RI Quarterly Report - GTCR | Report is used to pull the revenue and expenditure budgets for Resident Instruction (RI) funds as defined in the report, and to compare the budgets to the actual revenue, expense, obligations and commitments recorded. Report is used to assist with BOR reporting requirements. | Central Office | N/A | In Production |
|
Financial Accounting |
Management | Other Funding Sources - Unexpended Plant Funds by Designated - CR | Displays all unused construction funds within the FD5XXXX fund group to track carryforward. This displays balances by Designated and Cost Center for simplified tracking. | All | N/A | In Production |
|
Financial Accounting |
Transaction | Find Budget Lines - GTCR | This report is used to display financial budget line activity at the Cost Center level excluding awards and project budgets. Prompts include company, organization, budget structures, worktags, and ledger accounts. | All | N/A | In Production |
