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 |
|---|---|---|---|---|---|---|
|
General |
Management | Supervisory Relationships - CR | Displays all managers by supervisory organization and their workers filtered by unit. The Workday supervisory organization is the same as the PeopleSoft HCM department ID. | All | N/A | In Production |
|
General |
Management | Workers Missing Managers - CR | Displays all workers that do not have a manager filtered by unit. | All | N/A | In Production |
|
General |
Management | Standard And Custom Reports I Can Run | Used by any employee to generate a list of reports that the employee can run in Workday based on their security roles. | All | N/A | In Production |
|
Gifts |
Management | IBPA – Institute Totals Budget Report - GTCR | Report is used to break out budget revenue and expenditures for specific funds as defined in the report. Includes RI, GTRI, EII, Auxiliary, and Student Activity fund soucres. | Central Office | N/A | In Production |
|
Gifts |
Management | IBPA – Summary Budget Revenue and Expense breakout - GTCR | Report is used to break out original budget and budget amendment data for certain ledger account summaries/funds as specified in the report. Includes RI, GTRI, EII, Auxiliary, Student Activity and capital fund soucres. | Central Office | N/A | In Production |
|
Gifts |
Management | Analysis of Fund Balance - GTCR | Displays a breakout by balancing unit, Fund balances revenue, and expense for the current and prior year budget references entered when running the report. Can be run for funds specified in the prompts when running the report. | Central Office | N/A | In Production |
|
Gifts |
Transaction | Find GTRC Gifts CR | Displays the gift, the gift type, the gift classification, and the gift primary and alternate purpose. | Central Office | N/A | In Production |
|
Gifts |
Transaction | Find GTARC Gifts CR | Displays the gift, the gift type, the gift classification, the gift primary and alternate purpose, cost center, fund, function, class, budget reference, and assignee. | Central Office | N/A | In Production |
|
Gifts |
Management | Driver Worktag Managers for Gift - CR | Displays gifts and their related cost center, worktags, and gift manager. | Central Office | N/A | In Production |
|
Gifts |
Transaction | Gifts by GTRI Charge Code - CR | Displays expenses for the individual gifts by GTRI charge code. | Central Office | N/A | In Production |
|
Gifts |
Management | Gifts by Fund - CR | Report is used to break out expenses as they relate to individual gifts into various buckets (ex. Salaries and wages, scholarship, fellowship). This information is useful in the billing process. Additionally, the report has a column for the fund related to the gift. | Central Office | N/A | In Production |
|
Gifts |
Transaction | Gifts by Designated/Fund/Grant - CR | Report is used to break out expenses as they relate to individual gifts into various buckets (ex. Salaries and wages, scholarship, fellowship). This information is useful in the billing process. Additionally, the report has columns for the designated, fund, and grant related to the gift. | Central Office | N/A | In Production |
|
Gifts |
Transaction | Gifts by Designated - CR | Displays a breakout of expenses as they relate to individual gifts into various buckets (ex. Salaries and wages, scholarship, fellowship). This information is useful in the billing process. Additionally, the report has a column for the designated related to the gift. | Central Office | N/A | In Production |
|
Gifts |
Transaction | Gifts Detail wType & Purpose - CR | Displays a break out of expenses as they relate to individual gifts into various buckets (ex. Salaries and wages, scholarship, fellowship). This information is useful in the billing process. Additionally, the report has columns for the gift type and the gift primary purpose. | Central Office | N/A | In Production |
|
Gifts |
Management | Gift Detail - CR | Displays a break out of expenses as they relate to individual gifts into various buckets (ex. Salaries and wages, scholarship, fellowship). This information is useful in the billing process. | Central Office | N/A | In Production |
|
Gifts |
Transaction | Gift Budget Report - GTCR | Displays actuals, obligations, and commitments for each gift to the budget for each gift. Report will be used in the gift budgeting process. | Central Office | N/A | In Production |
|
Gifts |
Transaction | Gifts Additional Billing Report – GTCR | Displays budgets, receivable balance YTD, revenue accrued YTD, Expense YTD, as well as the selected months expense, for each individual gift. This report is used to assist in the gift accrual/invoicing process. | Central Office | N/A | In Production |
|
Grants |
Transaction | LITE- Grants Exception Report | Report can run on demand by cost center, PI, or the Institute to generate any open exceptions. | Central Office | N/A | In Production |
|
Grants |
Management | Grants Transaction Detail - GTCR | The Grants Transaction Detail – GTCR report is an expanded version of the Find Journal Lines-CR report designed to facilitate analysis of sponsored activity by central offices. Expanded fields include Award/Grant sponsor, PI, period of performance, lifecycle status and responsible personnel (grant manager, cost center manager, G&C analyst, and G&C accountant). | Central Office | N/A | In Production |
|
Grants |
Management | GRA by PI | LITE report that allows users to report specifically on Graduate Research Assistants supported by Grants/Awards in Resident Instruction units. | All | N/A | In Production |
|
Grants |
Transaction | G&C Participant Support Transaction Detail - GTCR | Displays spend transactions on Participant Support Awards with details such as award number, sponsor, spend category, accounting date, budget year, and amount. | Central Office | N/A | In Production |
|
Grants |
Transaction | SABER – Sponsored Award Budget Expense Report – AWARD | Returns budget and expenses for selected awards and grants. Useful for viewing sponsored transactions at the summary level and grant detail level. | All | N/A | In Production |
|
Grants |
Management | NPO Payments - GTCR | Displays nonprofit organization payments in Workday that tie back to the supplier/vendor record and PO. This report is used primarily by the Office of Sponsored Programs (OSP). | Central Office | N/A | In Production |
|
Grants |
Management | Commitment Accounting- Person Hours (LITE) | LITE Report that displays the amount of work performed on an Award. Displays Grant, Employee Name, Job Titles, FTE, Pay Month, Total Hours, Hourly Rate, Fulltime Annual Salary, Project Cost, and Fringe Benefits. Required by Federal Sponsors and Industry Sponsors. | All | N/A | In Production |
|
Grants |
Management | GT Receivables Aging GIT - GTCR | Displays aging receivables by Award and Customer Invoice for Georgia Tech. This report is used to monitor the status of awards. | Central Office | N/A | In Production |
