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 |
|---|---|---|---|---|---|---|
|
Grants |
Transaction | Sponsored Financial Statement | Displays sponsored expenditures used for Grants billing. | Central Offices | N/A | In Production |
|
Grants |
Management | SABER - Sponsored Award Budget Expense Report | Displays award real-time budgets, commitments, obligations, spend, remaining balance and grant attributes. Drill down into transactions originated in Workday including supplier invoices, expense reports, purchase orders, requisitions, and accounting journals. Summarize by award, grant, cost center, PI and other attributes. Provides the ability to drill into budgets and costs by object class, detailed transaction ID, etc. | All | PEB - Project Expense and Budget Report | In Production |
|
Grants |
Transaction | SF270 | BIRT PDF Invoice form for awards with a SF270 invoice type. Includes signature. This form only applies to federal sponsors and includes current month billing, direct indirect, cost share, and billed to date. | Central | 270 | In Production |
|
Grants |
Transaction | Cost Share Certification | Used to provide external cost share reporting to sponsors. | Central | N/A | In Testing |
|
Grants |
Transaction | Award Audit Detail - GTCR | Displays supporting detail to sponsors at the transaction level for expenses that have been billed. This report only shows those transactions that have been billed or partially billed. As such, it is not intended to match the SABER, as the SABER shows all expenses including cost share, ready to bill, unbillable, etc. This report does not include transactions where the object class = Unallocated. Search by award, customer invoice ID, sponsors, and accounting date. | Central | N/A | In Production |
|
Grants |
Transaction | SF425 | The SF425 Federal Financial Report is a federally mandated report to provide federal sponsors information on a periodic basis for a particular award. The report includes cash receipts, federal expenses, indirect expenses, cost share, and other financial information. | Central | 425 | In Testing |
|
Grants |
Transaction | SPD Man Hour Report | Provides hours and dollars for employees working on a grant. Run out of EDW. | All | N/A | In Production |
|
Grants |
Management | Sponsored Award Budget Expense by Object Class - (SABER) | Similar to the SABER but displays award real-time budgets, commitments, obligations, spend, remaining balance at the object class level. Drill down into transactions originated in Workday including supplier invoices, expense reports, purchase orders, requisitions, and accounting journals. | All | PEB - Project Expense and Budget Report | In Production |
|
Grants |
Master Data | Extract Grants | Provides a listing of all grants and related worktags. It can be run by grant, hierarchy, fund, cost center. | All | N/A | In Production |
|
Grants |
Master Data | Extract Awards | This report provides a listing of awards and award header attributes. It returns results quickly when run for all awards. It can be run by award, status, and award group. Grants and Contracts will use this report to identify awards imported from OSP as well as for a master list of awards. | All | N/A | In Production |
|
Grants |
Master Data | Find Awards | This report provides a listing of awards, header attributes, line detail amounts, billing amounts, amendments, rate agreements, and award balances. It should not be run wide open, but for specified parameters. Grants and Contracts will use this report to identify awards imported from OSP as well as for a master list of awards. | All | N/A | In Production |
|
Procurement |
Transaction | Find Purchase Orders – Audit Report – CR | This company level report is similar to ‘Find Purchase Orders – CR’, except it is not based on the Awaiting Person, and has additional prompts and columns. It has default prompts for a Document Date within the past week, a prompt for Supplier Category, prompts for Autosourced or Non-AutoSourced, and Catalog or Non-Catalog Purchase Orders. It displays Supplier information, along with Requisition, Supplier Invoices, Receipts, and Supplier Contract information. | Central Office | N/A | In Production |
|
Procurement |
Transaction | Purchase Order Lines Not Fully Received by Organization - CR | Displays Purchase Order lines where the Quantity Received does not equal the Quantity Ordered. Using the prompts provided, the report can assist with identifying lines that have not been fully received. | All | N/A | In Production |
|
Procurement |
Management | Purchase Orders for Small or Minority Businesses - GTCR | Displays paid purchase orders associated with small businesses, including veteran owned small business, service disabled veteran owned small business, HUB Zone small business, small disadvantaged business, and women owned small business. | Central Office | N/A | In Production |
|
Procurement |
Transaction | Backlog Report - CR | Displays a count of Requisitions awaiting each Buyer, including Unassigned, in columns for ranges of a number of days in queue. For use by Business Services only. | Central Office | N/A | In Production |
|
Procurement |
Transaction | PCard Change Verification - CR | Accesses the Procurement Card Transaction Verification object and returns one row per verification. Includes all transactions for the selected Company and Company Hierarchy, where Transaction Type is Procurement Card. Contains built-in prompts. For use by Business Services only. | Central Office | N/A | In Production |
|
Procurement |
Management | Purchase Order Line Obligation Report for Campus – CR | The purpose of this campus level report is to identify issues that lie between a purchase order and associated supplier invoice(s). The report identifies issues where supplier invoice lines are not liquidating appropriately against the associated purchase order lines. Report prompts allow the user run the full report or refine search results to specific cost centers, purchase orders and/or specific suppliers. | All | N/A | In Production |
|
Procurement |
Transaction | Find Purchase Order Lines and Line Splits by Organization - CR | Displays a list of Purchase Order lines and splits within the prompted parameters as well as other relevant information (cost center, supplier, amount, status, line splits, worktags, etc.). Secured by cost center. For all campus users. | All | N/A | In Production |
|
Procurement |
Management | Purchase Order Line Obligation Report - CR | The purpose of this company level report is to identify issues that lie between a purchase order and associated supplier invoice(s). The report identifies issues where supplier invoice lines are not liquidating appropriately against the associated purchase order lines. Report prompts allow the user run the full report or refine search results to specific cost centers, purchase orders and/or specific suppliers. | Central Office | N/A | In Production |
|
Procurement |
Management | Find Requisitions Sent Back - CR | Displays send back reasons on requisitions. This report can only be run by Central Offices, but units interested in seeing common reasons their requisitions are being sent back can request the Procurement team to run it for their cost center via ServiceNow. | Central Office | N/A | In Production |
|
Procurement |
Management | E-Verify Supplier Contract (Title 13) - CR | Displays supplier contracts with an E-verify ID, in the format of the Title 13 report that is submitted to the state. For use by Business Services. | Central Offices | N/A | In Production |
|
Procurement |
Management | Purchase Order Obligation and Expense Ledger Summary - GTCR | Report will be used to analyze and research Purchase Order obligations and actuals spending against those obligations. This includes compiling lapsable amounts for certain funds as well as identifying situations where expense and obligations recorded related to a purchase order may exceed the rolling obligation balance. | All | N/A | In Production |
|
Procurement |
Transaction | Find Procurement Card Transaction Verifications | Allows a user to view all PCard transactions (new and in draft) for a specific user. When a PCard verification is started and not completed it is bumped into draft status. Transactions in draft status will not appear in the two "Verify Procurement Card" reports. This "Find" report allows the user to see all. | All | N/A | In Production |
|
Procurement |
Workload | Contract Approval Queue - GTCR | Displays all supplier contracts filtered by status. Can be used to display all supplier contracts waiting for the users action or all of their contracts and where they are in the approval queue. Prompt able by status, awaiting persons, contract ID, and other contract attributes. | Central Offices | N/A | In Production |
|
Procurement |
Management | PCard Load Validation - CR | Displays a list of PCard transactions loaded from the bank. This report is used by Procurement to verify that the number and amount of transactions loaded reconciles to the bank file. This file has filter for worker, transactions in error and date parameters. | Central Offices | N/A | In Production |
