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Process Area Report Type Workday Report Name Description Audience Similar Legacy Report Status
Financial Accounting
Management Balance Sheet - GTCR Provides balance sheet for worktag or worktag hierarchy combinations. Displays assets, liabilities and net assets (fund balance) with the ability to drill down into the transaction detail. Mainly run by company for all of Georgia Tech but could be run by Balancing Unit for auxiliaries. Central Offices Balance Sheet (26) In Production
Financial Accounting
Management Ledger Account Activity Summary Displays the cumulative debits, credits, and net amount of all ledger accounts based on the search criteria input. Can be used to research costs and revenue for an organization. Ability to prompt by worktags and worktag hierarchies and drill down to transaction level detail. Delivered Workday report. All General Ledger (23) In Production
Financial Accounting
Transaction Find Journals - CR Displays journal details based on search criteria input. Includes operational and accounting journals. For central office use. Central Offices CSU/CPC/ECT Journals Reports In Production
Financial Accounting
Transaction Find Journals by Organization - CR Displays journal details by organization based on search criteria input. Only displays journals with a cost center and therefore excludes balance sheet journals. Includes operational and accounting journals. Provides the ability to drill into the details of the journal or related transaction (such as expense report, requisition, etc.). All CSU/CPC/ECT Journals Reports In Production
Financial Accounting
Transaction Find Journal Lines - CR Displays journal line details based on search criteria input. Includes operational and accounting journals. For central office use. Central Offices Expense Ledger (38), CSU/CPC/ECT Journals Reports In Production
Financial Accounting
Transaction Find Journal Lines by Organization - CR Displays journal line details by organization based on search criteria input. Typically used to view all impacted lines based on the worktags prompted. Only displays journal lines with a cost center and therefore excludes balance sheet journals. Includes operational and accounting journals. Provides the ability to drill into the details of the journal or related transaction (such as expense report, requisition, etc.). All CSU/CPC/ECT Journals Reports In Production
Financial Accounting
Management Auxiliary Services Financial Statement Report Financial Statement for use by Auxiliary Services; prompted by worktags. Displays revenue and expense and tracks operating and non-operating expenses differently. Displays current vs. prior years along with variance columns. Central Offices 209 Report In Production
Financial Accounting
Management Ledger Account Activity Summary By Source Displays the cumulative debits, credits, and net amount based of all ledger accounts by journal source. Can be used to research costs and revenue for an organization. Ability to prompt by worktags and worktag hierarchies and drill down to transaction level detail. Delivered Workday report. All N/A In Production
Financial Accounting
Management Trial Balance Delivered Workday report detailing beginning balance, debits, credits and ending balance by ledger account. Can be run for a Fiscal Year or period. All N/A In Production
Financial Accounting
Management Departmental Sales and Services Financial Statement - GTCR Financial Statement for use by Department Sales and Service units; prompted by worktags. Displays revenue and expense. All 111 Report In Production
Financial Accounting
Management Trended Balance Report - CR Displays ledger account balances month over month. Used to view trends in spend and revenue. Prompted by Worktags All N/A In Production
Financial Accounting
Management Auxiliary Consolidated Expense Trial Balance This report gives Designated Driver worktags and balancing Unit (if applicable), Original Budget, Amendments, Current Budget, Commitments, Obligations, Actuals, and Balance. It gives the user a quick look at all of their designated driver worktags related to the prompts entered. Central Office 664 Report In Production
Financial Accounting
Management Operational Dashboard - Other Funding Sources Dashboard of operational balances by worktag and funding source for a selected cost center or cost center hierarchy. Displays balances by restricted vs. unrestricted funding sources. 264 In Production
Financial Accounting
Management General Operations Dashboard Dashboard of operational balances by worktag and funding source for a selected cost center or cost center hierarchy. Distinct reports show balances and budgetary impact with and without fringe. . This dashboard contains three reports:   All Gen Ops Drivers - Fringe Included, Institute Funded Gen Ops Drivers - Fringe Excluded and Unit Funded Gen Ops Drivers - Fringe Included. Each of these three reports is described separately below. All 518 Report In Production
Financial Accounting
Management All Gen Ops Drivers - Fringe Included This is one of three reports on the General Operations Dashboard but it can also be run stand-alone. This report pulls all General Operations designated worktags that are assigned to the following funds: FD10000 State Appropriations, FD10500 Tuition, FD10600 Other General, FD15000Indirect Cost Recoveries, and FD16000 Tech Fee. Fringe benefits, which may be funded by the Institute or funded by the unit, are included in this report. The offsetting budget for Institute funded fringe expenditures is also included. All 518 Report In Production
Financial Accounting
Management Institute Funded Gen Ops Drivers - Fringe Excluded This is one of three reports on the General Operations Dashboard but it can also be run stand-alone. This report pulls only the General Operation designated worktags that have fringe benefits funded by the Institute. These designated worktags are assigned the following class codes: CL11000 General Operations, CL11200 State Appropriations, CL11300 Other General, CL11500 Indirect Cost Recoveries, CL11600 Tech Fee,  and CL11800 Tuition. The fringe benefit budgets and expenses have been removed from the report. All other spend categories are included in the report. All 518 Report In Production
Financial Accounting
Management Unit Funded Gen Ops Drivers - Fringe Included This report pulls only the General Operations designated worktags that have fringe benefits funded by the individual Unit. These designated worktags are assigned the following class codes: CL11005 General Operation - No Fringe, CL11205 State Appropriations - No Fringe, CL11305 Other General - No Fringe, CL11505 Indirect Cost Recoveries - No Fringe, CL11605 Tech Fee - No Fringe, and CL11805 Tuition - No Fringe. All spend categories are included in the report including fringe benefits. All 518 Report In Production
Financial Accounting
Management Expense Budgetary Balance - GTCR 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 Summary Expense Budgetary Balance Excluding State Fringe - GTCR Displays available budgetary balance information for prompted organization and worktag/worktag hierarchy combinations for a selected time period. Report results exclude State Fringe ledger accounts. 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 N/A In Production
General
Composite Workday Roles (LITE) LITE report that displays workers with their associated Workday system roles. Search by a specific worker, role, department, department ID, or driver worktag. All N/A In Production
General
Management Cost Center Manager Emails - CR Displays cost center managers with the corresponding emails, helpful for communications. All N/A In Production
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

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