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.

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Process Area Report Type Workday Report Name Description Audience Similar Legacy Report Status
Grants
Transaction G&C GIT Standard BIRT PDF Invoice form for awards with a GIT Standard invoice type. No signature. Used to send current month billing and billed to date to sponsor. Central Offices N/A In Production
Grants
Transaction G&C GTRC Standard Certification Required BIRT PDF Invoice form for awards with a GTRC Standard invoice type. Includes signature. Used to send current month billing and billed to date to sponsor. Central Offices N/A In Production
Grants
Transaction G&C GTRC Custom Certification Required BIRT PDF Invoice form for awards with a GTRC Standard invoice type. Requires special signature. Used to send current month billing and billed to date to sponsor. Central Offices N/A In Production
Grants
Transaction G&C GIT Standard Certification Required BIRT PDF Invoice form for awards with a GTRC Standard invoice type. Includes signature. Used to send current month billing and billed to date to sponsor. Central Offices N/A In Production
Grants
Transaction SF1034 BIRT PDF Invoice form for awards with a SF1034 invoice type. Includes signature. Used to send current month billing and billed to date to sponsor. Central Offices N/A In Production
Grants
Management GT LoC Reversal Used to identify letter of credit transactions that need to be reversed using Ad Hoc Bank Transactions. Run the report after a LoC draw. Copy the amount, grants, and date into the LoC AHBT template and upload to reverse out the LoC generated cash entries. Central Offices N/A In Production
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
Grants
Management GT Find Award Group This report can be run by award or award group to show the awards within an award group as well as the applicable sponsor. Grants and Contracts will use this report as a validation to make sure the awards are in the correct award group, which is used for identifying billing portfolios. Central Offices N/A In Production
Grants
Transaction Basis Limit Audit Report This report displays a listing of awards with basis limits and includes key information such as basis limit amount consumed, remaining, and F&A amount billed, for award and award line/grant. It can be run to show only where basis limit is exceeded as well. Central Offices N/A In Production
Grants
Transaction GTCR Journal Lines for Award Cost Reimbursable Reconciliation Used in billing to view the journal lines for a cost reimbursable award and compare to the billing details of the journal line.  Details include the cost reimbursable line billing status, grant status, and sponsor invoices. Central Offices N/A In Production
Grants
Transaction Cost Reimbursable Line Status Used during billing to identify the transactions awaiting settlement, pending award line date review, on hold, unbillable, ready to bill, and billed. Central Offices N/A In Production
Grants
Transaction Find Customer Invoice Search for a listing of customer invoices by sponsor, date, invoice type, status. This will return invoices whether or not they are associated to an award and should be used for viewing invoices to GTRC and GTARC. Central Offices N/A In Production
Grants
Transaction View Sponsor Invoice for Award Displays all invoices for an award. This report is included in the award component or can be run separately. All N/A In Production
Grants
Transaction Find Sponsor Invoices for Company Displays any invoice that is associated with an award for a given sponsor(s). This report can be filtered further from within the result set using a unique UI with additional criteria on the right hand side. This is the primary way to view sponsor invoices for Grants and Contracts. Central Offices N/A In Production
Grants
Transaction Find Customer Invoice Displays a listing of customer invoices by sponsor, date, invoice type, status. This will return invoices whether or not they are associated to an award and should be used for viewing invoices to GTRC and GTARC. Central Offices N/A In Production

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