Workday Finance: Reporting

Business Process Description Audience Tip Sheet Tutorial
Business Process Follow-Up Guidelines Learn about notification and cancellation schedules for various business processes. All Roles N/A
Reporting Tips Learn how to run a report, activate email notification, access reports from the W:Drive and Reports worklet, and access details about scheduled and saved reports. All Roles N/A
HR Reports in Workday Learn how to run reports in Workday and about HR reports available by security role. All Roles N/A
Finance Reports in Workday

Learn how to run reports in Workday and about Finance reports available by security role.

 All Roles N/A
Transaction Audit Report Learn how to run the Transaction Audit Report in Workday, which shows all activity associated with a Cost Center, Cost Center Hierarchy, or Driver Worktag (with the exception of a Grant). Finance Roles N/A
PI Dashboard

Learn about the PI Dashboard, a worklet on your Workday homepage that provides a quick view of your Awards, and related role-based reports available. Learn how to complete the one-time initial setup of your PI Dashboard, expand the dashboard reports, and identify your security roles in Workday.

 Award-Related Roles N/A
Business Intelligence (BI) Reports

Learn how to access Reports, the University of Miami’s dynamic business intelligence portal, run standard reports, download and open reports in Excel, and build reports with Excel Pivot.

 Finance Roles N/A