Business Process |
Description |
Audience |
Tip Sheet |
Tutorial |
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 |
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N/A |
Business Intelligence (BI) Reports: October 2017 Release |
Learn about new fields and reports available in the October 2017 release, including how to run the Journal Transaction History and Journal Posted Details reports.
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Finance Roles |
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N/A |
Business Process Follow-Up Guidelines |
Learn about notification and cancellation schedules for various business processes. |
All Roles |
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N/A |
FIN-PAY-Payroll Obligations
|
Learn how to run the FIN-PAY-Payroll Obligations report in Workday, which provides Obligations for Salary and Composite Fringe Benefits (CFB) as of January 1, 2018.
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Finance Roles
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|
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HR Reports in Workday |
Learn how to run reports in Workday and about HR reports available by security role. |
All Roles |
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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 |
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 |
Workday Finance Reports Matrix |
Learn how to run reports in Workday and about Finance reports available by security role.
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All Roles |
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N/A |