REPORTS

WORKDAY REPORTS

ARC list for Reporting Crosswalk

Reports Session With Jesse

For now, use these reports in Workday to help find balances, income and expense entries:

  • Equity Balances by Balancing/Carry Forward Worktags -
  • Sources and Uses-Variance Analysis - using a report to identify and understand the source(s) of a variance.
  • Find Journal Lines - OSU - Detail level, fiscal year, open report-in red bar, can adjust report, Download to Excel – filter by fund/Spend Category/ or run pivot tables in Excel data
  • Managerial Trial Balance
  • Gift Management – Managerial Gift Report, Find Gift Details by Organization, Detail Gift Accounting Report