Emerson College Finance

Workday Financials Reporting

Workday Financials Report Training Session 

Learn how to access, read, and navigate the new Workday Financial Reports.  We will review financial worktags, discuss roles and security related to reports, and walk through the essential Financial Reports used to manage your departmental funds, including Budget to Actuals by Cost Center, Fund, Project, and Gift.  We will end with a demo of the Department Financials Dashboard and NEW Procurement Dashboard.  This session will be demo style with opportunity for interactive Q&A, so bring your questions and your DUO devices.

For more information, dates, and times, please visit our complete list of learning opportunities.  Note, there are two tabs on the document.

Download a copy of the training document here (WD Financials Reporting ver04)
(Updated 3/4/20)

If you have any questions or concerns regarding Workday reports please submit a ticket to Finance_BI@emerson.edu.  

 

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Workday - Financial Report Updates (February 4, 2020)

Hi Everyone,
We are pushing out a couple of new updates to our Workday Finance Reports and wanted to share a quick summary of the changes.
  • FIN001 - Budget to Actuals by Cost Center
    • NEW Prompt - Repeat Columns By: FUND
      You will see a new prompt labeled "Repeat Columns By" and you have the option to select FUND.  When you select this prompt your report will now repeat the budget and actuals columns by FUND.  This is a nice feature for those of you who have Cost Centers with multiple funds (see screenshot below)

      NOTE: This is an optional prompt, meaning you can leave it blank and nothing new will happen
image.png


  • FIN003 - Budget to Actuals by Project
    • NEW Prompt - Repeat Columns By: FUND
      We have added this same prompt to the FIN003 report.  This is again a nice feature for those that have Projects that cross multiple funds such as FD001 - Operations, FD003 - College Designated or FD024 - Plant and Capital

    • NEW Prompt - Fund
      We have added a new prompt so you can select which Funds you would like to see in your report.

      NOTE: This is an optional prompt if you leave it blank the report will return ALL Funds by default.

    • Updated the View By options so you now see a curated list of most commonly used here at Emerson.  The list has gone from a Workday default of 170+ to 43 options.  This should make the View By list easier to manage and navigate.

      NOTE: The View By list is used when drilling into the transaction detail

      image.png
Please note we will be pushing out these changes this evening so you should see these new updates by tomorrow.

Any questions or concerns regarding these changes or additional report enhancements please submit a ticket to Finance_BI@emerson.edu.  

We will continue to update our WD Report site, check here for updates:
-Steve-

NOTE: You received this email if you are a WD FIN Cost Center Approver or Cost Center Analyst.
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Workday - Financial Report Updates (December 20, 2019)

We've just made a number of updates to the Workday Financial Reports and wanted to share a quick summary of the key changes.
  1. FIN001 - Budget to Actuals by Cost Center
    • Updated the View By options so you now see a curated list of most commonly used here at Emerson.  The list has gone from a Workday default of 170+ to 43 options.  This should make the View By list easier to manage and navigate.

      NOTE: The View By list is used when drilling into the transaction detail

      image.png

    • New Prompts - Include or Exclude Projects
      We have had a number of requests to Include or Exclude Projects when looking at Operation Fund (FD001).  You'll now see 2 New Prompts available as a filter
image.png



2. FIN005 - Budget to Actuals by Grant
    • Display both Award Plan (Budget) Structures (Grant and Object Class)
    • Include only Expense Transactions (Actuals)
    • % Utilized column with Red Flag indicator (Utilization > 80%)
    • Available to add to your Department Financials Dashboard
3. FIN009 - Budget to Actuals by College Designated - NEW Report
    • For those departments that have College Designated funding sources, you can now run a report by Cost Center and see a list of College Designated funds associated with your Cost Center.
    •  Available to add to your Department Financials Dashboard

      image.png

Any questions or concerns regarding these changes or additional report enhancements please submit a ticket to Finance_BI@emerson.edu.  

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