Company Level Reporting SIG

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Copy of Demo Prompts_3-18-14
The March 18th Company Level SIG meeting will reference the above documents. This presentation will start with a review of previous meeting topics to refresh, then discuss how to run pivot-like reports, Detailed Transaction reports and Journal Source reports.

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Company Level Reporting SIG_3-04-14 Color
Demo Prompts_3-04-14
The March 4th Company Level SIG meeting will reference the above documents. This presentation will continue the Financial Statement functionality discussion and show how to find reports.  There will be further review of Trial Balance and Ledger Detail reporting.

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Company Level Reporting SIG_2-25-14 Color
Demo Prompts_2-25-14
The documents above will be referenced in the February 25th Company Level SIG meeting. This presentation will continue the Financial Statement functionality discussion and show how to find reports.  There also will be a Trial Balance and Ledger Detail report demo.

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Company Level Reporting SIG_2-18-14 Color
The above is the presentation and demo exercises that will be discussed on February 18.

Demo Fin Statement Prompts_2-18-14
Use the above excel file to review the selected prompts in the Financial Statement from the February 18th meeting.

List of Reports_2-3-2014
Use the above excel file to help find reports in Workday.  This list contains Financial Statement Definitions and reports by Reporting Category.  Please note the following:  (1)  This list is as of 2-3-2014, and (2)  Access to the reports is dependent on your Workday security profile.

Searching for Reports – BW
Searching for Reports – Color
Use the above ppt to help understand how to search for reports inside Workday.

Workday Reporting Book – Company Level Users
Use the above document to review examples of Workday reports

Company Level Reporting SIG Overview_02-03-14 BW
Company Level Reporting SIG Overview_02-03-14 Color
A kickoff of the newly formed Reporting SIG for “company-level” access in Workday is scheduled for Tuesday, February 18 from 3 – 5pm at the Medical Center, Saunders Room 1301.  This meeting will provide additional demonstrations, learning and hands on experience with company-level reporting in Workday.