Workday Grant Reporting Update

The Workday Team is working on grant reporting enhancements based on feedback provided by the RA Community. Many thanks to all of the RAs who have been providing feedback and leading sessions to get RA consensus on new reports and updates needed. A special shout-out to Laura Johnson, Sarah Montgomery, April MacCleary and SESE.

General Updates on Reporting

Financial Services has advised that some update requests to Workday reports are not currently possible. A summary of such requests  and the reason they are not currently possible is as follows:

REQUEST: One report that shows Budget to Actuals for programs, gifts and grants.

REASON: Grants are set up in an Award Budget Structure while Programs and Gifts are in the Financial Budget Structure. We are unable to combine one report which displays Budget for Worktags that are in different Budget Structures.

REQUEST: A Budget to Actuals – Grant by Object Class report

REASON: We do not budget by object class, only by ledger

  • We have requested updates to existing reports (Budget to Actuals – Grant, RA Department Grant Reporting – Payroll Detail, Revenue and Spend for Grants) to add optional filters for cost centers and hierarchies, improve personnel detail display, and show payments received for grants (vs. just the revenue recognized).
  • We have also requested a suite of new reports to show budget to actuals by ledger account and additional direct cost expenditure details.
  • The FMS team is actively reviewing the feasibility of our requests and have begun developing. We will continue to update this post as reports are released.