UR Financials: Searching for Reports Prepared for: Project Team Prepared by: Darren Picciano Friday, January 3, 2014 Prepared for: Project Team Prepared.

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Presentation transcript:

UR Financials: Searching for Reports Prepared for: Project Team Prepared by: Darren Picciano Friday, January 3, 2014 Prepared for: Project Team Prepared by: Darren Picciano Friday, January 3, 2014

2 1.Use the search box to search for key words related to reports:  Examples of keywords are “View, Find, Journals, Ledger, Transaction, Summary, FAO, Statements”  Search for keywords that have meaning in Workday – if you searched on a keyword and no results are returned please contact the Reporting Team for clarification. 2.Use the sitemap to find Workday Standard reports (see slide 3 & 4 for screenshots):  Old UI – the sitemap is found via the Navigation pullout screen.  New UI – the sitemap is found via Menu button 3.Use the following to find Custom Reports:  Use the report called “View Custom Reports I can Run” --- or;  Add the “Custom Reports” worklet to your homepage --- or;  Add the “Reports” worklet to your homepage.  Note: Reports can be added to your “Favorites” worklet after running the report. To add to your favorites  Use the related action button to “Favorite  Add”. (See slide 5 for screenshots) 1.Use the search box to search for key words related to reports:  Examples of keywords are “View, Find, Journals, Ledger, Transaction, Summary, FAO, Statements”  Search for keywords that have meaning in Workday – if you searched on a keyword and no results are returned please contact the Reporting Team for clarification. 2.Use the sitemap to find Workday Standard reports (see slide 3 & 4 for screenshots):  Old UI – the sitemap is found via the Navigation pullout screen.  New UI – the sitemap is found via Menu button 3.Use the following to find Custom Reports:  Use the report called “View Custom Reports I can Run” --- or;  Add the “Custom Reports” worklet to your homepage --- or;  Add the “Reports” worklet to your homepage.  Note: Reports can be added to your “Favorites” worklet after running the report. To add to your favorites  Use the related action button to “Favorite  Add”. (See slide 5 for screenshots) How to search for Reports in Workday

3 Finding Workday Standard Reports – Old UI Old UI Use the right handed slideout “Navigation” then use the category “Sitemap Menu”

4 Finding Workday Standard Reports – New UI New UI Use the menu icon to find the SItemap

5 Adding Reports to your “Favorite Worklet” Add Favorite Use the related action button to add a Favorite.

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