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It explains dashboard expansion, navigation options, scheduling, viewing adjustments, filtering conditions, drill-down behavior, and exporting to Excel or PDF. It also includes troubleshooting FAQs about search results, zero-value balance sheet data, background processing notifications, grid preferences, finding downloaded reports, and locating KFS account mappings.",{"@graph":63,"@context":119},[64,80,102],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":51,"@type":70,"position":76},"https://docshare.wps.com/template/general/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/workday-financial-reporting-cheat-sheet-quick-guide/571793/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/workday-financial-reporting-cheat-sheet-quick-guide/571793.png","ImageObject",442,249,{"name":88,"@type":89},"AfterMidnight","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-10-23","2026-10-13",true,{"@type":98,"interactionType":99,"userInteractionCount":101},"InteractionCounter",{"@type":100},"ViewAction",6,{"@type":103,"mainEntity":104},"FAQPage",[105,111,115],{"name":106,"@type":107,"acceptedAnswer":108},"Why does my search return “No Results Found” for a report number?","Question",{"text":109,"@type":110},"Ensure the report number has no spaces between “RPT” and the number. If it still fails, the report may not exist in the format entered or your role may not grant access.","Answer",{"name":112,"@type":107,"acceptedAnswer":113},"Why is my Balance Sheet report showing all zero data?",{"text":114,"@type":110},"Balance Sheet reports depend on fund and balancing unit. Confirm you selected the correct balancing unit hierarchy or fund hierarchy in the organization prompt based on your access.",{"name":116,"@type":107,"acceptedAnswer":117},"My Workday report runs in the background—what should I do?",{"text":118,"@type":110},"Workday runs it in the background due to the data volume. Click the “Notify Me Later” button, and Workday will alert you when the report is ready.","https://schema.org",{"og:url":78,"og:type":121,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":123,"canonical":78},"index,follow",{"doc_id":125,"site_id":56},571793,1792119434,{"code":4,"msg":5,"data":128},{"doc_id":125,"user_id":129,"nickname":88,"user_avatar":130,"doc_module":9,"category_id":50,"category_name":51,"doc_title":59,"doc_description":61,"doc_content":131,"file_id":132,"file_url":133,"file_type":134,"file_size":135,"view_count":101,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":73,"language":136,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":137,"faqs":138,"seo_title":139,"seo_description":61,"update_tm":140,"read_time":9},962090896061,"https://ap-avatar.wpscdn.com/davatar_9964176cb1d06d4a9deccf72a44ae3dc","Workday  \nFinancial Reporting  \nNeed help? Please visit [support. umd.edu](support. umd.edu)  \nCheat  \nSheet  \nOnce the Report App has been set up, each report tab will have a default preview of the report on the left hand side. To display the preview:  \n Select the worklet symbol  \n Select edit settings  \n Enter the desired report parameters  \n Click OK and the preview report will appear  \nEach button on the dashboard expands displaying these reports  \nAccessing the reports You can access reports in two ways.  \n The UMD Top Financial Management Reports App.  \nTo add apps, see the Add/Edit Applications and Shortcuts Job Aid   \n Using the search bar  \nTYPE the report number in the search bar  \nClick the report in the search results.  \nRunning the Reports  \nStandard Workday Reports:  \nTo see the standard Workday reports that come with Workday, click on your profile  \nsymbol on the far right of the home page:Then click on “Sitemap”:  Select from the list of available reports.  \nUMD Customized Workday Reports:  \nUsing the dashboard or search method, select a financial report.  \nThen, enter the report parameters. Note that the report parameters vary by report. Required fields are marked wit h a red asterisk * .  \nCompany: UM01-UMCP  \nUM04-UMES  \nUM07-UMCES  \nUM08-USMO  \nUM09-UMSG  \nExample: RPT793 FIN ACCT Multi Year Income Statement  \nUM01for UMCP  \nSelect “Cost Center Hierarchy”  \nSelect as of Fiscal Period Leave as “Common Book”  \nLeave unchecked  \nLeave unchecked  \nCan be used for extra filter criteria  \n& campus-wide data, like Fund Hierarchy  \n(OPTIONAL) Save report parameters for reuse.  \nEnter a useful name in the Filter Name field.  \nOrganization:  \nCCH010-All Cost Centers  \nCCH011-Executive Level Cost Centers  \nCCH012-Division Level Cost Centers CCH013to 017-Dept Level Cost Centers CC-Cost Centers  \nTo select ALL, press CTRL + A + Enter To unselect, press CTRL + A + Delete  \nFor Central Report Users, select“Balancing Unit Hierarchy”to view by fund type.  \nClick the blue down arrow to access saved filters.  \nData Analytics There are key differences between the presentation of the financial statements in KFS compared to Workday.  \nThe detailed amounts will be displayed asthe natural account (debit (+) or credit (-)).  \nRevenue, Liabilities, & Fund Balance numbers will be shown as positive.  \nRed negative numbers in brackets represent revenue or expense deductions or a deficit.  \nClick the dollar amount or the blue arrow and View Details to view transactions details.  \nTransaction details open ina separate window with options to export, filter, sort, and modify.  \nWorkday Financial Reporting Cheat Sheet  \nFunctionality Review  \nFilter Function  \nSome filter options include: Fund, Grant, Ledger Account, Period, Project, USource Filter your results by  \n clicking the filter button.   \nOR  \n clicking the blue arrow  next to text number/dollar amount  \nClick refresh  \nIn the detailed window, click the column heading to: set a “filter condition”  \nset a “value”  \nsort information add a condition  \nProvides selection options for value entered.  \nClick to add filter.  \nNavigating the Report  \nTaskbar  \nSchedule a report to run inthe future or on a recurring schedule.  \nAdjust report parameters.  \nAdjusting the View  \nScroll bars are on the far right and bottom of thereport.  \nClick view details or click  the dollar amount to view transactions.  \nExport report to Excel.  \nExport report to a PDF file.  \nClick for full screen view and  \nto reveal scroll bars.  \n.  \nClick for the standard view.  \nTo expand on the line items, Click on the blue arrow next to the line item to reveal additional functions.  \nTo collapse on the line item detail, go to the highest level to collapse.  \nThe lowest level of drill down for the line-item detail is the general ledger account item.  \nNeed help? Please visit [support. umd.edu](support. umd.edu)  \nFrequently Asked Questions  \nQ: I typed ina report number and name and got back,“No Results Found”?  \nA: ","cbCaidCBFEnXM5QG","https://ap.wps.com/l/cbCaidCBFEnXM5QG","pdf",786718,"English","# Accessing the Reports\n# Running the Reports\n## Standard Workday Reports\n## UMD Customized Workday Reports\n# Functionality Review\n## Filter Function\n## Navigating the Report\n# Adjusting the View and Export\n## View Details and Full Screen\n## Export to Excel/PDF\n# Frequently Asked Questions","[{\"question\":\"Why does my search return “No Results Found” for a report number?\",\"answer\":\"Ensure the report number has no spaces between “RPT” and the number. If it still fails, the report may not exist in the format entered or your role may not grant access.\"},{\"question\":\"Why is my Balance Sheet report showing all zero data?\",\"answer\":\"Balance Sheet reports depend on fund and balancing unit. Confirm you selected the correct balancing unit hierarchy or fund hierarchy in the organization prompt based on your access.\"},{\"question\":\"My Workday report runs in the background—what should I do?\",\"answer\":\"Workday runs it in the background due to the data volume. Click the “Notify Me Later” button, and Workday will alert you when the report is ready.\"}]","Workday Financial Reporting Cheat Sheet - Quick Guide | PDF",1791923746]