Reporting & Analytics: An Update from Team Lead, Mark Anderson

Contributed by Mark Anderson

The Reporting & Analytics
workstream has been working hard to get necessary reporting functionalities
ready for go-live. 

On the Workday front, we have
developed well over 200 custom reports. We will address another 75 reporting
user stories before July 1st. These numbers will continue to fluctuate as we
get feedback from E2E and UER testing.

 

Over the past few months, we
have been sharing reports and getting feedback from a small group of users from
schools and units. As a result of this group’s engagement, we recently
communicated that we would augment Workday’s native reporting with a number of UBI
applications/reports. This decision was made after carefully considering users’
need for more flexibility and self-service customization of reports than we can
support in Workday itself. By utilizing a suite of solutions leveraging Workday,
Adaptive, and UBI, different reporting capabilities will provide various tools for
you depending on your needs. 

 

Here’s a brief look at
reporting capabilities for each system: 

 

Workday

When users manage business
processes in Workday, it will make sense to utilize the reports within that
system. The Workday reports are often integrated into those business processes
and allow users to “drill-through” into the associated transaction and supporting details.

 

Adaptive

For managerial reporting like
budget-to-actuals variance and trending over time, Adaptive might be your tool
of choice. We can build summarized views of our budgets and actuals with powerful
drilling options. Analytics requiring slicing and dicing the data by the
various FDM worktag combinations, UBI will provide you the most flexibility.
The first UBI app for analyzing Journal Lines is in development now.

 

UBI

For analytics requiring
slicing and dicing the data by the various FDM worktag combinations, UBI will
provide you the most flexibility. The first UBI app for analyzing Journal Lines
is in development now. Today, most finance users are familiar with UBI
Reporting (aka Qlikview); our future UBI finance tools will use UBI Analytics
(aka Qlik Sense). The underlying functionality is very similar; however, with
UBI Analytics creating and sharing My Sheets is much easier once you get the
hang of it. If you want to get a taste of UBI Analytics and FDM, take a look at
the UVAFST FDM Mapping Tool located on the UBI User Hub. UBI Analytics training is available in the Workday
Learning Center as well.

 

Our data warehouse team is
busy developing and testing their Workday extracts that are going into the enterprise data warehouse (EDW). EDW will serve as the central delivery point
to provide data for UBI and data warehouses in the School of Medicine,
Facilities, the Law School, and others across the enterprise.

 

With all these tools
available, you may be wondering how you’ll find what you need. We have a small
group of users providing input and partnering with the HCM People Analytics
Team to prototype a Fiscal Administrator dashboard for reports/charts,
actions/tasks, and links to commonly used reports as well as informational
resources outside of Workday. This will serve as a landing page in Workday to
bring most things you need into a single location. We’ll have more to share on
this soon, and if the approach works, we can build the same for other user populations.

 

Also, don’t forget about the
newly launched UVA Business Terms. This is our new business glossary where you can find (and
request) definitions for all the new Workday finance terms you’ve been hearing.