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Workday includes a range of custom reports for awards, grants, and research administration. Although a bit difficult to find at first, once you know where to go, the reports will inject support and efficiency for your work. 

Navigating to a Report

Follow the steps below to locate Custom Reports:

  • Log into Workday Financials (link opens in a new window), click the search bar at the top of the page, and search for "Custom Report."
Screenshot showing search results for "custom report" in workday.
  • Click "Run Custom Report," type part of the report name in the field, and hit 'Enter.' 
Screenshot showing Run Custom Report dialogue with search for "osp award".
  • Finally, you will be prompted with brief instructions and filtering options. Required fields are indicated with a red asterisk (*). Once you've finished choosing options, click 
Screenshot showing option selection for OSP Award Summary report.

See the UVAFinance inventory of Workday and UBI reports for a list of reports with description, purpose, and key outputs. You can also find training and other resources on the Workday reporting webpage.