Workday Accounting

Crosswalk - ISRS to Workday Reports - Chart

University Accounting (sharepoint.com)

These are some of the selectors for running reports for Minnesota State Mankato

• Company Name:  CU0071 Minnesota State University, Mankato - or type CU0071 and press Enter to populate the field.
• Organization: Select: Program Hierarchy; Select: PGH0071000 All Minnesota State University, Mankato Programs
• Budget Structure: Annual Operating - Parent
• Period: Select FY25 - June (for the whole year of information)
• Worktags:  Type in your Cost Center and MANK - Select Enter

In Workday, all "views" of financial information are reports. You can view your account information through various reports. See listing below

To access, save and use reports:

1. Search for the Report in Workday: Use the Workday search bar (middle top of Workday screen). 

2. Add to shortcuts: Pin the report to your shortcuts so you can easily find and use the report in the future. Workday top left menu area - Shortcuts. Search for Report Name. Select + symbol to add.

3. Enter Company Information: In the report's company field, enter "CU0071 Minnesota State University, Mankato" or enter CU0071 and press Enter to populate the field.

4. Enter Other Information: Fill out the fields for budget structure (Annual Operating - Parent), period (FY25 - June), etc. as you wish to view data.

5. Enter Work Tag(s): The Worktag is what we used to call cost centers. You can enter more than one Worktag in your report. Type your cost center and MANK.

6. Save your selected objects as a Filters so you don't have re-select all of them again. Type a Filter Name in the field and select Save

7. Select OK once all your selectors are in place. 

8. Once the report loads - select the expand buttons next to the categories to see more information. 

9. Save Reports. Select the Excel or PDF option on the top right of Workday screen