UW Reporting and Data Access in Workday
Definition 
Workday introduces enhanced access to financial and HR data across the Universities of Wisconsin. Reporting in Workday includes thousands of standard and customized reports and dashboards designed to support day-to-day business operations and strategic planning.
In addition to Workday’s built-in tools, the Enterprise Analytics Platform (EAP) supports broader data needs, such as combining legacy data with Workday data for longitudinal analysis.
- Workday Reporting: Built-in reports and dashboards available within Workday.
- Enterprise Analytics Platform (EAP): A system-wide data lake that stores both legacy and Workday data to support historical and enterprise-level reporting.
- OBIEE (Oracle Business Intelligence Enterprise Edition): A legacy reporting tool used primarily for HR data, being retired with Workday’s implementation.
- WISER (WISconsin Enterprise Reporting): The primary financial reporting tool across UW institutions, currently powered the Shared Financial System (SFS) and the Human Resource System (HRS), being retired with Workday’s implementation.
Related Reference Guide(s): N/A
Who
Report access is determined by users' assigned security roles and their area of responsibility (e.g., specific cost centers, supervisory organizations, or companies).
Department/Unit Initiators
-
- Employee as Self - Must have paired FIN Analyst UW role or standalone FIN Data Analyst (Company) UW security role to access financial data.
Department/Unit Approvers
-
- N/A
Obtaining Access
If you need any security roles to complete this process, discuss with your next level leader. If approved, reach out to your department/unit’s Workday Role-Based Access Requester.
To check your security role access set up prior to Workday :
- Click on the Employee Lookup tab in Tableau.
- Enter your name in the legal name field (last name, first name).
To find your department/unit’s Workday Role-Based Access Requester:
- Go to your Workday profile and click "Job” in the left navigation menu.
- Click “Support Roles” in the top header.
- In the Assignable Role column, scroll to find the Role-Based Access Requester.
Training
- Workday Fundamentals: Finance Core Concepts
- Watch the Basics of Reporting in the Reporting in Workday job aid
Prerequisites
-
-
- N/A
-
How
Users will access financial data primarily through Workday Reporting.
- Commonly Used Workday Reports by Functional Area: Includes an inventory of frequently used reports and demo videos.
- OBIEE to Workday Crosswalk: Helps users find Workday reports that replace existing OBIEE HR reports. This list is not exhaustive and will be updated over time.
- WISER to Workday Crosswalk: Details how key WISER functionality will be accounted for in Workday reporting.
SMPH Workday Pre-Transaction Process
-
- N/A
Core Workday Job-Aids
Related Workday Job-Aids
Questions
For help with content questions or technical issues, please visit the ATP in SMPH – How to Get Help section. It includes instructions for submitting tickets and connecting with SMPH subject matter experts or technical support teams.
References
Policies
-
- N/A