Finance Reporting Wiki

In addition to our weekly Office Hours is the UW Finance Reporting Wiki. This site hosts a wealth of helpful information such as a log of all questions received, answers given, our FAQ, and links to:

  • The BI Portal Introduction
  • The BI Portal Catalog
  • Knowledge Navigator
  • Fin Org to FDM Translator
  • The Workday Financial Desktop
  • List of Custom Reports in Workday
  • Workday Training Resources
  • UW Connect Finance Help Portal

Finance Reporting Office Hours

Each week the DATAGroup and Enterprise Reporting and Analytics teams join forces to host a one-hour session for you to bring all of your questions about finance reporting, big and small. The topics cover Workday, EDW, and everything related to reporting under our new financial system.

To attend a session, select any Office Hours: Finance Reporting (EDW and Workday) entry on our signup page.

EDW Queries

The Enterprise Data Warehouse (EDW) has a wealth of data from our upstream source of Workday and more. For a wide range of sample queries to run against EDW databases, please see the Enterprise Reporting and Analytics Training Wiki.

Getting General Finance Reporting Help

Hosting a wide range of all things new in Finance at the University, the UW Connect Finance Portal contains searchable knowledge bases, training, and your first stop for general questions via their Request Forms page.

  • Note: The General Finance Help Form now has a Finance Reporting option in the drop down menu under topic selection for a more focused routing of your request.

Getting Advanced Finance Reporting Help

For more advanced requests on finance reporting such as report changes, new reports, and anything the DATAGroup offers under our Services listing, please see our Getting Help section for more information.