Financial Reporting and Analytics supports the University by delivering high-quality financial reporting, data, tools, and analytical solutions. By collaborating with business partners, process owners, and technology groups, we develop and maintain data management and reporting solutions that are accurate, timely, flexible, and intuitive. These solutions are designed to enhance transparency, streamline operations, and empower informed decision-making. Ongoing monitoring and process stewardship ensure that the reporting foundation remains strong, scalable, and aligned with the University’s strategic goals.
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Financial Reporting Vision
Yale aims to create a trustworthy and adaptable financial ecosystem using Workday and Power BI to balance compliance with efficiency and innovation.
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Workday Reporting & Tools
Workday Reports provide real-time financial data. Workday Dashboards visualize information for quick decisions. Workday Worksheets offer spreadsheet-like data manipulation.
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Financial Power BI Reporting
Power BI Centralized Reports use the Finance Data Model, ensuring a vetted and standardized foundation for Interactive, Compliance, and AHR/FAB financial reporting.
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Finance Data Model
The Finance Data Model structures and standardizes financial data, ensuring consistency, accuracy, and reliability for comprehensive reporting and analytical purposes.
Need help?
Finance Support Center provides high-quality support for most finance inquiries, including Workday Financials, transactions, operations, and training.
Training
Explore the innovative and engaging learning experiences on financial topics across the University.