Reporting and Analytics
The Financial Reporting and Analytics Team is responsible for supporting the Financial Reporting, Tools, and Analytics for the University. We collaborate with business partners, process owners and technology teams to develop data management and reporting solutions that provide accurate, timely, flexible, and intuitive solutions. Additionally, we maintain processes and monitoring to ensure that the overall reporting foundation supports and enhances business decision-making processes.
- Financial Custom Reports I Can Run - Yale report will provide a list of reports you have access to
- User Guides
Power BI Interactive Reports
(Workday Cost Center Financial Analyst Role is required)
- Awards & Grants
- Budget Compare & Project
- Budget Variance Analysis
- Detailed Transactions Trend
- FD29 Industry Clinical Trials
- Fund Balances
- Labor Plan and FTE Analysis
- Payroll Details
- Finance Training Materials and References
Compliance Reports
(Workday Cost Center Financial Analyst Role is required)
AHR and FAB Reports
(Workday Cost Center Financial Analyst Role is required)
- FDM Data Dictionary
- How to Upgrade Power BI Desktop (Workday Cost Center Financial Analyst Role is required)
Finance Power BI Interactive Reports course reviews the Finance Power BI reports and the data they contain. Topics cover how to access, filter, and run the standard reports available on the Power BI Report Server. This is a prerequisite for Customizing Interactive Reports with the Power BI Desktop.
Customizing Interactive Reports with Power BI Desktop course reviews how to modify standard interactive reports to meet your own specific business needs.