Identified Savings Report

Workday User Guide

Configure Savings Trackers in

Settings

Create sourcing projects and add savings.

You can use reports to view your identified savings across your active and planned projects, enabling you to monitor unrecognized savings across your projects.

Select Navigate > Reports.

Select the Projects dataset.

Click

Filters

In the side panel, click

Choose Filters & Columns

Select the columns to view based on the report type:

Report Type	Columns
Identified Savings for Planned Projects	Estimated End Date FY Estimated Savings Estimated Start Date FY Project State & Status Project Title
Identified Savings for Active Projects	Actual Start Date FY Estimated End Date FY Estimated Savings Project State & Status Project Title

Add these filters from the column header:

Report Type	Column Filters
Identified Savings for Planned Projects	By Project State & Status : Select Planned . Estimated End Date FY : Select current FY and blanks. Estimated Start Date FY : Clear blanks.
Identified Savings for Active Projects	By Project State & Status : Select all Active statuses. Estimated End Date FY : Select current FY and blanks.

If an Active project has no dates in the

Estimated Start Date FY

and

Estimated End Date FY

columns, and if the

Actual Start Date FY

is blank or not within the current FY, it displays in the

Identified Savings for Active Projects

report. To match the savings dials, manually filter projects that match this criteria out of report.

Add the sum of the

Estimated Savings

columns from the 2 reports to get your identified savings for all projects.

This content is not part of the Workday Administrator Guide.