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Workday User Guide
Last Updated: 2023-06-23
Realized Savings Report

Realized Savings Report

  • Configure Savings Trackers in
    Settings
    .
  • Create sourcing projects and add savings.
You can use reports to view your realized savings across your active projects, enabling you to monitor savings across your projects.
  1. Select Navigate > Reports.
  2. Select the
    Savings
     dataset.
  3. Click
    Filters
    .
  4. In the side panel, click
    Choose Filters & Columns
    .
  5. Select these columns to view:
    • Projected Savings
    • Project State & Status
    • Project Title
    • Realized Date
    • Realized Date FY
    • Realized Savings
    • Savings Type
  6. Add these filters for the columns:
    • Project State & Status: Select
      Completed
      .
    • Realized Date FY: Enter the current fiscal year for the
      Range
      .
    • Savings Type: Select
      All
      .
  7. Click
    Refresh Report
    .
    You can save and share the report with the selected data.
  8. (Optional) Click
    Editor
     to view the columns added to the report and ensure you select all columns needed.
  9. Select the
    Chart
     visualization that you want to view.

This content is not part of the Workday Administrator Guide.