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Workday Education
Last Updated: 2026-07-10
Advanced Workday Reporting for Financials - Course Manual

Advanced Workday Reporting for Financials - Course Manual

Welcome to the Advanced Workday Reporting for Financials course manual, where you can learn how to:
  • Create custom advanced and matrix reports using Financial data sources.
  • Create subreports to use in composite financial statements.
  • Create an income statement using composite reports.
  • Incorporate multiple data sources to create a Budget vs. Actual report.
  • Build complex composite reports using tools such as repeating column groups, column filters, and multiple control fields.
  • Copy and edit financial statements to create default prompts and prompt sets.
  • Configure financial composite report formatting and output on your Balance Sheet.
  • Add composite features such as drill down layout overrides and expansion hierarchies to financial composite reports.
  • Identify other Workday reporting tools.
  • Create discovery boards for Financials.
  • Use WDSetup Financial reporting content.
Interested in taking this course with an instructor? View course details.