Reports and Analytics News
June 11, 2025
New Dashboard Sheds Light on the Sponsored Program Lifecycle
The sponsored program lifecycle at the UW spans multiple systems and teams—including SAGE, Workday, the Office of Research, and Finance Planning & Budgeting. Historically, there was no way to view processing data from award setup through closeout, making it difficult to identify delays, monitor workloads, or plan proactively. In the absence of comprehensive data, teams often had to rely on limited observations, opinions, or the most visible parts of the process—leading to reactive planning, misaligned priorities, and missed opportunities for improvement. The new Sponsored Programs Setup Metrics Dashboard helps close this gap by providing data to support better decision-making, anticipate...
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June 2, 2025
Streamlining Registration Tracking with Tableau
Development of the new Period 1 Registration Metrics Tableau workbook started with a question: “can we make this process easier?” For Ammy Phuwanartnurak, a Service Manager/Business Analyst on UW-IT’s Student & Educational Technology Services (SETS) team, this question surfaced during her quarterly push to gather Period 1 registration metrics. Every Fall, Winter, and Spring quarter*, she compiled registration data on student groups, transactions, and courses, then calculated the year-over-year growth rate for each day in the Period 1 window. *Note: Summer quarter Period 1 registration is different than other quarters and does not have a high traffic load, so it...
April 16, 2025
Expanding the Grant Manager Dashboard for Grant Financial Analysts
Historically, the Grant Manager Dashboard was only fully functional for users with the Grant Manager role. While users with the Grant Financial Analyst role have always been able to view the dashboard, the Sponsored Grants, Awards, and Sponsored Grants Staffing tabs would appear blank for these users because they weren’t assigned directly to any grants. Thanks to a recent enhancement, Grant Financial Analysts can now customize the Sponsored Grants, Awards, and Sponsored Grants Staffing tabs with reports designed specifically for their role. About the Grant Manager Dashboard The Grant Manager Dashboard provides Grant Managers (and now Grant Financial Analysts!) with a central...
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April 16, 2025
Improving Visibility into POs, Programs, and Additional Resources for Grant Managers and PIs
New versions of the Grant Manager and Principal Investigator (PI) dashboards are now available. They help users view their PO encumbrances and liquidations, evaluate their current fiscal year program activities, and connect with relevant resources, by business process area. This article introduces these enhancements and explains how to access them from the dashboards. About the Grant Manager and PI Dashboards Both of these dashboards provide Grant Managers and PIs with a central place to find grant-related content that is specific to them, splitting data across six tabs—Sponsored Grants, Awards, Stand Alone Grants, Gifts, Sponsored Grant Staffing, and Programs. For more...
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April 16, 2025
Introducing the Updated Financial Desktop
Initially launched during the UW Finance Transformation (UWFT) to help users transition from the legacy MyFD system to Workday, the Financial Desktop primarily served as a crosswalk between MyFD and Workday. Now, with go-live close to two years behind us, it has been updated to better reflect how users work today, serving as a central hub for commonly used reports, tasks, and tools, organized by business process area. Key Features Tabs to Organize Resources by Business Process Area Each tab represents a different Business Process Area—such as Financial Reporting, Sponsored Grants, and Procurement and Supply Chain—and includes curated links to...
April 15, 2025
Introducing the Cost Center Planning & Forecasting Tool
We’re excited to share that a new Cost Center Planning & Forecasting Tool is now available in Workday Drive! This tool allows Cost Center Managers to: View totals by cost center using actual Workday data Enter manual projections for more accurate forecasting Run basic scenario planning—all within a single worksheet Important Note: This tool is not intended to replace Adaptive Planning or the formal budget process. Rather, it provides a lightweight and accessible option for Cost Center Managers—particularly those without access to Adaptive—who need to track actuals and plan at the local level. We encourage you to explore the tool...
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March 28, 2025
Reducing Redundancy: Retiring the “How Many” Reports
To reduce redundancy in the BI Portal catalog, we have retired six academic reports in favor of more robust Tableau dashboard alternatives. These reports were officially retired on March 27, 2025. The following table outlines the retired reports and their recommended alternatives: Retired Report Alternative Tableau Dashboard How Many Degrees by College Degree Summary Degree Summary – Unit Comparisons How Many Credit Hours by College Trends in Student Credit Hours How Many Students by Department Enrollment Summary Enrollment Summary – Unit Comparisons How Many Students by College How Many Students by Campus How Many Students at the University Why Use...
March 19, 2025
Introducing the New UW Summarized Cube!
The Reporting & Analytics team (R&A) and Finance DATAGroup have released the new UW Summarized Cube! This cube provides a multi-year view into actuals and budget1 data, summarized at the month level for fiscal year 2024 through the present. What is a Cube? A data cube is a powerful analysis tool, which allows users to quickly and easily slice and dice data across multiple dimensions, in a single view. For an introduction to cubes, including their benefits over traditional analysis tools such as reports, refer to the What is a Cube introductory video. Note: If working remote, you’ll need to...
March 6, 2025
Enhancing Invoice Tracking with the Grant Manager Dashboard
A new version of the Grant Manager Dashboard is now available, which improves visibility into outstanding invoices for grants in Closeout in Progress or Expired status. These enhancements highlight invoices that require attention and help Grant Managers take timely action, ensuring compliance and preventing delays. This article introduces these enhancements and explains how to access them within the Grant Manager Dashboard. About the Grant Manager Dashboard The Grant Manager Dashboard displays grant data, which is tailored to the Grant Manager logged into Workday. This gives Grant Managers a central place to find grant-related content that is specific to them. This dashboard...
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February 10, 2025
Supporting Compliance: The Bridge DEI Employee Course Completion Dashboard
The University of Washington is committed to creating a welcoming and respectful learning, working, and living environment. In support of this commitment—and in compliance with Washington state law (Senate Bill 5227)—the UW offers Cultivating Community at UW: Anti-Racism and Diversity, Equity, Inclusion, and Belonging (DEI&B). This 2.5-hour online course educates our community on topics such as racism, disability and accessibility, and LGBTQ+ identities; highlighting how these issues affect colleagues and students at the UW. The module-based format allows participants to complete the training at their own pace. This course is required for new employees hired after June 30, 2022, who...
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