Six new Workday reports are now available to support grant reporting and financial analysis for research deans, academic and administrative leaders, and department managers. Together, these reports provide leaders in research colleges and schools with a high-level view of sponsored program activity that was not previously available.
Developed by DATAGroup as part of the Awards Improvement and Development Effort (AIDE), these reports reflect strong cross-campus collaboration, with key contributions from finance and data leaders in the Office of Research, Office of Research Information Services (ORIS), and School of Medicine, as well as project support from UWIT. This work advances AIDE’s goal to enhance reporting capabilities for the UW research community.
A More Powerful Way to View Grant Data
Delivered as a suite, these reports provide multiple ways to explore and analyze grant administration data, making it easier to track budgets, expenses, and trends.
What’s New
- Sponsor Hierarchy for Federal Funding – View summarized financial data at each level of the Federal sponsor hierarchy, which enables meaningful rollups and analysis of funding patterns. Example: Federal Sponsors → Department of Health and Human Services (DHHS) → National Institutes of Health (NIH) → National Cancer Institute.
- Direct and Indirect Costs by Object Class – Analyze spending by object class or drill down into direct costs to see each category’s contribution to total expenses.
- Year-Over-Year Comparisons – Compare awarded budgets vs. actuals over time by sponsor type or object class, with flexible date ranges.
- Awarded Budgets vs. Actuals Summaries – View by PI, award contract owner, or sponsor type.
- Robust Report Prompts – Use prompts to refine results. For more details, refer to the Workday Report Prompt Glossary.
Report Highlights
Learn more about each report below!
Tip: Need some help with Workday reporting basics before exploring these reports? Check out these resources:
R1211 – Year Over Year Direct and Indirect Expenditures by Sponsor Type
Use this report to:
- Track year-over-year trends for direct, indirect, and total costs by Federal and non-Federal sponsors.
- Compare financial allocations across sponsor types.
- Assess potential impacts of changes to Facilities & Administration (F&A) rates on Federal awards.
- View how Federal funding is distributed across primary sponsors and their associated agencies.
- Analyze funding trends by each sponsor within NIH.
Access this report in Workday: Year Over Year Direct and Indirect Expenditures by Sponsor Type R1211.
R1212 – Year Over Year Expenditures by Object Class
Use this report to:
- Compare year-over-year trends of indirect costs to direct costs by object class.
- Analyze the percentage breakdown of direct costs by object class relative to total costs, across multiple years.
Access this report in Workday: Year Over Year Expenditures by Object Class R1212.
R1215 – Life to Date Award Budget to Actuals by Principal Investigator
Use this report to:
- Review a high-level summary of financial activity by Principal Investigator and their research contributions.
- Drill down to view details by individual grant.
Access this report in Workday: Life to Date Award Budget to Actuals by Principal Investigator R1215.
R1215.1 – Life to Date Award Budget to Actuals by Contract Owner
Use this report to:
- Review a high-level summary of financial activity by the award contract owner and their individual research contributions.
- Drill down to view details by individual award or grant.
Access this report in Workday: Life to Date Award Budget to Actuals by Contract Owner R1215.1.
R1216 – Life to Date Award Budget to Actuals by Top Level Sponsor
Use this report to:
- Review a high-level summary of budgets to actuals and remaining balances by Federal and non-Federal sponsors.
- Track spending to date and current balances for Federal and non-Federal sponsors.
- Drill down to view financial allocations by Federal Primary Sponsors and their associated agencies (for example, DHHS → NIH → National Cancer Institute).
Access this report in Workday: Life to Date Award Budget to Actuals Top Level Sponsor R1216.
R1217 – Award Lines by Lifecycle Status
Use this report to:
- Review a high-level summary of award-line funding by lifecycle status.
- Understand where funds are within the award lifecycle to identify potential issues in the administrative process.
Access this report in Workday: Award Lines by Lifecycle Status R1217.
Learn More
You can also learn more about these new reports at two upcoming events:
Monthly Research Administration Meeting (MRAM) – A Subject Matter Expert (SME) will provide a brief overview of the report suite and highlight key features and use cases.
- Date: Thursday, April 9, 2026
- Time: 9 a.m. – 10 a.m.
- Link: Monthly Research Administration Meeting – MRAM (for MRAM meeting URL, subscribe to MRAM).
Reporting & Analytics Office Hours – A SME will demo each report and answer questions.
- Date: Friday, April 10, 2026
- Time: 9 a.m. – 10 a.m.
- Link: Office Hours: Enterprise Reporting and Analytics











