Automating Workday Reports for Faculty Portfolio Management

There is a vast cornucopia of tools available in Workday to assist RAs with Faculty Portfolio management, but a handful of automations can save time, provide team collaboration capabilities, and give PIs a clear view of their fund activity.

By the end of this session, participants will view demonstrations of how to automate the FFR Report Group, which provides PIs a workbook of useful reports with which to view their account activity. They will also learn how to utilize the report scheduling function and Workday Worksheets to automate useful portfolio management reports and collaborate with team members.

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