Body
Refer to our new article for the following new reports (Spring 2026):
- Grants Balance Reports
- Operating Accounts, Cash Projects, & Foundation Gifts Balance Report
- Detailed Version- Grants Balance Reports
- Detailed Version- Operating Accounts, Cash Projects, & Foundation Gifts Balance Report
This report identifies and summarizes your worktags that begin with a “4”.
The report will prompt for the following:
- Worktags – Enter the Grant #, Fund, Function, or other worktags to narrow down report results
- Award – Enter the award name or number to view a Grant related to a specific Award
- Cost Center – Use this to find all Grants that fall under a specific Cost Center
- Principal Investigator – This will default to you as the logged-in-user. You can choose to keep this default to run for all Grants where you are listed as the PI, add in other PIs, or clear the default and enter in new PI names.
- Active Grants Only - The default here will include only active Grants. To see inactive Grants added to the report, uncheck the box.
Optional: You can also use Save Parameters, which allows you to store specific combinations of prompt values and makes it easier to run the report with the same settings in the future. These parameters are unique to you as the report runner for this specific report. For example, you could create the following save parameter if you were frequently running the report for the same 3 Grant worktags.
Enter a prompt parameter title and hit save.
Navigating the Report
The report displays Budget vs. Actuals for all your active Grants. It will show all activity from inception through the current date. If no expense has been charged to a Grant, the report won't return any data.
This report also has drilldown functionality and detail data that allows you to dive deeper into the data.
Drill into Ledger Account Summaries and Ledger Accounts – Click the expand arrow next to the Grant number (not the blue Grant hyperlink) to view budget, expenses, and balance by Ledger Account Summary & Ledger Account:
To view Detail Data (granular data that underlies the summarized calculations in the report), click on the blue hyperlinked numbers under the headers, like Budget or Expenses.
The detail data will open in a new window in the corner of your screen where you can further expand the data, export, filter, or view the data broken down by a specific field (all highlighted in screenshot below).
To view data by field, use the arrow next to the hyperlinked summary calculation number to further breakdown the data. For example, if you wanted to view expenses by fund, you would select the dropdown arrow under Expenses and find “Fund”.
It will open up the data in a new window in the upper corner of your screen that breaks down expenses by Fund.
To export data, for further analysis in Excel, hit the export button in the top corner of the report (the icon that looks like a tablet with an "X").
The export may be sent directly to your Workday inbox. Additionally, all expansion from Grants into ledger accounts will remain in the excel export.
To view the navigation guide for the more detailed version of the Grants AFBR reporting (which includes all inactive Grants and Time Period prompts for deeper analysis), click here.