Overview

This lists many reports available in UNI Works. Enter the report name or key words in the UNI Works Search bar to find and select the report to run.

Note the following:

Reports whose name begin with "UNI" were developed specifically for UNI.
It is helpful to use UNI Works terminology when searching for reports.
Some of the reports are only accessible to those with a certain role or responsibility (i.e. Manager, Cost Center Manager, Scheduling Partner, etc.)

Financial Accounting and Reporting

Name	Description
Extract Cost Centers	Listing of all cost center, default worktags for each cost center and the other allowed worktags. Identifies the cost center manager and levels for financial approvals
Find Budget Amendments for Organization	Find one or more budget amendments that have been created in UNI Works
UNI Find Assets	List of equipment by cost center. Ability to start the disposal process
UNI Find Internal Service Deliveries	Search for inter-departmental charges created through Internal Service Deliveries by Panther Products, Housing & Dining, and Maucker Union
UNI Find Journal Lines with Line Description	Find one or more journal lines that have been created in UNI Works
UNI General Fund Statement of Account	Financial report for general fund accounts including budgets, encumbrances, actuals, and balance information
UNI Grants Statement of Account	Financial report for grant accounts including budgets, encumbrances, actuals, and balance information
UNI Non-General Fund Financial Summary	Financial Summary Report for non-general funds including beginning and ending fund balance
UNI Non-General Fund Statement of Account	Financial report for non-general fund accounts including budgets, encumbrances, actuals, and balance information
UNI Personnel Expenditures	UNI personnel salaries, wages and benefits budget, actuals and commitments. Report identifies salary savings or shortfalls
UNI Student Technology Fees	Financial report for student fee accounts including budgets, encumbrances, actuals, and balance information.
UNI Transaction Detail	Report of financial transaction details based upon a specific (set of) cost centers, funds, programs, functional classifications, activity, grant, and period
View Cost Center	View cost center default and allowed worktags, roles, security groups and members (employees) with their UID, supervisor and contact information

Business Operations

Name	Description
Accounts Receivable
Customer: {Name}	View customer invoices and balance due
Credit Cards
UNI Active Credit Cards by Cost Center	View a list of all active PCard and T&H cards for a cost center. NOTE: 4-digit number at end or card name is NOT equal to the last 4 digits of the card number. Monthly and transaction limits and expiration date are available via the employee profile > Company Property
UNI Credit Card Transactions by Cost Center	View all Pcard and T&H card transactions for a cost center. Report includes Single Transaction Limit, Monthly Transaction Limit, Available Credit Limit and Transaction Balance per statement cycle.
UNI My Credit Card Transactions	View your Pcard and T&H card transactions. Report includes Single Transaction Limit, Monthly Transaction Limit, Available Credit Limit and Transaction Balance per statement cycle.
Travel & Hospitality
UNI Cash Advances	View cash advances for travel requested on a spend authorization.
UNI Expense Reports by Cost Center	View all expense reports submitted for faculty, staff, students and guests for a cost center. Includes both T&H card and out-of-pocket expenses.
UNI Spend Authorizations by Cost Center	View all spend authorizations submitted for faculty, staff, students and guests for a cost center.
Procure to Pay
Supplier: {Name}	View supplier purchase orders, invoice, and payment history
UNI Find Purchase Orders	Search for Purchase order (PO) details by supplier, cost center, fund, requester, etc. View PO #, type, supplier, obligation, balance and receiving information
UNI Find Requisitions	Requisition details including Requisition #, Internal Memo, Requestor, and Submitter information
UNI Find Supplier Invoices	View the invoice or adjustment number, company, status, supplier, invoice date, memo, discount date, due date, invoice amount, amount due and adjustment for submitted

Human Resource Services

Manager Reports

Name	Description
Compensation Review Calculations - Employee Details	View the employee increase award details from a specific compensation review.
Contingent Workers in My Organization	This report allows you to view contingent workers within your supervisory organization, including details such as their job, contract end date, and tenure with the university.
Contingent Workers with Expiring Contracts	Displays information on contingent workers whose contracts are set to expire before a selected date. It includes details such as the contingent’s name, position, contract end date, manager, and supervisory organization.
Current Delegations	Shows all delegations within the selected supervisory organization.
Delegation History	Shows delegation history by workers under the manager.
FTE Report	Report of FTE (full-time equivalent) workers by organization
Management Hierarchy Report	View workers and their chain of command for one or more organizations. Details include employee ID, name, title, job code, job profiles, region, business site, company, cost center, worker's manager (level 1), manager's manager (level 2), up to level 10, if any.
My Org Chart	View an organization chart of the supervisory organization to which you belong
My Team Anniversaries with Continuous Service Date	View a list of worker anniversaries in the next two weeks based on continuous service date. Details include the date of the next anniversary and the worker name.
New Hire Staffing & Compensation	View job and compensation information for current and future workers. Includes Hire Date, Worker Name, UID, Job Profile, Job Family, Business Title, Status, Compensation,
Onboarding Status Summary	Onboarding Status report for recently hired workers for a supervisory organization
One-Time Payment History	View employees who have received one-time payments for selected organizations that you manage or support.
Outstanding Actions for My Direct Reports	Shows outstanding business processes, their status, and who they are awaiting action from.
Period Activity Pay Assignments	A contextually secured report by employee which lists activities, tasks, dates, units, unit rate, and payments by academic period or date range. Drilldown ability on number of payments to view the detailed payment schedule with additional drilldowns on scheduled and paid totals to view payments by activity and date dimensions.
Turnover Summary	For reviewing turnover information within a manager's supervisory organization as well as those in their hierarchy
UNI Active Employees with Current Activity Pay	This report provides a listing of period activity pay that is still active and has not ended.
UNI Appointment Expiration Date	View upcoming End Employment Dates for employees in any employment group. Includes UID, Worker, Position, Manager, Job Category, Employee Type, Cost Center, Appointment Length, and End Employment Date
UNI Current Worker Detail	Report of worker details for all current workers with active status in one or more selected organizations. Includes UID, Name, Hire Date, Employee Type, Job Category, Scheduled Weekly Hours, Job Profile, Business Title, Default Cost Center, Manager, and Compensation Details.
UNI Monthly Years of Service	This report shows exact years of service by supervisory organization.
UNI My Current and Future Workers	Shows all the current and future dated employees for a manager. Includes start date, wage, costing allocation, etc.
UNI Worker Costing Allocations	This report provides a listing of active employees by their costing organization.
Upcoming Appointment End Dates (Note: Academic Only)	Report returns academic information for an appointee with an appointment end date in the selected date range.
View In-Progress Job Requisition Events	View a list of job requisitions and which workflow step they are in
View Open Positions	Summary of open positions in a supervisory organization. Includes Default Cost Center, Fund, and Functional classifications, Manager, Position, Earliest Hire Date, Target Hire Date
Worker Change History	View a summary of worker changes in one or more organizations

Student Employment Reports

Name	Description
UNI My Current and Future Workers	Shows all the current and future dated employees for a manager. Includes start date, wage, costing allocation, etc.
UNI Student Employees No Longer Enrolled	List of student workers who are not currently enrolled for classes
UNI Work Study Monitoring	Report of work study balances by student.
Upcoming Student Employment End Dates	List of workers and current end employment date by position and manager
View Open Positions	View positions a manager currently has open
Work-Study Eligible Students	Report of work-study eligible students and their positions and job profiles by supervisory organization

Scheduling Reports

Name	Report Description
UNI Scheduled Shifts – Open Shifts	List of open shifts assigned to workers that appear on the open shift board
View Scheduled vs Actual Hours for Workers	Detailed report of shifts scheduled by worker and compares it to the actual hours worked
View Worker Schedule Tag by Organization	View schedule tags assigned to each position a worker holds as of a given date
View Worker Scheduling Availability	Report of worker weekly availability as of a given date. NOTE: Availability is based on worker and not position

Time and Absence Reports

Report Name	Report Description
Approved Time Off	View the approved time off requests for your workers for one or more organizations within a specified period of time. Leave one or both dates blank to perform an open-ended search. Details include time off type, dates entered and approved, date off, and hours. Enables you to perform related actions to manage time off and leave for individual workers.
My Team's Upcoming Time Off	Displays workers in your supervisory organization with approved time off in the next 7 days. Does not include workers on Leave of Absence or unapproved time off.
Reported Time Blocks for a Worker	View time blocks recorded and method (source) used to record
Team Absence Calendar	View absences and leave for your direct reports
Time Block Audit	Detailed report of time blocks recorded for a given supervisory organization and set of dates. Includes hours type, calculated hours, and method used for reporting.
Time Off and Leave Calendar	Calendar view of absences and leave requests for your direct reports
Time Off Results Summary	View high-level time off information for workers in any number of selected processing periods and organizations to gain broad insight into time off for that population. Information for each worker includes eligible time off plans, carryover, summary of accruals, summary of paid time off, and balances. Drill down on year-to-date numbers to view details about how Workday derived the values. Results will display only for those periods the worker is eligible for the plan and for plans that display balances.
UNI Max Balance	Lists the maximum balances (in hours) for Family Caregiving Leave and Vacation
Worker Time Off Balances Details	This report displays details of time off balances for Worker, or the primary _Position if the Worker has multiple positions, including what the projected forfeited balances will be by the end of the balance period/year based on the effective date.