All due dates, instructions and reporting templates are available at Please note that some templates (including Equipment, Gifts in Kind, Library Holdings & MSN 128 Revenue) are connected to SFS data, so are subject to change through year-end close. These amounts will be updated periodically by UWSA staff. As of May 24, 2022, the templates can be considered finalized for fiscal year 2022 reporting (with the exception of the “live” data connections mentioned above).

This document provides guidance for Workiva navigation and basic usage: Using Workiva To Complete Year-End Information Requests docx

Training Videos

We previously provided virtual training in various areas. While the reporting platform has changed, the underlying requirements for some areas has not changed. If you have questions on any of the following areas, the linked training videos may be helpful:

Accounts Payable Prepaid Expenses, Deferred Charges and Outflows Scholarship Allowances and Tuition/Fee Remissions


Workiva Access/Use – Jan Prusha:; (608) 890-2977

Other Questions – Jan or Rod Dole:; 608-263-4372