{"id":2473,"date":"2026-07-28T20:43:24","date_gmt":"2026-07-28T20:43:24","guid":{"rendered":"https:\/\/www.wisconsin.edu\/workday\/?page_id=2473"},"modified":"2026-08-04T18:15:28","modified_gmt":"2026-08-04T18:15:28","slug":"commonly-used-dashboards","status":"publish","type":"page","link":"https:\/\/www.wisconsin.edu\/workday\/commonly-used-dashboards\/","title":{"rendered":"Commonly Used Dashboards"},"content":{"rendered":"\n

Workday dashboards make it easy to access reports, tasks, and other materials that can support your role, all in one place. Review available dashboard descriptions to find resources based on business area, purpose, and key features. Access to dashboards and the information included is dependent on your security access in Workday.<\/strong><\/p>\n\n\n\n

This table highlights the most commonly used Workday dashboards, not a complete list. This page will be updated periodically as new dashboards are available or changes occur. <\/p>\n\n\n\n

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Finance Dashboards<\/summary>
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\n \n \n\n \n \n \n \n\n\n Functional Area<\/th> Dashboard Name<\/th> Description<\/th> Best for\u2026<\/th> Target Security Role(s)<\/th> Support Documents<\/th> <\/tr>\n<\/thead>\n \n\n \n \n\n\n
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Finance<\/td>\n Business Asset Operations<\/a>\n <\/td>\n Purpose: Use this dashboard to track assets, monitor asset accounting, and track asset depreciation.

\n \n Key Features:

\n \u00b7 An Asset Tracking tab to learn how assets were registered into Workday and analyze asset sources.

\n \u00b7 An Asset Accounting tab to access high level overviews of the assets\u2019 accounting treatment, cost and net book value breakdowns.

\n \u00b7 A Depreciation tab to access asset depreciation details, including which assets that are fully depreciated.

<\/td>\n 		Those who manage business assets and inventory<\/td>\n \u00b7 Business Asset Tracking Specialist

\n\u00b7 Business Asset Accountant<\/td>\n 		<\/td>\n <\/tr>\n
Finance<\/td>\n Customer Accounts & ISD Dashboard<\/a>\n <\/td>\n Purpose: Use this dashboard as a hub to access to Customer Accounts and Internal Service Delivery (ISD) tasks and reports.

\n \n Key Features:

\n \u00b7 A Customer tab for accessing common Customer Tasks

\n \u00b7 A Customer Account tab for accessing common reports and tasks

\n \u00b7 An Internal Service Delivery tab for accessing common ISD reports and tasks<\/td>\n 		Those who work with billing internal or external stakeholders, which is completed through Customer Accounts (external) or Internal Service Delivery (internal)<\/td>\n \u00b7 Customer Billing Specialist

\n\u00b7 Customer Collections Specialist

\n\u00b7 Customer Contract Specialist

\n\u00b7 Customber Deposit Specialist

\n\u00b7 Customer Payment Specialist

\n\u00b7 Customer Refund Specialist

\n\u00b7 Internal Catalog Data Entry Specialist

\n\u00b7 Internal Service Delivery Data Entry Specialist<\/td>\n 		<\/td>\n <\/tr>\n
Finance<\/td>\n Department Financials Dashboard<\/a>\n<\/td>\n Purpose: Use this dashboard to access key financial information, quick links, resources, tasks, and commonly used reports, making it easier to navigate the various financial functions within Workday.

\n \n Key Features:

\n \u00b7 A Worktags & Administrative Reports tab to help with understanding and finding your financial fundamentals

\n \u00b7 A General Accounting tab with accounting specific information in Workday, which more technical in nature. In addition, there are resources related to Gift and Grant driver worktags.

\n \u00b7 A Budget & Financial Reporting tab wtih common management reports for understanding your area financials.

\n \u00b7 A Payroll & Staffing tab for easy access to staffing, supervisory organizations (sup orgs), payroll accounting, and costing allocations reports

\n \u00b7 A Procurement & Expenses tab to access ordering and expense report information.

\n \u00b7 A Customer Accounts & Internal Service Delivery tab for commonly used Customer Accounts and Internal Service Delivery (ISD) tasks and reports.<\/td>\n 		Department Administrators and staff<\/td>\n \u00b7 Fin Analyst UW

\n\u00b7 Program Managers

\n\u00b7 Gift Managers

\n\u00b7 Grant Managers

\n\u00b7 Worktag PIs

\n\u00b7 Project Managers<\/td>\n 		User Guide<\/a>

How-To Video<\/a> \n\n<\/td>\n <\/tr>\n
Finance<\/td>\n Expenses Dashboard (aka Expenses Hub)<\/a><\/td>\n Purpose: Use this hub to monitor expense reports, spend authorization request, and credit card transactions.

\n \n Key Features:

\n \u00b7 Quick links to common expense and credit card tasks and reports.

\n \u00b7 Ability to select how to receive payment for expenses

\n \u00b7 Links to travel-related resources (e.g. TravelWIse)<\/td>\n 		All users<\/td>\n \u00b7 Expense Data Entry Specialist

\n\u00b7 Employee (as self)

\n\u00b7 Expense Operations Lead<\/td>\n 		User Guide<\/a>

How-To Video<\/a> <\/td>\n <\/tr>\n
Finance<\/td>\n General Finance Dashboard<\/a><\/td>\n Purpose: Use this dashboard to access key financial information in the following areas: Core Finance, Spend Management, Accounts Receivable, Business Assets, Budget and Research Administration.

\n \n Key Features:

\n \u00b7 Links to operational, accrual, and budget to actual reports

\n \u00b7 A 'find your worktag' section<\/td>\n 		Finance professionals<\/td>\n All finance security roles<\/td>\n <\/td>\n <\/tr>\n
Finance<\/td>\n Procurement & AP UW<\/a><\/td>\n Purpose: Use this dashboard for easy access to ShopUW+, requesting non-catalog items, creating receipts, connecting to ChemManger+, and more.

\n \n Key Features:

\n \u00b7 Access to purchasing tools such as ShopUW+, Non-Catalog Items, and ChemManager+

\n \u00b7 Quick links to purchasing reports, accounts payable, and campus services reports<\/td>\n 		All users<\/td>\n \u00b7 Requisition Validators

\n\u00b7 Employee (as self)<\/td>\n 		<\/td>\n <\/tr>\n
Finance<\/td>\n Supplier File Dashboard<\/a><\/td>\n Purpose: Use this dashboard for quick access to frequently used reports to review and address Supplier inquiries and changes.

\n \n Key Features:

\n \u00b7 Easy access to ShopUW+ and Chem Manager+

\n \u00b7 Quick links to AP and Supplier reports<\/td>\n 		Supplier File team at Madison<\/td>\n Jaggaer Supplier Management Pro<\/td>\n <\/td>\n <\/tr>\n <\/tbody> \n\n \n \n \n <\/table>\n\n<\/div>