SABER - Sponsored Award Budget Expense Report (also known as SABER): This report provides visibility and flexibility to manage financial activity for awards and grants. The report presents real-time budget, spend, and remaining balance on awards and grants. You can drill down into transactions that originated in Workday, including supplier invoices, expense reports, purchase orders, requisitions, and accounting journals.
SABER - Sponsored Award Budget Expense by Object Class (also known as SABER by Object Class): Displays budgets, spend, and remaining balance by grant and object class. Search prompts include Period, Award, Grant, Cost Center, Grant Hierarchy and Budget Date.
SABER - Sponsored Award Budget Expense Report - SubAward: This report is similar to the regular Saber report, but includes only Subawards. It will help users monitoring their subawards, especially when there are budgets, but no actual expenses on the subaward. We add subrecipient column to the report. We also add Contract Reference and Supplier Contract columns to the detail information of Actuals.
SABER - Sponsored Award Budget Expense Report - PEB: This report is for individual Awards/Grants. It summarizes budgets, spending, and remaining balance data by object class and by month, fiscal year and total contract period all in one view. It provides the above information directly once you run a specific Award /Grant, without having to drill down. The report also provides the award overview information in the header. Additionally, if you run the report with a specific date rage, the report will add the date range information to the result as well. The report also summarizes the total direct cost, indirect cost, and total cost for the award.
PI Quick View: A SABER type report embedded in a Worklet in Workday Home page under Applications. The Worklet defaults to the user as the Grant PI and Award PI, enabling Principal Investigators to quickly use the worklet to see information about assigned awards and grants. Users may also edit the Grant PI and Award PI to see any Grant PI or Award PI, which will be especially useful for departmental staff.
GT RPT Cost Share Fund In progress Report: This report is a cost share report which compares the total value of cost share needed and met as of the date entered against the sponsored costs within the same date range. This report rolls up all the grant lines for cost share and sponsored costs together, so that it's easier to compare, and perform a useful analysis of the spend rate for each. This would be useful to help departments manage their cost share projects to ensure that cost share is being met at the same rate as the sponsored costs, and reminds them of the time remaining to spend. This would also help you ensure that the cost share met in their records matches ours, and it lists the person who would assist them if there is an errors/discrepancies.
Extract Awards: This report provides a listing of awards and award header attributes. It returns results quickly when run for all awards. It can be run by award, status, and award group. Grants and Contracts will use this report to identify awards imported from OSP as well as for a master list of awards.
Extract Grants: Provides a listing of all grants and related worktags. It can be run by grant, hierarchy, fund, cost center.
GT Award Lines Extract – GTCR: This report returns demographic information and creation dates on award and grant lines. This would be useful for departments to check the status of their new awards/ new subprojects to see if they are up and who they would contact if there were any errors in the setup. They could also use it to extract all their awards in an overview summary that doesn't include the financials like the Saber. Also, there is a filter for spend restrictions, that could help departments make sure they're managing awards with travel or equipment restrictions.
Find Awards: This report provides a listing of awards, header attributes, line detail amounts, billing amounts, amendments, rate agreements, and award balances. It should not be ran wide open but for specified parameters. Grants and Contracts will use this report to identify awards imported from OSP as well as for a master list of awards.
G&C Participant Support Transaction – GTCR: This report is designed to facilitate monitoring and reporting of participant support expenditures in compliance with 2CFR200 and sponsor program guides. Users may run the report by desired award and period to produce a drillable report summarized by spend category. Report fields includes: Award, Grant, Grant Type, Sponsor, Spend Category, Period, Fiscal Year and Total.
Award Audit Summary – GTCR: This report is used to provide supporting detail to sponsors at the summary transaction level for expenses that have been billed. This report shows award master detail such as the sponsor, PI, award dates, budget, and amendments. The report also shows those transactions that have been billed or partially billed. As such, it is not intended to match the SABER, as the SABER shows all expenses including cost share, ready to bill, unbillable, etc. This report does not include transactions where the object class = Unallocated. User will be able to search by award, sponsor, period, and accounting date.
GT FYTD RI and Oth Unit Sponsored Expenditures by PI – GTCR: This report is helpful for tracking Fiscal Year aggregate sponsored expenditures by PI. User will be able to search by Cost Center, Period, Award PI and Grant PI. Report fields include Cost Center, Award, Award PI, Grant, Grant PI, Total Expenditures, Direct Expenditures, Gross Indirect Expenditures and Net Indirect Expenditures.
GT FYTD RI and Oth Unit Sponsored Expenditures by Dept/Unit – GTCR: This report is helpful for tracking Fiscal Year aggregate sponsored expenditures by organization. The report can be run by fiscal period (Fiscal Year to Date) . Report fields include Unit, Department, Cost Center, Total Expenditures, Direct Expenditures, Gross Indirect Expenditures and Net Indirect Expenditures.
For more Workday Reports, please visit: https://transformation.gatech.edu/financials-transformation/workday-reports
LITE and External Reports:
Ad-Hoc Salary Details: LITE report that display salary information by employee, cost center, or worktag for a selected date range.
Commitment Accounting – Person Hours: LITE Report that displays the amount of work performed on an Award. Displays Grant, Employee Name, Job Titles, FTE, Pay Month, Total Hours, Hourly Rate, Fulltime Annual Salary, Project Cost, and Fringe Benefits. Required by Federal Sponsors and Industry Sponsors.
LITE - SABER - Sponsored Award Budget Expense Report: This report is like the SABER reports in Workday but it has unique features that may make it useful in certain situations:
1. The report renders easily and directly in MS Excel
2. The report can include Salary Details at the Grant level
This report is designed to render in Microsoft Excel. The report is data intensive. It will be necessary for you to resize columns to maximize the visual experience. Depending on the parameters you select and the size of the data set, the report will take varying amounts of time to render. *You must be logged into VPN to access the report.
GRA by PI: This LITE report allows users to report specifically on Graduate Research Assistants supported by Grants/Awards in Resident Instruction units. It allows users the ability to review GRAs charged to an award, grant, or sponsor by accounting period.
Legacy PEB: This report is our financial legacy report used for prior Fiscal Years before Workday.