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Get University Of Miami Workday Report Request
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How to fill out the University of Miami Workday Report Request online
The University of Miami Workday Report Request is an essential form for users seeking to obtain or modify reports within the Workday system. This guide provides clear, step-by-step instructions to help you complete the form accurately and efficiently.
Follow the steps to fill out the form correctly.
- Press the ‘Get Form’ button to access the report request form and open it for editing.
- Fill in your details in the 'Report User' section, including your name, UMID, phone number, and email address. Ensure to use your University of Miami email account for communication.
- In the 'Report Request' section, select the appropriate 'Request Type' by checking either the 'New Report' or 'Edit Existing Report' box.
- Indicate the priority level of your request by selecting one of the options: High, Medium, or Low.
- Provide a brief description of the purpose of the report in the 'Purpose' field.
- Select the relevant data types that apply to your request. You can choose multiple categories such as HR, Compensation, Benefits, Payroll, Time Tracking/Absence, and Finance.
- Describe the fields needed in your report in the designated section.
- Choose how you would like the output of the report to be formatted by selecting either 'Aggregate' or 'List'.
- Select the frequency of the report by indicating whether it should be Monthly, Bi-Weekly, Weekly, Daily, Ad-hoc, or One Time.
- Specify any population filters to include or exclude specific data in your report.
- Indicate whether a sample template is attached by selecting ‘Yes’ or ‘No’.
- Fill in the 'Date Needed By' to inform the team when the report is required.
- In the 'Manager Approval' section, print your manager's name. Your manager must sign and date the form to acknowledge their approval.
- Ensure that the required 'Data Owner Approval' is completed according to the data type selected, including any necessary signatures.
- Once all sections are completed, review the form for accuracy, save your changes, and submit the document via email to ITSupportCenter@miami.edu.
Start completing your Workday Report Request online today to streamline your reporting needs.
To export from Workday to Excel, generate the report you wish to export and choose the Excel format from the export options. This process makes it easy to work with the data in Excel for further analysis or presentations. The University of Miami Workday Report Request supports this export feature, ensuring smooth transitions of your data.
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