What tools and resources are available for award data and reporting?

Updated 5/20/25

The following tools and systems assist the research community with legacy and Workday Finance reports.

• Award Portal: Review up-to-date grant and contract information. Financial data does not include expenditure detail, which can be found in Workday. Learn more and log into the Award Portal.
• Award and Modification Workbook for Units: This Excel workbook provides access to award and modification/amendment data (status, totals, etc.) for units. Please contact grantrpt@uw.edu to access the Excel workbook and the SQL query that forms the basis of the workbook. Watch a video demo of the workbook.
• BI Portal:
  • BI Portal Finance Reports: Workday Variable Reporting Period Transaction Summary, Workday Variable Reporting Period Budget Summary, and Find Journal Lines Reports
  • A video walkthrough of the Post Award Dashboard in the BI Portal provides basics of navigating the dashboard to get answers to common questions about expenses and balances remaining on awards.
• Effort Reporting: Employee Compensation Compliance (ECC) is now live. Check out the Introduction to ECC video for a brief overview of our new certification system. For hands-on guidance, attend ECC’s weekly Office Hours.
• The Financial Desktop was originally built to help transition users from MyFD to Workday. It has been reimagined as a central hub for reports, tasks, and tools organized by business process area. To learn more, refer to Introducing the Updated Financial Desktop.
• Grant Reporting Tools:
  • The Grant Planning and Forecasting Tool, Post Award Dashboard, and Principal Investigator Dashboard are available to support grant management.
  • New versions of the Grant Manager and PI Dashboards offer better visibility into PO and program activity, along with quick access to curated resources. To learn more, refer to Improving Visibility into POs, Programs, and Additional Resources for Grant Managers and PIs.
  • Grant Financial Analysts can now configure key tabs in the Grant Manager Dashboard with role-specific reports. To learn more, refer to Expanding the Grant Manager Dashboard for Grant Financial Analysts.
  • The Post Award Dashboard now offers the Award Amounts and Amendments view. This displays the total funding for awards by school/college/unit and by department, and can also be sorted by prime sponsor/type and sponsor/type. For instructions on how to filter, review results and drill down for detail, please see the instructions for “Award Amounts and Amendments (Table Format).”
  • The Grant Spend Verification report displays expenses by grant and fiscal period. It is the first step in a process that ensures centralized compliance for grant spend verification. After generating the report, it is reviewed in DocuSign, and then stored in DocFinity for its retention period. Find instructions here and send questions to datagrp@uw.edu.
  • Embedded Workday reports are now available for viewing relevant worktag data in one place.
• Grant Tracker: Use Grant Tracker to view information for awards that did not convert to Workday (i.e. awards closed before June 16, 2022). Grant Tracker will be in read-only mode effective July 7, 2023. If you need to contact GCA about an award that did not convert to Workday, please email gcahelp@uw.edu. Learn more and log in to Grant Tracker.
• MyResearch: As of July 6, 2023, MyResearch Funding Status and Non-Award Agreement (NAA) data may be out of sync with SAGE and Workday until MyResearch is remediated. Please use SAGE to review eGC1 and award status until further notice.
• Research Security Training: The Research Security Training Lookup report is available for tracking investigators’ required compliance training.