How to run Account Status Report - PI On-Line
Lan Ngoc Duong
26 steps
7 minutes
Workday
Scribe
1
Log in to Workday, then type: RPT004 in Search. It will pop up "Grant Status Report - RPT004" and click on it.
2
select company: SJSURF as shown
3
Type in Grant number, always start with GR. For Ex. "GR2115096671"
4
Click here, outside box to accept the grant number.
5
Enter the period you want to run the report, click the drop-down arrow for selection.
6
Click "Fiscal Period"
7
Click "FY 2025" means July 2024-June 2035 for example
8
Click this radio button.
9
Click the "Filter Name" field. To save the report so dont have to run again.
10
Type in Grant Award Number. For ex: "2115096671-Deb"
11
Click "Save"
12
Click "OK"
13
The system generated the report. Click on the arrow to drill down into the expense details.
14
Click "View Details"
15
Click this icon and drag icon to see more data.
16
Click this icon.
17
Click "GR2115096671 NSF GRFP - MHess"
18
Right-click this icon.
19
Click "See in New Tab"
20
Click "See in New Tab" to avoid missing the original tab. to drill down to see expenses.
21
Click this button.
22
Click view details
23
Click this icon to englarge sreen to see more data.
24
Click here.
25
Switch to the original Grant Status Report - RPT004 - Workday". Click the icon in the top right corner to export to Excel.
26
Click "Download"
How to run Account Status Report - PI On-Line
Lan Ngoc Duong
26 steps
7 minutes
Workday
Scribe
1
Log in to Workday, then type: RPT004 in Search. It will pop up "Grant Status Report - RPT004" and click on it.
2
select company: SJSURF as shown
3
Type in Grant number, always start with GR. For Ex. "GR2115096671"
4
Click here, outside box to accept the grant number.
5
Enter the period you want to run the report, click the drop-down arrow for selection.
6
Click "Fiscal Period"
7
Click "FY 2025" means July 2024-June 2035 for example
8
Click this radio button.
9
Click the "Filter Name" field. To save the report so dont have to run again.
10
Type in Grant Award Number. For ex: "2115096671-Deb"
11
Click "Save"
12
Click "OK"
13
The system generated the report. Click on the arrow to drill down into the expense details.
14
Click "View Details"
15
Click this icon and drag icon to see more data.
16
Click this icon.
17
Click "GR2115096671 NSF GRFP - MHess"
18
Right-click this icon.
19
Click "See in New Tab"
20
Click "See in New Tab" to avoid missing the original tab. to drill down to see expenses.
21
Click this button.
22
Click view details
23
Click this icon to englarge sreen to see more data.
24
Click here.
25
Switch to the original Grant Status Report - RPT004 - Workday". Click the icon in the top right corner to export to Excel.
26
Click "Download"
