New Monthly and Annual Financial Trending Reports Available 

Three new reports are available in Workday that are based on existing reports, but are configured to allow for trending and comparison of financial information on a monthly and annual basis. See a description of each new report below. 

Equity Balances by Balancing/Carry Forward Worktags - Monthly Trending:

This report is configured to provide income statement activity by month for a specific Fiscal Year based on the Fiscal Year for the period selected in the report prompt.  The report will return a new set of "Sources and Uses" columns for each month/period in the Fiscal Year that was selected. 

Equity Balances by Balancing/Carry Forward Worktags - Annual Trending:

This report is configured to provide three years of income statement activity in the style of the Equity Balances reporting suite.  The report uses the period selected, and then returns period year to date activity for the selected Fiscal Year, and the two previous fiscal years.

Sources and Uses - Annual Trending:

This report is configured to provide three years of income statement activity in the style of the Sources and Uses suite.  The report uses the period selected, and then returns period year to date activity for the selected Fiscal Year, and the two previous fiscal years.