Bad Reports Are Slowing You Down And Creating Unnecessary Work for Your Team 

Imagine this: A finance team at a growing company spends days every month trying to piece together data from multiple reports, cross-referencing spreadsheets, and manually fixing errors before sending financials to leadership.  Understaffed, no time for training, and no room for error – this is a ticking time bomb waiting to explode. 

The problem?  They’re using reports that are standard or were last modified when they Live with years ago.  This exacerbates the situation: 

  • Department heads don’t have real-time budget vs. actuals visibility.
  • Controllers and accountants spend more time exporting data and fixing numbers than analyzing trends. 
  • The CFO can’t get a clear financial snapshot without finance manually compiling reports. 

Sound familiar?  This is a common problem: Many organizations never invest in customized Workday reporting and are stuck using inefficient, generic reports that don’t provide the right insights.  Reporting is an after thought but should be the objective.  It requires special technical skills and business understanding; we should give it the attention it deserves. 

Reporting Should Work for You—Not the Other Way Around 

At Teamup9, we help finance teams transform Workday Financials reporting from a frustrating, manual process into an automated, strategic asset. 

Many organizations don’t realize that Workday’s reporting tools can be customized to meet their unique needs. We work with teams to: 

  • Build custom Workday dashboards so department heads get the data they need—without requesting reports from finance.
  • Optimize Workday reports to ensure leadership has access to clear, actionable financial insights.
  • Automate reporting workflows to reduce manual data extraction and Excel dependencies.
  • Train finance teams on how to create and maintain custom reports, so they aren’t stuck relying on outdated, default Workday reports.

The Result? 

  • Faster, more accurate financial reporting—no more waiting for manual updates.
  • Better visibility for decision-makers—real-time dashboards tailored to their needs.
  • More time for strategic finance—finance teams focus on insights, not fixing reports.

We’ve seen companies transform their finance functions simply by taking control of their reporting processes. When finance teams move beyond basic Workday reports and start using the system’s full capabilities, they unlock major efficiency gains and better decision-making.

Instead of wasting hours each month fixing reports, what coule your finance team do with that time? Could they focus on forecasting? Work on strategic initiatives? Provide more insightful recommendations to leadership? The impact of optimized reporting goes far beyond just finance – it enables better business decisions at every level.

Additionally, we recognize that finance teams often struggle with limited internal Workday expertise, making it difficult to maintain reporting enhancements. That’s why we provide hands-on support and guidance to ensure your team can confidently leverage Workday’s reporting capabilities without relying on external assistance in the long run.

By bridging the gap between finance and technology, we empower organizations to take full control of their financial reporting process. Whether you need help structuring your reports, setting up automated workflows, or improving data accuracy, our team is here to guide you through every step of the way.

Struggling with Workday Financials Reporting? Let’s Fix It. 

If your team is stuck using reports that don’t meet your needs, we can help. 

At Teamup9, we work with organizations to understand their needs to develop solutions that work for them, allowing customers to take control of their data; from month-end close to department financials. 

We don’t just implement reports, we ensure your teams knows how to maintain and adapt them to your business as it evolves. Our approach is hands-on, practical, and tailored to your organization’s needs.  

Let’s talk.  Reach out at contact@teamup9.com to see how we can help you build the right reports for your business.