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Administrator Guide
Last Updated: 2023-06-23
Configure Account Certification Dashboard

Configure Account Certification Dashboard

  • Create a Ledger Account summary of all balance sheet accounts.
  • Map the standard alias _BS_Balance_Sheet_Accounts to the Ledger Account Summary.
  • Security:
    Process: Account Certifications - Reporting
     domain in the Financial Accounting functional area.
You can configure the Account Certification Dashboard to display these reports on the dashboard:
  • Account Certification Definitions for Balance Sheet Accounts.
  • Balance Sheet Certification Progress.
  • Number of Account Certifications by Status.
  1. Access the
    Maintain Dashboards
     report.
  2. Locate the
    Account Certification Dashboard
    , and click
    Edit
    .
  3. On the
    Content
     tab, click
    Add
    .
  4. In the
    Tab Name
     field, enter a name for the dashboard. Example: Account Certification Statistics.
  5. Clear the
    Configurable By User
     option.
  6. In the
    Prompt Set
     field, select
    Account Certification Prompt Set
    .
  7. Expand
    Worklets
    , and add these 3 Account Certifications reports as worklets to the grid:
    Option Description
    Worklet
    • Balance Sheet Certification Progress.
    • Account Certification Definitions for Balance Sheet Accounts.
    • Number of Account Certifications by Status.
    If required, you also add custom reports as Worklets.
    Worklet Size
    1x or 2x
    You also select a combination of 1X and 2X to configure the report layout to meet your needs.
  8. For the
    Balance Sheet Certification Progress
     report, click
    Map Prompts
     and for the
    Actual Ledger Type
    prompt field, enter:
    Value Type
    Value
    Specify default value.
    Actuals
  9. Click
    Done
    .
  10. From your Home page, click the
    Configure Applications (gear)
     icon to display the
    Configure Worklets
     page.
  11. Under
    Optional Worklets
    , add a row and select the
    Account Certification
     worklet.
  12. Click
    OK
     and then
    Done
    .
    Workday displays the Account Certification dashboard icon on your home page.
  1. Click to open the dashboard.
  2. Enter the dashboard prompts and click
    OK
     to view the reports.
    The value you enter on these prompts will apply to all the reports displayed on the dashboard.