Concept: Account Certification Dashboard
The Account Certification dashboard is a configurable workspace, enabling you to monitor
progress of your account certifications in a single place. You can select the account
certification reports and custom reports you want to display on the dashboard using the
Maintain Dashboards
report. To add links to account certification reports,
custom reports and external links, click Edit
.Workday provides these reports as worklets that you can add to your Account Certification
dashboard:
- Account Certification Definitions for Balance Sheet Accounts- Identifies account certification definitions for each balance sheet account. It also indicates if there are no account certifications for specific balance sheet accounts.
- Balance Sheet Certification Progress Report-Tracks the certification progress for balance sheet ledger accounts.
- Number of Account Certifications by Status-Tracks account certifications by their statuses.
The value you enter on the Dashboard prompts will apply to all reports displayed on the
dashboard. Example: When you enter Company A for the
Company/Company Hierarchy
prompt and Feb-2020
for the Fiscal Period prompt, Workday displays all
certification status reports on the dashboard for the selected prompts. Once you configure the dashboard, you can add it as a worklet to your Home page.