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Once budgets are loaded in Workday for the upcoming fiscal year, users need to be mindful of which fiscal year they are running reports for and at some point will need to update their filters for the new fiscal year..
Fiscal year end is June 30 each year, however, financial hard close for the year is not completed until mid-August.
Options for handling the transition:
1. Update all of your saved filters to default to FY27 - June and if needed, manually update them for Period: Fy26 - June
- From the report filter screen, select 'Manage Filters'
- For the first filter,
- Edit
- click on the "x "in in the Period field to clear it
- In the Period field type FY27 - Jun and ENTER
- OK
- Done
- Repeat for the next saved filter in your list
- Repeat as needed for saved filters in your other report
2. Keep your report filters defaulting to Period: Fy26-Jun and each time you want to see a report for FY26, manually update to Period: FY27-Jun
- Open desired report
- Select desired Saved Filter
- In the Filter Field for Period
- click on the x next to FY26 - Jun to clear the filter
- type "FY27 Jun" and enter to update the filter for this report run
- Select the OK button to run the report
This 2 1/2 minute video shows the steps above (but for the Fy25 to Fy26 transition). Video: How to update Workday report filters for the new fiscal year
Please schedule 30 minutes with Wendy Helm if you need assistance with reports or updating filters (no drop in sessions are currently scheduled)