The Period Close Dashboard is a one-stop source of information on UBC's period close processes, which includes period close deadlines, ledger status analytics and period's in-progress transactions.
To access this dashboard, search “Period Close Dashboard” in Workday. The information each individual can view on this dashboard is dependent upon the user’s Workday security access.
The following resources provide detailed information on how to access and use this dashboard, including details about dashboard structure and reports displayed:
- Dashboard demo (video)
- Credit Transaction Accrual Report (video)
- Accrual Reports demo (video)
- Period Close Dashboard (Analytics and Insights) (video)
For questions, feedback, or issues related to accessing the dashboard, please submit a Workday support request through the Workday Support form on the UBC Self Service Portal. In your Workday support request, please select “Category” as “Systems and Other Requests” and “Subcategory” as “Reporting”, and include “Period Close Dashboard” as the report name.