{"id":106953,"date":"2025-12-04T13:14:36","date_gmt":"2025-12-04T07:44:36","guid":{"rendered":"https:\/\/cloudfoundation.com\/blog\/?p=106953"},"modified":"2025-12-04T17:27:49","modified_gmt":"2025-12-04T11:57:49","slug":"workday-finance-r2r-module-training","status":"publish","type":"post","link":"https:\/\/cloudfoundation.com\/blog\/workday-finance-r2r-module-training\/","title":{"rendered":"Workday Finance R2R Module Training"},"content":{"rendered":"<p>[et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;4.9.7&#8243;][et_pb_row _builder_version=&#8221;4.9.7&#8243; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;3.25&#8243; custom_padding=&#8221;|||&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_post_title meta=&#8221;off&#8221; featured_image=&#8221;off&#8221; _builder_version=&#8221;4.9.7&#8243; title_font=&#8221;Times New Roman||||||||&#8221; title_text_align=&#8221;left&#8221; title_text_color=&#8221;#000000&#8243; title_font_size=&#8221;47&#8243; background_color=&#8221;RGBA(0,0,0,0)&#8221; background_enable_image=&#8221;off&#8221; custom_margin=&#8221;|||10%&#8221; title_font_size_tablet=&#8221;40&#8243; title_font_size_phone=&#8221;35&#8243; title_font_size_last_edited=&#8221;on|desktop&#8221;][\/et_pb_post_title][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=&#8221;4.9.7&#8243; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;3.25&#8243; custom_padding=&#8221;|||&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text _builder_version=&#8221;4.9.7&#8243; text_font=&#8221;Georgia||||||||&#8221; text_text_color=&#8221;#000000&#8243; text_font_size=&#8221;22px&#8221; text_line_height=&#8221;1.9em&#8221; header_2_font=&#8221;|700|||||||&#8221; header_2_font_size=&#8221;31px&#8221; max_width=&#8221;800px&#8221; max_width_last_edited=&#8221;off|phone&#8221; custom_margin=&#8221;|||10%&#8221; custom_margin_last_edited=&#8221;off|desktop&#8221; text_font_size_tablet=&#8221;&#8221; text_font_size_phone=&#8221;&#8221; text_font_size_last_edited=&#8221;on|phone&#8221; text_line_height_last_edited=&#8221;off|phone&#8221;]<\/p><div id=\"ez-toc-container\" class=\"ez-toc-v2_0_80 ez-toc-wrap-center counter-hierarchy ez-toc-counter ez-toc-custom ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<span class=\"ez-toc-title-toggle\"><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/cloudfoundation.com\/blog\/workday-finance-r2r-module-training\/#Workday_Finance_R2R_Reporting_Basics\" >Workday Finance R2R Reporting Basics<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/cloudfoundation.com\/blog\/workday-finance-r2r-module-training\/#Workday_Finance_R2R_Column_Formatting_and_Practical_Styling\" >Workday Finance R2R Column Formatting and Practical Styling<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/cloudfoundation.com\/blog\/workday-finance-r2r-module-training\/#Workday_Finance_R2R_Composite_Report_Repeating_Column_Group\" >Workday Finance R2R Composite Report Repeating Column Group<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/cloudfoundation.com\/blog\/workday-finance-r2r-module-training\/#Workday_Finance_R2R_Filtering_Account_Selection_and_Advanced_Navigation\" >Workday Finance R2R Filtering, Account Selection, and Advanced Navigation<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/cloudfoundation.com\/blog\/workday-finance-r2r-module-training\/#Workday_Finance_R2R_Daily_Workflow_Planning_and_Learning_Structure\" >Workday Finance R2R Daily Workflow, Planning, and Learning Structure<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/cloudfoundation.com\/blog\/workday-finance-r2r-module-training\/#Working_With_Lookup_Data_in_Workday_Finance_R2R\" >Working With Lookup Data in Workday Finance R2R<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/cloudfoundation.com\/blog\/workday-finance-r2r-module-training\/#Hierarchy_Structures_in_Workday_Finance_R2R\" >Hierarchy Structures in Workday Finance R2R<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/cloudfoundation.com\/blog\/workday-finance-r2r-module-training\/#Creating_Outline_Structures_in_Workday_Finance_R2R\" >Creating Outline Structures in Workday Finance R2R<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/cloudfoundation.com\/blog\/workday-finance-r2r-module-training\/#Using_Reports_and_Summaries_in_Workday_Finance_R2R\" >Using Reports and Summaries in Workday Finance R2R<\/a><\/li><\/ul><\/nav><\/div>\n\n<h2><span class=\"ez-toc-section\" id=\"Workday_Finance_R2R_Reporting_Basics\"><\/span><strong>Workday Finance R2R Reporting Basics<\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>When you search for custom reports, Workday makes it easy just type \u201call custom reports\u201d and you will see every available one.<\/p>\n<p>Even when a report name doesn\u2019t appear immediately, like our trial balance example, Workday Finance R2R still gives you tools to track it down quickly.<\/p>\n<p>In the composite report we were building, you saw how Workday Finance R2R brings data types together, pulls ending balances, and even displays small flags to tell you what needs attention.<\/p>\n<p>I often highlight columns that matter like a credit amount column so your eyes directly land where they should.<\/p>\n<p>Since Workday Finance R2R offers style options like alignment, fill, and font, I simply apply a yellow fill to make important values stand out instantly.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Workday_Finance_R2R_Column_Formatting_and_Practical_Styling\"><\/span>Workday Finance R2R Column Formatting and Practical Styling<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Column styling in Workday Finance R2R, can even hide columns you used only for intermediate calculations.<\/p>\n<p>Once hidden, they won&#8217;t appear when the report runs, but they remain available for internal logic.<\/p>\n<p>This is something I rely on heavily while building Workday Finance R2R composite reports because clean output makes analysis easier.<\/p>\n<p><video class=\"\" autoplay=\"autoplay\" loop=\"loop\" muted=\"\" width=\"800\" height=\"auto\"><source loading=\"lazy\" class=\"lazy lazy-hidden lazy lazy-hidden lazy lazy-hidden\" data-lazy-type=\"video\" data-src=\"https:\/\/cloudfoundation.com\/blog\/wp-content\/uploads\/2025\/12\/Workday-Reporting-Essentials.webm\" src=\"https:\/\/cloudfoundation.com\/blog\/wp-content\/uploads\/2025\/12\/Workday-Reporting-Essentials.webm\" \/><\/video><\/p>\n<p>While exploring fill colors, I usually highlight that Workday Finance R2R provides a fixed palette.<\/p>\n<p>Even though it sparked fun conversations, it also reminded everyone that styling in Workday Finance R2R is functional first.<\/p>\n<p>With a yellow highlight in place, even in a report with 10 or 20 columns, your attention jumps straight to the highlighted field.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Workday_Finance_R2R_Composite_Report_Repeating_Column_Group\"><\/span>Workday Finance R2R Composite Report Repeating Column Group<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>One of the strongest features inside Workday Finance R2R composite reporting is the repeating column group.<\/p>\n<p>When you want to repeat values based on another business object like cost center Workday Finance R2R handles it beautifully.<\/p>\n<p>After choosing the repeating field, the report expanded the data into a clean slice by cost center.<\/p>\n<p>When I first show learners this result in Workday Finance R2R, they\u2019re always amazed at how the same amounts extend into new grouped columns without writing formulas or building multiple reports.<\/p>\n<p>It\u2019s one of those moments where Workday Finance R2R really feels like Excel on steroids.<\/p>\n<p>Even though some features, like freezing the control field, don\u2019t work when repeating groups are active, Workday Finance R2R still gives enough flexibility to build layered financial views without clutter or confusion.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Workday_Finance_R2R_Filtering_Account_Selection_and_Advanced_Navigation\"><\/span>Workday Finance R2R Filtering, Account Selection, and Advanced Navigation<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Workday Finance R2R allows specific ledger accounts through data source filtering, and I always recommend starting with a clean copy of your existing report.<\/p>\n<p>That way, you preserve your original logic while experimenting freely.<\/p>\n<p><img decoding=\"async\" class=\"size-medium aligncenter\" src=\"https:\/\/cloudfoundation.com\/blog\/wp-content\/uploads\/2025\/12\/Workday-R2R-Insights.png\" alt=\"\" width=\"800\" height=\"2425\" \/><\/p>\n<p>When I copied the report including its sub-reports Workday Finance R2R automatically carried over the matrix configuration, saving time and effort.<\/p>\n<p>Temporary reports are another helpful feature I highlight when teaching Workday Finance R2R. They stay in the system for one week and auto-delete afterward.<\/p>\n<p>If you ever want to convert a temporary report into a permanent one, simply uncheck the temporary flag before the expiry.<\/p>\n<p>This small trick often surprises learners because it shows how Workday Finance R2R supports quick prototyping without cluttering the tenant with test reports.[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=&#8221;1_3,1_3,1_3&#8243; _builder_version=&#8221;4.9.7&#8243; _module_preset=&#8221;default&#8221; background_color=&#8221;#064399&#8243; use_background_color_gradient=&#8221;on&#8221; background_color_gradient_start=&#8221;#0095f2&#8243; background_color_gradient_end=&#8221;#7dbed8&#8243; background_color_gradient_direction=&#8221;92deg&#8221; background_color_gradient_start_position=&#8221;35%&#8221; background_color_gradient_end_position=&#8221;80%&#8221; transform_scale=&#8221;73%|62%&#8221; transform_scale_linked=&#8221;off&#8221; transform_translate=&#8221;-53px|-50px&#8221; transform_translate_linked=&#8221;off&#8221; link_option_url=&#8221;https:\/\/cloudfoundation.com\/&#8221; link_option_url_new_window=&#8221;on&#8221;][et_pb_column type=&#8221;1_3&#8243; _builder_version=&#8221;4.9.7&#8243; _module_preset=&#8221;default&#8221;][et_pb_image src=&#8221;https:\/\/cloudfoundation.com\/blog\/wp-content\/uploads\/2023\/06\/SS_436-_Converted_-1.png&#8221; title_text=&#8221;SS_436 _Converted_ 1&#8243; _builder_version=&#8221;4.9.7&#8243; _module_preset=&#8221;default&#8221; transform_scale=&#8221;114%|112%&#8221; transform_scale_linked=&#8221;off&#8221; transform_translate=&#8221;25px|-4px&#8221; transform_translate_linked=&#8221;off&#8221; width=&#8221;98.1%&#8221; custom_margin=&#8221;|7px|||false|false&#8221;][\/et_pb_image][\/et_pb_column][et_pb_column type=&#8221;1_3&#8243; _builder_version=&#8221;4.9.7&#8243; _module_preset=&#8221;default&#8221;][et_pb_text _builder_version=&#8221;4.9.7&#8243; _module_preset=&#8221;default&#8221; text_font=&#8221;Georgia|700|||||||&#8221; text_font_size=&#8221;23px&#8221; text_line_height=&#8221;1.3em&#8221; header_font=&#8221;Georgia|700|||||||&#8221; header_font_size=&#8221;21px&#8221; header_letter_spacing=&#8221;-1px&#8221; header_line_height=&#8221;2em&#8221; transform_scale=&#8221;171%|159%&#8221; transform_scale_linked=&#8221;off&#8221; transform_translate=&#8221;40px|44px&#8221; transform_translate_linked=&#8221;off&#8221; transform_origin=&#8221;70%|50%&#8221; z_index=&#8221;-161&#8243; width=&#8221;100%&#8221; custom_margin=&#8221;|-215px||||&#8221; custom_padding=&#8221;|0px||||&#8221; link_option_url=&#8221;https:\/\/cloudfoundation.com\/sap-global-trade-services-course\/&#8221;]<\/p>\n<h1 style=\"text-align: center;\"><span style=\"color: #ffffff;\">Workday Training<\/span><\/h1>\n<p>[\/et_pb_text][et_pb_button button_url=&#8221;https:\/\/cloudfoundation.com\/sap-global-trade-services-course\/&#8221; url_new_window=&#8221;on&#8221; button_text=&#8221;Explore Course Content&#8221; _builder_version=&#8221;4.9.7&#8243; _module_preset=&#8221;default&#8221; custom_button=&#8221;on&#8221; button_text_color=&#8221;#0C71C3&#8243; button_bg_color=&#8221;#FFFFFF&#8221; button_font=&#8221;|700|||||||&#8221; transform_translate=&#8221;64px|65px&#8221; transform_translate_linked=&#8221;off&#8221;][\/et_pb_button][\/et_pb_column][et_pb_column type=&#8221;1_3&#8243; _builder_version=&#8221;4.9.7&#8243; _module_preset=&#8221;default&#8221;][et_pb_image src=&#8221;https:\/\/cloudfoundation.com\/blog\/wp-content\/uploads\/2019\/06\/logo_resize_color.png&#8221; title_text=&#8221;logo_resize_color&#8221; _builder_version=&#8221;4.9.7&#8243; _module_preset=&#8221;default&#8221; transform_translate=&#8221;-36px|0px&#8221; transform_translate_linked=&#8221;off&#8221; custom_margin=&#8221;|||178px||&#8221;][\/et_pb_image][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=&#8221;4.9.7&#8243; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;3.25&#8243; custom_padding=&#8221;|||&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text _builder_version=&#8221;4.9.7&#8243; text_font=&#8221;Georgia||||||||&#8221; text_text_color=&#8221;#000000&#8243; text_font_size=&#8221;22px&#8221; text_line_height=&#8221;1.9em&#8221; header_2_font=&#8221;|700|||||||&#8221; header_2_font_size=&#8221;31px&#8221; max_width=&#8221;800px&#8221; max_width_last_edited=&#8221;off|phone&#8221; custom_margin=&#8221;|||10%&#8221; custom_margin_last_edited=&#8221;off|desktop&#8221; text_font_size_tablet=&#8221;&#8221; text_font_size_phone=&#8221;&#8221; text_font_size_last_edited=&#8221;on|phone&#8221; text_line_height_last_edited=&#8221;off|phone&#8221;]<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Workday_Finance_R2R_Daily_Workflow_Planning_and_Learning_Structure\"><\/span>Workday Finance R2R Daily Workflow, Planning, and Learning Structure<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Workday Finance R2R topics like currency setup and multi-currency accounting naturally connect to FX rate adjustments, so I prefer teaching them together.<\/p>\n<p>It helps learners see the flow instead of treating each part in isolation.<\/p>\n<p>These conversations remind me how important it is to experiment inside Workday Finance R2R rather than just follow theory.<\/p>\n<p>As we moved between trial balance views, account slicing, cost center grouping, and formatting tricks, you saw how every click shapes the report.<\/p>\n<p><img decoding=\"async\" class=\"size-medium aligncenter\" src=\"https:\/\/cloudfoundation.com\/blog\/wp-content\/uploads\/2025\/12\/R2R-Workflow-Summary.png\" alt=\"\" width=\"800\" height=\"3064\" \/><\/p>\n<p>The more you explore inside Workday Finance R2R, the more these features start feeling intuitive instead of overwhelming.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Working_With_Lookup_Data_in_Workday_Finance_R2R\"><\/span>Working With Lookup Data in Workday Finance R2R<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Whenever I go for lookup data inside Workday Finance R2R, I compare it to Excel because honestly, that&#8217;s what it feels like.<\/p>\n<p>You&#8217;re pulling values from different sources and letting the system react based on the rules you define.<\/p>\n<p>I always remind learners that the selection lists they see aren&#8217;t random; Workday Finance R2R is reading your configuration line by line.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Hierarchy_Structures_in_Workday_Finance_R2R\"><\/span>Hierarchy Structures in Workday Finance R2R<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>One part of Workday Finance R2R that always excites learners is hierarchy structures.<\/p>\n<p>I took you through the outline structure setup, and I could almost see the system coming alive as the hierarchy nodes appeared.<\/p>\n<p><video class=\"\" autoplay=\"autoplay\" loop=\"loop\" muted=\"\" width=\"800\" height=\"auto\"><source loading=\"lazy\" class=\"lazy lazy-hidden lazy lazy-hidden lazy lazy-hidden\" data-lazy-type=\"video\" data-src=\"https:\/\/cloudfoundation.com\/blog\/wp-content\/uploads\/2025\/12\/Workday-Finance-Hierarchy.webm\" src=\"https:\/\/cloudfoundation.com\/blog\/wp-content\/uploads\/2025\/12\/Workday-Finance-Hierarchy.webm\" \/><\/video><\/p>\n<p>Workday Finance R2R allows you to organize ledger accounts in ways that make reporting so much cleaner, and I love showing that moment when the hierarchy expands for the first time.<\/p>\n<p>Trust me, even I refresh the wrong tab sometimes.<\/p>\n<p>But once we regenerated the correct report, Workday Finance R2R displayed retained earnings, cash balances, and summary nodes exactly as expected.<\/p>\n<p>These are the small wins that make daily finance operations feel lighter.[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=&#8221;1_3,1_3,1_3&#8243; _builder_version=&#8221;4.9.7&#8243; _module_preset=&#8221;default&#8221; background_color=&#8221;#064399&#8243; use_background_color_gradient=&#8221;on&#8221; background_color_gradient_start=&#8221;#ff8c7c&#8221; background_color_gradient_end=&#8221;#e5ba4e&#8221; background_color_gradient_type=&#8221;radial&#8221; background_color_gradient_direction_radial=&#8221;top left&#8221; background_color_gradient_start_position=&#8221;35%&#8221; background_color_gradient_end_position=&#8221;80%&#8221; transform_scale=&#8221;74%|69%&#8221; transform_scale_linked=&#8221;off&#8221; transform_translate=&#8221;-53px|-50px&#8221; transform_translate_linked=&#8221;off&#8221; custom_margin=&#8221;||-5px||false|false&#8221; custom_padding=&#8221;|||2px|false|false&#8221; link_option_url=&#8221;https:\/\/cloudfoundation.com&#8221; link_option_url_new_window=&#8221;on&#8221;][et_pb_column type=&#8221;1_3&#8243; _builder_version=&#8221;4.9.7&#8243; _module_preset=&#8221;default&#8221;][et_pb_image src=&#8221;https:\/\/cloudfoundation.com\/blog\/wp-content\/uploads\/2023\/06\/8423118_3895895.png&#8221; title_text=&#8221;8423118_3895895&#8243; _builder_version=&#8221;4.9.7&#8243; _module_preset=&#8221;default&#8221; width=&#8221;85.4%&#8221; custom_margin=&#8221;-31px||-24px||false|false&#8221; custom_padding=&#8221;|22px|0px||false|false&#8221;][\/et_pb_image][\/et_pb_column][et_pb_column type=&#8221;1_3&#8243; _builder_version=&#8221;4.9.7&#8243; _module_preset=&#8221;default&#8221;][et_pb_text _builder_version=&#8221;4.9.7&#8243; _module_preset=&#8221;default&#8221; text_font=&#8221;Georgia|700|||||||&#8221; text_font_size=&#8221;23px&#8221; text_line_height=&#8221;1.3em&#8221; header_font=&#8221;Georgia|700|||||||&#8221; header_font_size=&#8221;19px&#8221; header_letter_spacing=&#8221;-1px&#8221; header_line_height=&#8221;1.2em&#8221; transform_scale=&#8221;171%|159%&#8221; transform_scale_linked=&#8221;off&#8221; transform_translate=&#8221;40px|44px&#8221; transform_translate_linked=&#8221;off&#8221; transform_origin=&#8221;70%|50%&#8221; z_index=&#8221;-161&#8243; width=&#8221;100%&#8221; custom_margin=&#8221;|-215px||||&#8221; custom_padding=&#8221;|0px||||&#8221; link_option_url=&#8221;https:\/\/cloudfoundation.com\/sap-global-trade-services-course\/&#8221;]<\/p>\n<h1 style=\"text-align: center;\"><span style=\"color: #000000;\">Workday Online Training<\/span><\/h1>\n<p>[\/et_pb_text][et_pb_button button_url=&#8221;https:\/\/cloudfoundation.com\/sap-global-trade-services-course\/&#8221; url_new_window=&#8221;on&#8221; button_text=&#8221;Up Coming Batches&#8221; _builder_version=&#8221;4.9.7&#8243; _module_preset=&#8221;default&#8221; custom_button=&#8221;on&#8221; button_text_color=&#8221;#E09900&#8243; button_bg_color=&#8221;#FFFFFF&#8221; button_font=&#8221;|700|||||||&#8221; transform_translate=&#8221;64px|65px&#8221; transform_translate_linked=&#8221;off&#8221; background_layout=&#8221;dark&#8221;][\/et_pb_button][\/et_pb_column][et_pb_column type=&#8221;1_3&#8243; _builder_version=&#8221;4.9.7&#8243; _module_preset=&#8221;default&#8221;][et_pb_image src=&#8221;https:\/\/cloudfoundation.com\/blog\/wp-content\/uploads\/2019\/06\/logo_resize_color.png&#8221; title_text=&#8221;logo_resize_color&#8221; _builder_version=&#8221;4.9.7&#8243; _module_preset=&#8221;default&#8221; transform_translate=&#8221;-36px|0px&#8221; transform_translate_linked=&#8221;off&#8221; custom_margin=&#8221;|||178px||&#8221;][\/et_pb_image][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=&#8221;4.9.7&#8243; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;3.25&#8243; custom_padding=&#8221;|||&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text _builder_version=&#8221;4.9.7&#8243; text_font=&#8221;Georgia||||||||&#8221; text_text_color=&#8221;#000000&#8243; text_font_size=&#8221;22px&#8221; text_line_height=&#8221;1.9em&#8221; header_2_font=&#8221;|700|||||||&#8221; header_2_font_size=&#8221;31px&#8221; max_width=&#8221;800px&#8221; max_width_last_edited=&#8221;off|phone&#8221; custom_margin=&#8221;|||10%&#8221; custom_margin_last_edited=&#8221;off|desktop&#8221; text_font_size_tablet=&#8221;&#8221; text_font_size_phone=&#8221;&#8221; text_font_size_last_edited=&#8221;on|phone&#8221; text_line_height_last_edited=&#8221;off|phone&#8221;]<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Creating_Outline_Structures_in_Workday_Finance_R2R\"><\/span>Creating Outline Structures in Workday Finance R2R<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>You simply choose the business object like ledger accounts or ledger account summaries and decide whether you want a field-value structure or a hierarchy.<\/p>\n<p>This is one of those features in Workday Finance R2R that looks complex at first but becomes intuitive once you see it in action.<\/p>\n<p>We selected the hierarchy option, picked the ledger account summary type, and then chose &#8216;Corporate&#8217; as the top-level node.<\/p>\n<p><video class=\"\" autoplay=\"autoplay\" loop=\"loop\" muted=\"\" width=\"800\" height=\"auto\"><source loading=\"lazy\" class=\"lazy lazy-hidden lazy lazy-hidden lazy lazy-hidden\" data-lazy-type=\"video\" data-src=\"https:\/\/cloudfoundation.com\/blog\/wp-content\/uploads\/2025\/12\/Workday-Ledger-Insights.webm\" src=\"https:\/\/cloudfoundation.com\/blog\/wp-content\/uploads\/2025\/12\/Workday-Ledger-Insights.webm\" \/><\/video><\/p>\n<p>The entire setup is essential because Workday Finance R2R uses it while generating reports, especially matrix and composite reports that rely heavily on structured financial data.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Using_Reports_and_Summaries_in_Workday_Finance_R2R\"><\/span>Using Reports and Summaries in Workday Finance R2R<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>I always enjoy working with reports, and even though my boss tries to keep me away from them, I still sneak back into Workday Finance R2R reporting whenever I can.<\/p>\n<p>We ran the financial matrix report together, and Workday Finance R2R pulled every ledger account under the summary node we created.<\/p>\n<p>That moment usually makes everything click for learners. We also discussed certification and how composite reporting relies on the same principles you\u2019re seeing now.<\/p>\n<p>Whether you&#8217;re building hierarchy-based summaries or reviewing allocations, Workday Finance R2R keeps everything flexible and consistent.<\/p>\n<p>Once you understand the flow, the system becomes a powerful tool for simplifying month-end and year-end processes.[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=&#8221;1_3,1_3,1_3&#8243; _builder_version=&#8221;4.9.7&#8243; _module_preset=&#8221;default&#8221; background_color=&#8221;#064399&#8243; use_background_color_gradient=&#8221;on&#8221; background_color_gradient_start=&#8221;#494fff&#8221; background_color_gradient_end=&#8221;#9ea6ff&#8221; background_color_gradient_type=&#8221;radial&#8221; background_color_gradient_direction_radial=&#8221;top left&#8221; background_color_gradient_start_position=&#8221;35%&#8221; background_color_gradient_end_position=&#8221;80%&#8221; 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button_url=&#8221;https:\/\/cloudfoundation.com\/blog\/&#8221; url_new_window=&#8221;on&#8221; button_text=&#8221;Offer Price&#8221; _builder_version=&#8221;4.9.7&#8243; _module_preset=&#8221;default&#8221; custom_button=&#8221;on&#8221; button_text_color=&#8221;#0C71C3&#8243; button_bg_color=&#8221;#FFFFFF&#8221; button_font=&#8221;|700|||||||&#8221; transform_translate=&#8221;64px|65px&#8221; transform_translate_linked=&#8221;off&#8221;][\/et_pb_button][\/et_pb_column][et_pb_column type=&#8221;1_3&#8243; _builder_version=&#8221;4.9.7&#8243; _module_preset=&#8221;default&#8221;][et_pb_image src=&#8221;https:\/\/cloudfoundation.com\/blog\/wp-content\/uploads\/2019\/06\/logo_resize_color.png&#8221; url=&#8221;https:\/\/cloudfoundation.com\/blog\/&#8221; url_new_window=&#8221;on&#8221; _builder_version=&#8221;4.9.7&#8243; _module_preset=&#8221;default&#8221; transform_translate=&#8221;-36px|0px&#8221; transform_translate_linked=&#8221;off&#8221; custom_margin=&#8221;|||178px||&#8221;][\/et_pb_image][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=&#8221;4.9.7&#8243; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;3.25&#8243; custom_padding=&#8221;|||&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_team_member name=&#8221;Vanitha&#8221; position=&#8221;Author&#8221; image_url=&#8221;https:\/\/cloudfoundation.com\/blog\/wp-content\/uploads\/2024\/09\/Vanitha.png&#8221; _builder_version=&#8221;4.9.7&#8243; header_level=&#8221;h5&#8243; header_font=&#8221;Titillium Web|700|||||||&#8221; body_font=&#8221;Titillium Web||||||||&#8221; body_font_size=&#8221;16&#8243;]The capacity to learn is a gift; the ability to learn is a skill; the willingness to learn is a choice[\/et_pb_team_member][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"<p>[et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;4.9.7&#8243;][et_pb_row _builder_version=&#8221;4.9.7&#8243; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;3.25&#8243; custom_padding=&#8221;|||&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_post_title meta=&#8221;off&#8221; featured_image=&#8221;off&#8221; _builder_version=&#8221;4.9.7&#8243; title_font=&#8221;Times New Roman||||||||&#8221; title_text_align=&#8221;left&#8221; title_text_color=&#8221;#000000&#8243; title_font_size=&#8221;47&#8243; background_color=&#8221;RGBA(0,0,0,0)&#8221; background_enable_image=&#8221;off&#8221; custom_margin=&#8221;|||10%&#8221; title_font_size_tablet=&#8221;40&#8243; title_font_size_phone=&#8221;35&#8243; 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text_line_height_last_edited=&#8221;off|phone&#8221;] Workday Finance R2R Reporting Basics When [&hellip;]<\/p>\n","protected":false},"author":7,"featured_media":106974,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"2880","footnotes":""},"categories":[76],"tags":[],"class_list":{"0":"post-106953","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-workday"},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.6 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Workday Finance R2R Module Training<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/cloudfoundation.com\/blog\/workday-finance-r2r-module-training\/\" \/>\n<meta property=\"og:locale\" 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