Request Access to Reports, Analytics, and Data

Last updated: January 19, 2024

You need permission to access reports and visualizations in the BI Portal/UW Profiles or query the Enterprise Data Warehouse (EDW). In most cases, permissions to these resources are managed with two UW standards—roles and ASTRA. For more information about these standards, refer to Data Security.

To request access for the first time, update your existing access, or gain access to a report with unique permissions, refer to the instructions below.

Note: The BI Portal report catalog includes Workday Finance reports and access to these reports is managed by security roles. To determine which security roles have access to a specific Workday Finance report, display the report detail page in the BI Portal and open the Security Information tab. If your Workday security role is not listed, please request elevated access from your manager.

Staff and Faculty Access Request

If… Then…
You are requesting access for the first time or need help choosing the right role for you… Request access with this form:
Reports, Analytics, and Data Access Request – Guided
You know the role you need, want your access to look like another employee, or want access to a role you previously held… Request access with this form:
Reports, Analytics, and Data Access Request – Basic
You have already requested access, but still can’t access the report you need in BI Portal… Display the report in the BI Portal and refer to the Interpretation tab to determine if there is a special permissions process:

If you have tried the above methods, but still don’t have access to the data you need, email to request support. Make sure to include either “EDW Support” or “BI Portal Support” in the subject line—whichever is applicable.

Automated Software Access Process

Requests for system or application direct access to the EDW requires that the system owner obtain a UW Application NetID Account, as documented in DMC Guideline 1017.

For further instructions and to submit a System of Application Access Request, go to:

Instructions for automated access


We want to make this process as simple and stress-free as possible. If you have any questions, please write us at and put “EDW Access” in the subject line.