Below are details about recent and upcoming report changes.
Find Journals – OSU
The "Find Journals – OSU" report has been enhanced with two additional fields in the output of the report. The field names are "Cost Center" and "Worktags."
Report Retirement Reminder
The reports "Find Accounting Adjustments" and "Find Accounting Adjustment Lines for Organizations" will be retired on Friday, September 27 . The recommended replacement for these reports is "Accounting Adjustment Status - OSU."
Below are details about recent and upcoming report changes.
"Find Supplier Invoice Summary - OSU" Report
The "Find Supplier Invoice Summary – OSU" report has been enhanced with two additional fields in the output of the report. The field names are "Invoice Reference ID" and "Supplier Reference ID."
Coming Soon: "Accounting Adjustment Status - OSU"
A new report will soon be released to combine the existing reports "Find Accounting Adjustments" and "Find Accounting Adjustment Lines for Organization" into a single report titled "Accounting Adjustment Status - OSU." The new report will include output from both of the existing reports as well additional columns to help end users identify where in the business process the transaction is awaiting action.
With the release of the new report, the old reports will be retired effective Friday, September 27 . If you have saved filters on these reports, please be sure to save those fields on the new report.
Below are details about reporting changes in production as of July 29. See the full post where indicated for more specifics.
Business Assets Reporting:
The "OSU - Find Assets" report now features a new Asset Description prompt. This text field allows users to enter a description, returning assets that begin with the specified value. This enhancement streamlines the search process, ensuring more accurate and relevant asset retrieval.
Find FDM Requests Report and Security Enhancements:
The "Find FDM Requests" report has recently been enhanced to include a prompt for the Initiator's CCH6 as of the "Date Initiated" value. On the output of the report, the column "Initiator's Unit" has been replaced with the "Initiator's CCH6 as of Date Initiated." This change was made to help capture the correct CCH6 for which the request was entered even if the initiator no longer works in that unit.
Additionally, the security groups permitted access to run this report have been expanded to include the roles as listed in the full post . Please note, in order to see the request on the output of the report, users will need to have one of the security roles listed in the full post for the organization of the initiator. For example, if the initiator's organization is the company The Ohio State University, someone with the Cost Center Accountant role for that company will be able to view the request. However, someone with that same role but for the organization OSU Health System would not be able to view that request.
Below are details about reporting changes as of July 15. See the full post where indicated for more specifics.
Variance Analysis Reports Default Prompt Updates for Fiscal Year 25:
Due to the new fiscal year, multiple reports (as listed in the full post ) have had the "Budget Plan Name" and "Forecast Plan Name" default prompt values updated to reflect the new fiscal year. It is important to note that until the plan/forecast lines have been loaded into Workday no activity will show in the plan/forecast sections of the report. For more information on the timing of the plan line uploads reach out to your Senior Fiscal Officer or FP&A analyst.
Find Journal Lines – OSU - Posted Journals by Amount Type Enhancements:
The "Find Journal Lines – OSU - Posted Journals by Amount Type" report has been enhanced to provide additional operational insights for financial entries. A new prompt has been added for Supplier, which can be used to return journal lines which contain the prompted supplier on the journal line. Most commonly this will be from Supplier Invoice activity and includes external and internal suppliers. Expense Payee has been added to the output of the report. This returns the corresponding Expense Payee for Spend Authorization Cash Advance, and Expense Report journal activity.
The "UNIV Remaining Encumbrances - Requisitions, POs, Spend Authorizations" report will be enhanced to include a section for supplier contracts on the output of the report. This will include a column for the number of supplier contracts with remaining encumbrances as well as the obligation amount remaining. With this addition, the report name will be amended to "UNIV Remaining Encumbrances - Requisitions, POs, Spend Authorizations, Supplier Contracts."
Other changes include adjusting the default date to June 13, 2025 for the prompt "Spend Authorization Return Date On or Before." When drilling into the details on the output of the report, an additional column has been added for each transaction type. The transaction type and the corresponding drillable details column information is listed in the full post .
Enhancements have been made to the "Find Requisition Summary - OSU" and "Business Processes Awaiting Action - Requisition Detail" reports. New report fields that have been added to the output of each report are specific to requisitions with new supplier registrations. The new fields include those listed below.
Date First Email was Sent to Supplier Date Second Email was Sent to Supplier Date Application was Received from Supplier
Additionally, "Requisition Sourcing Buyer" has also been added to the output of the report "Business Processes Awaiting Action - Requisition Detail."
The Foundation Data Model (FDM) Translation Tool, which was utilized to convert PeopleSoft chartfield values into Workday values, will be decommissioned after July 31, 2024 . A new report called PeopleSoft to Workday Conversion Details (authentication required) is now available to financial users in the Reporting and Analytics Environment (RAE). This report provides the same information as the translation tool with more accuracy regarding the full worktag combination that was used during conversion. Read the full post for more details and how to obtain help accessing the report.
Effective Monday, June 3 , the Tableau report "Delegation History - OSU" has been enhanced to include the new fields and search features listed below.
A new field “Specified Business Process Types” has been added to the report. The new field groups business process delegations into the business process types of: Finance HR, Time Off, and Other. If a user has delegated all business processes for approval, then all four categories will display in the "Specified Business Process Types" field. If a user has delegated only certain business processes, then based on their delegation selections the field will populate only the corresponding process types. The “Specified Business Process Types” filter has also been added to the report.
The worker profile fields listed below were added to the report to provide additional transparency.
Delegating Worker Job Profile
Delegate Job Profile
The “For All Business Processes” field was removed from the filter section.
Below are details about reporting changes as of May 20. See the full post for specific details about the changes.
Supplier Invoice Reports Updated to replace Deprecated Field: Several reports have been updated to remove deprecated field Supplier Category and replace it with an alternate field Supplier Category for Supplier. End users with saved filters will be impacted but a targeted email went out to this population on Monday, May 13.
Coming Soon: UNIV Remaining Encumbrances - Requisitions, POs, Spend Authorizations: A new report will soon be released to help end users identify transactions and their encumbrances that will roll forward add the end of the fiscal year. The new report is called "UNIV Remaining Encumbrances - Requisitions, POs, Spend Authorizations."
Project Sources and Uses Updates : The Report Project Sources and Uses has been updated and enhanced. Users with saved filters may need to use the "Manage My Saved Filters" task to update their filter to the new Time Period to prevent it from being overridden when using a saved filter.
Below are details about recent and upcoming reporting changes as of May 6.
"HR for Finance - Job Requisition Status" Enhancements:
New prompts will be added to the "HR for Finance - Job Requisition Status" report, effective the evening of May 6. The new prompts will allow users to run the report based on a date range for job requisition fill dates or job requisition close dates. If you populate both the fill date and close date range prompts, the report will return results that are within either of those date ranges.
The "Business Processes Awaiting Action - Supplier Invoice Detail" report has been enhanced to now include a column on the output of the report for "All Match Exception Reasons." This same column has also been added to the drill detail on the "Business Processes Awaiting Action - Supplier Invoice Summary" report.
"Find Journal Lines - OSU - Posted Journals by Amount Type" Enhancement:
The "Find Journal Lines - OSU - Posted Journals by Amount Type" report has been enhanced to now include a column on the output of the report for the "Miscellaneous Payee" and "Miscellaneous Payee ID" when applicable.
"Asset Management - Net Book Value" Enhancement:
This report will be enhanced Monday May 6 so that assets that have been disposed of in the current fiscal year with a transaction effective date in a prior fiscal year will still be included in the report output. To accomplish this, Asset Disposal Accounting Date has been added to the report filter, this will require an update to any saved filters to start picking up these assets in your results. There have been three additional columns added, Asset Disposal Accounting Date, Asset Cost Accounting Date, and Asset Cost Transaction Effective Date.
See the full post for more details about recent and upcoming reporting changes, including more specifics about the replacement reports for those being decommissioned on Friday, March 29.
Find Supplier Invoice Details - OSU Enhancements :
The "Find Supplier Invoice Details - OSU" report has been enhanced to include a column on the output of the report for the Unit Cost.
Credit Card Transactions - OSU Enhancements:
The report "Credit Card Transactions - OSU" has been enhanced to include two new columns. The report will now include the "Card Embossed Name" as well as the "Expense Report Approval Date" when applicable.
Enhancement to Asset Reports:
An enhancement has been made to the "OSU - Find Assets" and "Asset Physical Custody" reports. The output of these reports now display the field "Disposal Type" instead of "Disposal Method."
Business Processes Awaiting Action Suite Enhancements:
Two new columns have been added to the output of the "Business Processes Awaiting Action - Details" reports. The new fields include the "Created Date" and the "Total Amount."
Report Retirements:
On Friday, March 29 , the reports "In Progress Business Processes by Cost Center" and "In Progress Business Processes by Cost Center for Company Level Security" will be decommissioned. Specifics about the replacement reports for those being decommissioned are in the full post.
