Tagged: Finance and Supply Chain Reporting

A column for "Returns in Draft" has been added to the "Purchase Orders with Documents Awaiting Action" report. This change assists users in identifying documents that need to be cancelled or completed before the purchase order can be closed.

Due to the recent addition of the Cost Center Director role in Spend Authorization workflow, new columns have been added to the following reports: "Approval Times - Spend Authorization Details," "Approval Times - Spend Authorization Summary" and the "Approval Times - Summary" report group. This change allows users to report on average approval times for this approval step.

Effective May 25, the “Find Assets Details - OSU” report will be unshared for most users. This report was designed to display one row per asset share for assets with split funding, which can result in incomplete worktag information for assets without shares. For consistent and complete asset reporting, users should plan to use “Find Assets Summary - OSU” going forward.

New prompts have been added to the "Find Journal Lines - OSU - Posted Journals by Amount type" report. The prompts "Budget Date On or After" and "Budget Date On or Before" have been added to help narrow the report output to a specified budget date range. This is useful for grants reporting to view financial activity based on "activity" dates. See the full post for more details.

New prompts have been added to the "Find Journal Lines - OSU Payroll Detail" report. "Budget Date On or After" and "Budget Date On or Before" prompts have been added to help narrow the report output to a specified budget date range. Additionally, a new "Costing Source" column has been added to the output of this report. See the full post for more details.

The "Financial Balances Summarization with Flexible Selectable Columns" report has been enhanced with a new field: Journal Sequence Number.  This improves journal traceability and reporting clarity for finance users in Tableau reporting. See the full post for more details.

A new dashboard has been developed to give users a quick, easy‑to‑understand view of key financials and a simple summary of operational transactions. This tool is designed specifically for budget managers who do not regularly use financial reports, with the goal of making financial information clearer, faster to review, and more intuitive. We are seeking up to 15 participants, particularly budget managers with limited financial reporting experience, to help test the dashboard and provide feedback. See the full post for participation details.

The "Sources and Uses – Annual Trending" report has been updated to include five years of data, expanded from the previous three. This enhancement provides users with greater visibility into longer‑term trends.

A suite of eight new reports specific to earnings operations are now live. BuckeyeLearn courses showing a demo of each new report are also available. See the full NewsLink post for a full list of reports and descriptions.

The newly released "Find Assets Details – OSU" report provides detailed asset information. It includes the same data as the "Find Assets Summary – OSU" report (formerly named "OSU – Find Assets") with an additional feature described in the full post.