Tagged: Finance and Supply Chain Reporting

A new Position ID field will be added to the "Find Journal Lines – OSU – Posted Journals by Amount Type" report on Monday, June 29. This update provides additional detail to help users better identify and analyze journal line activity.

Future-dated appointments are now removed from the Personnel Expenditure Summary report’s FTE column, and Trainee Stipends (Object Class 4200) expenses have been moved from the Non-Personnel Expenditure Summary to the Personnel Expenditure Summary. Object Class was added to the Drill Down for Non-Personnel Expenditure Summary.

The “Forecast Plan Name” default prompt value has been updated to reflect the FY26 Spring Forecast being loaded on several Sources and Uses reports listed in the full post. Additionally, users utilizing saved filters for these reports may wish to update their saved filter using the “Manage my Saved Filters” task as previously saved filters will override the new defaults.

The "Find FDM Requests" report has been updated to include the most recently added request types of "FDM Request: Create New or Edit Existing Balancing Unit" and "FDM Request: Worktag Inactivation." Prompts will no longer default values except for the "Initiated On or After Date," which will default to the beginning of the current fiscal year. The output of the report has an added column to display "All Accessible Comments" so users may review the new worktag value or comments from the business process.

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.