Tagged: Finance and Supply Chain Reporting

  • Variance Analysis Reports Default Prompt Updates for FY25 Summer Forecast

    Cristina Cardenas|June 13, 2025
    The "Forecast Plan Name" default prompt value has been updated to reflect the FY25 Summer Forecast being loaded on the reports listed in the full post.

  • Report Enhancement: UNIV Remaining Encumbrances

    Cristina Cardenas|June 13, 2025
    The report "UNIV Remaining Encumbrances - Requisitions, POs, Spend Authorizations, Supplier Contracts" has two new date prompts. One prompt allows users to enter a Requisition Request Date On or Before. This is to allow users to isolate only requisitions that are intended for this fiscal year. A second prompt has been added for "PO Document Date On or Before." This is also to aid in delineating current fiscal year purchase orders from FY26 purchase orders.

  • New Reporting Updates as of June 2

    Cristina Cardenas|May 30, 2025
    Several reporting updates are current as of June 2. An enhancement has been made to Business Process Approval Times Reporting, a new "Find Procurement Mass Close Requests - OSU" report is available, and a new financial report named "Sources and Uses - Monthly Trending" is available.

  • Workday Report Maintenance: Credit Card and Expense Report Data

    Juliette Lonsert|May 16, 2025
    On Monday, June 2, several credit card and expense-related reports will have maintenance performed on the back end of the reports. Changes as a result of this work will replace retired Workday prompts. While end users will still be able to use the same prompts after maintenance is complete, any saved filters and/or scheduled processes will be affected for the reports. Users will need to re-save filters and re-schedule reports after June 2 for any saved filters or scheduled processes that use the reports and prompts listed in the full post.

  • Coming Soon: New "Sources and Uses - Monthly Trending" Financial Report

    Juliette Lonsert|May 16, 2025
    During the week of May 26, a new financial trending report will be made available. The new "Sources and Uses - Monthly Trending" report allows the user to select the Period, as well as worktag information and then will show Actuals broken out by each period in the respective "Fiscal Year," along with Year to Date Encumbrances, Beginning and Ending Equity numbers. See the full post for more details and where to send questions.

  • New Reporting Updates as of May 5

    Cristina Cardenas|May 2, 2025
    These reporting updates are current as of May 5. The "Due Date" field has been removed on the prompt and output of both the "Reports Find Purchase Order Summary - OSU" and "Find Purchase Order Details - OSU" reports. In addition, a new column has been added to the output of the "Business Processes Awaiting Action - Asset Detail" report. The new column displays the Business Process Type. This has been added to allow users to identify and obtain metrics for the type of event that is awaiting action more easily.

  • New and Upcoming Reporting Updates

    Cristina Cardenas|April 1, 2025
    Check out the full post for new and upcoming Workday report updates as of April 7.

  • Business Processes Awaiting Action Report Group Changes

    Richard Hunter|March 7, 2025

    Beginning Monday, March 31, the report group called "Business Processes Awaiting Action" will no longer display journals awaiting action. Journals are being removed from this report group as they've been added to an alternate report group called "Financial Transactions Awaiting Action." This has been done to group similar transaction types together and will alleviate the need to have the Company Financial Analyst role in order to run the Business Processes Awaiting Action report group.

  • Grants Reporting Updates

    Richard Hunter|February 6, 2025

    Report Enhancement: Find Journal Lines - OSU - Posted Journals by Amount Type: The "Find Journal Lines - OSU - Posted Journals by Amount Type" report has been enhanced with an additional field for "Object Class" in the output of the report.

    Grant - FDM Values Report Enhancements: The output of the report "Grant - FDM Values" has been enhanced to include four additional columns. Those columns include the Award Line From Date, Award Line To Date, Prime Sponsor Type, and Sponsor Type.

  • Procurement Reporting Updates

    Richard Hunter|February 6, 2025

    Supplier Contracts Prompt Added to Procurement Reporting: A "Supplier Contracts" prompt has been added to three reports to enable users to search by supplier contracts. The reports include "Find Supplier Invoice Summary - OSU," "Find Supplier Invoice Detail - OSU," and "Find Purchase Order Summary - OSU."