Tagged: Finance and Supply Chain Reporting

Coming Monday, January 5, the naming convention used for two report suites and their corresponding dashboards and report groups will be changed to allow for more visibility when searching for the reports using the Workday search bar. See the full NewsLink post for details about this significant change.

A new "Approval Times - Software Request Details" report is available to review the approval times for each approval step in the request workflow for software preapproval requests. See the full NewsLink post for details about the new report.

A new "Spend Category" prompt has been added to the "Business Process Approval Times - Requisition Details" report. This new prompt has been added to allow users to see approval trends for requisitions with specific spend categories.

We’ve added a new “Only Return Trackable Values” checkbox to the “Spend Categories – FDM Values” report. When selected, the report will display only trackable spend categories—those that route to Asset Management for review. This enhancement makes it easier for departments to quickly identify trackable spend categories and supports Finance during requisition reviews.

On Friday, December 5, new prompts will be added to the "Payroll Accounting Adjustment Status" report to replace several existing prompts. Changes include one new "Worktags" prompt (for both current and proposed worktags) to replace the "Current Expense Worktags" and "Proposed Expense Worktags" prompts. Also new is an "Active Grant Hierarchies" prompt to replace the two current checkbox prompts for active grants called "Filter Option: Proposed or Current Uses a Grant" and "Filter Option: Proposed or Current Uses an OSP Grant." Lastly, the "Further Filter Options Below" will be removed, as it will no longer be needed to search using Cost Center Hierarchies or Active Grants. Note that end users with saved filters or scheduled reports with values in the prompts to be replaced will need to re-save filters and schedules once updates are made.

The "OSU - Find Assets" report prompts will be updated to include a new "Grant Hierarchies" prompt as well as a "Worktags" prompt. The "Cost Center," "Grant," and "Project" prompts will be removed as the new "Worktags" field allows users to search for those three types of worktags, as well as all others. Additionally, to allow users more flexibility in prompting, the "Cost Center" prompt on the report group "Financial Transactions Awaiting Action" will be replaced with a "Worktags" prompt. See the full post for more details and a list of affected reports.

A new prompt has been added to the Supervisory Organization Costing report to allow end users to search based on Supervisory Organization Cost Center Hierarchy Level 6, 7, or 8. Additionally, the output of the report now includes a column for the Supervisory Organization Reference ID.

Several new reporting updates described in the full post are active beginning now through month-end. A new prompt "Exclude Worktags" has been added to the "Equity Balances by Balancing/Carry Forward Worktags - Monthly Trending" report. Coming Tuesday, September 23, a new column for the purchase order "Line Memo" will be added to the output of the "Find Purchase Order Details - OSU" report. Lastly, during the week of September 29, the HCM Supplier Approver step will be added to the output of the "Business Process Approval Times - Miscellaneous Payment Request Summary" report as well as the "Business Process Approval Times - Miscellaneous Payment Request Details" report.

Several financial reports will be updated the week of Monday, September 8 to include an "Exclude Worktag" prompt. This prompt will allow users to filter out worktag combinations for a more targeted report output. See the full post for a listing of the reports with this new prompt.

The FY26 Summer Forecast is now available in Workday and variance analysis reporting has been updated to reflect this forecast as the default prompt value for "Forecast Plan Name." Similarly, the "Budget Plan Name" prompt default value has been updated to the FY26 Operating Plan - UNIV.  The listing of affected reports is shared in the full post along with details about updating saved filters.