Tagged: Finance and Supply Chain Reporting

The Workday report "OSU Plan vs Actuals by Cost Center" will be decommissioned on October 9.

Individuals should utilize the report "Plan vs Actuals by Plan Worktag" as the alternative.  If you have saved filters for "OSU Plan vs Actuals by Cost Center" they should be moved to the replacement report prior to October 9. 

The "Find Spend Authorization Summary - OSU" report has been enhanced with a new additional field in the report output. New field name is “In Progress Linked Expense Reports.” 

There are two linked fields in the report “Draft Linked Expense Reports” and “In Progress Linked Expense Reports.” Both will be populated in the report when the expense report status is “Draft” or “In Progress.” These two fields can be used when reviewing Spend Authorizations that can be closed and are no longer needed. 

As of Friday, September 1, the "Managerial Trial Balance" report behavior will change when viewing equity balances.

Prior to the change, equity balances would calculate "beginning balance – net margin" to derive an ending equity balance. After this change, the equity balance on the trial balance will always reflect the beginning balance numbers. Going forward, you must take your equity balance and subtract your net margin from it (sum of Revenue and Expenses) to obtain the derived equity balance as of the date you run the report.

The "Flexible Payroll Expense Data" report allows users to customize worktags to display when reviewing payroll expenses. As of Monday, August 21, the Tableau report interface for the custom worktag selection will be enhanced to improve the end user experience. Instead of users selecting the "select column" icon from the top right of the report, now all column selections will appear above the column’s headings and will remain displayed.

As of Monday, August 21, a new series of reports will be available that offer insight into the amount of time transactions spent in pending approval steps during workflow. These transaction types include Requisitions, Spend Authorizations, Expense Reports, Miscellaneous Payment Requests, Supplier Invoice Requests, Supplier Invoices, and Purchase Order Change Orders.     

Equity Balances by Balancing/Carry Forward Worktags - Summary 

The "Equity Balances by Balancing/Carry Forward Worktags - Summary" has been enhanced to provide additional insight, and align with other reports in the Equity Balances Suite of reports. 

The Flexible Payroll Expense Data report allows users to customize worktags for payroll expenses. The tableau report interface for the custom worktag selection will be enhanced to improve the end user experience. Instead of users selecting the "select column" icon from the top right of the report, now all the column selections will appear above the column’s headings and will remain displayed.

A new series of reports will soon be released to provide approval times for each approval step on various transaction types. These transaction types include Requisitions, Spend Authorizations, Expense Reports, Miscellaneous Payment Requests, Supplier Invoice Requests, Supplier Invoices, and Purchase Order Change Orders.    

Three new reports are available in Workday that are based on existing reports, but are configured to allow for trending and comparison of financial information on a monthly and annual basis. See a description of each new report below. 

Equity Balances by Balancing/Carry Forward Worktags - Monthly Trending:

The detailed FY24 period close and department fiscal payroll processing calendar is combined into one single calendar.