Tagged: Reporting

The FY26 Autumn 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." See the full post for a list of affected reports.

A new column has been added to the output of the "Business Process Approval Times - Requisition Detail" and "Business Process Approval Times - Requisition Summary" reports. The new column is for the approval time of the HS Spend Category Commodity Manager approval role. This has been added due to the recent addition of this approval step to the requisition business process.

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.

Have questions about Workday financial reports? Join the Controller's Office for the first Quarterly Financial Reporting Office Hours at 10 a.m. on Wednesday, November 19. See the full post for details on how to join. Specific instructions are included for both the Wexner Medical Center and university communities.

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.

Have questions about Workday financial reports? Starting Wednesday, November 19, join quarterly office hours hosted by the Controller’s Office to receive updates, ask questions, and share feedback directly with the reporting team. The Office Hours will be open to all consumers of financial reports and will initially be held on a quarterly basis.

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.