Tagged: Reporting

Additional improvements (Phase 2) have been made to the "Personnel/Non-Personnel Expenditure Summary" Workday reports. Phase 1 details were shared in June. Link is in the full post. The "Personnel Expenditure Summary" now gives the user the ability to break out Cost Share and Sponsor costs. And the report run time has been improved for both reports!

The "Costing Allocation Distribution % * Position FTE" column has been removed from the "Payroll Funding - Costing Allocations for Filled Positions" report to provide a more streamlined and accurate view of costing allocations, particularly for workers with split appointments. While earnings costing associated with allowance plans continues to be displayed on the report, users should refer to the worker’s profile in Workday to view the associated pay details of allowance plans.

The Worker Security Assignments report is now available in Workday. This report can be used as an alternative to the weekly Excel file refreshed by the Enterprise Business Solutions team. However, because it queries a large data set, it may run slowly at times. Read on to learn more about the report's features and which roles can access it.

A new column has been added to the "Business Process Approval Times - Supplier Invoice Request Detail" and "Business Process Approval Times - Supplier Invoice Request Summary" reports. This column captures the approval time for the Buyer approval role and was added to report on the recently implemented approval step for supplier invoice requests that exceed the bid limit.

The "Find Purchase Orders - Detailed Location Information" report has been enhanced to include the Purchase Order Line Requested Delivery Date field on the output of the report. This addition enables users to identify purchase order lines that have reached their requested delivery date but have not yet been received. It also allows for easier comparison between the requested delivery date and the actual receipt date.

The Controller’s Office has updated spend and revenue category definitions for FY27 to support more consistent category usage across the university. These enhancements will improve data quality for reporting, analytics, and compliance while also providing greater visibility into downstream impacts, including asset registration and 1099/1042-S tax reporting. Learn more about the changes and how they may affect your work.

The "Find Supplier Invoice Request (SIR) Summary - OSU" report has been enhanced to include additional fields from the Bid Waiver Data form. Users can now view the following information directly on the report output: Contract Number, Waiver Type, Waiver Category Code (for Central Purchasing use only), and Justification.

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.