Tagged: Reporting

A new report group is now available to support worktag inactivation review. This report group enables users to run multiple reports from the "Worktag Inactivation Checklist" using a single set of prompts, streamlining the review process. See the full post for more details.

Several updates have been made to the “New Hires, Additional Job, and Change Job by Organizations” report to provide clearer visibility into changes entered and improve the user experience. Check out the full post for a complete list of enhancements.

A new dashboard has been developed to give users a quick, easy‑to‑understand view of key financials and a simple summary of operational transactions. This tool is designed specifically for budget managers who do not regularly use financial reports, with the goal of making financial information clearer, faster to review, and more intuitive. We are seeking up to 15 participants, particularly budget managers with limited financial reporting experience, to help test the dashboard and provide feedback. See the full post for participation details.

The "Sources and Uses – Annual Trending" report has been updated to include five years of data, expanded from the previous three. This enhancement provides users with greater visibility into longer‑term trends.

A new report group is now available to help users track manually entered journal lines, accounting adjustment lines, and payroll accounting adjustments that have been approved. The report group, titled "Completed Financial Transactions Report Group," can be accessed through the "Schedule a Report" task. See the full post for details about prompts, report output, and more.

Two new prompts have been added to the "Payroll Accounting Adjustment Status" report. The first is a prompt for the "Security Group Awaiting Action." This will allow users to isolate in-progress adjustments based on which group is pending approval. The second prompt will be a checkbox-style prompt called "Include Questionnaire Data" which is described in the full post. With these additions, the “Payroll Accounting Adjustments with Questionnaire Answers” report will be retired on Friday, February 20.

Currently, the "Initiated By" prompt in requisition reporting returns records where the entered name appears as the "Requisition Requestor." Beginning Friday, February 13, this will change. The "Initiated By" prompt will instead return requisitions where the entered name is listed as "Created By" rather than the Requisition Requestor.

A suite of eight new reports specific to earnings operations are now live. BuckeyeLearn courses showing a demo of each new report are also available. See the full NewsLink post for a full list of reports and descriptions.

The newly released "Find Assets Details – OSU" report provides detailed asset information. It includes the same data as the "Find Assets Summary – OSU" report (formerly named "OSU – Find Assets") with an additional feature described in the full post.

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.