The "Forecast Plan Name" default prompt value has been updated to reflect the FY25 Summer Forecast being loaded on the reports listed in the full post.
Tagged: Reporting
Variance Analysis Reports Default Prompt Updates for FY25 Summer Forecast
Cristina Cardenas|June 13, 2025Report Enhancement: UNIV Remaining Encumbrances
Cristina Cardenas|June 13, 2025The report "UNIV Remaining Encumbrances - Requisitions, POs, Spend Authorizations, Supplier Contracts" has two new date prompts. One prompt allows users to enter a Requisition Request Date On or Before. This is to allow users to isolate only requisitions that are intended for this fiscal year. A second prompt has been added for "PO Document Date On or Before." This is also to aid in delineating current fiscal year purchase orders from FY26 purchase orders.New Reporting Updates as of June 2
Cristina Cardenas|May 30, 2025Several reporting updates are current as of June 2. An enhancement has been made to Business Process Approval Times Reporting, a new "Find Procurement Mass Close Requests - OSU" report is available, and a new financial report named "Sources and Uses - Monthly Trending" is available.New Reporting Updates as of May 5
Cristina Cardenas|May 2, 2025These reporting updates are current as of May 5. The "Due Date" field has been removed on the prompt and output of both the "Reports Find Purchase Order Summary - OSU" and "Find Purchase Order Details - OSU" reports. In addition, a new column has been added to the output of the "Business Processes Awaiting Action - Asset Detail" report. The new column displays the Business Process Type. This has been added to allow users to identify and obtain metrics for the type of event that is awaiting action more easily.New and Upcoming Reporting Updates
Cristina Cardenas|April 1, 2025Check out the full post for new and upcoming Workday report updates as of April 7.Sources and Uses by Cost Center - Field Update
Cristina Cardenas|March 21, 2025Sources and Uses by Cost Center will be updated the week of Monday, March 24. Pre-encumbrance activity will be added to the Encumbrance column so both are captured within the same column. The column name will change from Encumbrance to Pre-Encumbrance/Encumbrance.New Report Available for Grants Administrators
Holly Ross|March 21, 2025The Principal Investigator Transactions Report is now available in Workday which allows Grants Administrators the ability to view non-personnel transactions initiated for their PIs for a given date range.Enhancement to "Payroll Accounting Adjustment Status" Report
Richard Hunter|February 21, 2025Effective the week of Monday, February 24, the "Payroll Accounting Adjustment Status" report will have some enhancements made to its prompt functionality. First, this report will include "Initiated By" as a prompt. Secondly, the prompt functionality for Current Expense Worktags and Proposed Expense Worktags will change to look at what is entered in either prompt.
Below is a brief example using two PAAs.
Enhancement to "Accounting Adjustment Status - OSU" Report
Richard Hunter|February 21, 2025Effective the week of Monday, February 24, a prompt for "Prior Worktags" will be added to the "Accounting Adjustment Status - OSU" report. This particular prompt will use the "or" logic so that if a value is entered in another prompt, such as Proposed Organization, the results will return adjustments that have the proposed organization OR the prior worktags entered in the prompt. This is similar to the change being implemented for Current Expense Worktags and Proposed Expense Worktags on the Payroll Accounting Adjustment Status report.
Reporting Update - Spend Category Hierarchy Grouping Rollup
Richard Hunter|February 21, 2025The reports listed below will be updated during the week of Monday, February 24 to enhance user ability to analyze expenses. Current state, these reports have the ability to expand directly from the ledger account value into all Spend Category detail lines. This update will group the Spend Categories into groupings determined in the All Spend Categories hierarchy. Reports will populate level 5 of this hierarchy with the ability to further expand to detail line items if needed. The hierarchy groupings can be viewed in the “Spend Categories â FDM Values" report.