Tagged: Reporting

As a reminder, the April Finance Office Hours session will be held from 3 p.m. - 4 p.m. on Tuesday, April 21. See the full post for information on how to join.

The Controller’s Office is implementing an initiative to define spend and revenue categories with the goal of enhancing the accuracy of financial and tax reporting (where applicable). By providing clear definitions and guidance, this effort will aid end users with proper category selection and provide greater insight into how category attributes impact Workday reporting and processes downstream. See the full post for a list of changes that will be implemented over the next several months and completed by July 1, 2026.

The Controller’s Office has recently reviewed and updated all Payroll Accounting related job aids and Frequently Asked Questions available on the Administrative Resource Center (ARC) to ensure the most current processes and guidance are reflected. Payroll accounting Tips and Tricks pages have also been updated to help end users navigate this complex area. All end users who support or interact with payroll accounting activities are encouraged to reference the updated job aids and tips and tricks as needed. See full post for links.

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.