Tagged: Reporting

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.

A new prompt has been added to the Supervisory Organization Costing report to allow end users to search based on Supervisory Organization Cost Center Hierarchy Level 6, 7, or 8. Additionally, the output of the report now includes a column for the Supervisory Organization Reference ID.

We’re excited to share recent enhancements to the Workday report "Budget vs Actuals by Object Class." You can now drill down into ENCUMBRANCE numbers in the Sponsor Cost and Cost Share column, providing greater visibility into your data. Read more for additional enhancements.

Have questions about Workday financial reports? Starting this November, join quarterly office hours hosted by the Controller’s Office to get 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. Stay tuned to NewsLink for details on how to join the first session.

Several new reporting updates described in the full post are active beginning now through month-end. A new prompt "Exclude Worktags" has been added to the "Equity Balances by Balancing/Carry Forward Worktags - Monthly Trending" report. Coming Tuesday, September 23, a new column for the purchase order "Line Memo" will be added to the output of the "Find Purchase Order Details - OSU" report. Lastly, during the week of September 29, the HCM Supplier Approver step will be added to the output of the "Business Process Approval Times - Miscellaneous Payment Request Summary" report as well as the "Business Process Approval Times - Miscellaneous Payment Request Details" report.

Several financial reports will be updated the week of Monday, September 8 to include an "Exclude Worktag" prompt. This prompt will allow users to filter out worktag combinations for a more targeted report output. See the full post for a listing of the reports with this new prompt.

The FY26 Summer 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." Similarly, the "Budget Plan Name" prompt default value has been updated to the FY26 Operating Plan - UNIV.  The listing of affected reports is shared in the full post along with details about updating saved filters.