Tagged: Reporting

A column for "Returns in Draft" has been added to the "Purchase Orders with Documents Awaiting Action" report. This change assists users in identifying documents that need to be cancelled or completed before the purchase order can be closed.

Due to the recent addition of the Cost Center Director role in Spend Authorization workflow, new columns have been added to the following reports: "Approval Times - Spend Authorization Details," "Approval Times - Spend Authorization Summary" and the "Approval Times - Summary" report group. This change allows users to report on average approval times for this approval step.

Effective May 25, the “Find Assets Details - OSU” report will be unshared for most users. This report was designed to display one row per asset share for assets with split funding, which can result in incomplete worktag information for assets without shares. For consistent and complete asset reporting, users should plan to use “Find Assets Summary - OSU” going forward.

New prompts have been added to the "Find Journal Lines - OSU - Posted Journals by Amount type" report. The prompts "Budget Date On or After" and "Budget Date On or Before" have been added to help narrow the report output to a specified budget date range. This is useful for grants reporting to view financial activity based on "activity" dates. See the full post for more details.

New prompts have been added to the "Find Journal Lines - OSU Payroll Detail" report. "Budget Date On or After" and "Budget Date On or Before" prompts have been added to help narrow the report output to a specified budget date range. Additionally, a new "Costing Source" column has been added to the output of this report. See the full post for more details.

The "Financial Balances Summarization with Flexible Selectable Columns" report has been enhanced with a new field: Journal Sequence Number.  This improves journal traceability and reporting clarity for finance users in Tableau reporting. See the full post for more details.

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.