Below are details about reporting changes as of May 20. See the full post for specific details about the changes.
Supplier Invoice Reports Updated to replace Deprecated Field: Several reports have been updated to remove deprecated field Supplier Category and replace it with an alternate field Supplier Category for Supplier. End users with saved filters will be impacted but a targeted email went out to this population on Monday, May 13.
Coming Soon: UNIV Remaining Encumbrances - Requisitions, POs, Spend Authorizations: A new report will soon be released to help end users identify transactions and their encumbrances that will roll forward add the end of the fiscal year. The new report is called "UNIV Remaining Encumbrances - Requisitions, POs, Spend Authorizations."
Project Sources and Uses Updates : The Report Project Sources and Uses has been updated and enhanced. Users with saved filters may need to use the "Manage My Saved Filters" task to update their filter to the new Time Period to prevent it from being overridden when using a saved filter.
Below are details about recent and upcoming reporting changes as of May 6.
"HR for Finance - Job Requisition Status" Enhancements:
New prompts will be added to the "HR for Finance - Job Requisition Status" report, effective the evening of May 6. The new prompts will allow users to run the report based on a date range for job requisition fill dates or job requisition close dates. If you populate both the fill date and close date range prompts, the report will return results that are within either of those date ranges.
The "Business Processes Awaiting Action - Supplier Invoice Detail" report has been enhanced to now include a column on the output of the report for "All Match Exception Reasons." This same column has also been added to the drill detail on the "Business Processes Awaiting Action - Supplier Invoice Summary" report.
"Find Journal Lines - OSU - Posted Journals by Amount Type" Enhancement:
The "Find Journal Lines - OSU - Posted Journals by Amount Type" report has been enhanced to now include a column on the output of the report for the "Miscellaneous Payee" and "Miscellaneous Payee ID" when applicable.
"Asset Management - Net Book Value" Enhancement:
This report will be enhanced Monday May 6 so that assets that have been disposed of in the current fiscal year with a transaction effective date in a prior fiscal year will still be included in the report output. To accomplish this, Asset Disposal Accounting Date has been added to the report filter, this will require an update to any saved filters to start picking up these assets in your results. There have been three additional columns added, Asset Disposal Accounting Date, Asset Cost Accounting Date, and Asset Cost Transaction Effective Date.
See the full post for more details about recent and upcoming reporting changes, including more specifics about the replacement reports for those being decommissioned on Friday, March 29.
Find Supplier Invoice Details - OSU Enhancements :
The "Find Supplier Invoice Details - OSU" report has been enhanced to include a column on the output of the report for the Unit Cost.
Credit Card Transactions - OSU Enhancements:
The report "Credit Card Transactions - OSU" has been enhanced to include two new columns. The report will now include the "Card Embossed Name" as well as the "Expense Report Approval Date" when applicable.
Enhancement to Asset Reports:
An enhancement has been made to the "OSU - Find Assets" and "Asset Physical Custody" reports. The output of these reports now display the field "Disposal Type" instead of "Disposal Method."
Business Processes Awaiting Action Suite Enhancements:
Two new columns have been added to the output of the "Business Processes Awaiting Action - Details" reports. The new fields include the "Created Date" and the "Total Amount."
Report Retirements:
On Friday, March 29 , the reports "In Progress Business Processes by Cost Center" and "In Progress Business Processes by Cost Center for Company Level Security" will be decommissioned. Specifics about the replacement reports for those being decommissioned are in the full post.
See the full post for more details about recent and upcoming reporting changes, including reports where users will need to update saved filters.
Find Supplier Invoice Request Summary and Detail Report Enhancements:
Enhancements have been made to both the "Find Supplier Invoice Request (SIR) Summary - OSU" and "Find Supplier Invoice Request (SIR) Detail - OSU" reports.
Coming Soon: Business Processes Awaiting Action Dashboard Changes:
To improve performance on the "Business Processes Awaiting Action" dashboard, changes will be made to the Requisition report on the dashboard.
Coming Soon: Saved Filters on Find Supplier Invoice Reporting:
On March 18 , changes will be made to prompts on the "Find Supplier Invoice Summary - OSU" and "Find Supplier Invoice Details - OSU" reports.
Coming Soon: Business Process Approval Times - Supplier Invoice Reporting:
To coincide with changes to workflow on supplier invoices, the Grants Operation Center Rep approval time will be added to both the "Business Approval Times - Supplier Invoice Summary" and "Business Process Approval Times - Supplier Invoice Detail" reports during the week of March 18 .
A new Tableau report is now available to end users in "Enterprise" folder. This report allows users to customize worktags for finance data. Users can select worktags from the column headings and they will remain displayed on the page. Users can select up to 10 custom columns and those can be filtered from the details pane. The report displays beginning balance, activity, and ending balances for the worktag combinations selected.
The report can be found using the path Finance and Supply Chain Domain > Financial Accounting/General Ledger > Financial Balances Summarization with Flexible Selectable Columns . For those with access, the Tableau link is https://dataviz.rae.osu.edu/#/workbooks/9485/views .
Coming Soon : Business Processes Awaiting Action – Journals:
Two new reports, "Business Processes Awaiting Action – Journal Summary" and "Business Processes Awaiting Action – Journal Detail" will soon be released to expand on the "Business Processes Awaiting Action" report suite. These two reports will also be added to the report group "Business Processes Awaiting Action Report Group" and the corresponding dashboard. This reporting will allow end users to locate journals that still have review and approval steps left in the business process.
Find Journals – OSU Enhancement:
The Workday report "Find Journals – OSU" has been updated to include the "Created Date" for the journal on the report output.
Internal Service Provider Billing Enhancements:
The report Internal Service Provider Billing has been enhanced to include additional worktag columns in the output of the report, due to changes to the EIB template. Those columns include Grant Treatment, Sponsor, CSI Code, Prevailing Wage, and Academic Period.
Find Purchase Order Summary – OSU Enhancements:
The report Find Purchase Order Summary – OSU has been enhanced to include additional columns on the output of the report. Those columns include Cost Center Hierarchy 6, Cost Center Hierarchy 7, Cost Center Hierarchy 8 and Cost Center.
Select Sources and Uses Reports Enhanced:
Select reports in the Sources and Uses suite of reports have been enhanced to provide a better experience for infrequent users of financial reports. A summary of the changes, and a list of enhanced reports is available in the full post.
A new series of reports has been released to help end users identify transactions that are still in draft status or have been submitted, but are pending approval steps. These reports also offer metrics to show the amount of time the transaction has been pending an approval step as well as length of time spent in progress. The business processes included in the new reports are Requisitions, Spend Authorizations, Expense Reports, Miscellaneous Payment Requests, Supplier Invoice Requests, Supplier Invoices and PO Change Orders.
There are two different styles of reports, a "Summary" version and a "Detail" version. The report naming conventions are "Business Processes Awaiting Action - (Transaction Type) Summary" or "Business Processes Awaiting Action - (Transaction Type) Detail." Additionally, a dashboard and a report group are available. Additional features are listed below.
The summary-style reports display the security groups awaiting action, number of transactions, days since assignment and days in progress. The detail-style reports display one row per transaction and include the security group and persons awaiting action, days since assignment and days in progress. Basic funding information is also displayed in this reporting. The dashboard, "Business Processes Awaiting Action - Finance/Supply Chain" displays all summary-style reports. The report group "Business Processes Awaiting Action Report Group" allows end users to enter one set of prompts and have all reports download into one Excel file.
A new report is now available for end users to view journal line detail on income statement reporting. The report "Find Journal Lines - OSU - Posted Journals by Amount Type" can be used to find the journal line details behind the data columns in reporting such as Equity Balances by Balancing/Carry Forward Worktags and Sources and Uses.
The Tableau "Financial Balances Summarization" report has been updated on "Project" field. Now, project and project phase code amount will be added in "Project" field.
Starting the week of January 29 , the “Find Supplier Invoice Details – OSU” report will be enhanced with a new "Line Memo" field in the output of the report. The line memo field includes details associated with a purchase for the line. Some internal billing teams are leveraging this field to provide additional clarity in the invoicing for their customers (e.g. tag number, date order was placed, order number, etc.) to verify the customer is billed for the correct record.
