The Tableau report "Delegation History - OSU" has been updated with the enhancements described below.
A new "Stopped Date and Time" field has been added to the report. When the delegation is stopped for any reason before it's expected end date, the stopped date and time will now display in a new column. A new filter "For All Business Processes" has been added to the report. Additionally, the naming of two fields has been changed. "Allowed Action" has been changed to "Start on My Behalf." "Specified Business Processes" has been changed to "Approval on Behalf of Specified Business Processes." A clean-up has been done on the "Delegation Details" and "All Delegation History" to no longer display rows denoting when a worker is on leave and returns from leave. This reduces some unnecessary noise in the data.
Business Process Approval Times – Supplier Invoice Request Reporting Enhancements:
Enhancements have been added to the output of both the "Business Process Approval Times – Supplier Invoice Request (SIR) Detail" and the "Business Process Approval Times – Supplier Invoice Request Summary" reports. The enhancements include two new columns on the output of each report, one to display the approval time for Business Operations Center Leads and one to display the approval time for Grants Operations Center Leads. These additions are due to the change in workflow on Supplier Invoice Requests where they now route to Service Center Leads on the SIR rather than routing for approval on the Supplier Invoice.
The Spend Report Exceptions Dashboard will be retired on Friday, December 29 . Please utilize the "Exceptions Dashboard" as it has the latest in exceptions reporting available. Alternatively, the "Schedule A Report" task can be used to run the "Exceptions Report Group." This allows users to run three exceptions reports with one set of prompts and all reports will be downloaded into one Excel file.
Miscellaneous Payment Enhancements:
"Find Miscellaneous Payment" reports have been updated with additional prompts to allow users to see information for their specific college or unit cost centers that must be recorded on OSP worktags as part of the cash advance for human subjects process. To view cash advances for human subjects on OSP grants associated with your specific college or unit, enter the Requester’s cost center or cost center hierarchy as of the date the Miscellaneous Payment was submitted. See further information in the Reporting Tip shared via the Business and Finance site.
The dashboard "Spend Report Exceptions" will be decommissioned on Friday, December 29 . End users should utilize the new "Exceptions Dashboard" for viewing policy exceptions for requisitions, expense reports, and supplier invoice requests. A report group could also be scheduled for viewing exceptions. To run the report group, use the Schedule a Report task and enter "Exceptions Report Group" in the report name. The report group can be run in real time or scheduled for a later or reoccurring date.
Prompt Enhancements to Business Process Approval Times - Summary Suite:
Several prompts have been added to all reports in the "Business Process Approval Times - Summary" suite. The Grant Hierarchies field has been added to allow searching for transactions specifc to the Office of Sponsored Programs (OSP) and an Exclude Worktags field has been added to allow for exclusion of OSP transactions (by excluding FD520), as well as other worktag types. Additionally, a new Cost Center prompt as well a Cost Center Hierarchies prompt have been added to allow end users to search by any cost center and/or hierarchy level. Please note, for split-funded transactions, only one cost center and corresponding CCH are pulled from the transaction. The line distribution for the highest amount is the line from which the cost center and cost center hierarchy are drawn.
HR for Finance - Compensation Changes Enhancements:
New fields have been added to the output of the "HR for Finance - Compensation Changes" report (excludes changes from Hires, Add Job and Change Job). These fields include Current Base Pay Annualized and Proposed Base Pay Annualized. The enhancements are to show annual pay in a consistent manner for both exempt and non-exempt employees.
Starting the week of April 5, 2022, we will be working behind the scenes to reload the core Journal Line dataset from Workday into the Reporting and Analytics Environment (RAE), starting with January 2021 data and finishing through current day. The reload process is expected to be complete no later than April 15, 2022. We will load the data incrementally in monthly buckets due to the size of the files. Thus, during this 10-day period, updates will appear as the load steps complete.
There will be no system outage or downtime due to this work. Users, reports, and dashboards should not be affected. Updated and complete data will flow into your existing queries without any changes on your part. Once the reload is complete, we will send out a follow up notification.
As shared in October , progress continues on the retirement of the legacy reporting systems tied to PeopleSoft HR and Finance, and will be complete at the end of calendar year 2021. In preparation for the shutdown, multiple activities have been completed or are ongoing to ensure that business and data analysts will have access to legacy data as needed. See the full post for more details and additional activity highlights.
Remaining activities for the university's Workday rollout include the retirement and shutdown of PeopleSoft data sources, BuckeyeOasis tools, and eReports and BuckIQ reporting services. Beginning November 1, access to these systems will be restricted to a small group of core users prior to system shutdown on December 31, 2021. Please review the full announcement for more detailed information on how to access common reports and historical data using new data tools.
Award Co-Principal Investigator data has been added to eActivity Reporting in the Reporting and Analytics Environment. PI Portal Benefit Rates for FY22 have been updated and benefits are now reporting correctly. PI Portal balances may not be correct if purchases included capital equipment. Please use Workday report "Budget vs Actuals by Object Class" for accurate balances.
The "General Funds Balance" report will be decommissioned on August 2, 2021, in Workday. The report is being replaced with the "Equity Balances by Balancing/Carry Forward Worktags" report. This new report can be used to check balances in unique worktag combinations that close to equity. If you need to see additional worktags that are non-balancing/carryforward OR ledger account detail, you can view the Financial Balances Summarization Report in Tableau . ( https://dataviz.rae.osu.edu/#/views/TableauFinancialBalancesSummarization/FinancialBalancesSummarybyWorktagsbyLedgerandIndexes )
Based on user feedback, additional clarifying information is being provided about several financial reports.
Customer Invoice Lines with Cost Center - Report to help reconcile accounts receivable at cost center level.
This report will provide units the ability to manage accounts receivable for Customer Invoices (external billing). The report provides customer payment information, receivables aging, and invoices in collections. The report can be generated at a cost center or balancing unit level as well as hierarchies.
Find Internal Service Delivery Lines by Cost Center - Report to review Internal Service Delivery with line memo details which helps for reviewing by cost center or cost center hierarchy.
This report will provide units with the tools needed to reconcile their internal purchased goods or services. Use of the date prompts will allow units to define the monthly period for reconciliation. The report can also be run by Internal Service Provider (ISP) .
Requisitions for Internal Suppliers ISD - Report to review requisitions and purchase orders associated with ISDs. New fields include Gift, Assignee, and Expenditure Treatment.
This report is for use by Internal Suppliers and is needed to create the ISD entry. The report provides the worktags and funding sources for the ISD line entry. In addition, the report provides the requisition number that can be added to the ISD memo line for audit purposes and reconciliation.
