Reporting Updates

Status Definitions

  • In Progress – Issue is in progress for solutioning
  • Testing – Resolution is in the testing phase
  • On Hold – On hold because request is not currently supported by Workday or incomplete information from requestor

Current Activity

Area Report or Data Description Status
Business Assets Assets Net Book Value by Cost Center - Yale

Add new fields to calculate Accumulated Depreciation for disposed asset

On Hold
Business Assets Find Assets by Cost Center - Yale

Add new fields to accommodate Accumulated Depreciation for Disposed assets per the attached

On Hold
Financial Management Capital Project Status Report

Report to monitor capital projects in progress

In Progress
Financial Management SOA Actuals and Commitments vs Financial Plan - Yale

Parameters are not exporting with report to Excel

On Hold
Financial Management Assets and Liability - Yale

An issue was discovered - Spend Authorizations, with a cash advance and personal PCard expenses that have been repaid, are not appropriately offset on the Assets and Liabilities - Yale report

On Hold
Financial Management Financial Statement - Yale

The Assets & Liabilities section of this report is pulling activity instead of balances. This report will likely be sunset as the information is available in other financial management reports. Final decision will be communicated when finalized

In Progress
Financial Management Accounts Receivable
  • Aging Report with point in time capability
  • Contact information to help with collection activities
On Hold
Financial Management SOA Reports

Ensure time period prompts available are consistent

In Progress
Grants Award Closeout Dashboard

Facilitate the award closeout process

In Progress
Grants Find Awards and Grants - Yale

Add Fund
Add Revenue allocation to the Output

In Progress
Grants Effort Certification Statements for Printing - Yale

Rows in report not adding up to 100%

On Hold
Grants Accelerated/Decelerated Spending on Awards – Yale

Add "Lead Principal Investigator” to the report

Testing
P2P Find Supplier Invoices Condensed - Yale

Allows users to find Supplier Invoices summarized by the Cost Center and Spend Category in any stage of the process with flexibility to filter on many different attributes

In Progress
P2P Find Purchase Orders Find Purchase Orders by CC

Fix exclusion of fully invoiced lines

Testing
P2P Find Supplier Invoices

Add paid date range

In Progress
P2P Find Expense Reports by Cost Center - Yale

Adding $ prompts

Testing
Payroll Reporting on Payroll Costing Details

Report that will improve the efficiency of monitoring payroll costing allocations, alleviate unnecessary data provided in the current reports, and reduce the current costing allocation reports from three distributed to one

In Progress
Payroll Salary Expenses Detail by Employee

Bifurcate between PAA and Regular payroll (Accounting Date vs. Budget Date).

In Progress

Resolved Issues

Area Report or Data Description Resolution date
Financial Management Find Posted Journals by Cost Center - Yale - AND - Find Posted Journal Lines by Cost Center - Yale

These reports have been decommissioned. They were developed when a unique report was required for each Journal or Journal Line Status. The information from these reports can still be obtained by running Find Journals by Cost Center - Yale or Find Journal Lines by Cost Center – Yale for Status = Posted.

02/12/2020
Financial Management Find Journals by Cost Center - Yale - AND - Find Journal Lines by Cost Center - Yale

These reports are now limited to Accounting Journals. Previously, these reports included Accounting Journals (e.g. manual journals or journals uploaded via template) and Operational Journals (automatically created by Workday’s native accounting flow and associated posting rules, e.g. Accounting Adjustments, Allocations, Customer and Supplier Invoices, etc.)

02/12/2020
Financial Management Workday Schedule A Report Task

When using the Schedule a Report task, there was an issue where individuals could not search within the Cost Center/Cost Center Hierarchy prompt, nor could a saved filter be modified to set up the schedule to run for the prior period. Both of these issues have been resolved.

02/12/2020
Financial Management Report

Distributed Report Issue Resolved - Find Journals by Cost Center was summing the total of the journal lines incorrectly.

02/07/2019
Financial Management Report

Distributed Report Issue Resolved - Find Posted Journals by Cost center was previously pulling in journal lines to the results is now including only the journal headers as it was intended to.

 

02/07/2019
Account Holder Report Account Holder Report issue fixed


Previously, terminated employee name(s) failed to appear on the Account Holder Payee Trend Report, this was corrected. Now, instead of a null value, you will see the terminated employee name(s).

12/05/2018
Business Assets Asset Tag Details

Report that will facilitate tag placement on assets by the units

11/12/2018
Grants Subaward Invoices In progress

Add Columns to drilling capabilities (Supplier Contract / PI / Awaiting Step in Progress

11/01/2018
Account Holder Report Commitments
  • An issue that caused inaccurate GSPS commitments has been resolved.
  • An issue with F&A commitments on sub-awards set up in FY18 has been identified and corrected. The correction will appear on reports run on October 18, 2018. 
10/18/2018
Payroll Reporting for PAAs in Progress

Ability to view PAAs in progress (BP In Flight) that impact a cost center regardless of initiating user 

10/18/2018
Financial Management Detailed transactions

Add Customer information for A/R transactions

10/18/2018
Financial Management Find Posted Journals by Cost Center - Yale

This report was developed when a unique report was required for each Journal Status. The information on this report can be obtained by running Find Journals by Cost Center – Yale for Status = Posted, so this report is being decommissioned.

Financial Management Find Posted Journal Lines by Cost Center - Yale

These reports have been decommissioned. They were developed when a unique report was required for each Journal or Journal Line Status. The information from these reports can still be obtained by running Find Journals by Cost Center - Yale or Find Journal Lines by Cost Center – Yale for Status = Posted.

Financial Management Budget to Actuals for Management Office Reporting - Yale

Add Beginning Balance to Budget Column

Financial Management SOA by Mission - Yale

Add period & time period prompts