Reporting Updates
Finance Data Mart Reporting
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 | Accounts Receivable |
|
On Hold | |
Financial Management | SOA Reports |
Ensure time period prompts available are consistent |
In Progress | |
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 | |
Grants | Find Awards and Grants - Yale |
Add Fund |
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 | |
Grants | Award Closeout Dashboard |
Facilitate the award closeout process |
In Progress | |
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 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 | |
Financial Management | Report |
Distributed Report Issue Resolved - Find Journals by Cost Center was summing the total of the journal lines incorrectly. |
02/07/2019 | |
Account Holder Report | Account Holder Report issue fixed |
|
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 |
|
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 | 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 |
||
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. |