Issue: Accessing detailed transactional data for scholarships

Known Issue: Accessing detailed transactional data in myWSU for scholarships is difficult.

Estimated Time to Resolution: Several days for short-term solution, 2 months for long-term solution

Details: We know the scholarship deadline is coming up soon, and that finding detailed transactional information about scholarships has been difficult. Here are the short- and long-term solutions we’re putting in place to help.

Short-term solution: We can build area- and department-specific queries for you in myWSU and send you data for your area and department prior to the deadline. These queries will give you the detailed transactional data you need for reporting and reconciling. To have queries built, send us your cost centers and/or listing of gifts by department/area through the Workday Service Desk by choosing “Reporting” and then “General Report Question.” You will be able to view this data in Excel and in the Query Viewer tool for myWSU. You can also run these queries yourself going forward using Query Manager. Here is guidance about using Query Viewer.

We are also working on the Gift Budget to Actuals Report in Workday, which will tell departments how much they have to spend. This is being adjusted based on feedback from areas, and we will share more details once it is ready.

Long-term solution: We’ve started a project to get this detailed transactional data into the data warehouse (OBIEE) so that areas and departments will be able to do their own reporting in the future. We have 15 people from departments who have signed on to help test this once it’s available. We anticipate that building and testing this project will take approximately 2 months.

We thank you for your patience as we work to put these solutions in place.