May reporting updates

Here are new and modified reports for the month of May.

New Reports

  • CR TTK Timesheets with Validation Errors and Warnings
    • This report will return all time entry calendar validations errors and warnings for the selected Supervisory Organization during the selected period. Particularly, it will report the warnings in place when an employee has not reported enough time or if they have reported more time than their FTE.
    • This report is for HR Partners, Managers, and Timekeepers.
  • CR FIN Find Financial Budget Amendment Lines
    • This report provides details about plan lines, plan structures, amendment/entry types, dates, worktags, and amounts for the prompted Year and Plan Structure.
  • CR FIN Sources and Uses Summary
    • The purpose of this report is to show area, department, and unit administrators the sources (core budgets and revenues), uses (expenses, commitments, and obligations), and balances (sources minus uses) associated with their worktags for fiscal time periods in a simple format, while allowing administrators to personalize the report output to meet their specific needs. This report does not intend to show sources, uses, and balances for worktags using life-to-date time periods, such as grants and projects.
  • CR FIN Plan to Actuals Summary
    • The purpose of this report is to show area, department, and unit administrators the plan revenues, actual revenues, and revenue variance (actual revenues minus plan revenues) and plan expenses, actual expenses, and expense variance (plan expenses minus actual expenses) associated with their worktags for fiscal time periods in a simple format, while allowing administrators to personalize the report output to meet their specific needs. This report does not intend to show revenues, expenses, and variances for worktags using life-to-date time periods, such as grants and projects.

Report Modifications

  • CR GRA SPS Award Lines Budget to Actuals Summary
    • We added a prompt for Cost Center. The Cost Center comes from the related journal and/or plan lines and not from the award or grant’s default worktags.
  • CR FIN Financial Related Worktags
    • We added a new prompt for Worktag Type. Use this prompt to filter the report results to only show worktags that are Function, Gift, Grant, Program, Project, or Region. We expanded this report to include the related worktags for Function. To view the Related Funds for a Function, select Function as the Worktag Type, and select the specific Fund (e.g., FD001) as the Related Funds.
  • CR GRA Billing Schedule Validation
    • We added the billing schedule as a column to this report.
  • CR TTK Time Block Time Entry Tags
    • We added a new column to include HR Partner.
  • CR ABS Time Offs for HR Partners
    • We added Cost Center as a column on the report.
  • CR COM Period Activity Pay Assignments
    • This report now includes the worker’s primary position term. The position term is as of today (when the report is run).
  • CR PRO Find Suppliers
    • We removed the Worktag Only column from the report and added the following columns: Tax Authority Form Type, Default Tax Code, and Default Withholding Tax Rate.

View all reporting updates at modernization.wsu.edu/tag/reporting.