December reporting updates

Here are the reporting updates for the month of December.

Report Modifications

Human Resources

  • CR COM OTP Recruitment Incentives
    • This report lists employees who have received one-time payments for referral or hiring incentives. It is available to a variety of roles including HR Partner and Manager.
  • CR REC Referrals
    • This report lists referred candidates in the Ready for Hire stage of recruiting and is available for specific user groups, including HR Partner.

Finance

  • CR FIN Find Journal Lines Expanded
    • We’ve added a column for Operational Transaction to this report.
  • CR ORG Cost Centers for Prompted Hierarchy Type
    • This report returns cost centers and levels for chosen hierarchies (Operational, Programmatic, and Helio). Levels for one or multiple hierarchies may be chosen.
    • This report combines CR ORG Cost Centers, Operational Cost Center Hierarchy Levels, and CR ORG Cost Centers with Programmatic Cost Center Hierarchy Levels into a single report.
    • CR ORG Cost Centers with Operational Cost Center Hierarchy Levels and CR ORG Cost Centers with Programmatic Cost Center Hierarchy Levels will be retired on Thursday, December 29, 2022.
  • CR AST Find Assets
    • This new report is an enhanced version of delivered report Find Assets. This report returns asset data.
  • The following Procurement Card Transaction reports:
    • CR PRO Find Procurement Card Transactions
    • CR PRO Find Procurement Card Transactions Not Verified
    • CR PRO My Procurement Card Transactions Not Verified
    • CR PRO Aging Procurement Card Transactions
    • CR PRO Procurement Card Transaction Statistics
    • Custom reports for procurement card transactions have been updated to reflect changes to the cardholder cost center, cardholder cost center hierarchy, and procurement card data entry specialist fields columns and prompts.
    • All users may now view and access the indicated columns and prompts without specific HR roles.
    • If an employee changes cost centers, their transactions reflect the cost center as of the transaction date. Transactions prior to an employee’s cost center change display their old cost center, and transactions following display their new cost center.
    • Terminated and retired employees display cost centers as of a transaction date. Note: If a transaction was charged to a card following termination or retirement, the Cardholder Cost Center and Procurement Card Data Entry Specialist fields will be blank.

Grants

  • CR GRA PI Sponsored Expense Detail Report
    • We’ve added subtotals for grant and object class to this report for Principal Investigators (PIs).
    • For a download format without subtotals, research administrators may refer to CR GRA SPS Sponsored Expense Detail Report.
    • Based on department feedback, we’ve updated columns in CR GRA PI Sponsored Expense Detail Report to more prominently display relevant expense details for PIs.
    • No changes have been made to CR GRA SPS Sponsored Expense Detail Report.
  • CR GRA Cost Center and Region Related Worktag Mismatches
    • This report compares default related cost center and region worktags for active grants, and identifies cases where cost center hierarchies do not match region worktags (e.g. The cost center on a grant belongs to CCH203 Pullman, but its region is RG20 Spokane).
    • Research administrators with grants appearing in this report should work with Sponsored Programs to correct worktags, and, if needed, complete accounting adjustments or expense transfer journals to move expenses that have posted to the wrong cost center.

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