March reporting updates

Here are the reporting updates for the month of March.

Human Resources

  • CR REF Academic Units
    • This report is now available and returns a list of Academic Units.
  • CR TTK Workers With No Time Entered 
    • This report went through maintenance to fix some defects.
    • We added a column for worker’s current hire date.

Finance

  • CR FIN Position Budget Balance Summary
    • A prompt for Grant has been added to this report.
  • CR FIN Cash Sale
    • Column and prompt additions were finalized on report CR FIN Cash Sale.
    • To differentiate between this report and CR FIN Find Cash Sales, both will also be renamed on 03/31/2023.
    • CR FIN Cash Sale will be renamed to CR FIN Find Cash Sales. This report looks at Cash Sales and Cash Sale Lines.
    • CR FIN Find Cash Sales is limited to customer payments that are Cash Sales. This report will be renamed to CR FIN Customer Payment Cash Sales.
  • CR PRO Find Supplier Contracts
    • A new prompt and column were added for Buyer immediately following the Contract Specialist.
  • CR PRO Supplier Invoice Payments
    • A new prompt for the payment transaction reference was added.
  • Customer Contract Reports
    • Prompts on CR FIN Find Customer Contracts and CR FIN Find Expiring Customer Contracts were reviewed. Where possible, new prompts were added and current prompts were reordered.

Grants

  • CR GRA PI Award Lines Budget to Actuals Summary
    • A prompt to exclude inactive Grants has been added to this report. The prompt must be checked to exclude inactive Grants. If left unchecked, both active and inactive Grants will appear. 

Payroll

  • CR PAY Payroll Accounting Adjustments
    • This report has been adjusted to use Pay Period as a prompt instead of a date range.
    • A defect regarding current and proposed Cost Center and Grant columns has also been resolved. This change required that the current and proposed Cost Center Hierarchy prompts be removed.

Workday 2022 Release 1

The following updates and new reports will be delivered as part of the March 10-11 Feature Release.

  • Find Assets
    • The column “Currency” renamed as “Primary Book Currency.”
  • My Direct Reports’ Assets
    • The prompt “Direct Reports” has a new prompt categories “My Team” and “My Team with Business Assets.”
  • My Time Off Balances Details
    • New Workday delivered report. This report displays details of time off balances for a worker, or the primary Position if a worker has multiple positions, including what the projected forfeited balances will be by the end of the balance period/year based on the effective date.
  • Worker Time Off Balances Details
    • This report displays details of time off balances for a worker, or the primary Position if the worker has multiple positions, including what the projected forfeited balances will be by the end of the balance period/year based on the effective date.
  • Time Off Plan Override Balances by Batch ID
    • Includes the new column “Worker ID.”
  • Time Off Results Detail
    • Includes the new column “Worker ID.”
  • Time Off Results Summary
    • Includes the new column “Worker ID.”
  • View Worker Leave of Absence Eligibility by Organization
    • New Workday delivered report. This advanced report enables HR Partners or specialists to access all leave of absence eligibility details for active workers within the selected organizations as of today. The report uses the workers for HCM Reporting report data source. Required prompts: Organizations by Type.
  • View Worker Time Off Eligibility by Organization
    • New Workday delivered report. This advanced report enables HR Partners or specialists to access all time off eligibility details for active workers within the selected organizations as of today. The report uses the Workers for HCM Reporting report data source. Required prompts: Organizations by Type.
  • Absence Balance
    • The column “Ending Period Balance Including Pending Events” renamed as “Balance As of Date (Includes Events Awaiting Approval).”
  • My Absence
    • The column “Ending Period Balance Including Pending Events” renamed as “Balance As of Date (Includes Events Awaiting Approval.”
  • My Time Off
    • The column “Ending Period Balance Including Pending Events” renamed as “Balance as of Date (Includes Events Awaiting Approval).”
  • Time Off Balance
    • The column “Ending Period Balance Including Pending Events” renamed as “Balance as of Date (Includes Events Awaiting Approval).”
  • Payables Aging
    • The prompt “Supplier Categories” renamed as “Supplier Categories Selected.”
    • The prompt “Supplier Status” is removed.
    • The prompt “Aging Group” defaults to “Standard.”
    • The total row was removed, and total values now appear under the “Report Totals” section.

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

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