November reporting update

Below are the new and updated reports for November 2023:

Human Resources

  • CR HCM Incomplete Onboarding Tasks
    • This new report provides details of incomplete onboarding tasks. Onboarding tasks are critical to faculty and staff, and in some cases, incomplete onboarding tasks are a compliance concern. Please use this report to ensure all onboarding tasks are completed timely for all personnel, both as new hires and during changes in jobs.
  • CR ACA Academic Affiliates
    • This new report lists Academic Affiliates and all past and present appointments being held.

Finance

  • CR FIN Sources and Uses
    • We modified the formatting for zero amounts in this report to show data previously being hidden when underlying transactions balanced to equal zero.
  • CR FIN Bank Statement Lines in Holding
    • We resolved an error causing some users to be unable to view Bank Statement Lines associated with the Ad Hoc Bank Transaction.
  • CR PRO Find Supplier Contracts
    • We added the field Contract Reference to CR PRO Find Supplier Contracts to this report.
  • CR FIN Position Budget Balance Summary
    • Re revised column and prompt labels to reflect Position Restriction usage, as well as adding help text.
  • CR REF Programs
    • We’ve added prompts for the Program’s default Cost Center, related Cost Center Hierarchy, and Program Hierarchy.
    • A column showing if the Program is inactive was also added.
  • CR FIN Find Manual Journals
    • This new report is available and lists manual journals. Manual journals are created without an operational transaction.
  • We’ve consolidated the 3 reports below into CR REF Cost Centers. These three reports will be retired on 12/08/2023. Please add any prompt filters to the new report and schedule as needed.
    • CR ORG Cost Centers for Prompted Hierarchy Type
    • CR ORG Cost Centers with Operational Cost Center Hierarchy Levels
    • CR ORG Cost Centers with Programmatic Cost Center Hierarchy Levels

Grants

  • CR GRA Find Subrecipient Risk Records
    • This new report displays risk evaluations for subrecipients, including attached documents and risk evaluation dates.

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