July reporting updates

Below are the new and updated reports for the month of July:

Finance

  • CR FIN Find Expense Reports
    • Two additional columns were added to this report: one used by Central AP, and the other a “Last Updated” timestamp.
  • CR PRO Find Requisitions
    • The report status field now defaults to the relevant requisition status options. Default statuses will appear in the Status search bar in gray. Select the X icon next to the status to remove any default status options. Read more.
    • A prompt was added for Requestor.
  • CR FIN Customer Payment Cash Sales
    • New prompts were added for “Customer Payment Status,” “Customer Payment Amount,” and “Payment in Deposit.”
  • Filter change
    • We’ve removed the filters for ledger account 5100 on core funds for obligations for the reports below.  This change follows a process change wherein the Budget Office has allocated benefits on core funds in July.  The filter change will now show the commitments/obligations.  
      • CR FIN Sources and Uses Summary
      • CR FIN Sources and Uses with Last Year Summary
      • CR FIN Sources and Uses with Last 4 Years Summary
      • CR FIN Plan to Actuals Summary
      • CR FIN Cost Center Sources and Uses with Encumbrances Summary
      • DB GRA Gift Financials for Principal Investigator
      • DB GRA Program Financials for Principal Investigator

Grants

  • Dashboard GRA Principal Investigator
    • We’ve resolved a bug causing employees with applicable costing allocations to not appear on the Costing Allocation worklet of the Personnel tab on this dashboard.
  • Dashboard GRA Award Budget to Actuals
    • The ‘Dashboard GRA PI Award Budget to Actuals’ was merged into the ‘Dashboard GRA SPS Award Budget to Actuals’ to make Dashboard GRA Award Budget to Actuals. Learn more.
    • We updated the Cost Share tab. Both tab and worklet are renamed Cost Share and Salary over the Cap. The worklet now expands the outline structure to show the grants when run.
  • Cost Share
    • The report Cost Share on the additional reports tab of the award header was renamed to Cost Share and Salary over the Cap. The report now expands the outline structure to show the grants when run.
  • CR GRA Cost Share and Salary Over the Cap Award Lines Financial Summary
    • This new report returns cost share and salary over the cap by grant, similar to the existing CR GRA Award Lines Financial Summary
  • CR GRA SPS Award Cost Share Summary
    • This report was updated to remove cost share and renamed to CR GRA Award Cost Share and Salary over the Cap Summary. The report now expands the outline structure to display grants when run. Scheduled reports remain scheduled. Shortcuts, favorites, and other links remain unchanged.  Users need to review their prompts on saved filters and scheduled reports, as the following prompts were reset:
      • Include Salary Over the Cap?
      • Award
      • Accounting Date On or After
      • Accounting Date On or Before
      • Budget Date On or After
      • Budget Date On or Before
      • Created Date On or After
      • Created Date On or Before
  • CR GRA Award Lines Financial Summary
    • Cost Share has been removed from the report CR GRA Award Lines Financial Summary. To view cost share, please use the new report CR GRA Cost Share and Salary over the cap Award Lines Financial Summary. Scheduled reports remain scheduled. Shortcuts, favorites, and other links remain unchanged.  Users should review prompts on saved filters and scheduled reports, as the following prompts were reset:
      • Exclude Inactive Grants
      • Award Group
      • Budget Date On or Before
  • CR GRA PI Cost Share Summary
    • This report is being retired on 9/13/24. Please use the report CR GRA Cost Share Summary in it’s place.

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