September reporting update

Below are the new and updated reports for the month of September.

Finance

  • Default prompt and filter changes
    • The default prompt values for ‘Include Budget Roll Forward and Retained Earnings?’ were changed from unchecked to checked.
    • Similarly, the default prompt values for ‘Show Spendable Gift Column?’ and ‘Show Cost Share Grant Column?’ were changed from checked to unchecked.
    • A defect was identified causing Journal Lines posted to the Commitments or Obligations Ledger for Revenue Ledger Account Types to appear in the following reports. The Revenues column now only returns Actuals, and does not return Commitments or 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 PRO Procurement Card Transaction Verification Details
    • The column Transaction Number has been moved to follow the Transaction column.
  • CR PRO Procurement Card Reconciliation Report (Verified)
    • This report is being retired. Moving forward, please use the report CR PRO Procurement Card Transaction Verification Detail.
  • CR PRO Procurement Card Reconciliation Report (Not Verified)
    • This report is being retired. Moving forward, please use the report CR PRO Procurement Card Transaction Verification Detail.
    • The recommended report returns all procurement card transactions. To isolate the results solely to transactions not verified, please filter the ‘Verification’ column to ‘Is Empty’.
A screenshot of the Filter Condition field with "is empty" selected.
A screenshot of the Filter Condition field with “is empty” selected.
  • CR PRO Supplier Invoice Payments
    • A defect was found that prevented users from running the report. This defect was resolved by addressing the security on the settlement run prompt. This prompt is now a text field that will return supplier invoices with a settlement run that matches the prompted settlement run text.
  • CR PRO Find Supplier Invoices
    • This report was enhanced to include a new prompt for Initiating Person. You may use this prompt to search for supplier invoices that were initiated by an integration. For example, to find supplier invoices related to the CBORD integration, enter “INT078” as the Initiating Person.
  • CR PRO Procurement Card Transaction Verification Details
    • ‘Purchase Order’ was added as a new column to this report.

Grants

  • CR GRA Find Sponsor Invoices
    • New columns were added to this report.
      • Sponsor Type
      • Invoice Line Fund(s)
      • To Date
      • Invoice Accounting Date
      • Accounting Date for Operational Transaction
  • CR GRA Grant Expenditure Summary by Cost Center
    • A change was made to the logic of this report so all cost share journals charged to the cost center are included in the report results.
  • CR GRA SPS Award Lines Overdraft Summary
    • This report has been renamed CR GRA Award Lines Overdraft Summary. 
  • These Grant reports are being retired on 10/04/24.  Please start using the suggested report and change any relevant prompt filters and report schedules. 
    • CR GRA Awards by Approval Status
      • Suggested report – Awards by Approval Status
    • CR GRA Billing Schedule Creation
      • Suggested report – CR GRA Billing Schedule Validation
    • CR GRA PI Award Budget to Actuals Receivables Summary
      • Suggested dashboard – Dashboard GRA Award Budget to Actuals
    • CR GRA PI Award Budget to Actuals Summary
      • Suggested dashboard – Dashboard GRA Award Budget to Actuals
    • CR GRA PI Award Cost Share Summary
      • Suggested dashboard – Dashboard GRA Award Budget to Actuals
    • CR GRA PI Award Lines Overdraft Summary
      • Suggested report – CR GRA Award Lines Overdraft Summary
    • CR GRA PI Termed Award Financial Summary
      • Suggested report – CR GRA PI Award Financial Summary
    • CR GRA PI Termed Award Lines Financial Summary
      • Suggested report – CR GRA Award Lines Financial Summary
    • CR GRA SPS Termed Award Financial Summary
      • Suggested report – CR GRA SPS Award Financial Summary
    • CR GRA SPS Termed Award Lines Financial Summary
      • Suggested report – CR GRA Award Lines Financial Summary
  • CR GRA Effort Certification Status Report with Created Moment
    • This report no longer includes “canceled” effort certifications.  Columns and prompts were removed to simplify the output of the report. 

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