Reporting & Analytics Update

December is a great time to look at accomplishments made over the past year. Here's a look at what the FST Team's Reporting & Analytics workstream has accomplished this year: 

The Reporting & Analytics Team created Workday Reporting user stories to better understand reporting needs of various stakeholders. The team then divided these user stories into three separate categories: P1, P2, and P3. P1 reports are ones that the functional leads needed to do end-to-end testing, P2 reports are needed by go-live, and P3 refers to lower priority reports that can be completed after go-live. 

This year, the team developed 144 P1 reports with 116 approved by functional owners, and 49 P2 reports 13 of which were approved by functional owners. 

There was also a lot of work done on Adaptive/UFM report development. The current version, Adaptive 2.0, will provide plenty of information on possible improvements for the 3.0 build. The team is currently working on converting data into the 3.0 build, which will enable more report creation. 

Additionally, the team has entered all data into the Data Warehouse. Entering data into the Warehouse means it can be accessed in UBI as needed and can feed into other systems used by schools and units. The team has created a first pass at a data model in the QA environment. 

Finally, the R&A Focus Group has met every two weeks since the creation of the group in August. The group was formed to provide the stakeholder perspective, and to offer feedback on reports developed and evaluate their usability. According to Mark Anderson, who presented on the R&A Team's accomplishments during December governance meetings, Focus Group members have provided lots of great feedback this year.

However, not having all the information needed to generate reports has proven challenging. For example, if someone wants to see a report from their specific unit, this can't always be done because the team doesn't always have enough data. Fortunately, this issue will resolve as the project continues and more data becomes available. 

So, what's next for the R&A Team? 

While continuing the previously mentioned work, the team is also looking at post-go-live and what Reporting & Analytics support may be needed then. A small group, known as the Work Team, was created to think about the Reporting & Analytics experience as a whole. In other words, the Work Team must think about stakeholders' cross-functional needs; it's not just Finance that's involved, but also HCM, SIS, and FM. To do this, the Work Team will identify a handful of different personas across the University, what responsibilities these personas have, and how to make those responsibilities as effortless as possible. 

Keep an eye on this space for more updates coming in 2022. If you'd like more information on Reporting & Analytics, you can find it here.