Monday, July 17, 2023

Did You See This? Reporting & Analytics Updates

A new set of Finance Reporting & Analytics Release notes were posted on July 13. Did you miss them?

You can see the whole release online here.

Here are just a few noteworthy highlights:

  • Activity Stream has been added to the Details for Account Certifications report to streamline the review of account certifications – see Activity Stream | UVA Finance (virginia.edu) for more information about this new feature.
  • New Open Purchase Orders – Fully Invoice and Fully Paid report to quickly identify candidates for closing out open purchase orders which are complete.
  • New & Improved Track Purchase Order with Line Splits report which provides greater detail and improved usability over the existing Track Purchase Order report (includes line splits). Various
  • Grant/Award Budget vs Actuals reports have been updated so that Transfers and Interest Income transactions are included

  • Reminder: The Budget & Fund Balance reports in Workday generally default to the current fiscal period/year so be sure to update the prompts if you need to look backward.
See the full Release Notes on the UVAFinance website.

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Related Content: Workday's Activity Stream: A new functionality to move things along

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