Did you see this? Reporting & Analytics Updates

A new set of Finance Reporting & Analytics Release notes was posted on October 5.  Did you miss them?  You can see the whole release on the UVAFinance website.

Here are some highlights you might find interesting: 

Workday
Some new fields have been added to a few of the Workday reports (see Release Notes for specifics) and there are 3 new reports:

• NEW Find Account Adjustments with Worktags – this new custom report will show both the original and current worktags for any Accounting Adjustment entries on Supplier Invoices or Expense Reports.

• NEW Expense Reimbursements in process - Graduate Students – new report for monitoring aging expense reimbursements for Graduate Students.

• NEW BP Transaction Status – new report to find BPs that are completed – for instance, all Payroll Costing Allocations submitted on a particular day. The existing BP in Process Monitoring report did not include an option for completed BPs.

UBI
Workday Journal Lines 

• Please select your filters BEFORE you open the Details sheet. The amount of data in the app continues to grow so limiting the data before the table is generated will improve response times.

• Amount fields being used in the data model have been cleaned up for consistency.

• Note this change may cause you to see issues in your personal “My sheets” (e.g., the report won’t render or the Amount field(s) show only 0). You can replace the field on your sheet by searching the Measures for “Amount” or reach out to AskFinance if you need assistance.

Other noteworthy items:

• The Line Item hierarchy for Salary-related Spend Categories has been expanded to allow for more granularity in Salary reporting. The Spend Category values remain the same.

• The Fund Level 3 and the alternate UFM Fund Source Group 3 hierarchies (Operating/Non-Operating) have been aligned to eliminate reporting inconsistencies across reports when filters are applied.

• New Spend and Revenue Categories for Transfers have been added to improve the granularity of reporting. Contact the budget team via AskFinance if you have questions.

See the full release notes online.