Reporting & Analytics Release Notes for June 25

Finance Reporting & Release Notes for June 25 have been posted to the UVAFinance website. 

As we end the fiscal year 2024, here are some notes of interest and reminders from the Finance Business Intelligence team for the past quarter. If you have a finance reporting need or feedback, please reach out to AskFinance@virginia.edu. 

Highlights & Reminders:

Workday

• F&A Rate by Company and Cost Rate Type (Removed) - has been removed from Workday, instead use the Workday F&A Recovery app in UBI instead. 
• Time Period Prompt in reports - a new option "Last 3 Periods (UVA Fiscal Year)" has been added to reports where you may have selected Current Period or Current Period YTD. The new selection allows you to more easily pull a single quarter. 

UBI

• Workday Fund Balance - the Function worktag has been removed from the Fund Balances with Worktags report because balances by Function aren't tracked and this was causing some confusion. 
• Workday RAD and Workday PI RAD - multiple enhancements:
• Cost Share budgets and expenses are now included.
• Expanded access so that PIs can view Grants where they are the Lead Award PI even when they are not the Grant PI.
• An Award or multiple Grants can now be selected for display on the BBA. 
• The transfer ledger 8904 is now included so that residual funds are available.

Note:

UBI Code Review and Standardization

The Business Intelligence & Analytics team is overhauling most of the UBI Finance apps to clean up code, standardize metrics, and redesign the layout for some sheets. While the team is doing their best to be mindful of the impact on private or community sheets, if you ever receive an "Invalid Dimension" error, please contact them (via AskFinance@virginia.edu) for help straightening it out. This work started in February and is expected to continue through the summer.

Be sure to read the full release notes for more details about current and future enhancements!

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