Reporting & Analytics Release Notes: December 12, 2024

New for December

Workday

• Award and Grant reports: We have eliminated the need to select the Award Plan Structure when running reports so that reports return all Awards regardless of Plan Structure. We have also made some back-end adjustments to improve performance of many of the reports that pull Grant expenses.
• Alerts are now being sent to Cost Center Managers and others when critical security roles are missing that might delay business processes. We are also sending alerts for missing Award and Grant roles as well.
• Budget reports: We now take a snapshot of the Working budget as of October 1st in Adaptive. This is available in the Plan Structure prompt of any Budget reports – select “Annual Budget – Quarterly Snapshot” and Plan Name = “FY25 Q1 – Snapshot”. This point in time budget near the beginning of the Academic Year may be more detailed and current than the Original Budget but will not continue to update through the year as the Working Budget might. Please consult with your budget office for direction on which budget to use for comparison in your school or unit.
• Supplier Invoice and Payment reports: New Workday field “Cancel Payment Date” has been added to many reports.
• Find Expense Reports in Draft or In Progress Status: This is a new report that is now available to all authorized users. This report has a variety of prompts that can be used to track down expense reports that may not yet have been submitted or are in progress.

UBI

• Budget vs Actuals: See note above re: Budget Reports; this snapshot is also available in the UBI app.
• RAD for PIs: Access for co-PIs to view reporting has been enabled in addition to the primary PIs.

Adaptive