Reports

The reports listed below are a sampling of the most common reports, by business area, that will be available for Ohio State's go-live of Workday Release 1.

This is a sample of what users will be able to find in the data and reports metadata tool, Collibra. There are over 700 reports that will be updated with metadata in Collibra at go-live. Collibra's launch is planned for October 2020 while Workday's Release 1 occurs in January 2021.

You can expect to see similar metadata around datasets that are being loaded to the Reporting and Analytics Environment (RAE). Jump to a section using the links below.

  1. Finance
  2. Spend
  3. Supply Chain
  4. Human Resources
  5. Payroll

Finance

Report NameSystemSecondary DomainDomain StewardPurposeRelated Legacy ReportLegacy Data (Yes/No)
Beginning Equity SummaryWorkday (Custom)Financial Accounting / General LedgerLisa Plaga, Lois McAninch, Bill MadisonTo provide the beginning balance of equity on an annual basis in order to analyze equity at each worktag combination.eReports 90No
Find Accounting AdjustmentsWorkday (Standard)Financial Accounting / General LedgerLisa Plaga, Lois McAninch, Bill MadisonTo find accounting adjustments entered in the system by company.n/aNo
Find Journal Lines - OSUWorkday (Custom)FInancial Accounting / General LedgerLisa Plaga, Lois McAninch, Bill MadisonTo find any journal lines that posted against a specific worktag combination or for particular journal source. n/aNo
Sources and Uses (Multiple Versions)Workday (Custom)Financial Accounting / General LedgerLisa Plaga, Lois McAninch, Bill MadisonWe have developed multiple standardized financial statements that summarize revenues, costs and expenses that can be run by period or groupings of periods.  There are various flavors of the Sources & Uses standardized reports to display data in different ways, along different worktags, including: by cost center, by fund, by activity, and by debt.eReports 91No


Spend

Report NameSystemSecondary DomainDomain StewardPurposeRelated Legacy ReportLegacy Data (Yes/No)
Historical PCard TransactionTableauTravel & ExpenseMarie PetersonRecreated version of the eReports APU132DW PCard Transaction report. This report utilizes historical PeopleSoft and OCIO DW data for historical transactions through Dec 2020.eReports APU132DW Yes
Find Expense Report Lines for OrganizationWorkday (Standard)Travel & ExpenseMarie PetersonFind expense report line or itemization for all expense reports for your organization or organization hierarchy. Results don't include personal expenses and parent lines for itemizationsn/aNo
Receipt Lookup by BOL or Serial NumberWorkday (Custom)PO / AP DataScott Davis, Justin Perry, Ale Meechan, David GemmelAllows the business to track and search for tracking numbers for receipts entered on the header or line memo of the receipt.n/aNo
Historical Inventory BillingTableauPO / AP DataScott Davis, Justin Perry, Ale Meechan, David GemmelRecreated version of the eReports INB100DW Inventory Billing report. This report utilizes historical PeopleSoft and OCIO DW data for historical transactions through Dec 2020.eReports INB100DW Yes


Supply Chain

Report NameSystemSecondary DomainDomain StewardPurposeRelated Legacy ReportLegacy Data (Yes/No)
Find Inventory Count SheetWorkday (Standard)InventoryShawn Jones, David GemmelView all count sheets created for an inventory site. Details include Count Sheet Number, Inventory Site, Status, Created Date/Time, Counted On Date/Time, Currency, Assigned to Workern/aNo
On-Hand Inventory ValueWorkday (Custom)InventoryShawn Jones, David GemmelThis report shows the total value of goods on hand in inventory for inventory transactions have been posted to the general ledger. The report includes inventory items held in both expense and asset accounts.n/aNo
Inventory Replenishment DashboardWorkday (Custom)InventoryShawn Jones, David GemmelThe purpose of this report is to show the status of items in inventory by reservation and on order status to determine replenishment potential.n/aNo
View LocationWorkday (Standard)InventoryShawn Jones, David GemmelFor a selected Location, view the Location Usage, Location Type, and Location Hierarchy, as well as the Contact Information for the Location.n/aNo


Human Resources

Report NameSystemSecondary DomainDomain StewardPurposeRelated Legacy ReportLegacy Data (Yes/No)
Employee FTE's

Workday (Standard)

EmployeeDeb MillerThis report display both weekly and blended FTE values for selected employees or Supervisory Organizations.BuckIQ EAB300 / EAB100No
Employment DemographicsWorkday (Standard)EmployeeDeb MillerView worker demographic details, such as age, gender, ethnicity, religion, and marital status, by organization.BuckIQ EAB100 / FAB100No
View Position Restrictions Workday (Standard)Job/Position / CompensationMary EllisThis view of the position contains the position overview, restrictions for hiring into the position, qualifications needed for the position, incumbent history, and default compensation.Peoplesoft Add/Update Position Info / OHR_POS_DESC Peoplesoft QueryNo
Non-Fillable Positions by Organization, Worker Type and Reason - Indexed

Workday (Standard)

Job/Position / CompensationMary EllisLists non-fillable positions within an organization by worker type and reason.n/aNo
Staffing Activity SummaryWorkday (Standard)Job/Position / CompensationMary EllisView a summary of all staffing activity for both primary and additional jobs in an organization for a given time period or date range. Enables you to view the total number of staffing transactions such as hires, terminations.BuckIQ EAB110UNV / EAB110CVPNo
Outstanding Actions for My Direct ReportsWorkday (Standard)Job/Position / CompensationMary EllisThis report shows the outstanding actions for a manager's direct reports.n/aNo


Payroll

Report NameSystemSecondary DomainDomain StewardPurposeRelated Legacy ReportLegacy Data (Yes/No)
Employees Not PaidWorkday (Custom)PayrollMichelle TaylorThis report is used to review and process people on the system that have not had terminations submitted BuckIQ HRB350 No
Time Off Results by Period Worday (Standard)Time & AbsenceMichelle TaylorThis report is used to confirm that leave has been accruing correctly for employees.eReport HRB755No
Approved Time OffWorday (Standard)Time & AbsenceMichelle TaylorView the approved time off requests for your workers, for example to help you maintain adequate staff levels. You can view information for one or more organizations within a specified period of time.BuckIQ HRB730No
Time Entry Status and DeviationsWorkday (Custom)Time & AbsenceMichelle TaylorIf you see a pattern of deviations between an employee's scheduled weekly hours and their reported hours, consider reaching out to your HR Partner about updating the employee's scheduled weekly hours.eReport HRB760No