Workday Reports

There are over 500 standard Workday reports and 100 custom reports for Georgia Tech. 

Workday Reports will be continuously added and improved. If you need to make a request for a new report or a change to a report, complete Financial Reports- Request New or Financial Reports- Request Change to Existing in the ServiceNow Services Portal.

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Process Area Report Type Workday Report Name Description Audience Similar Legacy Report Status
Business Assets Transaction GT Related Assets Summary Report – GTCR Displays a list of related assets along with relevant information (asset ID, name, description, cost, depreciation, etc.). Related assets are assets such as buildings that have additional assets such as HVAC and Plumbing reflected as related assets.  Central Offices N/A In Production
Business Assets Transaction GT Find Assets Displays a list of all assets and applicable attributes such as Asset cost, accumulated depreciation, net book value, acquisition date, custodian, location, tag number, and other inventory-related data.
Can be filtered by location, cost center, and other attributes. 
All N/A In Production
Business Assets Transaction GT Find Assets for Surplus Pick-up Displays assets that have been requested to be surplused. Will be used to manage the central logistics office surplus pickup process.  Central Offices N/A In Production
Business Assets Transaction Find Assets by Acquisition Date - CR Similar to GL Find Assets. Can be filtered by acquisition date. Displays a list of all assets and applicable attributes such as Asset cost, accumulated depreciation, net book value, acquisition date, custodian, location, tag number, and other inventory-related data. Central Offices N/A In Production
Business Assets Transaction Find Donated Assets - CR Displays all assets that have been donated and related attributes. Used by the Controller's office.  Central Offices N/A In Production
Business Assets Transaction Find Missing Assets - CR Displays assets that are determined to be missing based on inventory review.  Central Offices N/A In Production
Business Assets Transaction Find Untagged Assets - CR Displays all assets in which there is no tag number on the asset record. Used by property control to determine what needs to be tagged.  Central Offices N/A In Production
Business Assets Transaction Locations for Business Assets - CR Displays a list of locations that may have Assets.  Central Offices N/A In Production
Business Assets Transaction Cost Center Property Coordinators - CR Displays all Property Coordinators by Cost Center. Can be run for all of GT and filtered by Cost Center.  All N/A In Production
Expenses Transaction Spend Authorizations for Faculty/Staff Trips - CR Displays what travelers are currently on travel and in what location for a specified timeframe.  All N/A In Development
Expenses Workload Expense Reports sent back - Count by Expense Partner - CR This report returns the summarized count of Expense reports sent back by each Expense Partner. Used to help balance workload.  Central Offices N/A In Development
Expenses Management Paid Expense Report Total - International and Domestic - CR Detailed information for paid expense reports for period.  Returns location, dates, trip purpose, total expense report amount, pre-paid amount, and total amount reimbursed to traveler.  Prompts for date range. All N/A In Development
Expenses Management Continuous Audit for Travel - CR Used for Board of Regents Audit purposes.  Central Offices N/A In Development
Expenses Transaction Find Expense Reports by Organization – CR Displays a list of expense reports within the prompted parameters as well as other relevant information (date, status, payee, created by, etc.). Can prompt by payee, initiator, status, payment status, etc. Secured by cost center. For all campus users. All N/A In Production
Expenses Workload Preparer Stats – CR Displays a count of the expense reports that a worker has prepared. Can search by date range and preparer. Drill into count results to see the individual expense reports and other details. All GT TE Preparer Stats  In Production
Expenses Management Duplicate Committee Member Audit Displays a list of External Committee Members and their respective memberships. Used prior to the creation of a new committee member to determine if the committee member already exists.  All N/A In Production
Expenses Workload Expense Reports Count Approved by Expense Partner - CR  This report returns the summarized count of expense reports approved by each Expense Partner. Used to help balance workload.  Central Offices GT_DAILY_TE_NUM In Production
Expenses Transaction Find Spend Authorization by Organization - CR Displays a list of spend authorizations within the prompted parameters as well as other relevant information (date, status, worker, created by, etc.). Can prompt by worker, preparer, initiator, status, etc. Secured by cost center. For all campus users. All N/A In Production
Expenses Transaction Expense Report Time Since Initiated - CR Displays expense reports and their status along with where the expense report is in the approval process. Shows days since initiation of expense report. For In progress reports, it shows the number of days in the current approval step. Used to identify approval bottlenecks.  Central Offices N/A In Production
Expenses Transaction Spend Authorizations for GTRI Foreign Travel - GTCR Displays foreign travel with begin and end dates.  All N/A In Production
FDM Master Data Driver Worktag Manager Details Dashboard Displays all driver worktags for a selected Cost Center or Cost Center Hierarchy, along with associated attribute and roles.  All N/A In Production
FDM Master Data FDM Hierarchy Reports  This series of reports allows the user to view various Workday hierarchies in report form with the highest level elements in the leftmost column and the lowest level elements in the rightmost column. There are reports for the following hierarchies: Class, Designated, NGIP, Function, Standard FR GT, Standard GT Ops, Standard ATHL Fin, Fund, Grant, Custodial Entity, Revenue Category (GTCR & ATHL), Spend Category (GTCR & ATHL), Cost Center and Project.  There are multiple gift hierarchies and reports for those will be added after consultation with Grants & Contracts Administration. All N/A In Production
Financial Accounting Management Auxiliary Consolidated Expense Trial Balance This report gives Designated Driver worktags and balancing Unit (if applicable), Original Budget, Amendments, Current Budget, Commitments, Obligations, Actuals, and Balance. It gives the user a quick look at all of their designated driver worktags related to the prompts entered.  Central Units 664 Report In Design
Financial Accounting Management Operational Dashboard - All Funding Sources Dashboard of operational balances by worktag and funding source for a selected cost center or cost center hierarchy. Displays balances by restricted vs. unrestricted funding sources.    264 In Design
Financial Accounting Transaction Cost Center and Worktag Dashboard Dashboard to see what transactions are outstanding for a particular Cost Center/Cost Center Hierarchy or other worktags such as Designated, Assignee, etc.  All N/A In Design
Financial Accounting Management General Operations Dashboard Dashboard of operational balances by worktag and funding source for a selected cost center or cost center hierarchy. Distinct reports show balances and budgetary impact with and without fringe. . This dashboard contains three reports:   All Gen Ops Drivers - Fringe Included, Institute Funded Gen Ops Drivers - Fringe Excluded and Unit Funded Gen Ops Drivers - Fringe Included. Each of these three reports is described separately below. All 518 Report In Production
Financial Accounting Management All Gen Ops Drivers - Fringe Included  This is one of three reports on the General Operations Dashboard but it can also be run stand-alone. This report pulls all General Operations designated worktags that are assigned to the following funds: FD10000 State Appropriations, FD10500 Tuition, FD10600 Other General, FD15000Indirect Cost Recoveries, and FD16000 Tech Fee. Fringe benefits, which may be funded by the Institute or funded by the unit, are included in this report. The offsetting budget for Institute funded fringe expenditures is also included. All 518 Report In Production
Financial Accounting Management Institute Funded Gen Ops Drivers - Fringe Excluded This is one of three reports on the General Operations Dashboard but it can also be run stand-alone. This report pulls only the General Operation designated worktags that have fringe benefits funded by the Institute. These designated worktags are assigned the following class codes: CL11000 General Operations, CL11200 State Appropriations, CL11300 Other General, CL11500 Indirect Cost Recoveries, CL11600 Tech Fee,  and CL11800 Tuition. The fringe benefit budgets and expenses have been removed from the report. All other spend categories are included in the report. All 518 Report In Production
Financial Accounting Management Unit Funded Gen Ops Drivers - Fringe Included This report pulls only the General Operations designated worktags that have fringe benefits funded by the individual Unit. These designated worktags are assigned the following class codes: CL11005 General Operation - No Fringe, CL11205 State Appropriations - No Fringe, CL11305 Other General - No Fringe, CL11505 Indirect Cost Recoveries - No Fringe, CL11605 Tech Fee - No Fringe, and CL11805 Tuition - No Fringe. All spend categories are included in the report including fringe benefits. All 518 Report In Production
Financial Accounting Management Expense Budgetary Balance – GTCR Displays available budgetary balance information for prompted organization and worktag/worktag hierarchy combinations for a selected time period. Subtotaled by ledger account grouping for expenses. Provides the ability to drill into budget, commitment, obligation, and actuals balances to view transaction detail. Used only for State and Gift budgets. Award/Grant budgets and Project budgets are shown in different reports.  All Expense Ledger (38) In Production
Financial Accounting Management Summary Expense Budgetary Balance Excluding State Fringe - GTCR Displays available budgetary balance information for prompted organization and worktag/worktag hierarchy combinations for a selected time period. Report results exclude State Fringe ledger accounts. Subtotaled by ledger account grouping for Expenses.
Provides the ability to drill into Budget, Commitment, Obligation, and Actuals balances to view transaction detail. Used only for State and Gift budgets. Award/Grant budgets and Project budgets are shown in different reports. 
All N/A In Production
Financial Accounting Management Revenue Budgetary Balance – GTCR Displays available budgetary balance information for prompted organization and worktag/worktag hierarchy combinations for a selected time period.  Subtotaled by ledger account grouping for revenue only.
Provides the ability to drill into Budget and Actuals balances to view transaction detail. Not intended for grant or project revenue reporting. 
All Revenue Ledger (46)
Summary Revenue Ledger (47)
In Production
Financial Accounting Management Custodial Funds Report – GTCR Used to provide the available balance by custodial entity. Displays Beginning Balance plus Additions (Revenue) less Deductions (Expenses) to calculate Ending Balance. One line summary for each Custodial Entity. Can be run for one or all Custodial Entities with the ability to drill down to transaction level detail. All Agency Funds (251)
Summary Agency Funds (281)
In Production
Financial Accounting Management Balance Sheet – GTCR Provides balance sheet for worktag or worktag hierarchy combinations. Displays assets, liabilities and net assets (fund balance) with the ability to drill down into the transaction detail. Mainly run by company for all of Georgia Tech but could be run by Balancing Unit for auxiliaries.  Central Offices Balance Sheet (26)
Aux Services Consolidated Balance Sheet (659)
In Production
Financial Accounting Management Ledger Account Activity Summary Displays the cumulative debits, credits, and net amount of all ledger accounts based on the search criteria input. Can be used to research costs and revenue for an organization. Ability to prompt by worktags and worktag hierarchies and drill down to transaction level detail. Delivered Workday report.  All General Ledger (23)
Auxiliary Services Consolidated General Ledger (23)
In Production
Financial Accounting Transaction Find Journals – CR Displays journal details based on search criteria input. Includes operational and accounting journals. For central office use.  Central Offices CSU/CPC/ECT Journals Reports In Production
Financial Accounting Transaction Find Journals by Organization – CR Displays journal details by organization based on search criteria input. Only displays journals with a cost center and therefore excludes balance sheet journals. Includes operational and accounting journals. Provides the ability to drill into the details of the journal or related transaction (such as expense report, requisition, etc.).  All CSU/CPC/ECT Journals Reports In Production
Financial Accounting Transaction Find Journal Lines – CR  Displays journal line details based on search criteria input. Includes operational and accounting journals. For central office use.  Central Offices Expense Ledger (38), CSU/CPC/ECT Journals Reports In Production
Financial Accounting Transaction Find Journal Lines by Organization – CR Displays journal line details by organization based on search criteria input. Typically used to view all impacted lines based on the worktags prompted. Only displays journal lines with a cost center and therefore excludes balance sheet journals. Includes operational and accounting journals. Provides the ability to drill into the details of the journal or related transaction (such as expense report, requisition, etc.).  All CSU/CPC/ECT Journals Reports In Production
Financial Accounting Management Auxiliary Services Financial Statement Report Financial Statement for use by Auxiliary Services; prompted by worktags. Displays revenue and expense and tracks operating and non-operating expenses differently. Displays current vs. prior years along with variance columns.  Central Offices 209 Report In Production
Financial Accounting Management Ledger Account Activity Summary By Source Displays the cumulative debits, credits, and net amount based of all ledger accounts by journal source. Can be used to research costs and revenue for an organization. Ability to prompt by worktags and worktag hierarchies and drill down to transaction level detail. Delivered Workday report.  All N/A In Production
Financial Accounting Management Trial Balance Delivered Workday report detailing beginning balance, debits, credits and ending balance by ledger account. Can be run for a Fiscal Year or period. All N/A In Production
Financial Accounting Management Departmental Sales and Services Financial Statement - GTCR Financial Statement for use by Department Sales and Service units; prompted by worktags. Displays revenue and expense.  All 111 Report In Production
Financial Accounting Management Trended Balance Report - CR Displays ledger account balances month over month. Used to view trends in spend and revenue. Prompted by Worktags All N/A In Production
General Management Supervisory Relationships - CR Displays all managers by supervisory organization and their workers filtered by unit. The Workday supervisory organization is the same as the PeopleSoft HCM department ID.  All N/A In Production
General Management Workers Missing Managers - CR Displays all workers that do not have a manager filtered by unit. All N/A In Production
General Management Standard And Custom Reports I Can Run Used by any employee to generate a list of reports that the employee can run in Workday based on their security roles. All N/A In Production
Grants Management LightSABER – Light version of Sponsored Award Budget Expense Report Similar to the SABER but displays award real-time budgets, commitments, obligations, spend, remaining balance at the object class level. Drill down into transactions originated in Workday including supplier invoices, expense reports, purchase orders, requisitions, and accounting journals.  All PEB – Project Expense and Budget Report In Design
Grants Master Data Extract Grants Provides a listing of all grants and related worktags. It can be run by grant, hierarchy, fund, cost center. All N/A In Production
Grants Master Data Extract Awards This report provides a listing of awards and award header attributes. It returns results quickly when run for all awards. It can be run by award, status, and award group. Grants and Contracts will use this report to identify awards imported from OSP as well as for a master list of awards. All N/A In Production
Grants Master Data Find Awards This report provides a listing of awards, header attributes, line detail amounts, billing amounts, amendments, rate agreements, and award balances.  It should not be run wide open, but for specified parameters. Grants and Contracts will use this report to identify awards imported from OSP as well as for a master list of awards. All N/A In Production
Grants Management  GT Find Award Group This report can be run by award or award group to show the awards within an award group as well as the applicable sponsor. Grants and Contracts will use this report as a validation to make sure the awards are in the correct award group, which is used for identifying billing portfolios. Central Offices N/A In Production
Grants Transaction Basis Limit Audit Report This report displays a listing of awards with basis limits and includes key information such as basis limit amount consumed, remaining, and F&A amount billed, for award and award line/grant. It can be run to show only where basis limit is exceeded as well. Central Offices   In Production
Grants Transaction GTCR Journal Lines for Award Cost Reimbursable Reconciliation Used in billing to view the journal lines for a cost reimbursable award and compare to the billing details of the journal line.  Details include the cost reimbursable line billing status, grant status, and sponsor invoices. Central Offices N/A In Production
Grants Transaction Cost Reimbursable Line Status Used during billing to identify the transactions awaiting settlement, pending award line date review, on hold, unbillable, ready to bill, and billed. Central Offices   In Production
Grants Transaction Find Customer Invoice Search for a listing of customer invoices by sponsor, date, invoice type, status. This will return invoices whether or not they are associated to an award and should be used for viewing invoices to GTRC and GTARC. Central Offices N/A In Production
Grants Transaction View Sponsor Invoice for Award Displays all invoices for an award. This report is included in the award component or can be run separately. All N/A In Production
Grants Transaction Find Sponsor Invoices for Company Displays any invoice that is associated with an award for a given sponsor(s). This report can be filtered further from within the result set using a unique UI with additional criteria on the right hand side. This is the primary way to view sponsor invoices for Grants and Contracts. Central Offices N/A In Production
Grants Transaction Find Customer Invoice Displays a listing of customer invoices by sponsor, date, invoice type, status. This will return invoices whether or not they are associated to an award and should be used for viewing invoices to GTRC and GTARC. Central Offices N/A In Production
Grants Transaction Letter of Credit Reconciliation Report Displays the draw downs to date, remittance advice, pro forma at time of draw, and payment applications by award. Use this to analyze draws by award or letter of credit (LoC) after the LoC is drawn as needed. Central Offices N/A In Production
Grants Transaction Pro Forma Letter of Credit Draw Down Displays what is eligible to be drawn in a letter of credit. This report can be run prior to drawing the letter of credit to view what will be drawn. Central Offices N/A In Production
Grants Management GTCR Letter of Credit Billing Schedule Checkup Used as a quality control to check that billing schedules for awards with a letter of credit assigned are setup correctly to support billing and the GTRC integration.  The report returns all awards with a LoC, and displays the invoice type and schedule type. Filter to make sure all awards have a billing schedule with an invoice type = LoC Draw and a Schedule Type = LoC.  Central Offices N/A In Production
Grants Management Installment Billing schedules requiring action Identifies any upcoming installments or installment awards with a billing schedule status that is either on hold, in error, or in draft. Run this report without prompts or by sponsor or schedule status for Installment awards Central Offices N/A In Production
Grants Management Find Billing Schedules Displays a listing of all billing schedules including Cost Reimbursable. Identifies schedules on hold, in error, in draft, etc. View the total line amount, ready to bill amount, and billed amount for each billing schedule and sponsor. Central Offices N/A In Production
Grants Management Find Sponsors Displays a list of sponsors and related attributes.  Central Offices N/A In Production
Grants Management Awards by Sponsor Provides the authorized direct cost, indirect, and total for each sponsor as well as a count of the number of awards. All with drill down and grouped by award status.  Central Offices N/A In Production
Grants Transaction G&C GTRC Standard BIRT PDF Invoice form for awards with a GTRC Standard invoice type. No signature. Used to send current month billing and billed to date to sponsor. Central Offices N/A In Production
Grants Transaction G&C GIT Standard BIRT PDF Invoice form for awards with a GIT Standard invoice type. No signature. Used to send current month billing and billed to date to sponsor. Central Offices N/A In Production
Grants Transaction G&C GTRC Standard Certification Required BIRT PDF Invoice form for awards with a GTRC Standard invoice type. Includes signature. Used to send current month billing and billed to date to sponsor. Central Offices N/A In Production
Grants Transaction G&C GTRC Custom Certification Required BIRT PDF Invoice form for awards with a GTRC Standard invoice type. Requires special signature. Used to send current month billing and billed to date to sponsor. Central Offices N/A In Production
Grants Transaction G&C GIT Standard Certification Required BIRT PDF Invoice form for awards with a GTRC Standard invoice type. Includes signature. Used to send current month billing and billed to date to sponsor. Central Offices N/A In Production
Grants Transaction SF1034 BIRT PDF Invoice form for awards with a SF1034 invoice type. Includes signature. Used to send current month billing and billed to date to sponsor. Central Offices N/A In Production
Grants Management GT LoC Reversal Used to identify letter of credit transactions that need to be reversed using Ad Hoc Bank Transactions. Run the report after a LoC draw. Copy the amount, grants, and date into the LoC AHBT template and upload to reverse out the LoC generated cash entries. Central Offices N/A In Production
Grants Management SABER – Sponsored Award Budget Expense Report Displays award real-time budgets, commitments, obligations, spend, remaining balance and grant attributes. Drill down into transactions originated in Workday including supplier invoices, expense reports, purchase orders, requisitions, and accounting journals. Summarize by award, grant, cost center, PI and other attributes. Provides the ability to drill into budgets and costs by object class, detailed transaction ID, etc.  All PEB – Project Expense and Budget Report In Production
Grants Transaction SF270 BIRT PDF Invoice form for awards with a SF270 invoice type. Includes signature. This form only applies to federal sponsors and includes current month billing, direct indirect, cost share, and billed to date. Central 270 In Production
Grants Transaction Cost Share Certification Used to provide external cost share reporting to sponsors. Central N/A In Testing
Grants Transaction Award Billing and Audit Report Augments sponsor invoices with additional detail and provides support for external audit. The report is used to verify that costs on sponsor invoices align with costs recorded in Georgia Tech's financial system. Central N/A In Production
Grants Transaction SF425 The SF425 Federal Financial Report is a federally mandated report to provide federal sponsors information on a periodic basis for a particular award. The report includes cash receipts, federal expenses, indirect expenses, cost share, and other financial information. Central 425 In Testing
Grants Transaction SPD Man Hour Report Provides hours and dollars for employees working on a grant. Run out of EDW. All N/A In Production
Procurement Management Procurement Dashboard Dashboard to pull pending transactions for a Cost Center or Cost Center Hierarchy across all transaction types.  All N/A In Design
Procurement Management E-Verify for Supplier Contracts - CR Displays supplier contracts with an E-verify ID, in the format of the Title 13 report that is submitted to the state. Central Offices N/A In Development
Procurement Management PCard Approver Audit  Displays PCard approver and how many approvals done.   Central Offices N/A In Development
Procurement Management Backlog Report  Displays statistics on requisitions received by Procurement. Differentiates by buyer, dollar threshold, number of days in buyer's queue, purchase orders issued. This is a management report only used by PBS.  Central Offices N/A In Development
Procurement Management  CPSR Displays purchase orders with class codes associated with federal funds.  This report is used by OSP for reporting on federal projects.  Central Offices N/A In Development
Procurement Management E-Verify Purchase Order (Title 13) – CR Displays purchase orders with an E-verify ID, in the format of the Title 13 report that is submitted to the state. Central Offices N/A In Production
Procurement Transaction Find Receipts – CR Displays a list of receipts within the multiple prompted parameters as well as other relevant information (date, status, PO’s, contracts, etc.).  Central Offices N/A In Production
Procurement Transaction Find Receipts by Organization – CR Displays a list of receipts within the multiple prompted parameters as well as other relevant information (date, status, PO’s, contracts, etc.). Secured by cost center. One line per receipt.  All N/A In Production
Procurement Transaction Find Returns – CR Displays a list of returns within the prompted parameters as well as other relevant information (date, status, PO’s, contracts, etc.)  Central Offices N/A In Production
Procurement Transaction Find Returns by Organization – CR Displays a list of returns within the prompted parameters as well as other relevant information (date, status, PO’s, contracts, etc.). Secured by cost center. Shows one line per Return.  All N/A In Production
Procurement Transaction Open Encumbrance Campus – CR Displays information relating to encumbered funds that have not been closed out. Can be run by organization, supplier, PO, PO reference, PO type, and date range.  All N/A In Production
Procurement Transaction PCard L3 Validation – CR Displays PCard transaction detail such as amount, attachment, PCard verification transaction, and Level 3 PCard detail if credit card merchant provides that detail. Can filter by worker and transaction dates.  All N/A In Production
Procurement Transaction PCard Change Verification – CR Displays a list of PCard transaction verifications that have been changed; as well as the other relevant information (worker, supplier, amount, number of verifications, etc.). Central Offices N/A In Production
Procurement Transaction Open Encumbrance by Company – CR Displays information relating to encumbered funds that have not been closed out. Can be run by organization, supplier, PO, PO reference, PO type, and date range. Run by company.  Central Offices N/A In Production
Procurement Workload Find Supplier Contracts – CR Displays a list of supplier contracts within the prompted parameters as well as other relevant information (type, status, etc.). Default prompt for awaiting persons is the user and may be changed. Based on security, provides the ability to take action on resulting Supplier Contracts to complete approvals.  Central Offices N/A In Production
Procurement Management Supplier Contracts Alerts – CR Displays expiration alerts associated with supplier contracts as well as relevant information (type, supplier, status, etc.). Used to proactively manage contract expirations and renewals.  Central Offices Contract Alerts Report  In Production
Procurement Management Contract Summary – CR Displays contracts by type with the ability to drill into the contracts and groups of contracts.  Central Offices N/A In Production
Procurement Transaction Find Purchase Orders – CR Displays a list of purchase orders within the prompted parameters as well as other relevant information (type, status, etc.). This is a company level report.  Central Offices N/A In Production
Procurement Transaction Find Purchase Order by Organization - CR Displays a list of purchase orders within the prompted parameters as well as other relevant information (type, status, supplier, amounts, etc.). Secured by cost center. All N/A In Production
Procurement Workload Find Requisitions – CR Displays a list of requisitions within the prompted parameters as well as other relevant information (cost center, supplier, status, etc.). For central offices. Central Offices N/A In Production
Procurement Transaction Find Requisitions by Organization - CR Displays a list of requisitions within the prompted parameters as well as other relevant information (company, amount, supplier, status, line splits, etc.). Secured by cost center. For all campus users. All N/A In Production
Procurement Transaction Find Requisition Lines and Line Splits by Organization - CR Displays a list of requisition lines and splits within the prompted parameters as well as other relevant information (company, amount, supplier, status, line splits, etc.). Secured by cost center. For all campus users All N/A In Production
Procurement Transaction PCard Attestation – CR Displays a list of PCard transaction verifications alongside the status of Cardholder attestation for each. Central Offices N/A In Production
Procurement Transaction Find PCard Transactions – CR Displays a list of PCard transactions within the prompted parameters as well as other relevant information (dates, status, amounts, etc.). For central offices. All N/A In Production
Procurement Transaction Find Procurement Card Transaction Verifications Allows a user to view all PCard transactions (new and in draft) for a specific user. When a PCard verification is started and not completed it is bumped into draft status. Transactions in draft status will not appear in the two "Verify Procurement Card" reports. This "Find" report allows the user to see all. All N/A In Production
Procurement Workload Contract Approval Queue - GTCR Displays all supplier contracts filtered by status. Can be used to display all supplier contracts waiting for the users action or all of their contracts and where they are in the approval queue. Prompt able by status, awaiting persons, contract ID, and other contract attributes.  Central Offices N/A In Production
Procurement Management PCard Load Validation - CR Displays a list of PCard transactions loaded from the bank. This report is used by Procurement to verify that the number and amount of transactions loaded reconciles to the bank file. This file has filter for worker, transactions in error and date parameters.  Central Offices N/A In Production
Procurement  Management DOAS State Entity Procurement Self Audit Report  Displays a list of purchase orders. Prompt parameters include date range, fiscal year, etc.  Central Offices N/A In Design
Procurement  Management  Business Statistics Reports  Compilation of various statistics collected by PBS to include information from supplier accounts, procurement, assets, etc.  Central Offices N/A In Design
Projects   Facilities Project Management Report This report includes ledger details for project related actual costs (grouped by the committing PO, and Supplier Contract). Funding Source and Project Budgets are compared against committed and actual spend. Central Offices 741 In Development
Projects   Facilities BOR Quarterly Project Status Report This is a quarterly report that goes out to the Board of Regents to give high level details on Project budgets, Phase, Suppliers for the project, etc. Central Offices N/A In Development
Projects   Facilities Budget amendment queue report Facilities Project Managers can track the status of their budget amendment requests to the Budgeting Office for the purpose of funding a Project. Central Offices N/A In Development
Projects   Projects Budget vs Actuals – GTCR Displays original project budget, amendments, current budget, commitments, obligations, actuals, and a remaining balance for projects. Grouped by spend category and rolled up to spend category hierarchy. All N/A In Production
Projects   Project List and Workload – GTCR Displays a list of Workday projects for which the prompted user has an assignable role on that project. Used to identify who projects belong to.  All Central Facilities Project List, Special Projects Workload  In Production
Supplier Accounts Master Data Find Suppliers A report from LITE displaying suppliers and supplier attributes.  All N/A In Development
Supplier Accounts Transaction Find Supplier Invoice for Campus - GTCR Displays supplier invoice numbers based on prompts such as cost center, worktags, supplier, supplier invoice number, etc. Used to identify supplier invoices approval and payment status, match status, and awaiting persons.  All PO Invoice Payment inquiry In Production
Supplier Accounts Workload Central AP Workflow – CR Displays supplier invoices in a view meant to act as a queue for AP specialists. Central Offices N/A In Production
Supplier Accounts Master Data OSP GTRI Small Business Certification Date – GTCR Displays a list of suppliers along with the number of days until small business certification expiration. Used to reach out to suppliers to recertify prior to expiration.  Central Offices N/A In Production
Supplier Accounts Workload Number of Invoice Submissions – CR Displays both a count of invoices submitted and a sum of those invoice amounts, grouped by submission source (i.e. JAGGAER vs. ImageNow) and period. Used for central office workloads.  Central Offices Manually Compiled Excel Spreadsheet from JAGGAER & ImageNow Data  In Production
Supplier Accounts Workload Supplier Setup Statistics – GTCR Displays a list of suppliers added during a date range as well as the approving worker and supplier process history.  Central Offices GT_AP_VENDORFILE_AUDIT (PeopleSoft)  In Production
Supplier Accounts Transaction GTRI State Use Tax Report – GTCR GTRI specific report to show tax liability for municipalities without tax reciprocity. This report will be run each month and should include all invoices paid for the cost center, in this case ASL. Central Offices N/A In Production
Supplier Accounts Transaction Payment Audit – GTCR Displays a list of supplier payments with relevant information (date, supplier, status, amount, etc.) Used to verify proper payments and check handling.  Central Offices PeopleSoft Query: WT_AUDIT_PAYMENT  In Production
Supplier Accounts Workload Summary of Processed Invoices by AP Associate – GTCR Displays both a count of invoices processed and a sum of the invoice amounts, grouped by the employee who submitted them and the period. Central Offices N/A In Production
Supplier Accounts Workload OSP AP Workflow Displays supplier invoices in a view meant to act as a queue for OSP AP specialists. OSP N/A In Production
Supplier Accounts Workload Facilities AP Workflow Displays supplier invoices in a view meant to act as a queue for Facilities AP specialists. Facilities N/A In Production
Supplier Accounts Transaction Find Supplier Invoices in Unassigned Match Step Displays supplier invoices in match exception with an unassigned step to correct the exception (create receipt, create change order). This report is meant to organize data so that it is easier to mass reassign these tasks, related to converted legacy POs. Central Offices N/A In Production
Supplier Accounts Transaction Supplier Invoices in Match Exception - CR Displays supplier invoices in match exception, including exception reasons, received amount, awaiting persons, etc. Used by central procurement to analyze data and solution on invoices awaiting match exception resolution. Central Offices N/A In Production
  • CR indicates a Custom Report used by all companies (GT, ATHL)
  • GTCR indicates a Custom Report used by GT only
  • ATHL CR indicates a Custom report used by ATHL only