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Process Area Report Type Workday Report Name Description Audience Similar Legacy Report Status
Supplier Accounts
Management Supplier, PO, & Invoice Inquiry (LITE) Allows outside users, such as Suppliers, to search for Invoice and Payment information that pertains to them. All PO/Invoice Payment Inquiry; https://public.reports.gatech.edu/POIInquiry/index1.jsp In Production
Supplier Accounts
Transaction Supplier Changes (EFT/ACH) - CR This report is used by the Vendor team to identify the suppliers set up to receive EFT/ACH payments over a specified period of time. Central Office N/A In Production
Supplier Accounts
Transaction Supplier Invoice Line & PO Line Budget Ref Check - GTCR Report lists out supplier invoice lines and purchase order lines where the supplier invoice budget reference differs from the purchase order line budget reference. All N/A In Production
Supplier Accounts
Transaction Supplier Invoice Lines by Cost Center Hierarchy - GTCR This report is intended to assist Financial Managers and Central Business Units to track supplier invoices by cost centers and monitor transactions through the process. This will allow effective and efficient management of supplier invoice transactions within cost centers by showing the current status, any step awaiting action, amount of time passed, and current business process step. *Note: In order to include cost centers on split lines, this report pulls individual line data meaning there may be more than one result per invoice. Use "Find Supplier Invoice for Campus - GTCR" to monitor supplier invoices as one document. Authorized Groups of Cost Center Managers & Finance Auditors BuzzMart In Process Supplier Invoices In Production
Supplier Accounts
Management Grants Lifecycle Dates Lookup - GTCR Displays start end end dates for Grants that can easily be reviewed by Business Servces in conjunction with the AirPlus Invoice to determine if any Grants need cleanup before processing the AirPlus bill. Central Office N/A In Production
Supplier Accounts
Transaction Find Supplier Invoices - AP Accrual - CR Utilized by the central Accounts Payable and Controller's office in order to disclose (report) outstanding liabilities on Georgia Tech's yearly financial statements. This is done by finding all unpaid supplier invoices in the financial system at the end of the fiscal year. Central Offices N/A In Production
Supplier Accounts
Management Supplier Invoices Unpaid w/ PO – CR Displays purchase orders with unpaid supplier invoices grouped by cost center. Includes invoices in match exception and invoices in draft. Used to identify all outstanding unpaid supplier invoices created from Purchase Orders whose date and funding source are from a prior year budget reference year. Central Offices N/A In Production
Supplier Accounts
Transaction Find Supplier Invoices with Prepaid Lines - GTCR Displays invoices that are marked Prepaid, so an AP Accountant can amortize and correctly record the prepaid accounting. This report allows AP Accountants to see each instance where this is applicable and take action off the report to complete the task. Central Offices N/A In Production
Supplier Accounts
Master Data Supplier, Purchase Order & Invoice Inquiry 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

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