New Procurement Monitoring Report

April 10, 2019

The Non PO Invoice Activity – Yale report, replaces the former Tableau report, monitoring non-PO invoice activity and recommending best practice for initiating purchases based on the spend category used. The new report will be available in Workday beginning Friday, April 12.

This report is available to users with the Cost Center Financial Analyst role and is most effective when scheduled and exported to Excel. In Workday, users can search “Non PO Invoice Activity – Yale” to access instructions on how to schedule and run the report. A link to the report has been added to the Procure to Pay (P2P) Dashboard, accessible from the Dashboard worklet on the Workday homepage.

If you have any questions, please contact the Finance Services Center at sharedservices@yale.edu or call 203-432-5394.