Budget Planning and Performance Reporting change log

This change log provides cumulative updates about enhancements, features, and fixes to Axiom Budget Planning and Performance Reporting.

NOTE: For the 2024 change log, see 2024 Budget Planning and Performance Reporting change log. For links to the change logs and release notes for all Axiom product releases, see Change log library.

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2025 General Availability releases

GA 2025.3 (8/18/25)

This release includes the following new features, enhancements, and issue fixes.

New features: Performance Reporting

This release includes the following new features:

New Productivity Dashboard

Created the Productivity Dashboard, which provides an improved visual representation of the information included in the Department Management Productivity report. You can apply refresh variables to dynamically update the information displayed on the dashboard.

The following tabs are available on the dashboard:

  • Executive Overview, which displays high-level, summarized productivity data intended for upper management.

  • Department Overview, which displays summarized productivity data for an individual department.

Prod dashboard: Graph updates

Updates are available for the following Executive summary and Department summary graphs:

Overtime utilization

  • Updated title to, Overtime % of Productive Worked Utilization.

  • Added toggle to switch between overtime and Premium Expense % of Productive Worked Utilization graphs.

  • Updated the graph type to bar.

Worked Average Hourly Rate

  • Updated the graph type to bar.

Enhancements: Budget Planning

Driver updates
Global Labor Premium Dollars driver: PHYStdLine updates

Implemented the following updates to the Budget Global Labor Premium Dollars driver:

  • Added PHYStdLine to the refresh variables.

  • Added the following calculation methods to the PHYStdLine validation table:

    • GlobalPremium

    • AvgPerPaidHR

    • AvgPerProdHR

Provider Budget Configuration driver: Guarantee Incentive PayType

Added a Guarantee Incentive PayType line item to the Provider Budget Configuration driver.

Reports and utilities updates
Salaries Do Not Match report: Refresh variables dialog

Updated the report so that users do not have to press F9 to open the Refresh Variables dialog. The dialog now appears when users open the report.

PayType Mapping Analysis report: New calculation methods

Added the following calculation methods to the Provider section of the PayType Mapping Analysis report:

  • GlobalPremium

  • AvgPerPaidHR

  • AvgPerProdHr

Plan file updates
ProviderComp calculation method: Incentive Pay row

Updated the ProviderComp calculation method to check against Guarantee Incentive PayType in the Provider Budget Configuration driver.

Budget Contract Labor (Salary tab) update

Updated the save logic for Contract Labor rows to be enabled in the plan file when valid Jobcode and PayType selections are provided in the Budget Labor Configuration driver.

Provider Comp calculation method: Expanded AQ4 range tag filter

Updated the Axiom Query 4 data range tag filter in the ProviderComp calculation method to include a RecordId value greater than or equal to 1000.

Employee tab update: Change calculation method

Updated the Employee tab in the plan files to allow changing to a different calculation method.

PAYTYPE dimension: Update for PAYTYPE.Employee Z_Employee

If Z_Employee record exists and Paytype.Employee = NA, the classification will be changed to Z_Employee. Otherwise, the code remains unchanged. New Installations will have a new Save2DB section that runs AFTER Paytypes are seeded that ONLY saves Paytype.Employee col.

Enhancements: Performance Reporting

This release includes the following enhancements to existing features:

Budgeting and Management Reporting: New 2027 Tables

Added the following tables for 2027 (these tables are outside File Group Command Adapter):

  • \Axiom\Table Library\Budgeting\Flex Budget\FLX2027

  • \Axiom\Table Library\Management Reporting\Actuals\CY Forecast\CYF2027

  • \Axiom\Table Library\Management Reporting\Actuals\Financial\ACT2027

  • \Axiom\Table Library\Management Reporting\Actuals\Payroll\ACT_PAY12_2027

  • \Axiom\Table Library\Management Reporting\Actuals\Payroll\ACT_PAY27_2027

  • \Axiom\Table Library\Management Reporting\Actuals\Payroll\EMPLOYEE_ROSTER_2027

  • \Axiom\Table Library\Management Reporting\Actuals\Physician\ACT_PROV_2027

  • \Axiom\Table Library\Management Reporting\Actuals\Rev Usage\ACT_RU_2027

  • \Axiom\Table Library\Management Reporting\Actuals\Transactions\GLTRANSACTIONS_2027

  • \Axiom\Table Library\Management Reporting\Actuals\Health Plan\ACT_HP_2027

  • \Axiom\Table Library\Management Reporting\Actuals\Service Line\ServiceLine_2027

Income Statement Viewer: New DEPT filters

Added the ability to filter information by the columns in the DEPT table.

Revenue and Usage Tables: SaveTagCustom field

Added a default SaveTagCustom field to the following standard data tables:

  • ACT_RU_2026

  • ACT_RU_2027

NOTE: This field is intended for users working with multiple hospitals that use different billing systems but share the same data table for Revenue and Usage reporting.

Payroll Dates form updates

Implemented the following updates to the Payroll Dates form:

  • Updated logic to accurately reflect classifications when using either the Pay Period Ending or Pay Date methodology.

  • Added an Override check box to control application of the override date associated with the PayDate methodology.

Payroll Dates Form has received several updates to the pay period formulas related to the two different methodology options, which include Pay Period Ending and Pay Date.

IMPORTANT: POST UPGRADE INSTRUCTIONS. Even if you do not need to make any adjustments to the Payroll Dates form, launch the utility, review and SAVE since there are new configurations that will get applied only with the save.

Issues fixed: Budget Planning

This release resolved the following issues:

Issue Description
Driver 29 Rollover Errors out with "ProviderConfig: 1 Save data error(s)...Cell: BT28 - Cell Formula Errors" [#120801] Issue: When users attempted to save or roll over the Budget Provider Configuration driver, an error occurred due to incorrect formula references in column BT.

Resolution: Updated the formulas in the ProviderConfig sheet to handle missing values using the IFNA function, which prevented errors when Global and BudgetGroup cell matches return NA.
BP: Templates > JobCode, Employee, ProviderComp tabs - Contract Labor JobCode determination - consider removal of user change AQ field def similar to Staffing [#122607]

Issue: When users switched to a new JobCode in the Contract Labor Categories section of the Budget Labor Configuration driver, plan files did not recognize that change.

Resolution: Updated plan files so that they process JobCode changes from the Budget Labor Configuration driver.
BP: Master > Labor tabs - Contract Labor section - Logic conditionally checks for JobCode Not Used - driver option not available and results to 0 [#122687]

Issue: When users updated JobCode in the Contract Labor section of the Budget Labor Configuration driver, the corresponding formula in the plan file did not correctly process the user changes.

Resolution: Updated the logic checks in the JobCode, Employee, and Staffing tabs.

BP: Provider PFP_Template - Variables!AQ4 - converting Driver 29 Threshold Options to off existing plan file preserves formerly populated data [#123240]

BP: Provider PFP_Template - Variables!AQ4 - time stamp restricted to data tables and limiting adjustments to Driver 29 Threshold Options only not recognized in plan file [#123295]

Issue: The Axiom Query associated with the Provider PFP template did not clear its data and returned previously populated data. Also, the date stamp for the query was restricted to non-driver database table changes.

Resolution: Updated the Axiom query in the Provider PFP template to no longer return previously populated data and the time stamp in the query updates after changes were made to the Budget Provider Configuration driver.

BP: 07, 08, 09, 10 Budget Global Data Driver dept dropdown not security compliant [#125270]

Issue: An error occurred when a user included the Dept filter in any of the Budget Global Data drivers (07. 08, 09, or 10), and then tried to roll over more than 10,000 departments in a file group.

Resolution: Updated the security compliance for the Dept filter in the Budget Global Data drivers.

BP: 07, 08, 09, 10 Budget Global Data Driver dept filter causes rollover issues when >10000 depts

[#125271]

Issue: For the following driver files, if the Dept filter returned more than 10,000 records, the rollover process failed:

  • 07
  • 08
  • 09
  • 10

Resolution: Removed the Account and Department rows from the calculation method. Updated the Dept/Acct Row calculation method to process more than 10, 000 records.
Case Number 01729899 - Jobcode tab: Labor Rate increases with Step Defect [#125845]

Issue: Labor Rate Increases identified at the Budget Group/JobCode /Step level were not applied on the JobCode tab in budget plan files.

Resolution: Updated the logic referencing the column range AT:BE to identify the period-over-period factor difference instead of directly referencing and factoring the cumulative result of each period.

Global premium CM interfacing issues after rebuild plan file [#126211]

Issue: When users rebuilt plan files, the Global Premium calculation methods overwrote or conflicted with the PAYTYPE.Employee calculation methods, which caused inaccurate data to populate the plan file.

Resolution: Updated templates and calculation method libraries to correctly place the calculation methods and prevent overlap in PAYTYPE.Employee values.

BP: Driver 29 Provider Config - BudgetGroup CM self-reference that requires similar lookup logic to conditional default to Global [#124645]

Issue: The BudgetGroup calculation method logic in the Budget Provider Configuration driver defaulted to self-reference instead of inheriting Global thresholds, which caused inconsistent driver behavior.

Resolution: Updated logic to default key threshold properties to Global values, ensuring consistent volume and revenue calculations.

Case Number 01745582 - Staffing Sheet - Won't allow 100% Allocation to non-productive [#131169]

Issue: Allocating one-hundred percent of labor to non-productive categories caused errors—0 (zero) FTE for Fixed jobs and divide-by-zero for Variable jobs.

Resolution: Updated Staffing formulas to support full non-productive allocation, ensuring correct totals for both job types.
BP 14 Labor Rate Driver Increases Not Recognized When Adding New Budget Group Hierarchy [#131204]

Issue: New budget groups on the Empl_List sheet defaulted to the Global rate instead of the correct Budget Group Global rate, which caused salary miscalculations.

Resolution: Updated the driver logic to apply the correct rate and job classification tag on first save, ensuring accurate hierarchy recognition.
Newly built out FG errors out "Driver document 02 Budget Labor Configuration.xlsx failed to save successfully." [#132085]

Issue: When users saved a new file group, the save failed due to missing Jobcode values in the active driver sections.

Resolution: Adjusted the file group logic to respect enablement settings:

  • Disabled sections no longer attempt to save.

  • Enabled sections now require valid Jobcode entries.
BP: Master template > Staffing tab - AvgPerPaidHr, AvgPerProdHr CMs - successive periods requires fixed reference for applicable picklist [#131903]

Issue: AvgPerPaidHr and AvgPerProdHr calculation methods on the Staffing tab did not retain picklist references across periods, which caused selection inconsistencies.

Resolution: Fixed picklist references in the Staffing calculation methods to ensure consistent selections across all periods.
Case Number 01751845 - Provider Comp Tab Dept Description Errors related dept.khabgtcode/khabgtmap settings [#135920]

Issue: The Provider Comp tab showed incorrect department descriptions when departments were remapped or when toggling Provider Details.

Resolution: Updated field definitions and formulas to reference the correct mapped department. Removed outdated logic to ensure consistent descriptions.

Issues fixed: Performance Reporting

This release resolved the following issues:

Issue Description

Case number 00460644 - PFB Biweekly to Monthly with LY is not correct for FY days in the first period [#58540]

Issue: The Biweekly to Monthly with LY utility did not calculate Fiscal Year days correctly for prior years. Hard-coded cells and logic did not adjust for client-specific pay period variations, leading to inaccurate accruals.

Resolution: Replaced hard-coded references with dynamic values. Updated key formulas in cells K20 and K22 and revised the Variables sheet to support correct year and pay period logic.
Case Number 01700827 - Payroll Dates Table and Fiscal Month driver [#120330]

Issue: The Fiscal Month column on the Payroll Dates table processed only a specific day value rather than the entire date (month, day, year).

Resolution: Created two new columns:

  • FiscalMonthDriver1

  • FiscalMonthDriver2
ISTemplateViewer Errors when FSSummary and FSDetail are not saved after format changes & Update ISTemplateBuilder Avg Options for Consistency [#120827]

Issue: ISTemplateViewer caused an error when templates contained outdated "Average" formatting. ISTemplateBuilder also used inconsistent month-average labels.

Resolution: Updated ISTemplateViewer to support both "Avg" and "Average" formats. Standardized ISTemplateBuilder labels to use "Avg" for consistency.
Issue Description Case Number 01727472 - Executive Monthly Package BVRollup and Dept_Trend tabs Rollup Period Error [#124664]

Issue: In the Executive Monthly Package report, hard-coded period values in the BVRollup and Dept_Trend tabs caused incorrect FTE and Calendar Days calculations.

Resolution: Replaced hard-coded logic with dynamic INDEX/MATCH formulas. Aligned logic with the Dept Monthly Package and corrected CY/LY labeling.

PR: Prod Axiom Report & Dashboard - Employee Expansions on Jobcode Detail and PayType Premium Sections Not Recognizing DEPT.ProdMap Mappings [#137067]

Issue: Employee expansions were not recognized when departments were combined using DEPT.Prodmap.

Resolution: Updated the Employee Data Limit query for the following employee data queries:

  • Jobcode

  • FormData

  • FormJobCode

GA 2025.2 (5/19/25)

This release includes the following new features, enhancements, and issue fixes.

Enhancements: Budget Planning

This release delivered the following enhancements to the Budget Planning application:

Plan file updates

Implemented the following enhancements to the plan files:

  • Created a new Axiom Query (AQ) to automate the addition of new PayType codes to the Salary tabs in the Budget Global Labor Premium driver.

  • Created a new Axiom Query to automate the addition of new accounts from the Global Depreciation and Global Expense drivers into the Expense tab.

  • Created a new Axiom Query to automate the addition of new accounts from the Global Revenue Budget driver into the Stat_Rev tab.

  • Reset the following Axiom Queries on the Salary tab to their previous state:

    • AQ1

    • AQ5

    • AQ7

    • AQ10

  • Updated the Contract Labor rows in the following plan file tabs to recognize PayrollGLMapping:

    • JobCode

    • Employee

    • Staffing

    • ProviderComp

  • Locked the Jobcode and PayType fields to prevent edits to the Jobcode cells on the Staffing sheet when users add Dollars paytypes.

  • Removed manual insertion options for the Budget Global Labor Premium driver on the Labor tab because new additions have been automated.

  • Updated the Drivers!AQ17 and Labor tab calculation methods for the Global Labor Premium Dollars driver to comply with semicolon-based field mappings and dimension standards.

Driver updates

Implemented the following driver file updates to flag newly inserted records as separate from historical data to improve rollover handling:

Updated the Master template for the Global Labor Premium Dollars driver:

  • Set field definition compliance for the following:

    • DEPT.KHABgtMap

    • JOBCODE.KHABgtCode

  • Updated the Staffing tab calculation method to be compliant with PAYTYPE.LaborType.

Budget Audit Report update

Added a function to flag mismatches between KHABgtMap and KHABgtCode.

Salaries Do Not Match utility updates

Implemented the following updates to the Salaries Do Not Match utility:

  • Added a IsSalariesDoNotMatchAcct column to the BUDYYYY_SupportingDetail table:

    • The updated standard (noncustomized) utility now feeds data to the new IsSalariesDoNotMatchAcct column, which automatically inserts new accounts on the Expense tab that were added to any Salary method tab.

    • Customized versions of the previous Salaries Do Not Match utility will continue to seed data to the NYBKHA column and will not be recognized for automation.

  • Updated the KHABgtcode and Paytype.Labor mappings to improve GLAcct and HRAcct consistency.

  • Updated the utility to use the year associated with the BP_NextYear file group alias instead of the system year.

Paytype: Increased column length

Increased the string length for the Paytype column from 25 to 35 characters for the following import files:

  • \Axiom\Imports Library\Management Reporting\03-Load Biweekly Payroll.axi

  • \Axiom\Imports Library\Productivity\BiWeekly Productivity\Load Biweekly Stats (using file).axi

  • \Axiom\Imports Library\Productivity\BiWeekly Productivity\Load Biweekly stats (using RevUsage).axi

  • \Axiom\Imports Library\Productivity\Daily Productivity\Load Daily Hours.axi

  • \Axiom\Imports Library\Productivity\Daily Productivity\Load Daily Productivity Volumes.axi

  • \Axiom\Imports Library\Productivity\Daily Productivity\Load Daily Productivity Volumes (using RevUsage).axi

NOTE: You need to update your custom imports to accommodate for this change.

Enhancements: Performance Reporting

This release delivered the following enhancements to the Performance Reporting application:

Increase column length for Paytype.Paytype

Increased the column length for Paytype.Paytype from 25 to 35 characters.

NOTE: You need to update your custom imports to accommodate for this change.

BiWeekly Contract Labor Utility: Post Dollars Enhancement

Added Dllrs fields for users to post dollars alongside hours in the BiWeekly Contract Labor utility.

Month End Review Dashboard: Navigate to Department Detail from Expense Overview

Updated Department and Account navigation on the Expense Overview tab in the Month End Review Dashboard to match the navigation on the Revenue Overview tab.

GL Transaction tables: Increased field lengths for JESource and VendorName

Increased JESource and VendorName field lengths in GLTransactions tables to prevent upgrade errors and support longer values.

Issues fixed: Budget Planning

This release resolved the following issues:

Issue Description

PFB-08722 - Balance Sheet & Cash Flow report: Cell D24 in the report has hard-coded "Values Expressed in 000's" but they are presented as whole values

[#58548]

 Issue: Cell D24 in the Balance Sheet & Cash Flow Statement report contained a hard-coded label that displayed "Values Expressed in 000's." However the values in the report appeared as whole numbers.

Resolution: Removed the "Values Expressed in 000's" label.

PFB-06471 - Budget Deductions utility - Medicare other payment type 000s

[#59232]

Issue: The Medicare section of the Budget Deductions utility indicated to enter dollar amounts as thousands ($000s). However, the values in this section are not calculated by thousands.

Resolution: Removed the ($000s) references from the row labels in the Medicare section of the Budget Deductions utility.

Case Number 00503547 - Staffing tab is missing an Audit view while Jobcode and Employee have it

[#59353 ]

 Issue: The Staffing tab of the file plan was missing the Audit view option, which is available on the Jobcode and Employee tabs.

Resolution: Added an Audit option to the Change View menu on the Staffing tab.

Case Number 01664763 - ProviderSummary - New provider blocks not coming back into plan file upon recreate/reprocess

[#114749]

 Issue: After recreating and reprocessing provider plan files to capture a change in the ACCT dimension, the new provider blocks added to the Provider Comp were not processed into the plan files.

Resolution: Adjusted the data filter in ProviderSummary!AQ14 to ensure the new provider blocks are correctly processed by the plan files.

BP Staffing: ePTO not mapping to the correct GL Acct when selecting Net for computing

[#116634]

Issue: When ePTO was enabled on the Labor Configuration driver and users selected the Net calculation method in the plan file, the account used to save the ePTO value to the Bud_Pay12_YYYY table did not match the account provided in the Labor Configuration driver.

Resolution: Updated the logic to set precedence for the Net calculation method and reference the correct driver setting.

29 Budget Provider Configuration Driver Budget Group block cannot be deleted

[#119641]

Issue: When users selected the Delete option in the Budget Group calculation method and then saved the changes, the plan block was not deleted.

Resolution: Updated the delete formula to reference the Budget Group block name and then confirm that when the budget group is deleted, the plan file defaults to the configurations from the Global block.

BP Global Premium Employee AQ7, Staffing AQ5 and Jobcode AQ10 timestamp should check for user changes

[#116531]

 Issue: The calculation method in the Global Labor Premium Dollars driver did not interact with the plan file until the plan file was reprocessed or data was entered into the driver.

Resolution: Updated the driver so that the following calculation methods include time stamps to reflect when a user made changes:

  • Employee

  • Staffing

  • Jobcode

Case Number 01690990 - Paytype Mapping Analysis report erroring out in non-provider

[#118073]

 Issue: An error appeared if users tried to open the Paytype Mapping Analysis report in a system that was not licensed for Provider.

Resolution: Updated the report to check for the existence of the ProviderConfig table.

Issues fixed: Performance Reporting

This release resolved the following issues:

Issue Description

Case Number 00487456 - Issues with IncomeStatementSummaryDrill Down Report

[#58544]

Issue: The IncomeStatementSummaryDrill Down report contained incorrect drill navigation paths for deductions, other revenue, and patient revenue, which caused navigation errors and inconsistent Net Revenue reporting.

Resolution: Corrected the navigation paths and formulas to ensure consistent navigation and accurate account filtering. Updated data lookups to dynamically determine the appropriate next navigation path based on available records.

Case Number 00492334 - Biweekly Single Department Dashboard, Labor Productivity can produce inconsistent data due to ACT vs BUD reference

[#58547]

Issue: The data used to create the Skill Mix classifications referenced only the Act_Pay27 table; however, it should reference both the Act_Pay27 and Bud_Pay27 tables.

Resolution: Added Budget field definitions to the Productivity tab to correctly synchronize Skill Mix classifications with Actual and Budget data.

Case Number 00519541 - Biweekly Single Department Dashboard not loading data for prior fiscal year.

[#68453]

Issue: When users switched the system period to Period 1 System Year 2024, the BiWeekly Single Department Dashboard report did not process prior year FY23 pay period actuals.

Resolution: Removed the hard-coded reference to the system year and updated the report to reference the pay period fiscal year.

Case Number 01670824 - Benchmark Utility Update: RV not being applied to empty records in Benchmark table (showing up in Non-Benchmarked Departments)

[#115387]

 Issue: When users applied refresh variables to filter by Non-Benchmarked Departments, the filters were not applied if records in the Benchmark table contained metrics with a value of 0 (zero).

Resolution: Changed the limit query for Non-Benchmarked Departments to look for Departments or Entities not equal to 0.

Month end dashboard: Long account numbers being converted to exponential notation on some tabs

[#115935]

 Issue: Account numbers with a length of 11-14 digits appeared in scientific notation format and did not display the full account number in the Account column.

Resolution: Extended the Account field width to 100 and updated the field format to appear as a number instead of a general format.

Case Number 01680587 - Benchmark data available to Productivity users in 2023.4 but not in 2024.3

[#116407]

Issue: Users who were assigned the Productivity user role could view Benchmark data on the Productivity Trend Report in version 2023.4. However, after the application was upgraded to version 2024.3, those users saw zeroes in the Benchmark data columns.

Resolution: Updated the following permissions for 2025.2, 2025.1 and 2024.4:

  • Benchmark Table

    • Productivity Subsystem

    • Productivity Admin Role

    • Productivity User Role

  • Benchmark Update Utility

    • Productivity Subsystem

    • Productivity Admin Role

    • Productivity User Role

Case Number 01691654 - System Structure Accounts report not considering HoursJC

[#118123]

Issue: The System Structure Accounts report did not include the HoursJC filter in AQ7.

Resolution: Added HoursJC to the AQ7 Data Filter option to ensure consistency across all implementations.

PR - ISTemplateViewer - drill to DEPT-ACCT - header discrepancy drilling from dashboard or viewer

[#118400]

Issue: The header text was not dynamic and was not updated to reflect the selected dimension.

Resolution: Replaced the hard-coded Department" header and updated "Drill Dept:" in the formula to dynamically switch according to the appropriate field, which ensures that the header is applicable to the dimension navigation selection.

Case Number 01720256 - Month End Review Dashboard - Target Header Not Displaying Correctly

[#122525]

Issue: After upgrading to version 2025.1, the Target header on the Month End Review Dashboard incorrectly displayed "#N/A."

Resolution: Added post-upgrade scripts to ensure the ThresholdLevel utility saves properly and creates the necessary "PeriodLabel" record.

GA 2025.1 (2/18/25)

This release includes the following new features, enhancements, and issue fixes.

Enhancements: Budget Planning

This release delivered the following enhancements to the Axiom Budget Planning application:

Plan file updates for Global Labor Premium Dollars driver

Updated plan files so that the GlobalPremium calc method from the new Global Labor Premium Dollars driver (released in version 2024.4) automatically appears on the following plan file tabs:

  • Staffing

  • Employee

  • Jobcode

For more information, see 23 Budget Global Labor Premium Dollars.

Notes column update in plan files

Updated the Notes column on the Jobcode and Employee tabs of the plan files so that users can enter custom comments in the Contract Labor rows.

Driver updates to display Stdline selection 

Updated the following drivers to display what was selected for standard line (Stdline) in the refresh variables:

  • 05 Budget Depreciation

  • 07 Budget Global data

  • 08 Budget Global data

  • 09 Budget Global data

  • 10 Budget Global data

  • 11 Budget GlobalExp

  • 12 Budget Revenue GlobalRev

NOTES: In each driver listed above, the Stdline information now appears in the KHACMDimGrp column.

Salaries Do Not Match utility update

Implemented the following updates to the Salaries Do Not Match budget utility:

  • Updated the Salaries Do Not Match utility to reconcile the salary data transfer from the Salary Methods tabs to the Expense tab.

  • Automated the addition of new accounts when the plan file is opened or recalculated.

For more information, see Salaries Do Not Match utility.

Enhancements: Performance Reporting

This release delivered the following enhancements to the Axiom Performance Reporting application:

Average Month Calculation in Month End Dashboard update

Updated the Month End Dashboard with the following:

  • Added the following month average options to the Filter dropdown:

    • 6 Month Avg

    • 9 Month Avg

    • 12 Month Avg

  • Updated the existing 3 Month Avg calculation so that it no longer includes Current Month and now represents the average calculation of the three months prior to Current Month.

For more information, see View and filter the Month End Review dashboard.

Variance Comment Collection updates

Implemented the following updates to the Variance Comment Collection assets:

  • Updated the Variance Comment Collection tab in the Month End Dashboard to display 6-, 9-, or 12-Month Average data (if selected as a target in the Filters section)

  • Added 6 Month Avg, 9 Month Avg, and 12 Month Avg targets to the following reports:

    • Multi-Dept Variance Comments

    • Month-End Variance Alert Review

  • Added the following targets to the Threshold Level:

    • 6 Month Avg

    • 9 Month Avg

    • 12 Month Avg

  • Updated the following files with the 6, 9, and 12 Month Avg information:

    • VCC_KHA_Drill02Jobcode

    • VCC_KHA_Drill03Employee

    • VCC_KHA_Drill10Physician

    • VCC_KHA_Drill11PhysicianDetail

Various Performance Reporting report updates

Added 6 Month Avg, 9 Month Avg, and 12 Month Avg comparison targets to the Filter selections for the following reports:

  • IS Template Viewer

  • IS Template Builder

  • Executive Monthly Package

  • Department Monthly Package

New "No Target" classification in Department Management Productivity Report

Added a "No Target" classification to the Target Source column of the Department Management Productivity Report. This classification appears if the budget hours and dollars information is missing for a specific entity.

Updated Productivity Benchmarks shortcut

Updated the "Productivity Benchmarks" shortcut in the Productivity Admin task pane to point to the following location:

Axiom\Reports Library\Management Reporting Utilities\System Setup\Benchmark Update Utility.xlsx

Updated Paytype column length

Increased the Paytype column length from 25 to 35.

Issues fixed: Budget Planning

This release resolved the following issues:

Issue Description

Case Number 00501373 - Salaries Do Not Match report Defect because of AQ order

[#59175]

Issue: The Axiom Query order in PayrollGLMapping accounts caused an error in the Salaries Do Not Match report.

Resolution: Updated the Axiom Query order so that AQ5 and AQ6 are processed before AQ3, which ensures that the correct account from PayrollGLMapping is used in AQ3.

PFB-09363 - Employee tab: BP - Job Code Description inconsistent in plan file - likely related to KHABgtCode not being considered

[#59192]

Issue: Job code descriptions in the plan files were inconsistent because the plan files overlooked KHABgtCode.

Resolution: Updated the AQ2 field definitions so that they are consistent in all areas of the plan file.

Case Number 00525683 - Budget Department Dimension Audit report needs conditional formatting altered

[#77144]

Issue: The Conditional Formatting in column H is based upon the Department description in column H. This caused an issue when departments had the same description.

Resolution: Based the conditional formatting in the report on column G due to some departments that were coded to the same number.

Case Number 00527928 - 'Empl_List tab, the Data filters for AQ1 and AQ2 do not take into account Dept.JobCodeDimGrp

[#80272]

Issue: On the Empl_List tab of the plan file, the data filters for AQ1 and AQ2 did not process Dept.JobCodeDimGrp.

Resolution: Updated the data filters for AQ1and AQ2.

Case Number 00539624 - Budget Hide Salaries role does not hide Salaries/Unit and Avg Hourly Rate on Summary Tab

[#87876]

Issue: Users who were assigned the Budgeting Hide ProvSalaries role could see the Avg Hourly Rate - Staff and Salaries/Unit rows on the Summary tab of the plan file; however, these rows should be hidden from Budgeting Hide ProvSalaries users.

Resolution: Applied the formula in column F of the Salaries row to the Avg Hourly Rate row and the Salaries/Unit rows.

Multiple Global Data drivers (07, 08, 09, 10): Budget dates appear to be incorrect

[#90703]

Issue: The Budget Date year was incorrect in the each of the Budget Global Data driver files (drivers 7 -10).

Resolution: Updated how data is read and formatted on the Variables tab of the plan file.

Case Number 00564235 - Stat_Rev tab creating duplicate records for deductions due to missing KHABgtcode reference for DEPT and ACCT in AQ8 & AQ9

[#104776]

Issue: The Stat_Rev tab in some plan files created duplicate records for deductions due to a missing KHABgtcode reference.

Resolution: Updated the Sumby fields for AQ8 and AQ9 (bold indicates a change to the code):

  • Changed the AQ8 sumby calculation to Dept.KHABgtMap; Acct.KHABgtCode;InitiativeID;RecordID

  • Changed the AQ9 sumby calculation to Dept.KHABgtMap; Acct.KHABgtCode;InitiativeID

Case Number 00566986 - Plan File Setup | GlobalSum Calc Method Error on Expense tab

[#106644]

Issue: In the Budget Global Sum driver, the calc method on Expense tab created an error in column CP that prevented the GetData formulas from locating the correct values in the BUDGET2025_GlobalSum assumptions table.

Resolution: Updated the Expense calc method library to correctly process underscores in column CP for multiple codes.

Staffing tab Starting month rate is not returning after rebuild

[#108141]

Issue: After the start month in a job code block was changed and the plan file rebuilt, the new start month was not returned.

Resolution: Removed some field definitions that prevented the database table from returning the correct start value.

Case Number 01647793 - Staffing tab: Nightly Budget Processing Error reports duplicate records

[#111324]

Issue: Duplicate job blocks appeared on the Staffing sheet after a nightly recalculation.

Resolution: Updated the Staffing calc method library.

Multiple Global Data drivers (07, 08, 09, 10) require data filters updates

[#111597]

Issue: The Global Data drivers did not properly process custom security filters.

Resolution: Implemented supplemental filters for Security and applied them to all Axiom queries.

BP Global Premium Employee AQ7, Staffing AQ5 and Jobcode AQ10 timestamp should check for user changes

[#116531]

 Issue: The calculation method in the Global Labor Premium Dollars driver did not interact with the plan file until the plan file was reprocessed or data was entered into the driver.

Resolution: Updated the driver so that the following calculation methods include time stamps to reflect when a user made changes:

  • Employee

  • Staffing

  • Jobcode

Case Number 01690990 - Paytype Mapping Analysis report erroring out in non-provider

[#118073]

 Issue: An error appeared if users tried to open the Paytype Mapping Analysis report in a system that was not licensed for Provider.

Resolution: Updated the report to check for the existence of the ProviderConfig table.

Issues fixed: Performance Reporting

This release resolved the following issues:

Issue Description

PFB-08464 - Questioning logic on 02_Summary dashboard

[#58558]

Issue: The {ChartActual} formula used to calculate the actual variance-to-target incorrectly weighted a negative variance at 50 and a positive variance at 100.

Resolution: Updated the formula for the P column on the KPISource sheet so that it shows the correct variance (bold indicates the change to the formula:

IF(ISERROR(R14),0,R14*100)+IF(S14="UP",0,100)

Case Number 00526392 - titles on Executive Monthly Package report do not adjust properly when choose prior Fiscal Year

[#78450]

Issue: The report headers did not change when a prior year was selected as the Fiscal Year refresh variable.

Resolution: Updated Supporting Data AQ1 so that it updates when the Fiscal Year refresh variable changes.

Case Number 01649678 - Labor Distribution Report vs Labor Distribution Detail Report

[#110868]

Issue: The Labor Distribution report imported all hours from the ACT_Pay27 table; however, the Labor Distribution Detail report imported only hours with FTE=Yes in the PAYTYPE dimension. This caused the Labor Distribution report to show higher hours/FTEs than the Labor Distribution Detail report.

Resolution: Added a filter to all hour columns in the Labor Distribution Report so that the data displayed matches that in the Labor Distribution Detail Report.

Case Number 01680587 - Benchmark data available to Productivity users in 2023.4 but not in 2024.3

[#116407]

Issue: Users assigned the Productivity User role could see Benchmark data on the Productivity Trend Report in version 2023.4. However, after the application was upgraded to version 2024.3, those users saw zeroes in the Benchmark data columns.

Resolution: Updated the following permissions for 25.2, 25.1 and 24.4:

  • Benchmark Table

    • Productivity Subsystem

    • Productivity Admin Role

    • Productivity User Role

  • Benchmark Update Utility

    • Productivity Subsystem

    • Productivity Admin Role

    • Productivity User Role

2025 Patch releases

Patch 2025.3.1 (9/15/25)

This patch release includes the following issue fixes.

Issues fixed: Performance Reporting

This release resolved the following issues:

Issue Description

Case Number 01777883 – Productivity Dashboard and Department Management Productivity Report formula error [#140939]

Issue: A formula error in the Productivity Dashboard and Department Management Productivity report caused budgeted paid FTEs to be overstated.

Resolution: Corrected the formula logic to ensure budgeted paid FTEs are calculated accurately and not overstated in summary views.

Patch 2025.2.1 (6/16/25)

This patch release includes the following issue fixes.

Issues fixed: Budget Planning

This release resolved the following issues:

Issue Description

BP: 07, 08, 09, 10 Budget Global Data Driver dept filter causes rollover issues when >10000 depts

[#125271]

Issue: For the following driver files, if the Dept filter returned more than 10,000 records, the rollover process failed:

  • 07
  • 08
  • 09
  • 10

Resolution: Removed the Account and Department rows from the calculation method. Updated the Dept/Acct Row calculation method to process more than 10, 000 records.

Patch 2025.1.3 (6/16/25)

This patch release includes the following issue fixes.

Issues fixed: Performance Reporting

This release resolved the following issues:

Issue Description

Case Number 01720256 - Month End Review Dashboard - Target Header Not Displaying Correctly

[#122525]

Issue: After the application was upgraded to version 2025.1, the Target header on the Month End Review Dashboard incorrectly displayed "#N/A."

Resolution: Added post-upgrade scripts to ensure the ThresholdLevel utility saves properly and creates the necessary "PeriodLabel" record.

Patch 2025.1.1 (3/18/25)

This patch release includes the following enhancements.

Enhancements: Budget Planning

Plan file updates

Implemented the following enhancements to the plan files:

  • Created a new Axiom Query (AQ) to automate the addition of new PayType codes to the Salary tabs in the Budget Global Labor Premium driver.

  • Reset the following Axiom Queries on the Salary tab to their previous state:

    • AQ5

    • AQ7

    • AQ10

Salaries Do Not Match utility update

Added a IsSalariesDoNotMatchAcct column to the BUDYYYY_SupportingDetail table:

  • The updated standard (non-customized) utility now feeds data to the new IsSalariesDoNotMatchAcct column, which automatically inserts new accounts on the Expense tab that were added to any Salary method tab.

  • Customized versions of the previous Salaries Do Not Match utility will continue to seed data to the NYBKHA column and will not be recognized for automation.

Patch 2024.4.3 (2/18/25)

This patch release includes the following enhancements.

Enhancements: Budget Planning

Updated Master template for new Global Labor Premium Dollars driver

Set field definition compliance for the following:

  • DEPT.KHABgtMap

  • JOBCODE.KHABgtCode

Updated the Staffing tab calc method to be PAYTYPE.LaborType compliant.

Adjusted the GlobalPremium CM for each labor tab to look for values by semicolon delimiter instead of underscore.

Enhancements: Performance Reporting

Updated Productivity Benchmarks shortcut

Updated the "Productivity Benchmarks" shortcut in the Productivity Admin task pane to point to the following location:

Axiom\Reports Library\Management Reporting Utilities\System Setup\Benchmark Update Utility.xlsx

Updated Paytype column length

Increased the Paytype column length from 25 to 35.

Issues fixed: Performance Reporting

This release resolved the following issue:

Issue Description

Case Number 01680587 - Benchmark data available to Productivity users in 2023.4 but not in 2024.3

[#116407]

Issue: Users assigned the Productivity User role could see Benchmark data on the Productivity Trend Report in version 2023.4. However, after the application was upgraded to version 2024.3, those users saw zeroes in the Benchmark data columns.

Resolution: Updated the following permissions for 25.2, 25.1, and 24.4:

  • Benchmark Table

    • Productivity Subsystem

    • Productivity Admin Role

    • Productivity User Role

  • Benchmark Update Utility

    • Productivity Subsystem

    • Productivity Admin Role

    • Productivity User Role