Chapter 9: Reporting

Reporting

This section outlines recommended best practices for faculty members and financial staff on how to validate their accounting through the use of reports within the Oracle system. The scope of the Financial Activity Hub reports and FAH data elements is out of scope for this guide. New reports are being developed regularly, see Blink for more up-to-date information.

bah.ucsd.edu:

• Project Panorama: Overview of Project information, balance information for sponsored and non-sponsored awards.
• UCSD-DSH Project Information Lookup: Information about projects, segment mapping and expenditure types
• UCSD-DSH Project Cost Transfer Panorama: Information about Cost Transfers processed
• UCSD-BIP Project Costs Detail Report: Report to display detailed PPM Costs
• Project Balances with Expenditure Details Dashboard: Summary transactions of Project Balances will expenditure level detail for FYTD and ITD
  • Cumulative Research Report: Overview of sponsored projects budgets, balances, costs and revenues
• Award Trial Balances Report
• Sponsored Projects AR Aging
• Cost Sharing Report
• Faculty and Researcher Panorama (bah.ucsd.edu)
• Exceptions Panorama: Suite of reports to help identify transactions that were processed incorrectly
• Project Management Dashboard
• Project Task Summary
• Transactions Dashboard
• GL-PPM Reconciliation report

Reports not in bah.ucsd.edu but will be moved as appropriate over time.

• Recharge report (statements of operations – project P&L)-Under Development