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Managerial Reporting Account Hierarchy

Last Updated: March 8, 2023 2:09:43 PM PST
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The Managerial Reporting Account Hierarchy report categorizes Accounts into Account groupings used in many UC San Diego internal financial management reports.

The Managerial Reporting Account Hierarchy report is available from the Business Analytics Hub under the Financial Resource Management Dashboard. Standard Oracle roles are required to access the report.

Business Scenarios

  • The Managerial Reporting Account Hierarchy categorizes Accounts into Account groupings used in many UC San Diego internal financial management reports 
  • The Managerial Reporting Account Hierarchy is an essential component for reporting financial performance as it groups Accounts into Resources, Expenses, Net Surplus/Deficit, and Total Balance which facilitates financial planning, analysis, benchmarking and decision making
  • The Managerial Reporting Account Hierarchy reports the hierarchy structure for each Account and which Accounts are included at each level of the hierarchy

Data Selection and View Options

  • Use these parameters to filter for the data you want to see

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Report Views

  • Results display in a table with a single section of 10 columns representing the Account categories in hierarchical order from left to right
  • Refer to the Data Glossary under Get Started on the main BI & Financial Reporting Blink menu for searchable data descriptions and usage rules


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