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Managerial Reporting Fund Hierarchy

Last Updated: March 8, 2023 2:10:53 PM PST
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The Managerial Reporting Fund Hierarchy report categorizes Funds in Fund groupings used in many UC San Diego internal financial management reports.

The Managerial Reporting Fund 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 Fund Hierarchy categorizes Funds in Fund groupings used in many UC San Diego internal financial management reports
  • The Managerial Reporting Fund Hierarchy is an essential component for campus resource allocations, such as the Core Funded portion of the campus budget
  • The Managerial Reporting Fund Hierarchy reports the hierarchy structure for each Fund and which Funds are included at each level of the hierarchy

Data Selection and View Options

  • Use this parameter 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 12 columns representing the Fund 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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