Exceptions and Reconciliation
Last Updated: May 23, 2025 10:14:07 AM PDT
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Find out about business scenarios, data selection, report view options, and data definitions for Department Exceptions and Reconciliation reports, available under Budget & Finance in the Business Analytics Hub (bah.ucsd.edu).
Panoramas and Dashboards
Panorama/Dashboard | Description |
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Assessment Reconciliation Report | The Assessment Reconciliation Report helps users reconcile assessments like Differential Income and ASSA that are charged on certain revenues. The report calculates the assessments that should be charged and compares them to actual assessments. A GL Balance Summary includes uncharged assessments to provide a projected balance. |
Award Closeout Report | This report can be used to identify expired awards with active projects, and identify the actions that need to be taken to get them ready to close. |
Consolidated Exceptions Report | This dashboard combines six different reports in an effort to consolidate reporting and reduce the number of reports users have to run for reconciliation each month. |
Cost Share Reconciliation | This dashboard helps departments identify issues related to cost share that should be resolved. |
Department Exceptions Panorama | This panorama is designed to highlight the transaction discrepancies and errors in the Oracle financial system. |
GL-PPM Reconciliation | This report displays differences between amounts in General Ledger and amounts in PPM. |
Graduate Student Funding Report |
This report allows users to:
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Resources
- View the Report Index for more specific guidance on which report or dashboard to run based on your case.