Report Development
Do you wish you could be more involved in the report development process? Wonder what happened to that enhancement request you submitted? Curious what we're working on now? Find answers to these questions here.
Get Involved in Report Development
Do you wish you could have more of a voice in the report development process? Do you feel frustrated that current reports don't meet your needs? The BI & Financial Reporting team has an ongoing need for report testers as well as subject matter experts to contribute to report development efforts. We need individuals in a variety of roles with a variety of financial expertise.
If you would be interested in participating in either of these activities, please complete this form. Staff, please gain approval from your supervisor for your participation prior to completing the survey. If we reach out to you, you will have the opportunity to decline participation at any time.
Time commitments (per report development engagement):
- Report testers are called on to test new reports for accuracy before they are released into production. Time commitment is 1-2 hours per week for 2-3 weeks.
- Focus group subject matter experts are called on to provide input into the report development process during the design stage. Time commitment is typically 1 hour per week for 4-12 weeks, with some additional homework time between workgroup meetings.
Report Enhancement Requests
If you have an idea for a new report or an enhancement to an existing report that would make doing your job easier, submit your idea in a Budget & Finance Enhancement Request. Don't worry that someone else may have already submitted the same idea. When we see the same idea submitted by different users, it helps us to highlight the need for campus and we will consolidate requests after submission.
After you submit your idea, it goes through a series of vetting, approval, and prioritization steps before it moves into report development. In the first step, the idea is reviewed by the Budget and Finance User Group (BFG). You can reach out to your Vice Chancellor area BFG representative to discuss your idea in detail and find out what other ideas the BFG has discussed. The entire report enhancement process can take several months to complete. The process flow is outlined below.
Current and Future Report Development
The table below describes work that is ongoing for release in the near future. Click here to see a more complete and detailed table with all the work being done in financial reports.
| Report | What is being done | Tentative release date |
| Fund Manager Workload Dashboard (formerly Staff Workload Dashboard) |
Enhancements:
|
January 2024 |
| AR Panorama: Receivables Aging Report |
Enhancement: A hyperlink to the invoice in OFC will be added to help with research and resolution. |
January 2025 |
| Faculty and Researcher Dashboard |
Enhancements:
|
January 2025 |
| Department Operations Dashboard | Enhancement: A prompt for Most Recent Open/Closed Accounting Period will be added to enable scheduling. | January 2025 |
| UCPath Fund Exception Report |
This New Report will identify UCPath funding entries and Labor Ledger transactions that used the wrong fund for the project and task. Use of the incorrect fund could lead to violation of salary cap rules on certain awards. |
January 2025 |
| Fiscal Assistant Workload Dashboard |
This New Report, separate from the Fund Manager Workload Dashboard (formerly Staff Workload Dashboard), will be useful for assessing fiscal assistant workloads. Its metrics will include # of delegates, created requests, submitted requests, travel & event requests, Pcard line payments, employee line payments, & more. |
January 2025 |
| Assistant Deans Executive Dashboard |
This dashboard provides a comprehensive, high-level overview of critical metrics across six key domains—Fiscal, Student, Research, Faculty, HR, and Facilities. Tailored for Assistant Deans, this dashboard equips leaders with actionable insights to inform strategic decision-making and resource allocation. |
January 2025 |
| Department Health Scorecard |
This New Report will provide business officers with a single dashboard to see the totality of all of the issues in their department that need to be addressed. |
TBD |
| Project Cost Transfer Panorama |
Enhancement: A column for Expenditure Type will be added to the summary on the Cost Transfers by Date and Transaction # report |
March 2025 |
| Small Business Development Compliance |
All Federal contracts with a value of $750,000 and up require a small business plan sourcing small business vendor in categories such as veteran-owned, service-disabled, HUB woman-owned, etc. This New Report, under the Procure To Pay Panorama, will report on these vendor spending categories for all contracts. |
March 2025 |
| Project Management Dashboard |
Enhancements:
|
April 2025 |
| GL-PPM Reconciliation |
Enhancement: Project Status field will be added to the Resources tab. |
April 2025 |
In fiscal year 2025 and 2026, we are focusing on generating high-level financial KPIs for executive management. These goals will include:
- Business and Financial KPI Dashboard
- Post-Award Management KPI Dashboard
- Departmental Exceptions KPI Dashboard