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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.

Report-enhancement-request-process-flow.jpeg

 

Current and Future Report Development

The table below describes work that is ongoing for release in the near future.

Report Reporting Tool What is being done Tentative release date
Transaction Details Cognos

Enhancements:

  • New pages: Commitment Details, PPM Condensed column set
  • Select which page(s) to display (PPM Condensed, PPM Full, GL, Commitments) from the prompt page
  • New columns: Transaction/Requisition/Invoice Approver, Created By, Last Updated By, Accounting Date, GL Posting Date, PPM Creation Date, Project Manager, Most Recent Accounting Period, Task Start and End Dates, Project Start Date, Expenditure Comment and PO number added to GL page
  • New prompts: Expenditure Comment, Customer, Student PID, Managerial Account Category
  • New drillthrough to identify recharge contacts
  • Buttons to download a single page to Excel
  • Columns with no data are excluded from the table
November 2022
Expanded Project Summary

Cognos

Enhancements:

  • New optional table for Expenditures by Month by Expenditure Type
  • New optional summary table without budget periods
  • New table including unapproved requisitions
  • Project prompt is required and task prompt is multi-select
  • $0 transactions excluded
  • Project status added to top metadata section
  • Travel commitments removed when lifted
November 2022
Faculty and Researcher Dashboard Cognos

Enhancements:

  • Add column for budget period start date
  • Add award total row
  • Drillthrough pages receive many of the same enhancements as for Expanded Project Summary
November 2022
Contract Management Dashboard Oracle

Enhancements:

  • Search summary reports by PI (sponsored) or project manager (non-sponsored)
  • New columns on Sponsored Contract and Project Summary: PI name, Sponsor Award Number, Sponsor Name, Commitments

 

November 2022
Department Operations Dashboard Cognos High-level view of YTD financial activity by fund categories and project classifications to help departments understand the health of their operations. January 2023
Cost Sharing Dashboard Cognos
  1. PPM Cost Share Summary: Understand how much of committed cost share has been spent
  2. GL Cost Share Summary: Understand whether cost share commitments have been funded to the project in the general ledger
  3. Misposted Cost Share Transaction Details: Identify cost share transactions posted to the wrong funding source
February 2023
Graduate Student Funding Report Cognos

View all posted costs related to graduate students (stipends, payroll, tuition, fees, etc) by home department or funding financial unit

March 2023
Fixed Assets Reports Oracle

Multiple reports to support the new Fixed Assets Module

July 2023
Exceptions Reports Oracle or Cognos

Multiple exception reports are in development for use by central offices, the central reconciliation team, and departments to correct erroneous transactions in Oracle.  These include:

  1. GL transactions with project-fund mismatch – October 2022
  2. Closed Projects with GL Balances - October 2022
  3. Transactions Posted After End Date – November 2022
  4. Salary on fellowship awards - November 2022
  5. Multiple Individuals in same Award/Project Role - November 2022
  6. GP/CP projects with wrong DFFs - November 2022
  7. ISIS GL-PPM Reconciliation: November 2022
  8. BPM Aged Items - December 2022
  9. Transactions with different project in PPM vs GL - January 2023
  10. Capital/General Projects with incorrect prefix - January 2023
  11. Project vs Task Owning Organization mismatch - February 2023
  12. Misc receipts on SP that might be wrong – February 2023
Ongoing, released as completed

 Future goals for implementation in fiscal year 2023:

  • Departmental, divisional, and VC fiscal leadership reporting
  • Filling gaps for recharge facility manager reporting
  • Graduate student funding reporting
  • Training grant reporting
  • Clinical trials reporting
Interested in helping out with these future efforts?  See the Get Involved section above.
Find answers, request services, or get help from our team at the UC San Diego Services & Support portal.