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.
Report | Reporting Tool | What is being done | Tentative release date |
Chart of Accounts Panorama | Oracle |
|
June 2023 |
Gift Fund Balances | Oracle |
|
June 2023 |
Procure to Pay: Supplier Inquiry Report | Oracle |
Removing:
Adding:
|
June 2023 |
Service Agreement Reconciliation Report | Cognos |
|
June 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:
|
May 2023 |
Fixed Assets Reports | Oracle | Multiple reports to support the new Fixed Assets Module | July 2023 |
Faculty and Researcher Dashboard | Cognos |
Enhancements: |
September 2023 |
Future goals for implementation in fiscal year 2023:
- Departmental, divisional, and VC fiscal leadership reporting
- Filling gaps for recharge facility manager reporting
- Training grant reporting
- Clinical trials reporting
Release Notes
Report | What was done | Released |
GL Project Balances | Project Classification has been added to the Summary tab to allow users to group and sort balances by project class category and class code. | 5/8/2023 |
Transaction Details | Project Department Reporting Category (Faculty Controlled vs Department Controlled) has been added as a multi-select prompt and as a field in the PPM Cost Transactions Full report and the GL Transactions report. | 5/8/2023 |
Project COA Lookup | A new filter for “Fund Starts With (First Character Only)” has been added to the Project COA Lookup report. Use this filter to search for all chartstrings for a particular category of gift funds. | 5/8/2023 |
Project Overview |
New columns have been added on the Project Overview report for the Fund and Function associated with the Task at project setup. New column for Business Unit |
5/8/2023 |
Project COA Lookup | Added parameter for Fund Stars With (First Character Only) | 4/24/2023 |
Expanded Project Summary |
|
4/24/2023 |
Project Management Dashboard |
|
4/24/2023 |
Department Exceptions Dashboard |
BPM Aged Items: This report identifies the approval state/status of contracts, invoices, budgets, and project cost transfers. Worklist items become stale/stuck if not acted on in a timely manner. Misc receipts on SP that might be wrong: Sponsored Projects should have miscellaneous revenue posted as a credit to expense or applied towards an invoice. This report displays the miscellaneous receipt accounting and PPM accounting to reconcile and identify mismatches between the two modules. |
4/24/2023 |
Transaction Details |
|
4/11/2023 |
Contract Invoice and Payment Report | A new column has been added for bill-through Date | 4/11/2023 |
Graduate Student Funding Report |
This report allows users to:
|
3/24/2023 |
Cost Share Reconciliation Dashboard |
|
3/13/2023 |
Cost Transfer Dashboard |
|
3/13/2023 |
Incoming Payments Report |
New fields have been added on the Incoming Payments report for receipt type and creation method. |
3/13/2023 |
Sponsored AR Aging |
|
3/13/2023 |
GL-PPM Reconciliation |
The following prompt has been added to this report: Project Manager Home Department |
3/7/2023 |
UCPath-PPM-GL Salary Reconciliation |
The UCPath-PPM-GL Salary Reconciliation report has been modified to account for Pay for Family Care and Bonding (PFCB). PFCB salary is charged as normal salary in both the Labor Ledger (UCPath) and in Oracle, but is subsequently refunded to the Project in Oracle only. This was creating artificial discrepancies on the Salary Reconciliation report. The PFCB salary amount from UCPath is now broken out into a separate column and is not included in the Variance calculation. In cases where the refund occurred in a different month from the original salary, you will see a variance in the month of the salary and the opposite variance in the month of the refund. |
3/7/2023 |
GL Project Balances |
|
3/7/2023 |
Transaction Details |
Enhancements:
|
November 2022 |
Faculty and Researcher Dashboard |
Enhancements:
|
November 2022 |
Contract Management Dashboard |
Enhancements:
|
November 2022 |
Department Operations Dashboard | High-level view of YTD financial activity by fund categories and project classifications to help departments understand the health of their operations. | January 2023 |
Report Update Communications
The table below contains communication for enhancement updates
Report | Released |
Faculty and Researcher Dashboard | April 2023 |