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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.


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
Graduate Student Funding

Enhancement: A checkbox/prompt for 'Last Closed Accouting Period' will be added.

May 2024
Transaction Details


  • Fiscal Year column will be added to all pages of the dashboard
  • Requisition Number with deep link will be added to the PPM Full page
  • Many new expenditure types were recently created to support upcoming alignment of Concur expense types with Oracle expenditure types. Many of these will be added to the high-risk ledger review as Questionable Expenditure Types on Sponsored Projects.
May 2024
Project COA Lookup

Enhancement: Project Start Date column will be added

May 2024
Recharge Operations Dashbaord

This new report will answer the following questions:

  • How are my recharge operations performing?
  • How have my income and expenses changed over time?
  • Is my balance within the allowable range?
June 2024
Cost of Operations Dashboard

This new report will answer the following questions:

  • What has driven the increase (or decrease) in our costs?
  • Has the cost of the things we buy gone up, or are we just buying more of the things we buy?
  • Are we paying people more than we did before, employing higher-level (i.e. more expensive) people, or are we paying more people?
  • What are the cost items we should include/exclude from our rate proposal?
June 2024
Recharge Billing Summary

This new report will answer the following questions:

  • Which departments are driving our recharge income?
  • Are the recharges I’m about to post in line with what we’ve posted in past months?      
June 2024
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.

June 2024

 Future goals for implementation in fiscal year 2025:

  • Training grant reporting
  • Clinical trials reporting
Interested in helping out with these future efforts? See the Get Involved section above.
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