Report Development

Last Updated: April 2, 2025 3:21:59 PM PDT

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
AR Panorama - Customer Transaction Register	Enhancements: Columns for FinU and Project # will be added. A prompt and a column for Customer Account Description (from CIPERB) will be added.	April 2025
Procure to Pay Panorama - Small Business Development Compliance	Federal contracts valued at $750,000 or more require a small business subcontracting plan, including vendors from categories such as veteran-owned, service-disabled, HUBZone, and woman-owned businesses. Federal agencies require routine reporting to compare actual spending against the goals outlined in the proposal. This new report will provide the necessary data to track compliance and ensure alignment with federal requirements.	April 2025
Consolidated Exceptions Report - Active Projects with Inactive Segments	New exceptions report that be added to identify active projects that have inactive Fund, FinU, function, program or location.	April 2025
Project Management Dashboard	Enhancements: A prompt for 'Managerial Fund L4' will be added. Prompts for 'Payroll Projected Y/N' will be added. A column for 'Cash Balance' will be added to the GL table on the Summary page. Cost-reimbursable projects won't be displayed anymore on the GL table of the Summary page. A table for 'People on Default' will be added to the Variances page, showing all the people supervised by the PI selected whose payroll is on the default project, next to 'Misplaced Costs on Sponsored Projects'. A column for Employee ID will be added to the DOPES page. A new Payroll Projection report with transaction data line by line will be added as an Excel link. It will be the same format as the payroll projections data section of the Graduate Student Funding report. A new page for Pending Cost Transfers will be added. It will contain: Pending PPM Cost Transfers Pending UCPath Cost Transfers, including those that have been approved but have not yet posted to Oracle.	May 2025
Faculty and Researcher Dashboard	Enhancement: Cost-reimbursable projects won't be displayed anymore on the GL table.	May 2025
Expanded Project Summary	Enhancements: A display prompt to run by Expenditure Date will be added to the prompt page. Cost-reimbursable projects won't be displayed anymore on the GL table.	May 2025
Consolidated Exceptions Report - PI Payroll on AEF	This new exception report will be used to implement controls on the new project class code "Academic Enrichment Fund" and ensure compliance with the IRS constructive receipt regulation.	May 2025
Project Cost Transfer Panorama	This OFC dashboard will be rebuilt in Cognos. It will apply to all the reports in the panorama except for Cost Adjustments by Adjustment Type and Transfer Workflow Details. Additional enhancements: prompts for Expenditure Type and Expenditure Category will be added to the Transfers Summary and Transfers by Status reports.	June 2025
Fiscal Assistant Workload Dashboard	Enhancements: A prompt to display by Financial Unit will be added. Financial Services Analyst job title will be added to the Job Code prompt list.	June 2025
Award Closeout Report	This new report will be useful to identify expired awards with active projects, and to identify the actions that need to be taken to get them ready to close.	June 2025
Procure to Pay Panorama	Enhancement: a prompt for Financial Unit L4 will be added to the Internal Control reports (e.g. Action Items report).	July 2025
GL Panorama - GL Transaction Details	Enhancements: Rows where ALL three fields (beginning balance, period net activity, and ending balance) are $0.00 will be hidden. For subledger accounting transactions, the 'Journal Created By' field will be partially hidden: If the entry was made manually (through a journal or spreadsheet), it will show the person's name. If the entry was generated automatically (from a subledger), it will display as 'subledger upload'.	July 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

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.