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 |
Enhancements:
|
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:
|
June 2024 |
| Cost of Operations Dashboard |
This new report will answer the following questions:
|
June 2024 |
| Recharge Billing Summary |
This new report will answer the following questions:
|
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