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Report Development

Last Updated: September 4, 2024 9:26:41 AM PDT
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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. 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
Payroll Confirmation Report

This New Report will compare the total number of payroll records and amounts in the UCPath tables to the total number of payroll records and amounts that were imported into Oracle each month.

 September 2024
All Cognos reports with name prompts

Name prompt will be changed for the concatenation of 'Name-AD Username' 

 September 2024
Resource Profiles

This is a new report that collects data from the Activity Hubs into a developed set of standardized Resource Profiles. Metrics are collected and calculated in the same manner as the original reporting source.

Resource Profiles are intended to be a tool for managers and other staff to assist in planning, to conduct analyses and to chart changes over time.

It compares metrics across Schools and/or Departments/Financial Units

 September 2024
Project Cost Transfer Panorama

Enhancement: Approved By column will be added to the Cost Transfers by Date and Transaction # report (Transfer Details Section)

 September 2024
Procure to Pay Panorama

Enhancements:

  • A clean up of the whole report will be done
  • Full addresses for non-individual and non-employee suppliers will be added to the Supplier Inquiry Report
 September 2024
Admin Assistant Workload

This new page will be added to the Staff Workload Dashboard for assessing administrative assistant workloads

 September 2024
Expanded Project Summary, Faculty and Researcher Dashboard, and Project Management Dashboard

Enhancements:

  • Financial Resources budget category will be excluded from the Budget and Balances on these three reports
  • Faculty and Researcher Dashboard: drillthroughs will now include Financial Unit number with project org in header info
 October 2024
Project Management Dashboard

Enhancements:

  • Will make PI/PM/TM prompt multi-select
  • A column for effective IDC rate will be added to the Sponsored Projects table in the Summary page
  • Commitment Details button will now direct to the TDR Commitments page
  • IDC reconciliation table will be added to the Variances page
  • SCTs and DRs not yet posted to Oracle will be added to the Payroll Projections page
 October 2024
GL-PPM Reconciliation

Enhancements:

  • The Project prompt will display as Project-Name
  • The Project Type prompt will be made multi-select
  • A drillthrough will be added on project total, to get a full GL-PPM Details report. (Expenditures Condensed tab)
  • A column for Project Manager will be added, between Project Name and Project Status (Expenditures Condensed tab)
  • A column for Project Class Code will be added between FinU and Project (Resources tab)
  • A deep link will be added on invoice number (Invoices page from GL-PPM Details report)
 October 2024
Staff Workload Dashboard

Enhancements:

  • A prompt for L4 FinU will be added
  • $0 rows will be excluded from the transaction count fields
  • Metrics for Funding Entries and DRs/SCTs initiated will be added
  • Drillthroughs for each of the data points (e.g. Award total amount) will be added
  • Drillthrough pages for pre-award intermediate detail and post-award intermediate detail (i.e. # proposals submitted by agency, by mechanism) will be added 
  • A page that summarizes fund manager workloads by FinU will be added
 October 2024
Department Operations Dashboard

Enhancement: will add the "Project Nickname" field to the Raw Data Download

 October 2024
Project Overview Report

Enhancement: will add prompts for Project Class Code/Project Class Category, and Project Department Reporting Category

 October 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?
 October 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.

 October 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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