Report Development

Last Updated: June 13, 2024 9:06:35 AM 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
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
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
UCPath-Oracle Salary Reconciliation	A new page will be added, which duplicates the main page but uses Expenditure Date (PPM) and Earnings Period End Date (LL) in place of Accounting Period.	July 2024
Project Management Dashboard	Enhancements: Prompt for Award Status will be added A new page with COA and Project Personnel info will be added PI column will be added to the Sponsored Project Summary Excel download 0$ rows will be removed from the GL balances table A new table will be added on the variances page, showing resource/budget variances An on-page dropdown prompt for employee name will be added to the Payroll page Project Nickname will be concatenated to the Project Name, i.e. [project number - project name - project nickname] Salary Hours column will be added for biweekly employee payroll reconciliation Monthly compensation rate and CBR rate columns will be added to the Payroll Projections section	July 2024
Expanded Project Summary	Enhancements: Direct and Indirect totals will be added A column for Requisitioner will be added to the Commitment Details table Monthly rate and CBR rate fields will be added to the payroll projections section	August 2024
GL-PPM Reconciliation	Enhancements: Prompts for Account Code and Name will be added The Project Type prompt will be made multi-select The Project prompt will display as Project-Name A column for Project Manager will be added A deep link will be added on invoice number (Invoices page)	August 2024
Graduate Student Funding Report	Enhancements: A checkbox/prompt for 'Last Closed Accouting Period' will be added. A prompt for Project Manager will be added	August 2024
Faculty and Researcher Dashboard	Enhancements: Project Nickname will be concatenated to the Project Name, i.e. [project number - project name - project nickname] A column for indirect cost rate will be added to the Sponsored Projects summary table Payroll and payroll projections will include the PI's entire effort distribution, not just projects on which they are the PI/Project Manager	August 2024
Transaction Details Report	Enhancement: Requisition Number with deep link will be added to the PPM Full table	August 2024
Expanded Project Summary, Faculty and Researcher Dashboard, and Project Management Dashboard	Financial Resources budget category will be excluded from these three reports	August 2024
Project Information Lookup	Project Fund Manager and Task Fund Manager columns will be added to 'Project COA Lookup' and 'Non-Sponsored Project-Task DFFs' reports	August 2024
All Cognos reports with name prompts	Name prompt will be changed for the concatenation of 'Name-AD Username'	August 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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