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.
| Report | Reporting Tool | What is being done | Tentative release date |
| Transaction Details | Cognos |
Enhancements:
|
November 2022 |
| Expanded Project Summary |
Cognos |
Enhancements:
|
November 2022 |
| Faculty and Researcher Dashboard | Cognos |
Enhancements:
|
November 2022 |
| Contract Management Dashboard | Oracle |
Enhancements:
|
November 2022 |
| Department Operations Dashboard | Cognos | High-level view of YTD financial activity by fund categories and project classifications to help departments understand the health of their operations. | January 2023 |
| Cost Sharing Dashboard | Cognos |
|
February 2023 |
| Graduate Student Funding Report | Cognos |
View all posted costs related to graduate students (stipends, payroll, tuition, fees, etc) by home department or funding financial unit |
March 2023 |
| Fixed Assets Reports | Oracle |
Multiple reports to support the new Fixed Assets Module |
July 2023 |
| Exceptions Reports | Oracle or Cognos |
Multiple exception reports are in development for use by central offices, the central reconciliation team, and departments to correct erroneous transactions in Oracle. These include:
|
Ongoing, released as completed |
Future goals for implementation in fiscal year 2023:
- Departmental, divisional, and VC fiscal leadership reporting
- Filling gaps for recharge facility manager reporting
- Graduate student funding reporting
- Training grant reporting
- Clinical trials reporting