Report Development

Last Updated: July 7, 2025 4:46:12 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
Project Management Dashboard	Enhancements: A column for 'Cash Balance' will be added to the PPM table on the Summary page. Grand total of cost transfers will be added on the Pending Cost Transfers page. A new Approval Status for 'Denied' will be added to the SCT/DRs table in the Pending Cost Transfers page.	July 2025
Expanded Project Summary	Enhancement: A column for Expenditure Type Subject to IDC Flag will be added to the Expenditures by Month table.	July 2025
Fiscal Assistant Workload Dashboard	Enhancements: A prompt to display by Financial Unit will be added. 'Financial Services Analyst' and '004723-Blank Ast 2' job titles will be added to the Job Code prompt list.	July 2025
Procure to Pay Panorama	Enhancements: A prompt for Financial Unit L4 will be added to the Internal Control reports (e.g. Action Items report). Columns for FinU and PO line description will be added to the PO Balances report. Prompts and columns for Tax Withholding, Tax User-Defined Fiscal Classification, and Income Tax Type will be added to the Invoice Inquiry Report (Invoice Line View).	July 2025
GL Panorama - GL Transaction Details	Enhancements: A prompt and column for General Ledger Post Date will be added, with option for a specific date or a range of dates (i.e. between 8/8/2024 and 8/20/2024). 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
GL Balances	Enhancement: An optional column for Project Fund Manager will be added.	July 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.	July 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.	July 2025
Recharge Operations Dashboard	Enhancement: A column to subtotal expenditures by task will be added to the PPM Revenue and Expense Report tab	August 2025
Transaction Details Report	Enhancements: A prompt for Risk Type will be added to help with high risk ledger reviewing. A prompt for Clinical Trials Type will be added. A column for Expenditure Type Subject to IDC Flag will be added to the PPM Full page. Columns for Managerial Account Hierarchy L3 and L4 will be added to the GL page.	August 2025
AR Panorama: Receivables Aging Report	Enhancements: A prompt for Recharge License Number will be added A prompt for Fund will be added	August 2025
AR Panorama: Receipt Method and Chart String	This new report will list all receipt methods and receipt classes showing the default chart string associated with each at the time of setup.	August 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.