Budget & Financial Management Reports
The Campus Budget Office maintains dashboards that give campus business officers a suite of reports for financial management, budget analysis, and decision making. Reports draw on budget and financial data and can be used to monitor performance over any period you select.
Budget and Planning Reports
Reports are available from the Business Analytics Hub (bah.ucsd.edu) under the Budget & Planning tab. Standard Cognos Report Consumer roles are required to access. For more access information click here.
Access budget and planning report information here
| Reports on this dashboard | What it shows |
|---|---|
| Budget vs Actual | Budget, actual, and carryforward balance |
| Budget vs Actual Monthly Variance Detail | Budget and actual expense by period, year-to-date, and annual |
| Budget Adjustment Module (BAM) | Tracking and management of prior- and current-year budget adjustments |
| Compensation Planning | Compensation, Budget Distribution Page, and Employee Activity Hub reports for position and pay planning |
| UCSDPLAN Budget Reports | Budget reports drawn from UCSDPLAN |
| UCSDPLAN Access by Financial Unit | UCSDPLAN access group assignments by user, filterable by financial unit |
| Resource Commitment Allocation Module (RCAM) (Restricted) | RCAM commitment tracking and management for authorized users |
Financial Resource Management Reports
Reports are available from the Business Analytics Hub (bah.ucsd.edu) under the Financial Management tab. Standard Cognos Report Consumer roles are required to access. For more access information click here.
Access financial resource management report information here
| Reports on this dashboard | What it shows |
|---|---|
| Net Operating Results and Fund Balance | Revenue, expense, net operating results, and resulting fund balance |
| Financial Deficit Report – Operating Funds | Operating funds carrying a deficit balance |
| Financial Deficit Report – Sponsored Projects | Sponsored projects carrying a deficit balance |
| Fund Summary | Year-to-date financial activity by financial unit, fund, and project |
| Fund Balance Scorecard | Fund balance health indicators at a glance |
| Available Fund Balance Trends | Available fund balance over time |
| Days Fund Balance | Fund balance expressed as days of operating expense |
| Managerial Reporting Account Hierarchy | Reference: account structure used in managerial reports |
| Managerial Reporting Fund Hierarchy | Reference: fund structure used in managerial reports |