Meeting Our Reporting Needs
Aggie Enterprise, supported by Oracle Cloud Financials, includes a robust catalog of built-in and configurable reports. For reporting needs that cannot be addressed by Oracle, UC Davis leverages Cognos reports, including a custom General Ledger Interface Detail Engines (GLIDE) reporting tool.
Reports are available to users who have the appropriate roles provisioned.
Cognos Reports Access
Job Roles That Enable Automatic Provisioning
Access to Cognos reports, including Aggie Expense Reports, is automatically provisioned to users assigned one or more of the following roles in Aggie Enterprise:
- UCD Projects Cost Inquiry JR
- UCD General Ledger Inquiry JR
For Users Not Automatically Provisioned
You can request access as follows:
- Contact your department's CAO or fiscal office to determine which reports you should be provisioned.
- Email your Security Liaison(s) to request access and copy (cc) your CAO or fiscal officer.
Your Security Liaison(s) will review your request and, if approved, will submit a help-desk ticket to the Security/Access group requesting the reports be provisioned.
Note: The Security Team will only process requests submitted by designated Security Liaisons.
Aggie Expense Reports
Cognos offers reports to view AggieExpense, Procurement, and Travel Card transactions, as well as those made through the Preferred Booking Program (PBP).
The following Aggie Expense reports are available:
- AEE-318 AggieExpense Department Approvers Report
- AEE-417 AggieExpense Outstanding Cash Advances
- AEE-418 AggieExpense Unreconciled Card Expenses Report
- AEE-419 AggieExpense Report Lookup
- AEE-421 AggieExpense Unreconciled Direct Billings Report
- AEE-422 AggieExpense Allocation Detail Report
- AEE-425 AggieExpense Spend Report
See Supply Chain's Cognos Reports: Viewing AggieExpense, Card, Preferred Booking Program Expenses for more information.
New Report Requests
To request new reports, submit an Aggie Enterprise Help form. Requests are evaluated and priorities are recommended by the Aggie Enterprise Reporting Workgroup.
Check the status of reports in development.
About the Aggie Enterprise Reporting Workgroup
The Aggie Enterprise Reporting Workgroup is a cross-functional team with representation from the Davis campus, Schools of Health, and UC ANR. The workgroup guides decisions related to the prioritization, design and implementation of Aggie Enterprise Reports. For details, including a list of active members, refer to the workgroup's charter. Membership is determined by the Assistant Vice Chancellor and Controller.