Reports in Development

Browse Reports Currently in Development

A list of reports currently being developed, but not yet available in production to end-users.

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*Estimated release date is by calendar year. For example: Q1 is January, February, and March.

Current Report Development Priorities

Priority list subject to change.

  • UCD PPM to GL Non-Sponsored Projects Reconcilliation Report
  • Faculty and Department Portfolio Report (Cognos)
  • Faculty and Department Portfolio Report (Cognos) - Expense reporting
  • UCD Transaction Listing Report
  • Transaction Listing Report(Cognos)
Report Title Report Description / Use Case Report Type / System Est. Release Sort descending
UCD PPM Budget History Report

Allows Project Managers and Functional Users to extract all historical budget details for projects or group of projects. Use this report to compare changes over time and to ensure the GL balance for the project aligns with the PPM Project budget.

OCF-3326

Project Portfolio Management / Aggie Enterprise Q2 2025
Faculty and Department Portfolio Report - Expense Enhancement

The Faculty and Department Portfolio Report in Cognos will be enhanced with detail to support actual Expense totals.

OCF-3538

Project Portfolio Management / Cognos Q2 2025
UCD PPM Project Cost Report

Displays Award, Project, and Task expense details for sponsored projects. You can search the data by date range. Use this report as supporting document for sponsored-project invoices.

OCF-4232

Project Portfolio Management / Aggie Enterprise Q2 2025
UCD Workflow Approval History Report

UCD Workflow Approval Report allows users to have access to historical and pending approval data. UCD Workflow Approval Report provides a documented trail of approvals, showing where approval is pending and who approved what and when, which supports governance and promotes transparency within the organization. The report provides approval details for REQ, PO, and INV workflows. Report functionality allows users to run by approver (User), approved by date ranges, workflow status, transaction or document type, and by relevant transaction (Requisition, PO, Invoice) number. Reporting output displays the approval request, created, assigned, and approved by, related date references, and transactional details and amount.

OCF-5378

Supply Chain / Aggie Enterprise Q2 2025
UCD PPM Sponsored Project Cost Report

The UCD PPM Sponsored Project Cost Report will display Award and Project expenditure details for Sponsored Projects. The report will allow users to run by Project Owning Organization, Award Number, Project Number, Expenditure Category, PPM Invoice Number, Invoice Status, and Expenditure Item Date and Accounting Period ranges.

OCF-5451

Project Portfolio Management / Aggie Enterprise Q2 2025
Updated UCD Receivables Aging Detail Report

This is an expanded version of the existing UCD Receivables Aging Detail Report, adding the following details:

  • Customer Account
  • Bill and Ship-To information
  • Transactional details
  • Chart string details

 

OCF-5632

Project Portfolio Management / Aggie Enterprise Q2 2025
Transaction Listing Report - Move to Cognos

This version of the Transaction Listing Report will be available in Cognos once complete. Cognos provides additional functionality, better report performance and allows for future enhancements with data outside of Aggie Enterprise.

To see information about the current version of this report available in Oracle, please see the UCD Transaction Listing Report entry in Available Reports.

INT-2122, BIDS-2435

Finance / Cognos Q3 2025
Faculty PI Dashboard Report - Summarized

A new and summarized version of the Faculty Dashboard PI Report. The current plan for this report is to include:

  • Budget for an Award
  • Balance on Award
  • Available Spend on the Award
  • When the funds need to be used
  • Period Performance

Adding burndown rate is planned, but may be added sometime after the report is initially released. 

(Burndown rate example: if an award is for 2 years - burndown rate would indicate how much money is left to spend and how much have a spent to date on the award)

 

OCF-5921

Project Portfolio Management / Aggie Enterprise Q3 2025
PPM Expenditure Type Report

Provides a list of projects and expenditure types.

OCF-4769 CR

Project Portfolio Management / Cognos Unavailable