Browse Reports Currently in Development
A list of reports currently being developed, but not yet available in production to end-users.
| Report Title Sort descending | Report Description / Use Case | Report Type | Last Updated |
|---|---|---|---|
| UCD Faculty and Department Portfolio Expense Report | Supplements the UCD Faculty and Department Portfolio Report by providing fiscal monthly period expense data. Report filters allow you to set Fiscal Year, Accounting Period, and Expenditure Date ranges in addition to the original report prompts. Use this report for monthly expense reporting. Currently in requirements phase. |
Project Portfolio Management | |
| UCD GL Income Statement Report | Similar to UCD GL and Sub-ledger Reconciliation Report removing accounts 1XXXXX and 2XXXXX. Currently in requirements phase. |
Finance | |
| UCD GL Oracle to Lawson Details Report | Get a daily transaction download report from Oracle that is a (by FAU-GL string) of Company 3210/10 and 3111 data. Use this Oracle download to compare to a full download (by FAU-GL string) of Company 3210/10 and 3111 data out of Lawson. Currently in testing phase. |
Finance | |
| 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. Currently in testing phase. |
Project Portfolio Management | |
| UCD PPM Sponsored 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. Currently in requirements phase.
|
Project Portfolio Management | |
| UCD PPM to GL Non-sponsored Projects Reconciliation Report | Allows you to reconcile project balances between GL and PPM. The report will flag mismatches between GL and PPM balances so that you can troubleshoot and correct differences. Currently in testing phase. |
Project Portfolio Management | |
| UCD Student Financial Aid Checks Report | Provides student, invoice, financial aid check details, check status, and dates on which the checks were cashed. The report also indicates whether federal funding applies. Student Accounting can use the report to determine when the checks were cashed. Report currently in requirements phase. |
Finance | |
| UCD Transaction Listing Detail Report | UCD Transaction Listing Report does not display the actual document number from the source system. The request is to add the actual document number to the report output (eg if the JE source is AP, add the AP Invoice Number associated with the Journal Detail Line; or if the JE source is AR, add the AR Invoice Number associated with the Journal Detail Line; or if source is SCM, add the REQ number, PO number, Invoice Number, and Payment Number, etc) Report currently in requirements phase. |
Finance |