Reports in Development

Browse Reports Currently in Development

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

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

Report Title Report Description / Use Case Report Type Est. Release Sort descending
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.

OCF-4305

Project Portfolio Management Q1 2025
Faculty and Department Portfolio Report (Move to Cognos)

This version of the Faculty and Department Portfolio 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 Faculty and Department Portfolio Report entry in Available Reports.

Project Portfolio Management Q1 2025
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.

OCF-3538

Project Portfolio Management Q2 2025
Transaction Listing Report - GL and Subledger Detail - Move to Cognos

This version of the Transaction Listing Report - GL and Subledger Detail 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 Transaction Listing Report - GL and Subledger Detail entry in Available Reports.

Finance Q2 2025
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-5378

Project Portfolio Management Unavailable
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 Unavailable
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 Unavailable
PPM Task Listing Report

The PPM Task Listing Report will allow Project Managers and Functional Users to extract all task details for projects or group of projects.

BIDS-2237

Project Portfolio Management Unavailable
PPM Expenditure Type Report

Provides a list of projects and expenditure types.

OCF-4769 CR

Project Portfolio Management Unavailable
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 would allow users to run by Project Owning Org., Award Number, Project Number, Expenditure Category, PPM Invoice Number, Invoice Status, and Expenditure Item Date and Accounting Period ranges.

OCF-5451

Project Portfolio Management Unavailable
Updated UCD Receivables Aging Detail Report

This is an updated version of the existing UCD Receivables Aging Detail Report.

In addition to the information available from the original report, the new version will include the following changes:

  1. Rename report header name to UCD Receivables Aging Detail Report
  2. Rename Natural Account prompt to Account
  3. Reorder prompts
    1. Fund before Financial Department
    2. Transaction Number before Transaction Type
  4. Remove Aging Bucket Method - since no longer a prompt from header
  5. Rename Header fields
    1. Entity (COA) to Entity
    2. Fund (COA) to Fund
    3. Department (DFF) to Financial Department
    4. Natural Account (COA) to Account
  6. Rename column fields in output
    1. Trx/Receipt Num to Trx/Receipt Number
    2. Fin to Financial
    3. Program Description in duplicate over what should be Project Description
  7. Remove column fields in output
    1. Inter Entity, Inter Entity Description, Future 1, Future 1 Description, Future 2, and Future 2 Description
  8. Reorder column fields in output
    1. Bill Site Code and Bill To Address after Site Number
    2. Receipt Method Name after Trx Class
  9. Add new column fields in output - samples of output expected below
    1. Transaction Type after Bill To Address
    2. Source after Transaction Type
  10. Add new PPM fields in output at the end and after Activity Description - as seen on the existing UCD Payables Report
    1. PPM Project
    2. Project Expenditure Org
    3. Project Expenditure Type
    4. Project Task
    5. Project Award
    6. Project Funding Source

OCF-5632

Project Portfolio Management Unavailable