Reports in Development

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

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

OCF-3538

This report will be used to reconcile Project balances between general ledger (GL) and PPM, allowing users to research discrepancies and make necessary adjustments where variances exist.  

OCF-4305

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

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

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.

INT-2085, BIDS-2430

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:

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

OCF-5632

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

Helps identify where DKO balances reside and displays month-over-month trends for a given Fiscal Year.

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.

INT-2122, BIDS-2435

Provides a list of projects and expenditure types.

OCF-4769 CR

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