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:
OCF-5632 |
Project Portfolio Management | Unavailable |