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Accounts Receivable Panorama

New

Accounts Receivable Panorama is a collection of reports that provide departments with an overview of their receivables and related credit memos, customer account attributes, incoming and unclaimed cash recei...

Accounts Receivable Panorama is a collection of reports that provide departments with an overview of their receivables and related credit memos, customer account attributes, incoming and unclaimed cash receipts, and merchant transactions.

The Accounts Receivable dashboard includes the following pages: 

  • List of Reports 
  • Credit Memos 
  • Customer Account Delivery Attributes 
  • Incoming Payments (Receipts) 
  • Merchant Transactions 
  • Miscellaneous Receipts
  • Provide departments with an overview of their receivables and related credit memos, customer account attributes, incoming and unclaimed cash receipts, and merchant transactions. 

Athletics Expense Reports

New

The report summarizes Intercollegiate Athletics expenses on a sport-by-sport basis into NCAA-required reporting categories, and data will be reported to the NCAA and Department of Education.

The report summarizes Intercollegiate Athletics expenses on a sport-by-sport basis into NCAA-required reporting categories, and data will be reported to the NCAA and Department of Education.

The Athletics Expense Reports dashboard includes the following pages: 

  • Athletics Expenses 
  • Guarantees 
  • Head Coaching Salaries 
  • Assistant Coaching Salaries 
  • Support Staff/Admin Salaries 
  • Recruiting 
  • Team Travel 
  • Equipment, Uniforms and Supplies 
  • Game Expenses 
  • Fundraising, Marketing and Promotions 
  • Sports Camp Expenses 
  • Spirit Groups 
  • Direct Overhead 
  • Medical Expenses and Insurance 
  • Memberships and Dues 
  • Student Athlete Meals 
  • Other 
  • All
  • Summarizes Intercollegiate Athletics expenses on a sport-by-sport basis into NCAA-required reporting categories. 
  • Reported to the NCAA and Department of Education. 

Athletics Revenue Reports

New

The report summarizes Intercollegiate Athletics revenue on a sport-by-sport basis into NCAA-required reporting categories, and data will be reported to the NCAA and Department of Education.  

The report summarizes Intercollegiate Athletics revenue on a sport-by-sport basis into NCAA-required reporting categories, and data will be reported to the NCAA and Department of Education.

 

The Athletics Revenue dashboard includes the following pages: 

  • Athletics Revenue 
  • Ticket Sales 
  • Student Fees 
  • Guarantees 
  • Contributions 
  • Programs, Concessions, Novelty Sales and Parking 
  • Royalties, Licensing, Advertisements and Sponsorships 
  • Sports Camp Revenue 
  • Endowments and Investments 
  • Media Rights 
  • NCAA Distributions Including Tournament Revenue 
  • Conference Distributions 
  • Direct Institutional Support 
  • All Transactions 
  • Recharge Revenue 
  • Other Ticket Sales - 1 
  • Other Ticket Sales - 2 
  • Other Media Rights and Programs 
  • Other NCAA and Conference Distributions 
  • Other Royalties, Licensing, Advertisements and Sponsorships 
  • Other Sports Camp 
  • All Other Revenue 
  • Summarizes Intercollegiate Athletics revenue on a sport-by-sport basis into NCAA-required reporting categories. 
  • Reported to the NCAA and Department of Education. 

Budget & Financial Management Reports Panorama

New

This Panorama delivers a full suite of budget and financial management reports and queries intended to support campus business officers. They are designed to support internal financial management of the univ...

This Panorama delivers a full suite of budget and financial management reports and queries intended to support campus business officers. They are designed to support internal financial management of the university finances, and as such use Managerial Reporting hierarchies.

 

The Budget and Financial Management Reporting dashboard includes the following pages: 

  • Reports List 
  • Budget vs. Actual 
  • Net Operating Results and Fund Balance 
  • Expanded Budget Summary 
  • Financial Deficit Report - Operating Funds 
  • Financial Deficit Report - Sponsored Projects 
  • Fund Summary 
  • Total Budget Summary 
  • FY21 Core Recurring Budget 
  • Managerial Reporting Account Hierarchy 
  • Managerial Reporting Fund Hierarchy 
  • Delivers a full suite of budget and financial management reports and queries intended to support campus business officers. 
  • Designed to support internal financial management of the university finances, including use of Managerial Reporting hierarchies. 

Campus User Roles

New

The Campus User Roles Report provides the OFC roles and associated Business Units, Ledgers and other security contexts for those roles. Searchable by user email, username, assignment number, department and r...

The Campus User Roles Report provides the OFC roles and associated Business Units, Ledgers and other security contexts for those roles. Searchable by user email, username, assignment number, department and role.

The Campus User Roles dashboard is a single-page report that includes the following details: 

  • Campus User Role Report 
  • Provides the OFC roles and associated Business Units, Ledgers and other security contexts for those roles.  
  • Searchable by user email, username, assignment number, department and role. 

Capital Equipment Management Report

New

Capital Equipment Management Report lists all requisitions on items acquired where cost exceeds $5,000. The cost includes entire requisition and auxiliary cost associated such as shipping, delivery, installa...

Capital Equipment Management Report lists all requisitions on items acquired where cost exceeds $5,000. The cost includes entire requisition and auxiliary cost associated such as shipping, delivery, installation, taxes, etc.

The Capital Equipment Management Report dashboard is a single-page report that includes the following details: 

  • Capital Equipment Management Report 
  • Lists all requisitions on items acquired where cost exceeds $5,000.  
  • Includes entire requisition and auxiliary cost associated such as shipping, delivery, installation, taxes, etc. 

Capital Project Panorama

New

This is a custom look at capital projects developed to support the Real Estate reporting.

This is a custom look at capital projects developed to support the Real Estate reporting.

The Capital Projects dashboard is a single-page report that includes the following details: 

  • Capital Projects PPM Expanded Project Summary 
Support the Real Estate reporting.

Cellular Report

New

The Cellular Recharge Summary Report contains the detailed recharges posted to the department chart strings: Project, Task, & Funding Source in OFC. The primary audience for this report are financial off...

The Cellular Recharge Summary Report contains the detailed recharges posted to the department chart strings: Project, Task, & Funding Source in OFC. The primary audience for this report are financial officers looking to reconcile the Cellular recharges posted to their department ledgers.
KBA Coming Soon...
KBA Coming Soon...

Central Cashiers Dashboard

New

A collection of analyses and reports to support the operational tasks of the Central Cashier’s team.

A collection of analyses and reports to support the operational tasks of the Central Cashier’s team.

This dashboard includes the following pages: 

  • Daily Activity
  • Incoming Payments (Receipts)
  • Applied Receipt Register
  • Unapplied Receipt Register
  • SPARCM Invoice to OFC Transaction Link
  • Unprocessed Transactions With Errors

  • View daily activity by date detailing receipt information such as receipt number, cashier, amount, and status.
  • Track receipts and review the details of applied and unapplied receipts.

Central Office Exceptions Panorama

New

The Central Office Exceptions panorama shows financial discrepancies in the Oracle Financial System.

The Central Office Exceptions panorama shows financial discrepancies in the Oracle Financial System.

The Exceptions dashboard includes the following pages: 

  • List of Reports 
  • Non-Sponsored Project Names Starting with SP 
  • Receipts to PPM Recon 
  • Revenue in Fund 13037 
  • Revenue on SP Funds Not from Contracts 
  • Project Transaction Controls
  • PIP Transactions Not Cleared
  • Misc Cost Transactions Stuck in Staging Table
  • SP Revenue and AR Wrong Accounting - PPM
  • SP Revenue and AR Wrong Accounting - Receivables
Shows financial discrepancies in the Oracle Financial System. 

Chart of Accounts Panorama

New

Hierarchies help define structure, and provide for standard and consistent financial reporting to our various stakeholders about UC San Diego’s financial performance and financial position over a s...

Hierarchies help define structure, and provide for standard and consistent financial reporting to our various stakeholders about UC San Diego’s financial performance and financial position over a specified period of time. Chart of Accounts Panorama is designed to help you explore the UCSD Chart of Accounts and hierarchies.

The Chart of Accounts dashboard includes the following pages: 

  • COA Information 
  • Entity 
  • Standard Fund Hierarchy 
  • FinU (Financial Unit) 
  • Standard Account Hierarchy 
  • Function 
  • Program 
  • Location 
  • Project 
  • Activity 
  • Interentity 
  • Managerial Reporting Account Hierarchy 
  • Managerial Reporting Fund Hierarchy 
  • Define structure 
  • Provide for standard and consistent financial reporting to our various stakeholders about UC San Diego’s financial performance and financial position over a specified period  
  • Explore the UCSD Chart of Accounts and hierarchies. 

Commonly Used Reports

New

Contains a curated list of the most commonly used reports

Contains a curated list of the most commonly used reports
  • Project Balances with Expenditure Details
  • Faculty and Researcher Dashboard
  • Expanded Project Summary
  • Project Information Lookup Panorama
  • Budget & Financial Management Reports Panorama
  • GL Project Balances
  • Contract Management Dashboard
  • Transaction Details
  • DOPES
  • GL-PPM Reconciliation

See the individual report tiles and Blink for business scenarios for each report.

Contract Management Dashboard

New

Displays summary and detailed information for award and general contract revenue, invoicing, payments, and receipts.

Displays summary and detailed information for award and general contract revenue, invoicing, payments, and receipts.

The Contract Management Dashboard includes the following reports:

  • Award Contract and Project Summary
  • General Contract and Project Summary
  • Contract Invoice and Payment Details
  • Receipt Details
  • Sponsored AR Aging
  • Receivables Aging Report
  • Are there invoices on my contracts that have not yet been paid?
  • Have I created invoices for all of the revenue recognized on my contracts?
  • What invoices have been created on a project?
  • What receipts were applied to my invoices? What receipts were applied to my project? Where was a receipt applied?

Cost Sharing Report

New

Displays Awards with Cost Sharing Commitments, PPM Project Costs against those commitments, and remaining balances.

Displays Awards with Cost Sharing Commitments, PPM Project Costs against those commitments, and remaining balances.

The Cost Sharing Report dashboard is a single-page report that includes the following details: 

  • Cost Sharing 
  • Funding Source Name 
  • Award Org 
  • Award Number 
  • Principal Inv 
  • Project Number 
  • Unmet Percent 
  • Expenditure Start Date 
  • Expenditure End Date 
  • Displays Awards with Cost Sharing Commitments, PPM Project Costs against those commitments, and remaining balances. 

Default Project Payroll

New

Provides detailed information about charges posted to departmental default projects, including person names and other payroll information.  Users with access to the DOPES may also access this report.

Provides detailed information about charges posted to departmental default projects, including person names and other payroll information.  Users with access to the DOPES may also access this report.

  • Oracle + LL Pivot: Provides charges summarized by UCPath Labor Ledger project, account code, person name (rows), and expenditure dates (columns).
  • Oracle pivot: Summarizes charges from Oracle only by account code (rows) and expenditure dates (columns). Used for data validation against Oracle + LL Pivot tab.
  • Oracle + LL Summary: Provides charges summarized by UCPath Labor Ledger project, person name, expenditure dates (rows), and account codes (columns).
  • Oracle + LL Detail: Provides detailed information needed to complete Direct Retros, DrPat templates, or Oracle cost transfers

Provides answers to the following questions:

  • What are the names of people whose payroll has posted to the departmental default project in Oracle?
  • What were the projects on funding entries in UCPath that resulted in payroll posting to the departmental default project?
  • Do I need to do a Direct Retro or an Oracle cost transfer to move charges off of the departmental default project?

Department Exceptions Panorama

New

The Department Exceptions panorama shows financial discrepancies in the Oracle Financial System.

The Department Exceptions panorama shows financial discrepancies in the Oracle Financial System.

The Exceptions dashboard includes the following pages: 

  • Welcome!  
  • 538000 on Non-Sponsored Funds 
  • SP Funds Require Project Number in GL (SVR) 
  • Transactions Incorrectly Posted to UCPatch Specific Funds (CVR) 
  • Incorrect PPM Budget Resources
  • Project Transaction Controls
  • Project Setup to GL Match Errors
  • Generate Invoice Process Errors - Non-Sponsored
  • Non-Sponsored Contract Lines Without Project or Task
  • Non-Sponsored Contracts Without Revenue Account or Fund
  • Project Setup to GL Match Errors
  • Transactions on No Project
  • GL-PPM Receivables
Shows financial discrepancies in the Oracle Financial System. 

Expanded Project Summary (EPS)

New

Provides summary and detail information about a single project or task with data from both PPM and General Ledger.

Provides summary and detail information about a single project or task with data from both PPM and General Ledger.


  • Metadata information about a project and its underlying tasks, including chartstring information and project roles.
  • Total expenditures, balances, and commitments by expenditure category
  • Revenue details for non-sponsored projects
  • Expenditures by month
  • PPM Cost Details
  • Commitment Details
  • Historical Payroll Details
  • Payroll Projection Details
  • General Ledger Transaction Details
  •  View PPM expenditures, GL transactions, and UCPath payroll (DOPES) all in a single report
  •  What are the transactions that have posted to a project or task in PPM and GL?
  •  What are the open commitments on a project or task?
  •  What people’s salaries were charged to a project or task over a given time period?
  •  How much is anticipated to spend on payroll and related costs on a project or task?

Faculty and Researcher Dashboard

New

Provides a dashboard for faculty and supporting users who are financially responsible for sponsored and non-sponsored projects and tasks.  

Provides a dashboard for faculty and supporting users who are financially responsible for sponsored and non-sponsored projects and tasks.

 

Access this dashboard to:

  • View projects and tasks (including award dates, where applicable) in your portfolio
  • Identify money available and money spent for projects and tasks
  • Analyze data for financial decision-making about your sponsored and non-sponsored projects
  • View project and task payroll details

Provides a dashboard for faculty and supporting users who are financially responsible for sponsored and non-sponsored projects and tasks in the following sections:

  • Sponsored Projects - For Project Managers, Principal Investigators, and Task Managers
  • Non-Sponsored Projects - For Project Managers and Task Managers with both General Ledger (GL) and Project & Portfolio Management (PPM) data
  • Payroll - A second tab displays rolling 12 months of payroll for the project/task portfolio

FinOps Operational Dashboard

New

A collection of analyses and reports to support the operational tasks within the central FinOps team.

A collection of analyses and reports to support the operational tasks within the central FinOps team.
  • Credit Memos by Customer
  • Credit Memo Accounting Exception Report
  • Looking up Credit Memos by Customer
  • Finding Credit Memo Exceptions

FinOps PPM Dashboard

New

Displays list of projects and tasks. Allows users to filter by project type and project status. Allows users to lookup contract number and contract name using transaction number.

Displays list of projects and tasks. Allows users to filter by project type and project status. Allows users to lookup contract number and contract name using transaction number.
  • List of Reports
  • Award Lookup
  • Project Metadata Lookup
  • Project Managers
  • Project Costs KPI
  • Transaction ID to Contract Lookup Report
  • Invoice Creation Report
  • Export a list of projects by project status or project type
  • Export a list of all tasks
  • Determine the contract number and contract name associated with a transaction number

Fund Monitoring and Exceptions Dashboard

New

Collection of reports and analyses that expose exceptions in GL setup and additional fund monitoring.

Collection of reports and analyses that expose exceptions in GL setup and additional fund monitoring.

The Fund Monitoring and Exceptions Dashboard dashboard includes the following pages: 

  • Financial Unit PPM Organization Mismatches
  • Funds Descriptions With Commas
Is the GL Financial Unit aligned with the Project Organization?

Are there any funds with commas that need to be updated in EDMCS?

General Ledger Panorama

New

This panorama contains reports that pull from the General Ledger transaction tables. Designed to give you visibility into general ledger accounts, balances, transactions and activity.

This panorama contains reports that pull from the General Ledger transaction tables. Designed to give you visibility into general ledger accounts, balances, transactions and activity.

The General Ledger dashboard includes the following pages: 

  • General Ledger Transaction Details 
  • GL Details ISIS Reconciliation 
  • Journal Approval workflow 
  • GL Subledger Journal Details 
  • Contains reports that pull from the General Ledger transaction tables.  
  • Designed to give you visibility into general ledger accounts, balances, transactions and activity. 

Gift Fund Panorama

New

The Gift Fund Panorama compiles various reports and analyses into a single dashboard to help Fund Managers evaluate and make decisions regarding their gift funds.

The Gift Fund Panorama compiles various reports and analyses into a single dashboard to help Fund Managers evaluate and make decisions regarding their gift funds.

GL Project Balances

New

The GL Project Balances report provides a summary of a project’s ending balances, with information from the GL and PPM.

The GL Project Balances report provides a summary of a project’s ending balances, with information from the GL and PPM.

Contents

The GL Project Balances report includes the following:

  • Summary by Financial Unit, Project, and Fund
  • Ending Balances by Month
  • Ending Balances by Year
  • Review balances for each month up to and including the accounting period selected within the accounting year selected
  • Review balances for the accounting month selected for each accounting year up to and including the year selected

GL-PPM Reconciliation Report

New

Displays differences between amounts in General Ledger and amounts in PPM. A drillthrough report identifies the specific transactions that are causing the differences. Reconciliation of GL to PPM on sponsore...

Displays differences between amounts in General Ledger and amounts in PPM. A drillthrough report identifies the specific transactions that are causing the differences. Reconciliation of GL to PPM on sponsored projects is a required key control.

  • Expenditures Condensed: Displays expenditure variances by project and account.
  • Expenditures by Accounting Period: Displays expenditure variances by project, account, and accounting period.
  • Resources: Used to determine amounts that need to be entered in PPM budgets.
  • Compares costs in PPM to actuals in the general ledger by project, accounting period, and account code/expenditure type.  
  • Includes only revenue, expense, and noncurrent asset (i.e. capital equipment) account codes. 
  • Search by one or more financial units, one or more projects, and/or one or more accounting periods.  
  • Provides greater detail on the transactions included in the GL and PPM values via a drill through report. 

HDH Panorama

New

The HDH Panorama lists the financial reports (BI and Cognos) used by UCSD Housing, Dining, & Hospitality (HDH). The panorama is designed to support the HDH Finance and Budget Management team and departme...

The HDH Panorama lists the financial reports (BI and Cognos) used by UCSD Housing, Dining, & Hospitality (HDH). The panorama is designed to support the HDH Finance and Budget Management team and departmental business users.

The HDH Departmental dashboard includes the following pages: 

  • List of Reports 
  • AP Vendor Report 
  • Purchasing: PO Search Invoice Detail 
  • Purchasing: PO Search Payment Detail 
  • UCSD Page Template 
  • Lists the financial reports (BI and Cognos) used by UCSD Housing, Dining, & Hospitality (HDH). 
  • Supports the HDH Finance and Budget Management team and departmental business users. 

Internal Controls and Accounting Panorama

New

Internal Controls and Accounting Panorama is intended for central office use of reporting and data.   List of reports in this dashboard: Trial Balance Journal Voucher Report Expenditure by Mo...

Internal Controls and Accounting Panorama is intended for central office use of reporting and data.

 

List of reports in this dashboard:

  1. Trial Balance
  2. Journal Voucher Report
  3. Expenditure by Month
  4. Fund Summary
  5. Approval Group Members
  6. General ledger Transaction Details
  7. GL Journal Reports
  8. Journal Approval
Visit Blink Assist for Data Selection and View Options
Visit Blink Assist for Report Views and Understanding the Data

Kuali Invoice Report

New

A list of subaward invoices with the Kuali Research Subaward number and associated OFC AP invoice numbers.

A list of subaward invoices with the Kuali Research Subaward number and associated OFC AP invoice numbers.
It can be used to reconcile subcontract invoices between KR and OFC.

Letter of Credit (LOC) Dashboard

New

The Letter of Credit Dashboard is a collection of reports related to AR aging, letter of credit reconciliations, and letter of credit balance checks

The Letter of Credit Dashboard is a collection of reports related to AR aging, letter of credit reconciliations, and letter of credit balance checks
  • List of Reports
  • AR Aging - Invoice with Outstanding Balance
  • AR Aging - All Records
  • LOC Reconciliation - Cumulative Inception to Date
  • LOC Reconciliation - Cumulative
  • LOC Reconciliation - Detail
  • LOC Reconciliation - Total Applied Amount
  • LOC Balance Check - Total Funding Amount
  • LOC Balance Check - Expenses
  • LOC Balance Check - Total Funding Amount Summary Level
  • LOC Balance Check - Expenses Summary

Support the Compliance and Support Team. 

NGN Recharge Summary Report

New

The NGN Recharge Summary Report contains the detailed recharges posted to the department chart strings: Project, Task, & Funding Source in OFC. The primary audience for this report are financial officers...

The NGN Recharge Summary Report contains the detailed recharges posted to the department chart strings: Project, Task, & Funding Source in OFC. The primary audience for this report are financial officers looking to reconcile the NGN recharges posted to their department ledgers. KBA for more details: KB0033112
Information coming soon.
  • Contains the detailed recharges posted to the department chart strings: Project, Task, & Funding Source in OFC.  
  • The primary audience for this report are financial officers looking to reconcile the NGN recharges posted to their department ledgers. 

OTBI Performance Panorama

New

A dashboard dedicated to execution and error metrics for OTBI reporting within the Oracle BI tools. Tracks report executions, distinct users, most used subject areas, and more.   List of rep...

A dashboard dedicated to execution and error metrics for OTBI reporting within the Oracle BI tools. Tracks report executions, distinct users, most used subject areas, and more.

 

List of reports in this dashboard:

   1. Usage Metrics

   2. Error Metrics

   3. Auditing Report Metrics

Blink Assist page coming soon.
Blink Assist page coming soon.

Preuss School Financial Reports

New

The Preuss School Panorama lists the financial reports used by the Preuss School. The panorama is designed to support the school’s finance team with all external reporting requirements.

The Preuss School Panorama lists the financial reports used by the Preuss School. The panorama is designed to support the school’s finance team with all external reporting requirements.

The Preuss School Financial Reports dashboard includes the following pages: 

  • Balance Sheet 
  • Income Statement 
  • GL Transaction Detail 
  • Fund Summary 
  • Gift Fund Balance 
  • COA Information Report 
  • AP Transaction Details 
  • Lists the financial reports used by the Preuss School. 
  • Support the school’s finance team with all external reporting requirements. 

Procure to Pay Panorama

New

The Procure-to-Pay Panorama provides insights to all campus reporting needs related to Requisitions, Purchase Orders, and Invoices. This panorama offers high-level dashboard views and detailed inquiry report...

The Procure-to-Pay Panorama provides insights to all campus reporting needs related to Requisitions, Purchase Orders, and Invoices. This panorama offers high-level dashboard views and detailed inquiry reports for campus use.

The Procure to Pay dashboard includes the following pages: 

  • Welcome! 
  • Procure to Pay Action Items 
  • Procure to Pay Transaction Inquiry 
  • Requisition Summary 
  • Requisition Inquiry 
  • Purchase Orders Summary 
  • PO Inquiry 
  • PO Balances 
  • Invoice Summary 
  • Invoice Inquiry 
  • Supplier Inquiry 
  • PO Outstanding Commitments 
  • Provides insights to all campus reporting needs related to Requisitions, Purchase Orders, and Invoices. 

  • Offers high-level dashboard views and detailed inquiry reports for campus use. 

Project Balances with Expenditure Details Dashboard (PBED)

New

This Dashboard Provides summary and transaction details for project budgets, costs, committed costs, and revenue accounted at the subledger level. It is recommended for department users. KBA for more details...

This Dashboard Provides summary and transaction details for project budgets, costs, committed costs, and revenue accounted at the subledger level. It is recommended for department users. KBA for more details: KB0032937

The Project Balances with Expenditure Details dashboard includes the following pages: 

  • All Projects 
  • Sponsored Projects 
  • Expenditure Details 
  • Commitment Details 
  • Cumulative Research Report 
  • Non-Sponsored Revenue Details 
  • Provides summary and transaction details for project budgets, costs, committed costs, and revenue accounted at the subledger level. 
  • Recommended for department users. 

Project Cost Adjustments on Costed and Accounted Report

New

The Project Cost Adjustments on Costed and Accounted report includes columns for the original costed and accounted entry as well as the Reversal transaction (the “from” of the cost transf...

The Project Cost Adjustments on Costed and Accounted report includes columns for the original costed and accounted entry as well as the Reversal transaction (the “from” of the cost transfer). Use this data to identify and correct transactions using “placeholder” accounting in the PPM space

Project Cost Transfer Panorama

New

This panorama is a collection of reports designed to provide details about Project Cost transfers. Search transfers by the Original Expenditure Item transaction #, transfer dates, project, award, owning orga...

This panorama is a collection of reports designed to provide details about Project Cost transfers. Search transfers by the Original Expenditure Item transaction #, transfer dates, project, award, owning organization and more. For larger reports, use the built in scheduling feature.

The Project Cost Transfer dashboard includes the following pages: 

  • Reports List 
  • Cost Transfers by Date and Transaction # 
  • Transfers Summary 
  • Transfer by Award/Project 
  • High Risk Cost Transfers 
  • Transfer Approval Details 
  • Provide details about Project Cost transfers. Search transfers by the Original Expenditure Item transaction #, transfer dates, project, award, owning organization and more.  
  • For larger reports, use the built in scheduling feature. 

Project Costs Detail Report

New

The Project Costs Detail Report can be used to check cost details for all projects by Award number, Financial Unit, Accounting Period(s) and more. These transactions will match the costs found in the PPM Man...

The Project Costs Detail Report can be used to check cost details for all projects by Award number, Financial Unit, Accounting Period(s) and more. These transactions will match the costs found in the PPM Manage project costs screen of the Oracle User Interface(UI).

The Project Costs Detail Report dashboard is a single-page report that includes the following details: 

  • Project Costs Detail Report
  • Transaction Import Details
  • Used to check cost details for all projects by Award number, Financial Unit, Accounting Period(s) and more.  
  • Transactions match the costs found in the PPM Manage project costs screen of the Oracle User Interface(UI). 

Project Information Lookup Panorama

New

This dashboard brings back all the projects for a Business unit, Project Organization or Project Manager and where available it provides full COA and POETAF Chart string values for these projects. KBA for mo...

This dashboard brings back all the projects for a Business unit, Project Organization or Project Manager and where available it provides full COA and POETAF Chart string values for these projects. KBA for more details: KB0033040  

 

The Project Information Lookup dashboard includes the following pages: 

  • Project COA Lookup 
  • Award Project Task Personnel
  • Expenditure Type List 
  • Non-Sponsored Project Task DFFs 
  • Award Personnel 
  • Project Overview
  • Brings back all the projects for a Business unit, Project Organization or Project Manager and where available it provides full COA and POETAF Chart string values for these projects. 

Project Management Dashboard

New

The Project Management Dashboard provides one place to do a complete analysis of a portfolio of projects, including GL and PPM balances, variance analysis, commitments, payroll reconciliation, and expenditur...

The Project Management Dashboard provides one place to do a complete analysis of a portfolio of projects, including GL and PPM balances, variance analysis, commitments, payroll reconciliation, and expenditures over time

The Project Management Dashboard includes the following reports:

  • Summary
  • Commitment Details
  • High-Level Variances 
  • DOPES
  • Payroll by Earnings Month
  • Expenditures by Month
  • Analyze a PI’s portfolio
  • Close out expired projects
  • Review a department’s operating funds
  • Review all faculty startup and retention funds

Project Panorama

New

The Project Panorama delivers a full look at project financials and is designed to support the PI, the Project Manager, and Fund Manager.

The Project Panorama delivers a full look at project financials and is designed to support the PI, the Project Manager, and Fund Manager.

The Project dashboard includes the following pages: 

  • Project Overview 
  • PPM Project Balances 
  • PPM Monthly Project Costs 
  • Project Budget Versus Cost
  • Award Summary 
  • Award Financials 
  • GL Project Balances 
  • All Transactions: GL + Subledgers 
  • Gift Fund Balances 
  • PPM Budget Version Comparison
  • Delivers a full look at project financials and is designed to support the PI, the Project Manager, and Fund Manager.

SPF Accountant Panorama

New

The SPF Accountant Panorama is a collection of analyses and reports designed to assist management and oversight of sponsored projects and awards.

The SPF Accountant Panorama is a collection of analyses and reports designed to assist management and oversight of sponsored projects and awards.

The SPF Accountant dashboard includes the following pages: 

  • Core Report 
  • Award Summary 
  • Expenditures 
  • IDC Reconciliation 
  • Billing Summary 
  • AR Aging 
  • Cost Sharing 
  • GL to PPM Recon 
  • Helpful Links 
  • Clinical Trial Setup Error Report
Assist management and oversight of sponsored projects and awards.

SPF Manager Dashboard

New

The SPF Manager Dashboard is a collection of reports and analyses related to grant contract set-up 

The SPF Manager Dashboard is a collection of reports and analyses related to grant contract set-up 

THe SPF Manager Dashboard includes following pages:

  • Contract Line Numbers With Alpha Characters 
  • Contract Lines Without Associated Project Number 
  • Sponsored Projects Without Awards 
  • Sponsored Projects With Multiple Awards 
  • Invalid Setup - Non-Campus BUs 
  • Generate Invoice Process Errors 
  • Award Project Dates 
  • Costs With Potential Incorrect Billable Status 
  •   Is my project properly aligned to the appropriate grant contract? 
  •   Do I have any violations in my contract line name?  
  •   Are my dates aligned between contract, award, budget and project?   
  •   Are my projects properly set-up to capture billable/non billable expenses? 

Sponsored Compliance Dashboard

New

The Sponsored Compliance Dashboard is a collection of reports related to expenses and revenue by Sponsor. This dashboard also provides users with the ability to search for key personnel on sponsored awards

The Sponsored Compliance Dashboard is a collection of reports related to expenses and revenue by Sponsor. This dashboard also provides users with the ability to search for key personnel on sponsored awards
  • List of Reports
  • Expenses by Sponsor - Cumulative
  • Expenses by Sponsor - Expenses with Details
  • Expenses by Sponsor - Inception to Date Expenses with Details
  • Expenses by Sponsor - Expenses Details by Fund
  • Revenue by Sponsor
  • Revenue by Sponsor - Revenue Summary
  • Revenue by Sponsor - Revenue and Expenses
  • Key Personnel

Support the Compliance and Support Team. 

STAR Dashboard

New

STAR (Stewardship, Transparency, Accountability, Reporting) is an online dashboard powered by Cognos to provide Advancement and UC San Diego staff with access to financial information related to University p...

STAR (Stewardship, Transparency, Accountability, Reporting) is an online dashboard powered by Cognos to provide Advancement and UC San Diego staff with access to financial information related to University private support gift funds (both Foundation and UC Regents).

Student Financial Solutions Dashboard

New

A collection of reports and analyses to assist the Student Financial Solutions office.

A collection of reports and analyses to assist the Student Financial Solutions office.

This dashboard includes the following pages: 

  • General Ledger Transaction Details
  • GL Details ISIS Reconciliation
  • AP Invoices for ISIS Reconciliation
  • SFS Payment Status
  • SFS Refund Details
  • Daily Activity
  • Incoming Payments (Receipts)
  • Applied Receipt Register
  • Unapplied Receipt Register
  • SPARCM Invoice to OFC Transaction Link
  • Unprocessed Transactions With Errors

  • What is the status of my student refund?
  • Is my receipt applied correctly?
  • What incoming payments are in the system?

Telecom Recharge Details Report

New

The Telecom Recharge Summary Report contains the detailed recharges posted to the department chart strings: Project, Task, & Funding Source in OFC. The primary audience for this report are financial offi...

The Telecom Recharge Summary Report contains the detailed recharges posted to the department chart strings: Project, Task, & Funding Source in OFC. The primary audience for this report are financial officers looking to reconcile the Telecom recharges posted to their department ledgers.
Information coming soon.
  • Contains the detailed recharges posted to the department chart strings: Project, Task, & Funding Source in OFC.  
  • The primary audience for this report are financial officers looking to reconcile the Telecom recharges posted to their department ledgers. 

Transaction Details Report

New

The Transaction Details report provides detailed information about transactions posted to the Oracle General Ledger and PPM subledger.  The report also allows users to isolate pre-defined high-risk ...

The Transaction Details report provides detailed information about transactions posted to the Oracle General Ledger and PPM subledger.  The report also allows users to isolate pre-defined high-risk transactions for ledger review.

Available Prompts:

  • Original Accounting Period
  • Most Recent Accounting Period
  • Expenditure Item Date
  • Expenditure Creation Date
  • High Risk Ledger Review
  • PI/Project Manager/Task Manager
  • MSO/DBO/CAO
  • Fund Manager
  • Fiscal Manager
  • Financial Unit
  • Project Type
  • Project Number
  • Project-Task
  • Transaction Number
  • Fund Type and Number
  • Invoice Number
  • Original Transaction Reference
  • Expenditure Batch
  • Supplier
  • Transaction/Journal Source
  • Account Type and Number
  • Net Zero Item
  • Award Owning Organization
  • Award Number
  • Funding Source Type
  • Funding Source
  • Purchase Order
  • Transaction Document
  • Document Entry
  • Expenditure Category and Type

Select high-risk transactions for ledger review:

  • High dollar invoices
  • Recharges
  • Equipment under dollar threshold
  • Transactions posted after project end date
  • Fabrication cost not on fabrication task
  • Questionable expenditure type on sponsored project
  • Misposted cost sharing

Unprocessed Transactions With Errors Report

New

This report shows all unprocessed costs in PPM as well as cost transfers (Adjustments) that fell into exception status.

This report shows all unprocessed costs in PPM as well as cost transfers (Adjustments) that fell into exception status.
Report Title Category Details
Accounts Receivable Panorama New Receivables & Cash Operations Panoramas View Details
Athletics Expense Reports New Department Panoramas View Details
Athletics Revenue Reports New Department Panoramas View Details
Budget & Financial Management Reports Panorama New Budget & Financial Management Reports Panoramas View Details
Campus User Roles New Administration Panoramas View Details
Capital Equipment Management Report New Procure to Pay Panoramas View Details
Capital Project Panorama New Department Panoramas View Details
Cellular Report New Projects & Awards Panoramas View Details
Central Cashiers Dashboard New Central Office Panoramas View Details
Central Office Exceptions Panorama New Central Office Panoramas View Details
Chart of Accounts Panorama New General Ledger & Account Info. Panoramas View Details
Commonly Used Reports New Administration Panoramas View Details
Contract Management Dashboard New Projects & Awards Panoramas View Details
Cost Sharing Report New Projects & Awards Panoramas View Details
Default Project Payroll New Financial Accountability Panoramas View Details
Department Exceptions Panorama New Financial Accountability Panoramas View Details
Expanded Project Summary (EPS) New Projects & Awards Panoramas View Details
Faculty and Researcher Dashboard New Faculty and Researchers View Details
FinOps Operational Dashboard New Central Office Panoramas View Details
FinOps PPM Dashboard New Central Office Panoramas View Details
Fund Monitoring and Exceptions Dashboard New Central Office Panoramas View Details
General Ledger Panorama New General Ledger & Account Info. Panoramas View Details
Gift Fund Panorama New Gift Funds View Details
GL Project Balances New Projects & Awards Panoramas View Details
GL-PPM Reconciliation Report New Financial Accountability Panoramas View Details
HDH Panorama New Department Panoramas View Details
Internal Controls and Accounting Panorama New Central Office Panoramas View Details
Kuali Invoice Report New Central Office Panoramas View Details
Letter of Credit (LOC) Dashboard New Central Office Panoramas View Details
NGN Recharge Summary Report New Projects & Awards Panoramas View Details
OTBI Performance Panorama New Administration Panoramas View Details
Preuss School Financial Reports New Department Panoramas View Details
Procure to Pay Panorama New Procure to Pay Panoramas View Details
Project Balances with Expenditure Details Dashboard (PBED) New Projects & Awards Panoramas View Details
Project Cost Adjustments on Costed and Accounted Report New Central Office Panoramas View Details
Project Cost Transfer Panorama New Projects & Awards Panoramas View Details
Project Costs Detail Report New Projects & Awards Panoramas View Details
Project Information Lookup Panorama New Projects & Awards Panoramas View Details
Project Management Dashboard New Projects & Awards Panoramas View Details
Project Panorama New Projects & Awards Panoramas View Details
SPF Accountant Panorama New Central Office Panoramas View Details
SPF Manager Dashboard New Central Office Panoramas View Details
Sponsored Compliance Dashboard New Central Office Panoramas View Details
STAR Dashboard New Gift Funds View Details
Student Financial Solutions Dashboard New Central Office Panoramas View Details
Telecom Recharge Details Report New Projects & Awards Panoramas View Details
Transaction Details Report New Financial Accountability Panoramas View Details
Unprocessed Transactions With Errors Report New Financial Accountability Panoramas View Details
Report Title Category Details