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Award Trial Balance Report

New

This report shows basic award and financial summary information for an award. Searchable by Award Number, Fiscal year, accounting period and individual contract line number. This report is designed to show y...

This report shows basic award and financial summary information for an award. Searchable by Award Number, Fiscal year, accounting period and individual contract line number. This report is designed to show you the total invoices amount, amount paid, total expenses and calculated “cash” balance.

The Trial Balance by Award Report is a single-page report that includes the following details: 

  • Award Information 
  • Contract Lines 
  • Description
  • Shows basic award and financial summary information for an award.  
  • Searchable by Award Number, Fiscal year, accounting period and individual contract line number. 
  • Designed to show you the total invoices amount, amount paid, total expenses and calculated “cash” balance. 

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. 

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.

CAST Panorama

New

This panorama is a collection of reports dedicated to supporting the Compliance and Support Team (CAST).

This panorama is a collection of reports dedicated to supporting the Compliance and Support Team (CAST).
The CAST dashboard includes the following pages: 
  • List of Reports 
  • AR Aging - Invoice with Outstanding Balance 
  • AR Aging - All Records 
  • 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 
  • Key Personnel 
  • 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 
  • Revenue by Sponsor 
  • Revenue by Sponsor - Revenue Summary 
  • Revenue by Sponsor - Revenue and Expenses
Support the Compliance and Support Team (CAST).

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...

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?

Expanded Project Summary

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?

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-PPM Reconciliation Report

New

This report compares costs in PPM to actuals in the general ledger by project, accounting period, and account code/expenditure type. Only revenue, expense, and noncurrent asset (i.e. capital equipment) accou...

This report compares costs in PPM to actuals in the general ledger by project, accounting period, and account code/expenditure type. Only revenue, expense, and noncurrent asset (i.e. capital equipment) account codes are included. The user can search by one or more financial units, one or more projects, and/or one or more accounting periods. A drill through report provides greater detail on the transactions included in the GL and PPM values.
Information coming soon.
  • 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. 

Kuali Invoice Report

New

It is a list of subaward invoices with the Kuali Research Subaward number and associated OFC AP invoice number's.

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

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.

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. 

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 AR Aging Report

New

This is an AR aging report designed to show unpaid receivables for sponsored awards. Search your unpaid invoices by Award number, sponsor, customer, Fin Unit and more. The expected amount due falls into time...

This is an AR aging report designed to show unpaid receivables for sponsored awards. Search your unpaid invoices by Award number, sponsor, customer, Fin Unit and more. The expected amount due falls into time buckets to provide visibility into the age of the invoices.

The AR Aging Report dashboard is a single-page report that includes the following details: 

  • Sponsored AR Aging Report 
  • Show unpaid receivables for sponsored awards.  
  • Search your unpaid invoices by Award number, sponsor, customer, Fin Unit and more.  
  • Expected amount due falls into time buckets to provide visibility into the age of the invoices. 

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).

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. 

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

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

UCSD-BIP 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. 

UCSD-BIP Project Costs Detail Report

New

The UCSD-BIP 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 th...

The UCSD-BIP 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). 

UCSD-DSH Accounts Receivable Panorama

New

UCSD-DSH 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 c...

UCSD-DSH 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. 

UCSD-DSH 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. 

UCSD-DSH 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. 

UCSD-DSH Capital Equipment Management Report

New

UCSD-DSH 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,...

UCSD-DSH 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. 

UCSD-DSH Central Office Exceptions Panorama

New

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

The UCSD-DSH 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 
  • Contract PIP Transactions Not Cleared
  • Project Transactions Control
Shows financial discrepancies in the Oracle Financial System. 

UCSD-DSH 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. UCSD-DSH 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. 

UCSD-DSH Default Project Statistics

New

This report shows rolling totals of the costs posted to default projects from a high level perspective.

This report shows rolling totals of the costs posted to default projects from a high level perspective.

The Default Project Statistics dashboard is a single-page report that includes the following details: 

  • UCSD Default Projects - Stats 
Shows rolling totals of the costs posted to default projects from a high-level perspective. 

UCSD-DSH Department Exceptions Panorama

New

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

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

The Exceptions dashboard includes the following pages: 

  • Welcome!  
  • Non-Invoiced PO to GL & PPM Reconciliation 
  • Invoiced PO to GL & PPM Reconciliation 
  • AP Invoice to GL & PPM Reconciliation 
  • 5380000 on Non-Sponsored Funds 
  • SP Funds Require Project Number in GL (SVR) 
  • Transactions Incorrectly Posted to UCPatch Specific Funds (CVR) 
  • Program Income Revenue
  • Incorrect PPM Budget Resources
  • Project Transaction Controls
Shows financial discrepancies in the Oracle Financial System. 

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

UCSD-DSH 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. 

UCSD-DSH 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. 

UCSD-DSH 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

UCSD-DSH 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.

UCSD-DSH 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. 

UCSD-DSH 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. 

UCSD-DSH 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 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 
  • Expenditure Type List 
  • Non-Sponsored Project Task DFFs 
  • Award Personnel 
  • Project Team & Task Members 
  • 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. 

UCSD-DSH Project Panorama

New

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

The UCSD-DSH 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 
  • 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.