Budget & Finance
SPONSORED PROJECTS REPORT ISSUE
An unanticipated change was made in Oracle to the values for Project Type for sponsored projects, which has broken multiple reports. If you run a report related to sponsored projects and there is data missing, please submit a ticket to speed rectification of this issue.
Need Help? Not sure which report to use? Access Financial Reporting resources and guidance here.
Report Title | Category | Details |
---|---|---|
Accounts Receivable Panorama 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. New |
Budget & Financial Management | View Details |
Admin Assistant Commonly Used Reports This contains Commonly Used Reports for Admin. New |
Commonly Used Reports | View Details |
Assessment Reconciliation Report The Assessment Reconciliation Report helps users reconcile assessments like Differential Income and ASSA that are charged on certain revenues. The report calculates the assessments that should be charged and compares them to actual assessments. A GL Balance Summary includes uncharged assessments to provide a projected balance. New |
Exceptions and Reconcilation | View Details |
Athletics Expense Reports 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. New |
Department-Specific | View Details |
Athletics Revenue Reports 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.   New |
Department-Specific | View Details |
Audit Report Access List by Report Name Displays report runs and distinct user counts for BI Publisher reports. New |
Central Offices | View Details |
Award Trial Balance Report Award trial Balance Report provides the summary level information about Expenses, Invoices and Payments. New |
Budget & Financial Management | View Details |
Campus User Roles 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. New |
Information Lookups | View Details |
Capital Equipment Management Report 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. New |
Budget & Financial Management | View Details |
Capital Project Panorama This is a custom look at capital projects developed to support the Real Estate reporting. New |
Department-Specific | View Details |
Cellular Report 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. New |
Campus Recharges | View Details |
Central Cashiers Dashboard A collection of analyses and reports to support the operational tasks of the Central Cashier’s team. New |
Central Offices | View Details |
Central Office Exceptions Panorama The Central Office Exceptions panorama shows financial discrepancies in the Oracle Financial System. New |
Central Offices | View Details |
Chart of Accounts Panorama 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. New |
Information Lookups | View Details |
Commonly Used Reports for Monthly Reconciliation This contains Commonly Used Reports for Monthly Reconciliation New |
Commonly Used Reports | View Details |
Concur Expense Reports The report displays Concur Expense Report details, enabling the user to review multiple Concur expense reports at once using various prompts. This report shows all expenses assigned to a Concur Expense Report. If an expense is not assigned to an expense report it would NOT show in this report. For unassigned credit card transactions please view the credit card transactions report. New |
Concur | View Details |
Contract Management Dashboard Displays summary and detailed information for award and general contract revenue, invoicing, payments, and receipts. "The UCSD PPM Project Budget and Contract Manager JR role is required to run these reports." New |
Budget & Financial Management | View Details |
Cost Share Reconciliation Dashboard This dashboard helps departments identify issues related to cost share that should be resolved. New |
Exceptions and Reconcilation | View Details |
Cost Share Compliance Report Displays Awards with Cost Sharing Commitments, PPM Project Costs against those commitments, and remaining balances. New |
Budget & Financial Management | View Details |
Credit Card Transactions The Concur Credit Card Transactions report provides information on all Concur-related card products, including Travel & Entertainment Cards, Procurement Cards (P-cards), and UCSD centrally billed CTS Air and Hotel Cards. This report helps users find card transactions that are both assigned or unassigned to a Concur expense report. Use this report for all your Concur credit card related needs. New |
Concur | View Details |
Credit Cardholders Report shows all UC San Diego card holders that have utilized their university card product. Card products include Travel & Entertainment Cards and Procurement Cards(P-cards). Please note that if a cardholder has a university card product, but has never used it, then they will not show up on this report. The Cardholder must have used the card to show up on this report. Please be aware that all cardholders and their respective cards will be displayed on the report, regardless of whether the cardholder or card are currently active or inactive.   New |
Concur | View Details |
Default Project Payroll 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. New |
Payroll Accounting and Reconciliation | View Details |
Department Exceptions Panorama The Department Exceptions panorama shows financial discrepancies in the Oracle Financial System. New |
Exceptions and Reconcilation | View Details |
Department Operations Dashboard The new Department Operations Dashboard provides year-to-date overall net financial surplus or loss by Managerial Fund categories, Mission, or Project Classification. New |
Budget & Financial Management | View Details |
DOPE Report New report version, updated for CCoA reordering.  If you do not already have access to this report, please submit an access request for the Payroll Accounting and Reconciliation report category. This report displays actual labor ledger payroll expenses applied for a given payroll cycle.Report includes: Combined Salary & Fringe: Lists all Salary and Fringe Labor Ledger data on a single tab.   Condensed Column Set: Shows only the essential columns required for Project Managers and Sponsors which keeps all columns on the screen together, no horizontal scrolling required. Employee Summary: Totals Salary and Fringe monetary amounts for the Condensed Column Set.  Totals are grouped first by employee and then by pay and earnings periods. Optional Report Pages:  ○ Salary Details: Lists only salary detail rows  ○ Fringe Details: Lists only fringe detail rows  ○ Stipend and Tuition Fees: Lists all related FinAH rows New |
Payroll Accounting and Reconciliation | View Details |
Expanded Project Summary (EPS) Provides summary and detail information about a single project or task with data from both PPM and General Ledger. New |
Budget & Financial Management | View Details |
Faculty and Researcher Dashboard (FRD) Provides a dashboard for faculty and supporting users who are financially responsible for sponsored and non-sponsored projects and tasks.   New |
Faculty and Researchers | View Details |
Financial Resource Management Dashboard This dashboard delivers a full suite of financial management reports 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. New |
Budget & Financial Management | View Details |
FinOps Analytical Dashboard The FinOps Analytical Dashboard is a collection of reports and analyses related to invoices, credit memos, receivables, and exceptions. New |
Central Offices | View Details |
FinOps Operational Dashboard A collection of analyses and reports to support the operational tasks within the central FinOps team. New |
Central Offices | View Details |
FinOps PPM Dashboard 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. New |
Central Offices | View Details |
FinOps Strategic Dashboard A collection of analyses and reports to support the strategic tasks within the central FinOps team. New |
Central Offices | View Details |
Fiscal Managers Commonly Used Reports This contains Commonly Used Reports for Fiscal Managers New |
Commonly Used Reports | View Details |
Fund Managers Commonly Used Reports This contains Commonly Used Reports for Fund Managers New |
Commonly Used Reports | View Details |
Fund Monitoring and Exceptions Dashboard Collection of reports and analyses that expose exceptions in GL setup and additional fund monitoring. New |
Central Offices | View Details |
Funding Issues Report The Funding Issues Report is a group of reports that identify specific issues or potential issues related to funding. If not addressed timely, payroll transactions will be recorded to your department default project. New |
Payroll Accounting and Reconciliation | View Details |
General Ledger Panorama 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. New |
Budget & Financial Management | View Details |
Gift Fund Panorama 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. New |
Gift Funds | View Details |
GL Fund Balances The GL Fund Balances report provides a summary of a fund’s ending balances, with information from the General Ledger plus PPM Commitments and UCPath Payroll Projections. New |
Budget & Financial Management | View Details |
GL Project Balances The GL Project Balances report provides a summary of a project’s ending balances, with information from the General Ledger plus PPM Commitments and UCPath Payroll Projections. New |
Budget & Financial Management | View Details |
GL-PPM Reconciliation Report 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. New |
Exceptions and Reconcilation | View Details |
Graduate Student Funding Report The Graduate Student Funding report allows users to verify funding sources for payroll, tuition, fees, and stipends across multiple terms/years by graduate student, department, fin unit, and project. New |
Exceptions and Reconcilation | View Details |
HDH Panorama 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. New |
Department-Specific | View Details |
Intercampus Account Reconciliation and Financial Controls A collection of analyses and reports to support the operational tasks within payables, receivables, and PPM. New |
Central Offices | View Details |
Internal Controls and Accounting Dashboard The Internal Controls and Accounting Dashboard is a set of analyses and reports intended for central office reporting and metrics. Designed to assist the ICA central office personnel with day to day management of the accounts, fiscal year close, reconciliation with UCOP and fiscal reporting requirements.   List of reports in this dashboard: General Ledger Transaction Details Unposted Journals UCOP Reconciliation Reports CFSAST Reporting Financial Pivot Tools: Balance Report, Period Activity Report, Comparative Balance Report Fiscal Close Journals Schedule C Reports GL Balance Sheet GL Income Statement Budget vs Actual Report Trial Balance Campus Trial Balance by FinUnit New |
Central Offices | View Details |
Kuali Invoice Report A list of subaward invoices with the Kuali Research Subaward number and associated OFC AP invoice numbers. New |
Central Offices | View Details |
Letter of Credit (LOC) Dashboard The Letter of Credit Dashboard is a collection of reports related to AR aging, letter of credit reconciliations, and letter of credit balance checks New |
Central Offices | View Details |
NGN Recharge Summary Report 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 New |
Campus Recharges | View Details |
OTBI Performance Panorama 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 New |
Central Offices | View Details |
Outstanding Card Charges Provides detailed information about credit card charges from a procurement card, travel card, and centrally billed airfare/hotel cards that have not yet reached central office review in Concur or posted to Oracle.  New |
Concur | View Details |
Planning and Budgeting Dashboard This dashboard delivers an initial suite of planning and budgeting reports intended to support campus business officers. They are designed to support internal variance analysis against the university budget plans captured in the Oracle Planning and Budgeting tool, and as such use Managerial Reporting hierarchies. New |
Budget & Financial Management | View Details |
PPM Budget Version Comparison The PPM Budget Version Comparison Report provides an overview of all the budget versions for each task on a project. New |
Exceptions and Reconcilation | View Details |
Preuss School Financial Reports 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. New |
Department-Specific | View Details |
Procure to Pay Panorama 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. New |
Budget & Financial Management | View Details |
Project Balances with Expenditure Details Dashboard (PBED) 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 New |
Budget & Financial Management | View Details |
Project Costed and Accounted Panorama Project Costed and Accounted Panorama includes Cost Transfers Costed and Accounted and Costed and Accounted by Adjustment Type reports 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 New |
Central Offices | View Details |
Project Cost Transfer Panorama 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. New |
Budget & Financial Management | View Details |
Project Costs Detail Report 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). New |
Central Offices | View Details |
Project Information Lookup Panorama 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.   New |
Information Lookups | View Details |
Project Management Dashboard(PMD) 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 New |
Budget & Financial Management | View Details |
Recharge Managers Commonly Used Reports Contains Commonly Used Reports for managers of recharge facilities. New |
Commonly Used Reports | View Details |
SPF Accountant Panorama The SPF Accountant Panorama is a collection of analyses and reports designed to assist management and oversight of sponsored projects and awards. New |
Central Offices | View Details |
SPF Director Dashboard The SPF Director Dashboard is a collection of KPI reports and analyses related to awards, projects, and personnel metrics. New |
Central Offices | View Details |
SPF Manager Dashboard The SPF Manager Dashboard is a collection of reports and analyses related to grant contract set-up  New |
Central Offices | View Details |
Sponsored Compliance Dashboard 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 New |
Central Offices | View Details |
STAR Dashboard 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). New |
Gift Funds | View Details |
Student Financial Solutions Dashboard A collection of reports and analyses to assist the Student Financial Solutions office. New |
Central Offices | View Details |
Telecom Recharge Details Report 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. New |
Campus Recharges | View Details |
Transaction Details Report(TDR) 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. New |
Budget & Financial Management | View Details |
UCPath-PPM-GL Salary Reconciliation This report is similar to the UCPath-Oracle salary reconciliation report, but incorporates project and task information from PPM. Oracle amounts for projects come from PPM, while amounts for chartstrings without projects come from the GL. The drillthrough has been enhanced to include data from UCPath, Oracle PPM, and Oracle GL, with original transaction reference numbers in all three segments. A second drillthrough report enables the user to identify transactions in the labor ledger and Oracle ledgers based on the original transaction reference number. New |
Payroll Accounting and Reconciliation | View Details |
Unprocessed Transactions With Errors Report This report shows all unprocessed costs in PPM as well as cost transfers (Adjustments) that fell into exception status. New |
Exceptions and Reconcilation | View Details |
Report Title | Category | Details |
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Accounts Receivable Panorama
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...
Admin Assistant Commonly Used Reports
This contains Commonly Used Reports for Admin.
Assessment Reconciliation Report
The Assessment Reconciliation Report helps users reconcile assessments like Differential Income and ASSA that are charged on certain revenues. The report calculates the assessments that should be charged and...
Athletics Expense Reports
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.
Athletics Revenue Reports
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.
Audit Report Access List by Report Name
Displays report runs and distinct user counts for BI Publisher reports.
Award Trial Balance Report
Award trial Balance Report provides the summary level information about Expenses, Invoices and Payments.
Campus User Roles
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...
Capital Equipment Management Report
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 Project Panorama
This is a custom look at capital projects developed to support the Real Estate reporting.
Cellular Report
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...
Central Cashiers Dashboard
A collection of analyses and reports to support the operational tasks of the Central Cashier’s team.
Central Office Exceptions Panorama
The Central Office Exceptions panorama shows financial discrepancies in the Oracle Financial System.
Chart of Accounts Panorama
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...
Commonly Used Reports for Monthly Reconciliation
This contains Commonly Used Reports for Monthly Reconciliation
Concur Expense Reports
The report displays Concur Expense Report details, enabling the user to review multiple Concur expense reports at once using various prompts. This report shows all expenses assigned to a Concur Expense Repor...
Contract Management Dashboard
Displays summary and detailed information for award and general contract revenue, invoicing, payments, and receipts. "The UCSD PPM Project Budget and Contract Manager JR role is required to run th...
Cost Share Reconciliation Dashboard
This dashboard helps departments identify issues related to cost share that should be resolved.
Cost Share Compliance Report
Displays Awards with Cost Sharing Commitments, PPM Project Costs against those commitments, and remaining balances.
Credit Card Transactions
The Concur Credit Card Transactions report provides information on all Concur-related card products, including Travel & Entertainment Cards, Procurement Cards (P-cards), and UCSD centrally billed CTS Air...
Credit Cardholders
Report shows all UC San Diego card holders that have utilized their university card product. Card products include Travel & Entertainment Cards and Procurement Cards(P-cards). Please note that if a c...
Default Project Payroll
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.
Department Exceptions Panorama
The Department Exceptions panorama shows financial discrepancies in the Oracle Financial System.
Department Operations Dashboard
The new Department Operations Dashboard provides year-to-date overall net financial surplus or loss by Managerial Fund categories, Mission, or Project Classification.
DOPE Report
New report version, updated for CCoA reordering. If you do not already have access to this report, please submit an access request for the Payroll Accounting and Reconcil...
Expanded Project Summary (EPS)
Provides summary and detail information about a single project or task with data from both PPM and General Ledger.
Faculty and Researcher Dashboard (FRD)
Provides a dashboard for faculty and supporting users who are financially responsible for sponsored and non-sponsored projects and tasks.
Financial Resource Management Dashboard
This dashboard delivers a full suite of financial management reports intended to support campus business officers. They are designed to support internal financial management of the university finances, and a...
FinOps Analytical Dashboard
The FinOps Analytical Dashboard is a collection of reports and analyses related to invoices, credit memos, receivables, and exceptions.
FinOps Operational Dashboard
A collection of analyses and reports to support the operational tasks within the central FinOps team.
FinOps PPM Dashboard
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.
FinOps Strategic Dashboard
A collection of analyses and reports to support the strategic tasks within the central FinOps team.
Fiscal Managers Commonly Used Reports
This contains Commonly Used Reports for Fiscal Managers
Fund Managers Commonly Used Reports
This contains Commonly Used Reports for Fund Managers
Fund Monitoring and Exceptions Dashboard
Collection of reports and analyses that expose exceptions in GL setup and additional fund monitoring.
Funding Issues Report
The Funding Issues Report is a group of reports that identify specific issues or potential issues related to funding. If not addressed timely, payroll transactions will be recorded to your department default...
General Ledger Panorama
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.
Gift Fund Panorama
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 Fund Balances
The GL Fund Balances report provides a summary of a fund’s ending balances, with information from the General Ledger plus PPM Commitments and UCPath Payroll Projections.
GL Project Balances
The GL Project Balances report provides a summary of a project’s ending balances, with information from the General Ledger plus PPM Commitments and UCPath Payroll Projections.
GL-PPM Reconciliation Report
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...
Graduate Student Funding Report
The Graduate Student Funding report allows users to verify funding sources for payroll, tuition, fees, and stipends across multiple terms/years by graduate student, department, fin unit, and project.
HDH Panorama
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...
Intercampus Account Reconciliation and Financial Controls
A collection of analyses and reports to support the operational tasks within payables, receivables, and PPM.
Internal Controls and Accounting Dashboard
The Internal Controls and Accounting Dashboard is a set of analyses and reports intended for central office reporting and metrics. Designed to assist the ICA central office personnel with day to day manageme...
Kuali Invoice Report
A list of subaward invoices with the Kuali Research Subaward number and associated OFC AP invoice numbers.
Letter of Credit (LOC) Dashboard
The Letter of Credit Dashboard is a collection of reports related to AR aging, letter of credit reconciliations, and letter of credit balance checks
NGN Recharge Summary Report
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...
OTBI Performance Panorama
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...
Outstanding Card Charges
Provides detailed information about credit card charges from a procurement card, travel card, and centrally billed airfare/hotel cards that have not yet reached central office review in Concur or posted to O...
Planning and Budgeting Dashboard
This dashboard delivers an initial suite of planning and budgeting reports intended to support campus business officers. They are designed to support internal variance analysis against the university budget ...
PPM Budget Version Comparison
The PPM Budget Version Comparison Report provides an overview of all the budget versions for each task on a project.
Preuss School Financial Reports
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.
Procure to Pay Panorama
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...
Project Balances with Expenditure Details Dashboard (PBED)
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...
Project Costed and Accounted Panorama
Project Costed and Accounted Panorama includes Cost Transfers Costed and Accounted and Costed and Accounted by Adjustment Type reports for the original costed and accounted entry as well as the Reversal tran...
Project Cost Transfer Panorama
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...
Project Costs Detail Report
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...
Project Information Lookup Panorama
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.
Project Management Dashboard(PMD)
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...
Recharge Managers Commonly Used Reports
Contains Commonly Used Reports for managers of recharge facilities.
SPF Accountant Panorama
The SPF Accountant Panorama is a collection of analyses and reports designed to assist management and oversight of sponsored projects and awards.
SPF Director Dashboard
The SPF Director Dashboard is a collection of KPI reports and analyses related to awards, projects, and personnel metrics.
SPF Manager Dashboard
The SPF Manager Dashboard is a collection of reports and analyses related to grant contract set-up
Sponsored Compliance Dashboard
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
STAR Dashboard
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...
Student Financial Solutions Dashboard
A collection of reports and analyses to assist the Student Financial Solutions office.
Telecom Recharge Details Report
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...
Transaction Details Report(TDR)
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 ...
UCPath-PPM-GL Salary Reconciliation
This report is similar to the UCPath-Oracle salary reconciliation report, but incorporates project and task information from PPM. Oracle amounts for projects come from PPM, while amounts for chartstrings wit...
Unprocessed Transactions With Errors Report
This report shows all unprocessed costs in PPM as well as cost transfers (Adjustments) that fell into exception status.