MyReports is UCSF’s campus-wide reporting solution that provides financial and human resources data to meet the needs of users at all levels within our organization.
At a glance MyReports enables users to:
Training and Job Aids are available for all of the reports. Note that MyReports includes data beginning with fiscal year 2013-14. Historical data (through February, 2014 ledger) in the previous chart of accounts can be viewed using WebLinks.
Faculty/Principal Investigators are automatically provisioned with the faculty role when they are identified as an Award/Parent PI/Manager, Project PI/Manager, or Lab Owner (attributes of the Project chartfield).
For all other roles, employees should work with their manager to determine which roles are necessary. The UCSF Health Reporting Role provides approved UCSF Health staff access to financial reports limited to data within UCSF Health using UCSF Health specific filter criteria. The Ad Hoc role is intended for data experts capable of developing their own queries without support. All requests for the Ad Hoc role require the approval of the Control Point.
Only Department Access Administrators may submit requests for access; managers should notify their Department Access Administrator which roles to request for the user. Access Administrators use the Access Management application (available via MyAccess) to request, change, or deactivate MyReports roles for individual users. Access Administrators can request access to WebLinks for historical (through February 2014) data reporting using AutoAccess. Instructions and access forms are available on the Forms tab.
The MyReports Advisory Group supports the continuous improvement of MyReports and ensures that the entire campus community has a voice in submitting, evaluating, and prioritizing new report development and enhancement ideas. Group members are appointed by the Control Points and actively gather input from their constituents. The Advisory Group will review all submissions and make prioritized recommendations for MyReports improvements. Ideas and suggestions for MyReports should be submitted to an Advisory Group member for your Control Point. A MyReports Enhancement Concept Form is required for each suggestion.
MyReports is available 24x7, except for the third weekend of the month for scheduled maintenance. Please note that between the hours of 8 and 10 p.m. there may be periods of intermittent unavailability due to application/system update activities.