For the past year and a half, the MyReports team has worked with UCSF Health to create a new reporting solution that aligns and scales reporting across all of UCSF Health. Key goals for the reporting solution included facilitating multi-entity reporting and moving reporting to an enterprise-supported infrastructure.
The first phase of the project involved the development of standard financial reports (Balance Sheet, Income Statement, Variance, and Trend reports), all of which are Alt Account based and have the ability to drill down to journal line and additional details. In January of this year, a new suite of Labor Productivity reports was released. In February, this project will conclude with the release of a suite of Monthly Variance reports. Approximately 20 new reports will be in production by the end of the project, serving over 600 new users.
In addition to the creation of new roles for UCSF Health, this endeavor has resulted in new functionality within MyReports including the development of new visualization and filtering techniques. The new visualization and filtering techniques may be used in current and new reports for campus where appropriate.