MyReports Changes for UCPath

MyReports has been modified to incorporate new data and to reflect new business processes resulting from the implementation of UCPath. MyReports users will see several changes as reports have been retrofitted, retired, or replaced to integrate with UCPath.

Summary of Changes

  • Distribution of Payroll Expense Report
    • Retrofitted to display both UCPath payroll transactions and historical PPS payroll transactions
    • Expanded into two reports to run by Account or Alt Account (UCSF Health)
  • HR Data Reports
    • New report: Employee & Position Roster Report displays position, job, and employee details, including head counts, job counts, and counts by position and job FTE
    • New report: Employee & Position Distribution Report displays current and future funding entry distributions, including chartstrings and amounts for additional pay
    • The HR Event Report remains available for historical PPS transactions only
    • Retired reports:
      • Employee Appointment Report
      • Employee Distribution Report
      • Employee Lookup Report
      • HR Monthly Review Report
  • Faculty Portfolio Reports
    • The Faculty Portfolio Projections tool (TM1) has been retired
    • The Faculty Monthly Rolling Projections Report has been retired
    • Faculty Portfolio reports will no longer display historical projection data
    • Select reports have been enhanced to include Account Levels E & F
      • Award/Parent Summary Report
      • Project Summary Report
      • FP Monthly Report

Required Actions

Clear your browser cache. Before logging into MyReports for the first time since the UCPath cutover, we strongly recommend fully clearing your browser cache.

Update saved favorites. The transition to UCPath required enhancing and modifying many reports. As a result of these changes, the following reports will require users to update any saved favorite:

  • Distribution of Payroll Expense
  • Payroll Funding
  • MyPortfolio
  • Award/Parent Summary
  • FP Monthly
  • Payroll Detail by Month
  • Program Portfolio
  • Project Summary
  • Sponsored Awards Summary

Refer to the Managing and Scheduling MyFavorites in MyReports Job Aid for instructions and tips on using this time-saving feature.

Additional Resources

New and updated job aids are available in the MyReports section of the Controller’s Office website. The MyReports team will be conducting webinars in June to review report changes in greater detail.

If you have questions about MyReports, contact the Controller's Office Solution Center.