Based on input from the MyReports Campus Advisory Group, new filters for PO Number, Voucher ID, and Invoice Number are now available on the Transaction Detail Report (TDR) filter page to facilitate research of accounts payable transactions.
Users should clear their web browser cache to take advantage of the enhancements.
Contact the Controller's Office Solution Center if you have any questions about MyReports or to report a potential issue.
Based on a joint proposal from UCSF Global Programs and the Controller’s Office Accounting & Reporting team, a new Foreign Affiliate Net Position Report is now available to further assist with the reconciliation of foreign transactions related to established operations in foreign countries.
The report displays current year revenues, expenses, other changes, and net position for a Dept ID, Fund, or Project in the respective foreign currency. Authorized users can run the report for a selected data range and can filter by chartstring attributes.
Intended only for use by UCSF Global...
In January, MyReports will remove unused and expired schedules created using the MySchedules feature. MySchedules allows users to schedule the email delivery of reports with saved MyFavorites filter criteria.
Existing schedules that meet any of the following criteria will be removed:
The schedule has no associated favorite (MyFavorite Name is "No favorites attached").
The Previous Run date is prior to 7/1/2023, and there are no active future run dates listed.
The Next Run date is older than 1/1/2024.
You can review your existing schedules on the Manage MyFavorites tab in...
The Controller’s Office is excited to announce that the new Tableau interface for the Financial/Payroll Code & Data Lookup tool is now live. This enhanced platform allows the UCSF community to look up key financial and payroll values, such as chart of accounts elements, award information, payroll codes, and department functional roles.
Access the new interface from the Financial/Payroll Codes and Data Lookup page on the Controller’s Office website. UCSF network/VPN access and MyAccess authentication is required to log into the Tableau application. A new training guide provides step-by-...
Based on input from the MyReports Campus Advisory Group, the Sponsored Awards Summary Report now includes the option to group financial activity for awards by department.
To use this feature, select the Show Department ID check box under Display Options on the filter page or in the report header of the On Screen HTML report output.
Users should clear their web browser cache to take advantage of this enhancement.
Contact the Controller's Office Solution Center if you have any questions about MyReports or to report a potential issue.
Based on joint proposals from UCSF Global Programs and the Controller’s Office Accounting and Reporting team, an income statement report (Statement of Comprehensive Income Report), and a balance sheet report (Statement of Financial Position Report) are now available to further assist with the reconciliation of foreign transactions related to operations in foreign countries.
Both reports aggregate transactions by account level, and users will be able to drill into the Foreign Affiliate Transaction Detail Report from the report output to review transaction details. Authorized users can run...
The Controller’s Office is pleased to announce the upcoming launch of a new Tableau interface for the Financial/Payroll Codes and Data Lookup tool. An essential resource for the UCSF community, this tool allows users to look up key information, such as chart of accounts elements, award information, payroll codes, and department functional roles.
Set to launch in November 2024, searching for financial and payroll codes will transition to UCSF’s Tableau platform. This shift is designed to enhance the user experience and ensure support for ongoing maintenance.
Look for more details in the...
Based on input from the MyReports Campus Advisory Group, a new Sponsored Awards Accounts Receivable Report is now available to assist in reviewing accounts receivable open invoices for sponsored awards. The report will allow users to view aging invoices, invoice details, and invoices by the sponsor, with data updated nightly.
This report complements the recently-announced AR Invoice Inquiry Report available to authorized users in the Research Administration System (RAS). MyReports users without RAS access can run the new report, including Principal Investigators and department administrators...
Throughout the month of July, and until final close in August, more than one accounting period will be open in PeopleSoft Financials. When two accounting periods are open at one time, Report Date Filters in MyReports default to either the last closed month or the open month, depending on the report purpose and design.
MyReports users will see the following default Report Date Filter values during the fiscal year-end closing process:
Defaults to May 2024
Actual vs. Plan Comparison Report
Current Year vs. Prior Year Actuals Comparison Report
Defaults to FY 2024
Faculty...
Based on a joint proposal from UCSF Global Programs and the Controller’s Office Accounting & Reporting team, a new Foreign Affiliate Transaction Detail Report is now available to assist in the review and reconciliation of transactions in foreign currencies related to established operations in foreign countries. The report provides accurate and timely information for researching and sampling of transactions in foreign currencies. Authorized users can run the report by account, fund, and other chartstring attributes or specific journal details.
Intended only for use by UCSF Global Programs...
Based on input from the MyReports Campus Advisory Group, we have redesigned how totals are displayed in the Faculty Portfolio Monthly Report. Changes include:
Adding a new row for the Total Budget Expenses (sum of budgeted direct and indirect costs)
Removing the Show Expense Subtotals filter, and displaying the following actual expense totals by default:
Total Actual Expenses (sum of direct and indirect actuals)
Direct Actual Expenses
Indirect Actual Expenses
Adding a new row for Running Actual Expenses (cumulative to-date)
Removing the direct and indirect project balances...
Based on input from the MyReports Campus Advisory Group, the Distribution of Payroll Expense (DPE) by Account Report now includes an option to search by a supervisor or manager using the newly added Reports To search field.
The Reports To field is deselected by default. To display the Reports To field, select it from the Display Columns picklist filter. Use the Sort options to group expenses by supervisor or manager.
Users should clear their web browser cache to take advantage of this enhancement.
Contact the Controller's Office Solution Center if you have any questions about MyReports or...
Beginning March 2024, MyReports will load UPlan Forecast and Plan data daily instead of weekly. Updates in UPlan as of 10 p.m. will be available the next day in MyReports.
UPlan integrates financial and operational planning models to provide an in-depth look at UCSF operations and its related impact on the financial outlook. Learn more about requesting access and using UPlan on the Budget and Resource Management website (opens in new window).
Based on input from the MyReports Campus Advisory Group and feedback from our users, the Employee and Position Roster Report has been enhanced with the following additional features:
There is a new option in the Display Columns section for displaying ITFS Rate, Network Rate, and VLA Rate in the report output.
The ITFS Rate and Network Rate displayed are governed by the Show UCPath Rates as 1.0 FTE filter and reflect the most recent recharge journal posting.
The VLA Rate is not governed by the Show UCPath Rates as 1.0 FTE filter in this report.
Annual Rate now...
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. MyReports Advisory Group representatives are nominated by the Control Points and actively gather and prioritize input from their constituents.
The MyReports Advisory Group is scheduled to meet in March to review and prioritize submissions. If you have a suggestion for MyReports enhancements or new reports, work with your Control Point representative to submit an...
Later this month, the MyReports team will release a new version of the Employee & Position Distribution Report. Based on input from the MyReports Campus Advisory Group, a new Project RSA column will be added to the Display Columns picklist filter. When added to the report output, this column will indicate the Research Services Analyst (RSA) assigned to the corresponding Project for the position funding distribution line. In addition, the Annual Rate column will be included in the default display.
Users can select from the Display Columns picklist filter to further tailor the report...
Later this month, the MyReports team will release a new version of the Distribution of Payroll Expense (DPE) by Account Report. Based on input from the MyReports Campus Advisory Group, a new Suspense Indicator filter will be available to support the monitoring of suspense activity. In addition, the Suspense Indicator field will be included in the default display columns for the report.
There are also adjustments to how the following fields are displayed to help narrow the width of the default report:
The Employee Record Number will be abbreviated to Emp Rec No
The Display Columns...
Based on input from the MyReports Campus Advisory Group, the Net Position Report now includes an option to display Function Code in the report output. In addition, a new Display Codes and Descriptions filter allows users to tailor the display of chartfield information, available on both the filter page and the On-Screen HTML report output.
Users should clear their web browser cache to take advantage of this enhancement.
Contact the Controller's Office Solution Center if you have any questions about MyReports or to report a potential issue.
In conjunction with other applications and systems at UCSF, including UCPath and HBS, MyReports is implementing the University of California's Gender Recognition and Lived Name (GRLN) policy (opens in new window) to ensure that all individuals are recognized with their accurate lived name in all reports.
In the coming months, name changes on reports will be rolled out incrementally. During the implementation some reports may show a different name than in other reports, or possibly within the same report. We recommend using an employee’s ID number to confirm identity across reports during...
In December, MyReports will remove unused and expired schedules created using the MySchedules feature. MySchedules allows users to schedule the email delivery of reports with saved MyFavorites filter criteria.
Existing schedules that meet any of the following criteria will be removed:
The schedule has no associated favorite (MyFavorite Name is "No favorites attached").
The Previous Run date is prior to 7/1/2022, and there are no active future run dates listed.
The Next Run date is older than 1/1/2023.
You can review your existing schedules on the Manage MyFavorites tab in...
The MyReports Advisory Group is scheduled to meet in October to review and prioritize submissions. If you have a suggestion for MyReports enhancements or new reports, work with your Control Point representatives to submit an Enhancement Concept Form (opens in new window) by your Control Point's established internal deadline.
To better facilitate the review and reconciliation of IT and network expenses, the recently released ITS Detail Report now includes the option to add a Pay Period End Date column to the report output. To enable this feature, click the Show Pay Period End Date checkbox in the report results header.
Users should clear their web browser cache to take advantage of the enhancements.
Contact the Controller's Office Solution Center if you have any questions about MyReports or to report a potential issue.
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. MyReports Advisory Group representatives are nominated by the Control Points and actively gather and prioritize input from their constituents.
The MyReports Advisory Group is scheduled to meet in October to review and prioritize submissions. If you have a suggestion for MyReports enhancements or new reports, work with your Control Point representative to submit an...
Based on input from the MyReports Campus Advisory Group, the Transaction Detail Report (TDR) will be enhanced this month with a drill through to a new ITS Recharge Detail Report. The new report provides ITFS, Network, and Student Affiliate recharge expenses sourced from the ITS Recharge System (opens in new window).
Recharge expense details by employee and chartstring can be accessed by drilling from monthly ITS recharge journal lines in the On Screen HTML output of the TDR. The report can help departments validate that recharge expenses align with payroll expenses, including expense...
In June, UCSF IT implemented several technical enhancements to PeopleSoft Financials to improve nightly batch processing times. This effort is part of an ongoing project to optimize the PeopleSoft database to improve the application’s performance and reduce downstream delays, including the availability of data in MyReports. Recent modifications to PeopleSoft include new indexes, partitioning, SQL rewrites, and additional tools for database administration.
As a result, we are seeing noticeable improvements in the timing of the nightly refresh batch completion and the availability of the prior...
To better facilitate the review and reconciliation of balance sheet activity using the Transaction Detail Report (TDR), the Account filter is now a conditionally required filter. To target transactions for a specific Account or range of Accounts, simply filter by Account and Business Unit.
Users should clear their web browser cache to take advantage of the enhancements.
Contact the Controller's Office Solution Center if you have any questions about MyReports or to report a potential issue.
The MyReports team has updated the Enhancement Concept Form (opens in new window) used to collect enhancement proposals for campus-based reports in MyReports. A new SmartSheet form replaces the PDF version and simplifies the process to prepare and submit requests to the Advisory Group. SmartSheet workflow automation streamlines the review and prioritization process once an idea has been submitted.
You are required to log into Smartsheet to access the form. Entering your email address when prompted will initiate single sign-on via MyAccess.
If you have an idea or suggestion to improve...
Payroll Funding Report users looking to validate payroll expense amounts can now drill into transaction details for the following hyperlinked subtotal and total amounts:
Total Compensation
Benefits
Total Compensation & Benefits
Report Total
Clicking a link will drill through to the Distribution of Payroll Expense (DPE) by Account Report to display all transactions processed in UCPath.
Contact the Controller's Office Solution Center if you have any questions about MyReports or to report a potential issue.
Throughout the month of July, and until final close in August, more than one accounting period will be open in PeopleSoft Financials. When two accounting periods are open at one time, Report Date Filters in MyReports default to either the last closed month or the open month, depending on the report purpose and design.
MyReports users will see the following default Report Date Filter values during the fiscal year-end closing process:
Defaults to May 2023
Actual vs. Plan Comparison Report
Current Year vs. Prior Year Actuals Comparison Report
Defaults to FY 2023
Faculty...
Based on input from the MyReports Campus Advisory Group, the Transaction Detail Report (TDR) has been enhanced to incorporate BearBuy Purchase Orders (POs) associated with shipments fulfilled through UCSF’s Inbound Freight Program (opens in new window). Report users can now see the PO Number on the transaction line and can drill to the originating PO directly by clicking the Voucher ID link. This change eliminates the need to run the Accounts Payable/Purchase Order Inquiry Report separately.
The following example highlights the addition of the PO Number for these transaction rows.
Prior to...
MyReports recently enhanced the Distribution of Payroll Expense reports and additional reports to more accurately reflect the percent of effort for employees paid biweekly. A new reference guide is available to confirm the biweekly working hours used by MyReports to calculate percent of effort for earning periods and accounting periods back to 2020.
The list of periods can be filtered for campus or UCSF Health business units, by period type and year, and for periods having only two or only three pay cycles.
A link to this new resource is available from the filter page of the Distribution of...
Based on input from the MyReports Campus Advisory Group, the Purchase Order (PO) Lien Balance Report now includes PO Date in the report output. In addition, three new filter options are now available to refine report results:
filter by Vendor
choose to Show Codes and/or Descriptions
add a secondary Sort/Group option
Users should clear their web browser cache to take advantage of this enhancement.
Contact the Controller's Office Solution Center if you have any questions about MyReports or to report a potential issue.
Based on input from the MyReports Campus Advisory Group, the Net Position Report now includes an option to display the Project Manager/PI in the report output. Users can also select Project Manager/PI as a Report Sort option from the filter page or the on screen HTML output.
Users should clear their web browser cache to take advantage of this enhancement.
Contact the Controller's Office Solution Center if you have any questions about MyReports or to report a potential issue.
The Employee and Position Distribution Report and the Employee and Position Roster Report have been enhanced with the addition of a Pay Frequency filter. The new filter allows targeting of specific employees by selecting one of the following values:
B – Biweekly: report results are limited to employees with a biweekly pay frequency
M – Monthly: report results are limited to employees with a monthly pay frequency
- (blank): report results are limited to unstaffed positions; the Employee and Position Distribution Report also returns additional pay funding distribution rows for filled...
As the amount of data in MyReports continues to grow, MyReports is partitioning some reports into current and archived versions. This change is expected to reduce the duration of the nightly data refresh for MyReports.
The following UCSF Health Financial reports have been partitioned into current and archived versions:
Balance Sheet Report
Income Statement Report
Income Statement Variance Report
Key Operating Trends
Current reports:
Contain data from the three most recent fiscal years
Continue to be accessed in the same way as they are today
Are refreshed nightly
Archive...
Based on input from the MyReports Campus Advisory Group, the Faculty Portfolio Monthly Report has been enhanced with new functionality to display expense subtotals when viewing the report for sponsored projects. Checking the new Show Expense Subtotals checkbox filter on the filter page or in the On Screen HTML report output will include additional subtotals for Direct Project Expenses, Indirect Project Expenses, and Total Project Expenses.
An updated job aid is available in the MyReports section of the Controller’s Office website. Users may need to clear their web browser cache to take...
MyReports has released a new Department Accounts Receivable Report as a component of UCSF’s improved process for handling department accounts receivable. It provides information about department accounts receivable (Dept A/R) invoices billed to external, non-UC affiliated customers for payment of goods supplied and/or services already rendered. This type of A/R was formally referred to as Sundry Debtor. The report includes flexible display options, including an aging summary view of outstanding balances, invoice chartstring details for General Ledger reconciliation, and the ability to...
To align with a recent enhancement to the Distribution of Payroll Expense (DPE) reports, the Payroll Funding, Faculty Portfolio Monthly, and Payroll Detail by Month reports have been updated to more accurately reflect the percent of effort for biweekly employees in months with three biweekly pay cycles. Previously, the percent of effort was based on 160 working hours per monthly period regardless of the actual number of biweekly pay cycles in the period. As a result of this enhancement:
Percent of effort for periods with two biweekly pay cycles is calculated based on 160 working hours....
Based on input from the MyReports Campus Advisory Group, two new columns have been added to the Transaction Detail Report (TDR) and Distribution of Payroll Expense (DPE) by Account Report:
Project Manager
Research Services Analyst (RSA)
Use the Display Columns filter to include the new columns and tailor the report output as desired.
Users must clear their web browser cache to take advantage of this enhancement. Contact the Controller's Office Solution Center if you have questions about MyReports or to report a potential issue.
Beginning February 1, 2023, all reports generated in MyReports include a timestamp to indicate when the report’s data source was last refreshed. Users can find the new Data Refresh Time attribute in the report header, along with related attributes that indicate who generated the report and when.
Users should clear their web browser cache to take advantage of this enhancement.
Based on input from the MyReports Campus Advisory Group, the Transaction Detail Report (TDR) has been enhanced to summarize rows with identical transaction attributes into a single row. This change reduces the number of similar records that are often seen in postings such as General, Automobile, Employee Liability (GAEL) and suspense journals.
The following example illustrates the change users will see when running the TDR beginning on February 1, 2023. Transaction rows with identical attributes are removed and replaced with a single row that summarizes the Actual dollars for all rows having...
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. MyReports Campus Advisory Group members are nominated by the Control Points and actively gather and prioritize input from their constituents.
The MyReports Advisory Group is scheduled to meet later in February to review and prioritize submissions. If you have a suggestion for MyReports enhancements or new reports, work with your Control Point representative to create and...
Based on input from the MyReports Campus Advisory Group and feedback from our users, the Employee and Position Distribution Report has been enhanced with the following additional features:
New secondary sort/group filter added
Report Sort 1 defaults to Employee
Report Sort 2 defaults to None
New option added to sort output by Project
New subtotal added to the Distribution % column when any sort/group option is selected
An updated job aid is available in the MyReports section of the Controller’s Office website. Users may need to clear their web browser cache to take...
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. MyReports Campus Advisory Group members are nominated by the Control Points and actively gather and prioritize input from their constituents.
The MyReports Advisory Group is scheduled to meet in February to review and prioritize submissions. If you have a suggestion for MyReports enhancements or new reports, work with your Control Point representative to create and...
Based on input from the MyReports Campus Advisory Group, the Distribution of Payroll Expense (DPE) reports by Account and Alt Account have been enhanced with the following additional functionality:
Subtotal for Percent of Effort column
Subtotal for Percent of Pay column
Users may need to clear their web browser cache to take advantage of the enhancements.
Contact the Controller's Office Solution Center if you have any questions about MyReports or to report a potential issue.
As the amount of data in MyReports continues to grow, MyReports is partitioning some reports into current and archived versions. This change is expected to reduce the duration of the nightly data refresh for MyReports.
The following Monthly Variance reports for UCSF Health have been partitioned into current versions and archive periods:
Monthly Variance Summary Report
Monthly Variance by Alt Account Report
Monthly Variance Trend Report
Monthly Variance by Dept ID Report
Current reports:
contain data from the three most recent fiscal years
continue to be accessed in the same way...
In December, MyReports will remove unused and expired schedules created using the MySchedules feature. MySchedules allows users to schedule the email delivery of reports with saved MyFavorites filter criteria.
Existing schedules that meet any of the following criteria will be removed:
The schedule has no associated favorite (MyFavorite Name is "No favorites attached").
The Previous Run date is prior to 7/1/2021, and there are no active future run dates listed.
The Next Run date is prior to 1/1/2022.
You can review your existing schedules on the Manage MyFavorites tab in...
The Transaction Detail Report (TDR) has been enhanced by adding the following columns to the Unformatted Data report output:
Account Level E
Account Level E Description
Parent Award ID
Parent Award ID Description
You can review Account Tree (opens in new window) and Project (opens in new window) values using the Financial/Payroll Codes and Data Lookup tool on the Controller's Office website (requires UCSF network or VPN connection).
Users may need to clear their web browser cache to take advantage of the enhancements. Contact the Controller's Office Solution Center if you have any...
The Monthly Report has been enhanced this month based on input from the MyReports Campus Advisory Group.
New date filter options: You can now choose to run the report to display Plan, Actual, and Forecast amounts for a single fiscal year or to display Actuals only for one or more fiscal years. By default, the report displays Plan, Actual, and Forecast amounts for the current fiscal year.
Changes to report output formats: While you can continue to choose from all available report output formats from the filter page (on screen, formatted or unformatted Excel, or PDF), formatted...
The next MyReports Advisory Group meeting to review and prioritize submissions has been rescheduled for later this month. There is still time to submit your suggestions to improve MyReports.
If you have a suggestion for MyReports enhancements or new reports, work with your Control Point Advisory Group representative to create and submit a MyReports Enhancement Concept Form by your Control Point's established internal deadline.
As previously announced, UCSF is retiring WebLinks, the financial reporting system for the old Account Fund Profile (AFP) chart of accounts. WebLinks will no longer be accessible via MyAccess after October 31, 2022.
To address limited ongoing needs for AFP data, users who accessed Weblinks in Fiscal Year 2021-22 were granted access last month to the new WebLinks Data tab in MyReports.
Two additional reports are now available from the WebLinks Data tab:
General Ledger Summary Report
General Ledger Transaction Detail Report
Users should transition to using the new reports in MyReports....
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. Advisory Group members are nominated by the Control Points and actively gather and prioritize input from their constituents.
If you have a suggestion for MyReports enhancements or new reports, work with your Control Point Advisory Group representative to create and submit a MyReports Enhancement Concept Form by your Control Point's established internal deadline. The...
The Distribution of Payroll Expense (DPE) reports by Account and Alt Account were recently updated to improve the accuracy of percent of effort calculations for biweekly employees. Previously, percent of effort calculations were based on 160 working hours regardless of the actual number of biweekly pay cycles in the accounting period or earning period. Based on input from the MyReports Campus Advisory Group, percent of effort for biweekly employees is now calculated based on the number of regularly-scheduled biweekly pay cycles that fall within the selected accounting period or earning period...
A new Subaward Status Report is now available to assist in the review and reconciliation of subaward financial activity. Based on a proposal from the MyReports Campus Advisory Group, the report provides subcontract details and financial activity for subawards recorded in the Research Administration System (RAS), including intercampus subcontracts. Users can drill to subaward budget and modification details; accounts payable vouchers, invoices, and payments; and ledger transactions. The filter page allows users to run the report by department, award, project, program manager, principal...
As previously announced, UCSF is retiring WebLinks, the financial reporting system for the old Account Fund Profile (AFP) chart of accounts (COA). To address limited ongoing needs for AFP data, existing users who accessed Weblinks in Fiscal Year 2021-22 will transition to using new reports in MyReports.
The following reports are now available in MyReports:
Report with filters
Asset Management Report
Distribution of Payroll Expense Report
COA Conversion Matrix
AFP COA Data Extracts
Department Tree
DPA
Fund
DPA/Fund
DPA/Fund/FY
NCA Group
NCA...
WebLinks, the financial reporting system for the old Account Fund Profile (AFP) chart of accounts (COA), will be retired on October 1, 2022. Data sets in WebLinks have been static since February 2014, when the AFP COA was replaced by the current COA in March 2014.
To address limited needs for AFP data after WebLinks is retired, the following new reports will be available in MyReports on September 1, 2022.
Reports with filters
Asset Management Report
Distribution of Payroll Expense Report
General Ledger Summary Report
General Ledger Transaction Detail Report
COA...
As previously announced, efforts are underway to address longer source system processing times that are resulting in delayed availability of the prior day's data in MyReports. Longer than usual refresh times are expected to continue through final year-end close, especially on days with increased volumes of transaction processing related to contracts and grants administration (e.g., increased volumes of payroll, recharge, and letter of credit processing).
MyReports continues to be available on days when a nightly refresh batch runs longer than expected. When accessing MyReports prior to the...
As the amount of data in MyReports continues to grow, MyReports is partitioning some reports into current and archived versions. This change is expected to reduce the duration of the nightly data refresh for MyReports.
Beginning on July 18, 2022, the following Labor Productivity reports for UCSF Health will be partitioned into versions for current and archive periods:
Labor Productivity Summary Report
Labor Productivity Trend Report
Labor Productivity by Dept ID Report
Labor Productivity by Job Code Report
Current reports will:
contain data from the three most recent fiscal years...
Throughout the month of July, and until final close in August, more than one accounting period will be open in PeopleSoft. When two accounting periods are open at one time, Report Date Filters in MyReports default to either the last closed month or the open month, depending on the report purpose and design.
MyReports users will see the following default Report Date Filter values during the fiscal year-end closing process:
Defaults to May 2022
Actual vs. Plan Comparison Report
Current Year vs. Prior Year Actuals Comparison Report
Defaults to FY 2022
Faculty Portfolio...
In recent months, MyReports users may have noticed an increase in occurrences when the nightly refresh runs later than 7 a.m. The recent increase in refresh processing time is mainly attributed to an increase in daily transactions and related processing in the source systems that feed MyReports.
MyReports continues to be available on days when a nightly refresh batch runs longer than expected. When accessing MyReports prior to the batch completion, all data except the prior day’s activity is available for reporting. On days when refresh processing will not finish before 7 a.m., alerts within...
This month, authorized MyReports users can access a new Employee and Position Salary Report. Based on a proposal from the MyReports Campus Advisory Group, the report provides employee salary information on a fiscal year basis. Salary amounts are sourced from UCPath compensation and recurring additional pay records and are aggregated into the compensation types of Base Salary (X), Negotiated Salary (Y), and Other Compensation (Z).
MyReports users with the HR Data role can access the new report from the HR Data Reports tab. Users may need to clear their web browser cache for the new report to...
Based on input from the MyReports Campus Advisory Group, two new columns have been added to the Employee and Position Roster Report to help in the timely processing of reappointments:
Visa Permit Type
Work Authorization End Date
In addition, Work Permit End Date has been renamed Visa End Date to better align with the UCPath label.
Users should clear their web browser cache to take advantage of the new columns.
Contact the Controller's Office Solution Center if you have any questions about MyReports or to report a potential issue.
A UCPath defect (opens in new window) that has resulted in incorrect hours, pay percentages, and effort percentages on the Distribution of Payroll Expense (DPE) reports since October 2021 will be resolved this month. The defect is observed on leave earnings distribution lines and the corresponding “Reg-like” offsetting lines where the lines do not have equal and opposite hours and effort percent. When running the DPE by earnings end date, the effort percent and hours will be slightly off. Paycheck amounts were not impacted.
The defect was partially resolved with the posting of the...
As the amount of data in MyReports continues to grow, MyReports is partitioning some reports into current and archive versions. This change is expected to reduce the duration of the nightly data refresh for MyReports.
Current reports will:
contain data from the three most recent fiscal years
continue to be accessed in the same way as they are today
continue to be refreshed nightly
Archive reports will:
contain data for all years prior to those available in the current report
be accessed through new links provided in the current reports
be refreshed each weekend in order to update...
The Faculty Portfolio Monthly Report has been redesigned to include more detailed budget information for sponsored activity:
Budget activity is displayed for each month, instead of in a single aggregated column.
Budget activity is separated into direct and indirect costs to better align with actuals.
An updated job aid is available in the MyReports section of the Controller’s Office website.
Contact the Controller's Office Solution Center if you have any questions about MyReports or to report a potential issue.
Based on input from the MyReports Campus Advisory Group, the Sponsored Awards Summary Report has been updated with the following enhancements.
New Dept ID and PI/Project Manager search filters quickly return results at any Dept ID level and across PI/Project Manager portfolios and can be saved as favorites to be used for scheduling.
All report outputs include the following new fields:
Award Status
Award Start Date
Award End Date
Project Activity Status
Project Activity Start Date
Project Activity End Date
The Unformatted Data option is available as a report...
The McKesson AP Detail Report was recently enhanced with the following new data fields and improved functionality.
Filter Enhancements
A new Display Codes and Descriptions filter allows for tailoring of the display of chartfield information, available on both the filter page and the On Screen HTML report output.
Report Sort 1 and Report Sort 2 filters previously only available on the On Screen HTML report output have been added to the filter page.
Selecting “Fiscal Year/Accounting Period” in the Report...
Based on input from the MyReports Campus Advisory Group, two new columns have been added to the Transaction Detail Report (TDR) to provide additional details about accounts payable transactions:
Invoice Number
Voucher Line Description (for vouchers entered since July 2021)
Use the Display Columns filter to include the new columns and tailor the report output as desired. Users will need to clear their web browser cache in order to take advantage of the enhancements.
Contact the Controller's Office Solution Center if you have...
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. Advisory Group members are nominated by the Control Points and actively gather and prioritize input from their constituents. The MyReports Advisory Group will meet again at the end of February.
If you have a suggestion for MyReports enhancements or new reports, work with your Control Point Advisory Group representative to create and submit a MyReports Enhancement...
The Employee and Position Roster Report now includes details about each UCPath position’s effective status. Two new columns available in all report outputs indicate whether a position is active or inactive:
Position Status, with values “A” and “I”
Position Status Descr, with values “Active” and “Inactive”
Users should clear their web browser cache to take advantage of the new columns.
Contact the Controller's Office Solution Center if you have any questions about MyReports or to report a potential issue.
Based on input from the MyReports Campus Advisory Group, the Transaction Detail Report (TDR) and Alt Account Detail Report (ADR) have been enhanced to include the following chartfield tree values in the Unformatted Data report output:
Fund Level C
Dept ID Level 2
Dept ID Level 3
You can review Department Tree and Fund Tree values using the Financial/Payroll Codes and Data Lookup tool on the Controller's Office website (requires UCSF network or VPN connection).
Users may need to clear their web browser cache to take advantage of the enhancements. Contact the Controller...
The Payroll Funding Report's Employee search filter "typeahead" functionality has recently been enhanced. Typing into the filter field now returns values that match any part of an employee’s name, UCSF Employee ID, or UCPath Employee ID.
Users may need to clear their web browser cache to take advantage of the enhancements. Contact the Controller's Office Solution Center if you have any questions about MyReports or to report a potential issue.
Beginning in mid-October, some PeopleSoft system journals, including external flat files, journals created through the journal generator process, and allocations journals, are posting to suspense. These system journals are being incorrectly marked as “Invalid Dept-Function” during the nightly batch edit process.
The PeopleSoft technical team is investigating the root cause, while working to minimize the number of ongoing suspense entries. However, journals created from the journal generator process, including accounts payable voucher journals, may continue posting to suspense. The technical...
The MyFavorites functionality of MyReports allows users to save and easily retrieve commonly used filter criteria. Users can schedule the email delivery of MyFavorites reports using MySchedules. An effort is underway to remove unused and expired schedules created using the MySchedules feature.
In December, MyReports will delete existing schedules that meet any of the following criteria:
The schedule has no associated favorite (MyFavorite Name is "No favorites attached").
The Previous Run date is prior to 7/1/2020, and there are no active future run dates listed.
The Next Run date is...
Based on input from the MyReports Campus Advisory Group and feedback from our users, the Distribution of Payroll Expense (DPE) reports by Account and Alt Account have been enhanced with additional filters and data columns. Highlights of report changes include:
Enhancement to the Employee search filter typeahead functionality to search for any part of an employee’s name, UCSF Employee ID, and UCPath Employee ID
Addition of Employee Class Indicator and Employee Class filters
Addition of new fields in all report outputs:
Pay Run ID – indicates the processing ID of the pay period...
On November 1, the MyReports team released a new version of the Employee and Position Roster Report, adding the following fields:
CBR% – displays the composite benefit rate for the employee’s job
CBR Group – indicates the employee’s assigned benefit group based on job code and benefits eligibility
FLSA Status – indicates Exempt and Non-Exempt appointments
UCPath Bus Unit – displays the Business Unit of the employee’s job
Users may need to clear their web browser cache to take advantage of the enhancements.
Contact the Controller's Office Solution Center if you have any questions...
Based on input from the MyReports Campus Advisory Group and feedback from our users, the Employee and Position Distribution Report has been enhanced with additional columns and functionality. Highlights of report changes include:
New fields in all report outputs:
Distribution Indicator – indicates Current, Future, and Unfunded distributions
Elig Config1 – equivalent to the PPS Benefits Eligibility Level Indicator (BELI)
FLSA Status – indicates Exempt and Non-Exempt appointments
UCPath Bus Unit - displays the Business Unit of the employee's job
Ability to sort and group...
In October, UCSF will upgrade to the current release of Oracle Database. The Oracle Database platform is used by several applications and information systems at UCSF.
The following financial systems will be unavailable during the maintenance periods specified. Please plan accordingly.
System
Outage Begins
Outage Ends
MyReports
11 p.m. on Friday, October 15
6 p.m. on Sunday, October 17
PeopleSoft Financials including General Ledger (GL), Research Administration System (RAS), and Capital Asset Management (CAM)
11 p.m. on Friday, October 15
10 a...
Beginning in August, MyReports will suspend the nightly data refresh on the third Saturday of every month to avoid any overlaps during UCSF’s standard monthly maintenance of the infrastructure. MyReports will continue to be accessible during the monthly maintenance window but will not contain any of Saturday’s entries and postings. Data refreshes will resume the following Sunday evening.
UPlan will be down for year-end/open activities beginning Monday, August 9th through Monday, September 6th. During this period, the weekly transfer of forecast data from UPlan to MyReports will be turned off. Scheduled jobs will resume on September 10.
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. Advisory Group members are nominated by the Control Points and actively gather and prioritize input from their constituents. The MyReports Advisory Group will meet again at the end of August 2021.
If you have a suggestion for MyReports enhancements or new reports, work with your Control Point Advisory Group representative to create and submit a MyReports Enhancement...
Later this month, a new version of the Employee and Position Roster Report will be available with the following enhancements:
Typeahead functionality for the Employee and Reports To search filters has been improved to search for any part of an employee’s name, UCSF Employee ID, and UCPath Employee ID.
Comp Rate has been added to the report output, which will display the hourly rate for biweekly employees and the monthly rate for monthly employees.
The employee headcount in the Summary Statistics section now breaks out Employee Count and Contingent Worker Count.
To facilitate reporting...
Later this month, the Employee & Position Distribution Report will be enhanced based on input from the MyReports Campus Advisory Group. The following report changes are intended to provide more accurate funding entry data:
The report output better aligns with UCPath Funding Entry pages and UCSF forms such as the One-Time Payment Request form.
Typeahead functionality for the Employee and Reports To search filters has been improved to search for any part of an employee’s name, UCSF Employee ID, and UCPath Employee ID.
Comp Rate has been added to the report output, which will display...
Later this month, the Distribution of Payroll Expense (DPE) reports by Account and Alt Account will be enhanced to increase the accuracy of Composite Benefit Rates (CBR) for employees with multiple positions, and those whose primary job is at a different UC. When the CBR cannot be determined based on the rules provided by UCPath, the CBR % will display as “N/A”.
An additional announcement will be made via the MyReports listserv when the enhancement is available.
Contact the Controller's Office Solution Center if you have questions about MyReports or to report a potential issue.
The Transaction Detail Report (TDR) and Alt Account Detail Report (ADR) were recently enhanced to provide improved display and sort options. Highlights of report changes include:
New Picklist filter enables users to customize the columns that appear in the output.
New Display Codes and Descriptions filter for tailoring the display of chartfield and source code information
Transaction Type has been added to the report sort options to allow sorting, grouping, and subtotaling the results by Transaction Type.
Fiscal Year and Accounting Periods columns have been added to the ADR.
Users may...
Throughout the month of July, and until final close in August, more than one accounting period will be open in PeopleSoft. When two accounting periods are open at one time, Report Date Filters in MyReports default to either the last closed month or the open month depending on the report purpose and design.
MyReports users will see the following default Report Date Filter values during the fiscal year-end closing process:
Defaults to May 2021
Actual vs. Plan Comparison Report
Current Year vs. Prior Year Actuals Comparison Report
Defaults to FY 2021
Faculty Portfolio...
Based on input from the MyReports Campus Advisory Group, the Faculty Portfolio Monthly Report has been enhanced. Highlights of report changes include:
An improved Date Filter allows you to run the report for 6 or 12 months and to select a starting month.
Running the report in Analyst View mode now includes Percent of Effort.
An updated job aid is available in the MyReports section of the Controller’s Office website. Users may need to clear their web browser cache to take advantage of the enhancements.
Contact the Controller's Office Solution Center if you have any questions about...
Based on input from the MyReports Campus Advisory Group, the Payroll Detail by Month Report has been updated with the following enhancements.
Percent of Effort has been added for hourly employees.
The Employee Search filter typeahead functionality has been improved to search for any part of an employee’s name, UCSF ID, and UCPath ID.
Account node 5579D - Scholarship/fellowship is now mapped and included in the Gross Pay amount, bringing the report into alignment with the Distribution of Payroll Expense (DPE) reports.
An updated job aid is available in the MyReports section of the...
Based on input from the MyReports Campus Advisory Group, the Payroll Funding Report has been enhanced to allow the report to be run by earning period, in addition to the default functionality of running it by accounting period. Users will find the new Run by Earning Period filter in the Report Specific Filters section.
An updated job aid is available in the MyReports section of the Controller’s Office website. Users may need to clear their web browser cache to take advantage of the enhancements.
Contact the Controller's Office Solution Center if you have any questions about MyReports or to...
Based on input from the MyReports Campus Advisory Group, the MyReports team released new versions of the Transaction Detail Report (TDR) and Alt Account Detail Report (ADR), adding a new Direct Retro ID column to display the transaction ID of salary cost transfers. When the “Show Details Column” filter is checked, the Direct Retro ID column is visible next to the Pay Period End Date column.
Users may need to clear their web browser cache in order to take advantage of the enhancements.
Contact the Controller's Office Solution Center if you have questions about MyReports or to report a...
