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...
On March 1, the MyReports team released a new version of the Payroll Detail by Month Report, adding a filter to include Project 1111111.
An updated job aid is available in the MyReports section of the Controller’s Office website. You may need to clear your web browser cache in order 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 exists to support the continuous improvement of MyReports and to ensure 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 in February 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, the MyReports team will release a new version of the Payroll Funding Report based on input from the MyReports Campus Advisory Group. Highlights of report changes to address UCPath data include:
Updates to the report output
Display of Percent of Effort for both current actuals and future distribution estimates
Increased accuracy of future distribution estimates
Addition of current 1.0 FTE Annual Rate and Job FTE to the Employee column
New report filter options to allow users to better tailor the output
Show Salary
Show Percent of Effort (only...
The MyReports Advisory Group was established to support the continuous improvement of MyReports and to ensure 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 in February 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...
Based on input from the MyReports Campus Advisory Group, the Employee & Position Distribution Report has been enhanced to provide additional funding entry data. The following new fields have been added to the report output:
Percent of Effort
Budget_Ref – this column indicates whether a distribution row is used to the fund the up-to-the-cap (e.g., N-OTC001) or over-the-cap (e.g., Y-OTC001) portion of a funding distribution.
Monthly Cap Rate – for jobs less than 1.0 FTE, the Monthly Cap Rate can be converted to the full time equivalent by checking the Show Rates as 1.0 FTE checkbox...
On December 1, the MyReports team released a new version of the Payroll Detail by Month Report to help identify and manage the display of UCPath biweekly accrual data.
The Pay Element Display filter has been enhanced to allow users to select multiple filter values. By default, the report will include all pay elements, including UCPath accruals.
A new Accruals pay element has been created. The Accruals pay element filters and summarizes employee-level accrual transactions that post to the following accounts:
50432 Salary accrual
50518 Benefit accrual-staff
50750 Benefit accrual...
Based on input from the MyReports Campus Advisory Group, the Distribution of Payroll Expense (DPE) reports by Account and Alt Account have been enhanced to provide improved display and sort options. Highlights of report changes include:
New Picklist filter that allows users to determine the columns that appear in the output
Ability to sort and group on Earn End Date
PDF output compressed to a single page width
Updated job aids are available in the MyReports section of the Controller’s Office website. Users may need to clear their web browser cache in order to take advantage of the...
On November 1, the MyReports team released a new version of the Employee & Position Roster Report. Highlights of report changes to address UCPath data include:
The addition of Contingent Workers
New report filter options:
Position Dept ID
Show Rates as 1.0 FTE – checking this box converts the Hourly Rate, Monthly Rate, and Annual Rate amounts where the Position FTE is less than 1.0 to the 1.0 FTE rate
New fields added to the report output:
Above/Off Scale
Elig_Config1 – equivalent to the PPS Benefits Eligibility Level Indicator (BELI)
Location Use Type...
On November 1, the MyReports team released a new version of the Employee & Position Distribution Report. Highlights of report changes to address UCPath data include:
Additional Pay earnings codes are now displayed when distributed on catch-all funding entry records (i.e., funding records with a "blank" earnings code).
New report filter options:
Position Dept ID
Show Rates as 1.0 FTE – checking this box converts the Hourly Rate, Monthly Rate, and Annual Rate amounts where the Position FTE is less than 1.0 to the 1.0 FTE rate
New fields added to the report output...
The MyReports Advisory Group was established to support the continuous improvement of MyReports and to ensure 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 in October 2020.
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...
Later this month, the MyReports team will release new versions of the Transaction Detail Report (TDR) and Alt Account Detail Report. The following report changes address UCPath data and can be viewed using the Show Detail Columns report filter.
The addition of Earn End Date column
Reformatting of Time column to match number formats of columns (Hours and Percent of Effort) on the Distribution of Payroll Expense (DPE) Report
Look for an additional announcement via the MyReports listserv once the new report features are available. Users may need to clear their web browser cache in order to...
Later this month, the MyReports team will release new versions of the Distribution of Payroll Expense (DPE) reports by Account and Alt Account. Highlights of report changes to address UCPath data include:
New report filter options
Direct Retro ID
Position Number
View Monthly Rates as 1.0 FTE – checking this box converts the amount in the Rate and Cap Amount columns for monthly-paid employees whose Position FTE is less than 1.0 to the 1.0 FTE rate
Updates to the report output
New Direct Retro ID column displays the transaction ID for salary cost transfer transactions...
On September 1, the MyReports team released new versions of the Distribution of Payroll Expense (DPE) reports by Account and Alt Account. The following report changes provide new features to identify and manage the display of UCPath biweekly accrual data in MyReports.
A new Include Accrual checkbox filter allows users to include or exclude accrual records.
A new Accrual column in the report output indicates the type of accrual.
Blank = not an accrual transaction
R = accrual reversal
A = accrual
Users may need to clear their web browser cache in order to take advantage...
Now that the UCPath integration project is complete, the MyReports Advisory Group will reconvene in the fall to provide input into future MyReports development. Established in 2014, the MyReports Advisory Group supports the continuous improvement of MyReports and ensures the entire campus community has a voice in the submission, evaluation, and prioritization of new report and enhancement ideas.
We are soliciting new members to join the MyReports Advisory Group for a two-year term. Contact your Control Point Financial Officer if you are interested in serving on the MyReports Advisory Group.
The regular weekly UPlan Forecast feeds to MyReports will be turned off from September 11 through October 2 during UPlan annual maintenance. Scheduled jobs are expected to resume on October 9.
Since the rollout of new and revised reports in conjunction with the UCPath go-live, our user community continues to provide feedback on report issues and enhancement requests. The following list summarizes significant items recently addressed, as well as enhancements planned on the near-term horizon.
Distribution of Payroll Expense Report (DPE)
A new version of the DPE is available as of July 1. Highlights of report changes to address UCPath data include:
New fields added to the report output:
Hours (displayed for all employees)
Percent of Pay (displayed for all employees)...
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 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 2020
Actual vs. Plan Comparison Report
Current Year vs. Prior Year Actuals Comparison Report
Defaults to 2019-20
Faculty Portfolio Monthly Report...
Between February and May 2020, some PeopleSoft purchase order and lien activity transactions were populated with zero values in the Fiscal Year and Accounting Period fields. This issue impacted downstream applications that source this type of data, including MyReports.
The PeopleSoft team corrected the data on May 30, 2020. MyReports is working to correct the data loaded into the Financial & Administrative Data Warehouse (FADW) during those months; we anticipate it will be corrected before the final close of the 2019-20 fiscal year.
The Purchase Order Lien Balance Report contains...
Plan to attend one of two webinars in June to learn more about recent changes in MyReports in conjunction with UCPath. This presentation will focus on changes to the Distribution of Payroll Expense (DPE) Report and HR Reports.
Friday, June 5 from 1:30 p.m. – 2:30 p.m.
Thursday, June 11 from 9:30 a.m. – 10:30 a.m.
Click a session time above to register for the session of your choice using your UCSF email address. You will receive a Zoom webinar link and can download a calendar invitation.
A session recording will also be posted on the MyReports section of the Controller's Office website...
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...
During UCSF’s transition to UCPath, MyReports is being modified to incorporate new data and to reflect new business processes. MyReports users can expect several changes as reports are being retrofitted, retired, or replaced to integrate with UCPath. As previously announced, the Faculty Portfolio Projections Tool will be retired. Look for more detail about report changes and job aids in the June Controller's Office Newsletter.
To accommodate these changes, regularly scheduled data processing and MyReports system access will be significantly impacted during cutover. Plan accordingly for the...
In order to facilitate more seamless analysis of transactions across accounting periods within the fiscal year, users can now drill from the Monthly Report to the Transaction Detail Report. New hyperlinks on Total Fiscal Year Actuals amounts enable users to drill through to the Transaction Detail Report to view fiscal year-to-date journal transaction details. Note that links are only available when report-specific filters are set to the value, “Actuals, Fiscal Year basis.”
Based on input from UCSF Health’s Reporting Steering Committee, the following enhancements are now available in MyReports:
The Income Statement Variance Report now drills to the Monthly Variance by Dept ID Report
The Monthly Variance by Dept ID Report now drills to the Alt Account Detail Report (ADR)
These changes enable users to investigate any amount displayed on the Income Statement Variance Report by first drilling down to a breakout of amounts by Dept ID and then by drilling down further to the transactions that comprise each aggregate amount.
In order to facilitate the drill...
As announced in the June 2019 newsletter, the Faculty Portfolio Projections tool will be retired when UCPath goes live. The planned retirement date has been revised, in conjunction with the revised June 1, 2020 deployment of UCPath at UCSF. The availability of the Projections tool will be extended until May 2020. Look for updates on the timing of the projections tool retirement in future editions of the Controller’s Office Newsletter.
As a reminder, the MyReports Faculty Portfolio suite of reports will continue to display budgets/revenues, expenses, and other changes for sponsored projects...
In order to align payroll information across all reports in the Faculty Portfolio reporting suite, Account 50201- HCOMP Incentive/Bonus is now mapped and included in the Gross Pay amount in the Faculty Portfolio Payroll Detail by Month Report. The addition of Account 50201 to Gross Pay amounts also applies when running the report for historical months.
UCSF Health accounts payable (AP) details are now sourced from McKesson and posted to the general ledger on a daily basis. The change in frequency, from monthly to daily, eliminates monthly manual processing efforts and facilitates near real-time analysis of UCSF Health’s financial status.
The resulting data will be available in MyReports on the day following postings to the general ledger:
The McKesson AP Detail Report, located on the Monthly Variance and Health Financial tabs, displays detailed information for vouchers created in McKesson and posted to PeopleSoft, including vendor,...
Based on input from the MyReports Health Advisory Group, the Labor Productivity by Job Code Report has been enhanced to provide more display options for users who wish to view all employee-level details in the initial report results.
Summary of changes:
The Job Code Detail Report now appears on a separate tab
New display options have been added to the report filter page
Default View radio buttons allow users to select which tab appears first
Paid
Productive
Detail
Use the Expand Job Code Detail checkbox to immediately display all employees without...
The regular weekly UPlan Forecast feeds to MyReports have been turned off through August 30 to accommodate the campus year-end close and UPlan annual maintenance. Scheduled jobs will resume on September 6.
The removal of user access--known as deprovisioning--occurs in MyReports automatically under the following conditions:
when an employee separates from UCSF;
when an employee changes Home Departments.
If you find that you no longer have access to MyReports and have recently changed your Home Department, contact your manager or supervisor to request the roles that are appropriate for your new position. As a reminder, Access Administrators use the Access Management application (available via MyAccess) to request, change, or deactivate MyReports roles for individual users. Managers should...
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 default to either the last closed month or the open month depending on the report purpose and design.
MyReports users will see the following during the fiscal year-end closing process:
Defaults to May 2019
Actual vs. Plan Comparison Report
Current Year vs. Prior Year Actuals Comparison Report
Distribution of Payroll Expense Report (DPE)
Defaults to 2018-19
Faculty Portfolio...
After consultations and discussions with the Control Point Financial Officers, a decision has been made to retire the Faculty Portfolio Projections tool in 2020. Factors considered in this decision include the tool's declining use over time and the adoption of other tools for tracking projections.
Advance notice is being provided to give Control Points and current users time to select an alternative solution. Faculty Portfolio Projections users can continue to use the projections tool until its retirement, currently planned for February 2020.
The MyReports Faculty Portfolio suite of reports...
The Compensation Types in the Payroll Funding Report have been tuned to more closely align the categorization of payroll expenses with the Magical PAF Machine (MPM). The following changes are available starting today:
Expenses associated with DOS codes HBT and HSA will be classified as “Over the Cap of X” instead of “Annual Salary (X)”
All expenses associated with DOS codes VAC and VLA will be classified entirely as “Benefits Expense (X)”
Consult the MyReports Compensation Types quick reference guide for a complete list of DOS codes displayed in the Payroll Funding Report. If you have...
The Deposit Transaction Type available in both the Transaction Detail Report (TDR) and Alt Account Detail Report (ADR) now includes journal source codes 32A and 32B. These new PeopleSoft source codes are used to track credit card and ACH deposits taken via the TouchNet commerce platform.
The Deposit Transaction Type continues to include source codes 320 (Cash Receipt) and 323 (Credit Card Receipts).
If you have questions about MyReports, contact the Controller's Office Solution Center.
Beginning Friday, May 3, UPlan forecast data will be loaded into MyReports on a weekly basis, instead of monthly. The UPlan forecast feed will occur on Fridays, and the updated forecast will be available in MyReports following the next nightly batch processing.
If you have questions about MyReports, contact the Controller's Office Solution Center.
The display of the Liens columns has been relocated to the Actuals section in the following Faculty Portfolio Reports:
MyPortfolio
Award/Parent Summary
Faculty Portfolio Monthly
Program Portfolio
Project Summary
This change allows users to include or exclude liens when viewing budget balances and net positions. In addition, the Show Projections and Liens filter option has been separated into two distinct filters, providing more flexible display options. The display filter options are now available on both the HTML output and the filter page, reducing the number of mouse clicks...
To better facilitate report scheduling, an effort is underway to add options to the filter page that are currently available only on the HTML output to the report. Making all filters available on a report’s filter page allows users to create and save a MyFavorite for any combination of filters. The MyFavorite can subsequently be scheduled, and the resulting report will display data filtered by the desired parameters.
The following enhancements have been applied to the Purchase Order Lien Balance Report:
The report Sort option is now available in the Report Specific Filters section of the...
To better facilitate report scheduling, an effort is underway to add filter and display options to the filter page that are currently only found on the HTML output of the report. Making all filters available on a report’s filter page allows users to create and save a MyFavorite for any combination of filters. The MyFavorite can subsequently be scheduled, and the resulting report will display data filtered by the desired parameters.
The following enhancements have been applied to the Actual vs. Plan Comparison and the Current Year vs. Prior Year Actuals Comparison reports:
Added Account...
The frequency for sourcing UCSF Health budget, flex, and actual units of service (UOS) and FTE data into MyReports is being increased. The previous schedule for data transfers from EPSi to the Financial and Administrative Data Warehouse (FADW) was Tuesday and Thursday nights. Labor-related data transfers now occur nightly, if and when needed, as determined by the Decision Support Services (DSS) team.
To better facilitate report scheduling, an effort is underway to add filter and display options to the filter page that are currently only found on the HTML output of the report. Making all filters available on a report’s filter page allows users to create and save a MyFavorite for any combination of filters. The MyFavorite can subsequently be scheduled, and the resulting report will display data filtered by the desired parameters.
Filter page enhancements have been recently applied to the following reports:
Asset Management Report
The report Sort 1 and Sort 2 filters are now...
The regularly scheduled July 15 and August 15 UPlan Forecast feeds to MyReports have been turned off in order to accommodate the campus year-end close and UPlan annual maintenance. Scheduled jobs will resume on September 15.
Beginning in July, MyReports began loading payroll actuals data for UCSF Benioff Children's Physicians (business unit SFBCP). UCSF Health Reports now include payroll actuals for SFBCP starting with fiscal year 2017-18.
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 default to either the last closed month or the open month depending on the report purpose and design.
MyReports users will see the following during the fiscal year-end closing process:
Defaults to May 2018
Actual vs. Plan Comparison Report
Current Year vs. Prior Year Actuals Comparison Report
Distribution of Payroll Expense Report (DPE)
Defaults to 2017-18
Faculty Portfolio...
In order to improve Dept ID searching, an effort has been underway to add an additional level to the Dept ID filters that allows searching across all levels of the Dept ID tree. The new level is called “Level All” and is the default level for most reports, allowing users to more quickly and simply find Dept IDs without first selecting the tree level for the specific desired Dept ID. This relieves users from determining the appropriate tree level before selecting a Dept ID and eliminates a few clicks.
With the addition of the following reports, “Level All” has been applied to all reports...
The Labor Productivty by Job Code Report for UCSF Health has been enhanced with the addition of a Job Code filter. The Job Code filter allows users to run the report for one, or many, specific job codes.
Users may need to clear their browser's cache in order to take advantage of the enhancement.
A new FTE (full-time equivalents) tab has been added to the VAT Alerts section of the Monthly Variance Summary Report. The VAT FTE Alerts tab identifies Dept IDs having a variance of more than two productive FTEs with monthly worked productivity below 95%. With this enhancement, all variance criteria used in the new Variance Analysis Tool (VAT) now appear on the Monthly Variance Summary Report in MyReports.
Users may need to clear their browser's cache in order to take advantage of the enhancements.
In order to improve Dept ID searching, an effort is underway to add an additional level to the Dept ID filters that allows searching across all levels of the Dept ID tree. The new level is called “Level All” and will be the default level for most reports, allowing users to more quickly and simply find Dept IDs without first selecting the tree level for the specific desired Dept ID. This relieves users from determining the appropriate tree level before selecting a Dept ID and eliminates a few clicks.
“Level All” enhancements have recently been applied to the following reports:
Alt Account...
The MyReports and IT Enterprise Content Management teams have been working together to address post-migration issues resulting from the consolidation of the ImageNow environments earlier this year. We discovered that previously unknown configuration changes made to the export and routing processes resulted in corrupt URL links to the invoice images. As a result, a reduced number of exported PeopleSoft invoice images were available in MyReports.
At this time, the export process has been modified to pass viable URLs, all corrupt URLs have been corrected,...
In order to improve Dept ID searching, an effort is underway to add an additional level to the Dept ID filters that allows searching across all levels of the Dept ID tree. The new level is called “Level All” and will be the default level for most reports, allowing users to more quickly and simply find Dept IDs without first selecting the tree level for the specific desired Dept ID. This relieves users from determining the appropriate tree level before selecting a Dept ID and eliminates a few clicks.
“Level All” will eventually be available in both the UCSF Health...
UCSF Health MyReports users can now drill through from the FTE Actuals values in the Monthly Variance Trend Report and Monthly Variance by Alt Account Report to the Labor Productivity Trend Report. This enhancement is intended to facilitate more seamless analysis of variances and trends in labor hours across budget, flex, and actuals.
Four of the reports on the Health Financial tab now default to Alt Account Level D, also known as the Management Reporting level. The filter default for these summary financial reports was changed from Level C (Financial Statements level) to better meet the needs of UCSF Health reports users.
UCSF Health MyReports users will now see the following reports defaulting to Alt Account Level D (Management Reporting):
Balance Sheet
Income Statement
Income Statement Variance
Key Operating Trends
In response to the growing adoption of MyReports by UCSF Health, the Distribution of Payroll Expense Report (DPE) (job aid) has been enhanced to default to the selection of all Business Units. Previously the report default was SFCMP only.
Both Campus and Health users should find the change beneficial. The DPE report is a fundamental component in the payroll expense transfer process and, by defaulting the report to select all Business Units, departments are assured that all salary and benefit expenses are visible when selecting chartstrings for correction. Detailed...
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...
Based on input from the MyReports Advisory Group, the Payroll Detail by Month Report has been enhanced to allow users to search and run the report by Employee(s) across multiple chartstrings.
The Payroll Detail by Month Report (job aid) is located on the Faculty Portfolio tab and displays General Ledger (GL) and projection data for payroll expenses by month for either 6 or 12 months. Users may need to clear their browser’s cache in order to take advantage of the enhancement.
If you have questions about this new filter or the Payroll Detail By Month Report, contact the Controller's Office...
Based on input from the MyReports Advisory Group, the Organization Report has been enhanced to allow for the display of subtotal records in expenses. A new checkbox filter “Show Expense Subtotals” has been added to the Report Specific Filters section. Selecting this filter will generate and display subtotals for payroll (account nodes 5000B, 5040B, and 5080B) and non-payroll expenses. An additional enhancement has been made to allow users to select Level F in the Change Account Level report specific filter and in the on-screen HTML report view.
The new expense subtotal functionality may...
In order to better facilitate report scheduling, an effort is underway to add filters that are currently only found on the HTML output to the filter page. Making all filters available on a report’s filter page allows users to create and save a MyFavorite for any combination of filters. The MyFavorite can subsequently be scheduled and the resulting report will display data filtered by the desired parameters.
In the Transaction Detail Report (TDR), the Sort 1 and Sort 2 filters are now available in the Report Specific Filters section. These sort filters create group header and subtotal records...
Based on input from the MyReports Advisory Group, the Monthly Report has been enhanced to allow for the display of subtotal records in expenses. A new checkbox filter “Show Expense Subtotals” has been added to the Report Specific Filters section. Selecting this filter will generate and display subtotals for payroll (account nodes 5000B, 5040B, and 5080B) and non-payroll expenses.
The new expense subtotal functionality may be implemented in additional reports, watch for updates on this effort in future editions of the Controller's Office Newsletter.
The Monthly Report (...
The MyReports Advisory Groups reconvened in September and proposed a list of recommendations for report enhancements. Both the Faculty Portfolio and Financial/Human Resources groups decided to focus on "quick wins" rather than more complicated and lengthy endeavors. Upcoming enhancements will target report output and filter page modifications.
Watch for updates on these efforts in future editions of the Controller’s Office newsletters.
The Sponsored Awards Summary Report has been modified to include the previously announced new Accounts Receivable (AR) and Unbilled AR Accounts.
The Sponsored Awards Summary Report is located on the Faculty Portfolio tab and shows Research Administration System (RAS) billing and payment information as well as Budget Balance and current fiscal year Net Position by Award-Project-Activity Period.
If you have any questions about the Sponsored Awards Summary Report or other MyReports questions, contact the Controller's Office Solution Center.
The Inquiry Reports on the Controller's Office website provide easy access to many commonly used codes and values. Two new searches are now available: Alt Account and Department Functional Role.
The Alt Account chartfield is used by UCSF Health to characterize financial transactions and to facilitate internal and external reporting. You can search for an Alt Account by value or description. Results displayed include description, status, account type, and level A through E associated Alt Accounts. An Excel version of the full Alt Account tree is also...
The Oracle databases used by MyReports will be upgraded on Sunday, September 17, 2017. MyReports will be offline and unavailable to all users during the upgrade process and is expected to be available no later than Monday, September 18 at 7 a.m.
Based on input from the Contracts & Grants Accounting (CGA) team, the Sponsored Awards Summary Report now only displays the most current Invoice Type assigned to the Project. Although changes to the invoice type for an award are relatively rare, this modification helps prevent potential confusion for awards with a history of more than one invoice type.
The Sponsored Awards Summary Report (job aid) is located on the Faculty Portfolio tab and shows Research Administration System (RAS) billing and payment information as well as Budget Balance and current fiscal...
Two enhancements have recently been made to the Sponsored Projects Balances Report:
Business Unit has been added to the output.
A new Report Specific filter has been added. The filter is a checkbox labeled “Include Inactive Project-Activity Periods” and allows users to include or exclude inactive Project-Activity Periods. By default, the option is set to include.
The Sponsored Projects Balances Report (job aid) is located on the Operational Reports tab and enables departments to monitor Awards/Projects at any point in time, and at any level of the Dept ID tree. The report...
The MyReports Advisory Group was established to support the continuous improvement of MyReports and to ensure 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 in September 2017.
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...
Throughout the month of July, more than one accounting period will be open in PeopleSoft. MyReports users will see the following during the fiscal year-end closing process:
When two accounting periods are open at one time, Report Date Filters default to the last closed month or the open month depending on the report purpose and design:
Defaults to May 2017
Actual vs. Plan Comparison Report
Current Year vs. Prior Year Actuals Comparison Report
Distribution of Payroll Expense Report (DPE)
Defaults to 2016-17
Faculty Portfolio Monthly Report...
An upgraded version of Faculty Portfolio Projections will be available on July 17. The upgraded version allows comments to be entered in all data entry cells, and offers an improved search functionality.
An updated interactive job aid for Faculty Portfolio Projections will be available by July 17. Users should clear their browser’s cache prior to using the upgraded version of Projections.
The Net Position and Asset Management Reports have been enhanced to allow sorting of results by any column in the report. Each column header now contains icons that can be clicked to arrange the output in ascending or descending order. The column sort feature is only available when viewing the results in a browser.
Users may need to clear their browser’s cache in order to take advantage of the enhancement.
A new Faculty Monthly Rolling Projections Report will be available on the Faculty Portfolio tab on July 3. Based on a proposal by the MyReports Advisory Group, the Faculty Monthly Rolling Projections Report is a high-level overview of a faculty member's entire operations, including sponsored and non-sponsored projects, and future budget, revenue, and expense projections on a rolling basis of 12, 18, or 24 months.
The report is designed to expose potential near-term funding gaps by displaying future anticipated funding and monthly projected expenses. Projected budgets and revenues are...
Over the first weekend in June, MyReports will refresh the fiscal year 2016-17 beginning year net position for Forecast based on Actuals, thereby keeping in sync with reporting from UPlan. Going forward, starting in fiscal year 2017-18 the beginning year net position for Forecast will be refreshed in MyReports when the beginning year net position for actuals is updated.
The Sponsored Projects Balances Report was recently enhanced with the addition of an Unformatted Data option in the report output choices. Selection of the Unformatted Data output returns an Excel file that has no special formatting and a single row for column headings, making it the best source for pivot tables and other advanced spreadsheet analysis.
In addition, when viewing the report in a browser, column sorting is now available on any field in the column header. Click the icons available in each column header to rearrange the output in ascending or descending order. The column...
The Monthly Report was recently enhanced with the addition of two new filter options.
A Display Codes and Descriptions filter has been added to allow three different viewing options related to the Accounts:
Display descriptions only (default setting)
Display codes and descriptions
Display codes only
Previously, the Monthly Report only displayed account descriptions.
An Unformatted Data option has been added to the report output choices. Selection of the Unformatted Data output returns an Excel file that has no special formatting and a single row for column headings, making it the...
The Monthly Report was enhanced to include Level F in the Change Account Level report specific filter and in the report view. The Monthly Report is located on the Operational Reports tab and displays monthly Actuals for a fiscal year with options to calculate year-to-date monthly average amounts for Actuals, or compare Actuals plus Forecast to Plan and display both dollar and percentage variances from Plan.
Users may need to clear their browser’s cache in order to take advantage of the enhancement.
The Accounts Payable/Purchase Order Inquiry (AP/PO) Report underwent performance tuning and now runs approximately 66% faster than before. The AP/PO Report is located on the Transactional Reports tab and displays detailed line level information associated with a single voucher, vendor invoice, or purchase order.
Additional work is being undertaken to further reduce report run times across all reports to meet the goal of continuous improvement to MyReports. Watch for updates on this effort in future editions of the Controller's Office Newsletter.
Based on input from the MyReports Advisory Group, the Distribution of Payroll Expense (DPE) Report has been enhanced to include a new “Benefits to Earnings Ratio” column. The “Benefits to Earnings Ratio” is a calculation of the Total Benefits divided by Gross Earnings. The new column displays when the “Show Detail Columns” filter is selected, and will appear on Sub 0, 1, and 2 records and subtotals.
Other enhancements include the addition of subtotals and totals on all numeric elements in the “Show Detail Columns” section, as well as the ability to sort the results by any column in the...
Based on feedback from the MyReports Advisory Group, validation of the date filter for reports using a "From/To" format has been changed and is now performed when the report is run rather than when the report filter dates are selected. Previously, when dates were selected so that the "From" date was more recent than the "To" date, an error message was immediately generated notifying the user that the date filters required correction. This approach required a user to click OK to the error message and cleared the date filters; the user then needed to enter the "From" date followed by the "To"...
In order to better facilitate report scheduling, an effort is underway to add filters that are currently only found on the HTML output to the filter page. Making all filters available on a report’s filter page allows users to create and save a MyFavorite for any combination of filters. The MyFavorite can subsequently be scheduled and the resulting report will display data filtered by the desired parameters.
Filter page enhancements have been recently applied to the following reports:
Award/Parent Summary - Add Show Projections and Liens
Project Summary - Add Show Projections and Liens...
Based on input from the MyReports Advisory Group, the Net Position Report filter page now defaults to Show 2 Decimal Places. Users who wish to round to dollars (the previous default view) should deselect the Show 2 Decimal Places check box in the Report Specific Filters section of the filter page. Users may need to clear their browser’s cache in order to take advantage of the enhancement.
A new Payroll Funding Report will be available on the Operational Reports tab in MyReports in March. Based on a proposal from the MyReports Advisory Group, the Payroll Funding Report shows an individual employee’s compensation and funding sources for a fiscal year, including actuals for accounting periods that have already occurred and future funding sourced from the distribution lines in the Payroll/Personnel System. The report shows an individual employee’s FTE and payroll expenses by X, Y, and Z components (where applicable) across all funding sources to enable high-level oversight and...
As of March 1st, a new MyReports role will be available in the Access Management Application to manage access to UCSF Health Financial Reports. The UCSF Health Reporting Role provides approved UCSF Health staff access to financial reports limited to data within Business Units in the UCSF Health organization.
Only Department Access Administrators may submit requests for MyReports access. UCSF Health managers who need access to the UCSF Health Financial Reports for themselves or their staff should notify their Department Access Administrators to add the UCSF Health Financial Reporting Role in...
As more Business Units are added to the UCSF portfolio, the need to include the Business Unit on reports has increased. The following HR Data Reports have been modified to include Business Unit (BU) in the output:
Employee Appointment
Employee Distribution
Employee Lookup
HR Monthly Review
With these changes, Business Unit now displays on most reports with the exception of Faculty Portfolio Reports.
In order to better facilitate report scheduling, an effort is underway to add filters that are currently only found on the HTML report output to the main filter page. Making all filters available on a report’s filter page allows the user to create and save the report using MyFavorites for any combination of filters. The MyFavorite can then be scheduled and the resulting report will display data filtered by the desired parameters.
Filter page enhancements have recently been applied to the:
Monthly Report - Change Account Level
Organization Report - Change Account Level
Net Position...
The MyReports Advisory Group was established to support the continuous improvement of MyReports and to ensure 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.
At the Advisory Group meetings, members review all submissions and make prioritized recommendations for MyReports improvements including report enhancements and requests for new reports. At the MyReports Advisory Group meeting...
In order to better facilitate report scheduling, an effort is underway to add filters that are currently only found on the HTML report output to the main filter page. Making all filters available on a report’s filter page allows the user to create and save the report using MyFavorites for any combination of filters. The MyFavorite can then be subsequently scheduled and the resulting report will display data filtered by the desired parameters.
This enhancement has been applied to the Transaction Detail Report. As a result, the Show Benefit Detail Rows filter is now available on the report's...
Beginning in December, alerts regarding data refresh delays and subsequent resolution communications will be made via a new announcement feature recently implemented in MyReports. Use of this new MyReports feature will better target intended recipients while reducing the need for ListServ communications which may be distracting to users not actively using MyReports during an alert period.
Announcements in MyReports will appear as a pop-up box and be displayed over all landing pages. The messages will require a user to click OK to continue to use MyReports. Once an announcement is viewed, it...
Recent enhancements to MyReports allows the editing, scheduling, and email delivery of reports saved as MyFavorites. Scheduling reports provides greater flexibility in report delivery options and reduces the number of steps required to run reports for recurring data needs. Benefits include:
One or more MyFavorites can be scheduled for delivery on a recurring basis
Schedules include an option to run MyFavorites monthly after the campus month-end close
Scheduled reports can be delivered to one or more UCSF recipients via email
In addition, MyFavorites has been enhanced to make it easier...
In order to facilitate reporting for financial activity that is not posted to a specific chartfield or attribute, an empty value (labeled as Blank) will be added to the following filters in November:
Project
Activity Period
Function
Dept ID Site
Project Award/Parent
Project Use
Project Lab Owner
For example, choosing a Blank Activity Period value in the Transaction Detail Report will return a dataset in which no Activity Period was assigned to the department’s transactions. The new empty value will appear in the filters as a space followed by a dash and the label Blank, as shown...
The Accounts Payable/Purchase Order Inquiry Report and the Purchase Order Lien Balance Report have been modified to display the Business Unit (BU) assigned at the distribution line level instead of the BU assigned to the purchase order header record. This change provides MyReports users with more detailed information and was made possible by a cross-functional effort with the PeopleSoft (PS) functional and technical teams.
We are making enhancements to MyReports to allow the editing, scheduling, and email delivery of reports saved as MyFavorites. Scheduling reports will provide greater flexibility in report delivery options and will reduce the number of steps required to run reports for recurring data needs. Benefits include:
One or more MyFavorites can be scheduled for delivery on a recurring basis
Schedules include an option to run MyFavorites monthly after the campus month-end close
Scheduled reports will be delivered to one or more UCSF recipients via email
In addition, MyFavorites will be enhanced...
An enhanced Faculty Portfolio Monthly Report will be available on the Faculty Portfolio tab on October 10. Based on input from the MyReports Advisory Group, the enhancements provide users more information and data viewing options:
More report views:
Faculty View delivers a summarized report free of chartfield code and description columns and includes additional subheaders and subtotals for personnel expenses
Analyst View provides a greater level of detail and more flexible filter options
More filter options:
New hybrid Account view is available that displays personnel...
An enhancement has been made to the Transaction Detail Report (TDR) which allows sorting the results by any column in the report. Each column header in the TDR now contains icons that can be clicked to rearrange the output in ascending or descending order. The column sort feature is only available when viewing the results in a browser. You may need to clear your browser’s cache the first time you run the TDR in order to take advantage of the enhancement.
Based on a proposal from the MyReports Advisory Group, the Personnel Projections by Employee sheet enables users to project personnel expenses across multiple funding sources, including both Sponsored and Non-Sponsored projects, for a single employee over a rolling 60-month period. Saved Projections are visible in the Standard, Extended, and Non-Sponsored Projections sheets. Projections, once published, are consolidated into reports with the actual expenditures to provide a projected balance. The new sheet is available on the Portfolio Projections tab.
The Faculty Portfolio Projection...
UPlan Fiscal Year 2016-17 Plan and Forecast data is now available in MyReports. The regular, monthly transfer of UPlan Forecast data has resumed, and an updated Forecast will be available in MyReports by the 16th calendar day of each month.
In order to facilitate reporting for financial activity that is not posted to a Flexfield or Project Manager/PI, an empty value (labeled as Blank) has been added to these filters. For example, choosing a DeptID and the Blank Flexfield value in the Transaction Detail Report will return a dataset in which no Flexfield was assigned to the department’s transactions. The new empty value appears in the filters as a space followed by a dash and the label Blank.
The addition of blank values in other chartstring filters is being investigated. Watch for updates on this effort in future editions of the...
The Project Summary Report underwent performance tuning and is now running approximately 70% faster than before. The Project Summary Report is located on the Faculty Portfolio tab and displays summary level General Ledger and projection data by Project. The report can be run for one or many Projects, awards, investigators and/or Dept IDs.
Additional work is being undertaken to further reduce report run times across all reports to meet the goal of continuous improvement to MyReports. Watch for updates on this effort in the Controller's Office Newsletter and the MyReports listserv...
A new Projections by Employee Sheet will be available on the Portfolio Projections tab on August 22nd. The new projections input sheet allows changes to be entered to distribution percentages, salary, benefits, and other pay elements across multiple chartstrings for an individual employee. Based on input from the MyReports Advisory Group, the Projections by Employee Sheet will link to the existing chartstring projection sheets (Standard, Extended and Non-Sponsored Projections), allowing entries in one sheet to flow to another.
Details on using the Projections by Employee Sheet will be...
Throughout the month of July, more than one accounting period will be open in PeopleSoft. MyReports users will see the following during the fiscal year-end closing process:
Defaults to May 2016
Actual vs. Plan Comparison Report
Current Year vs. Prior Year Actuals Comparison Report
Distribution of Payroll Expense Report (DPE)
Defaults to 2015-16
Faculty Portfolio Monthly Report
Faculty Portfolio Payroll Detail by Month Report
Operational Monthly Report
Organization Report
Project Comparison...