MyReports Enhancement Summary

Enhancements to the Purchase Order Lien Balance Report

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 filter page. In addition to sorting the output by the selected column, this feature creates group header and subtotal records.
  • Column sorting is now available on every field. Click the icons available in each column header to rearrange the output in ascending "∧" or descending "∨" order. The column sort feature is only available when viewing the HTML output.

Users may need to clear their browser’s cache in order to take advantage of the enhancements.

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

  • Enhancement

MyReports Filter Page Enhancements to Facilitate Report Scheduling

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 Level filter to filter page
  • Added option to display results at Account Level F using the Account Level filter
  • Added Display Codes and Descriptions filter
  • Created new option to Show Expense Subtotals
  • Added Unformatted Data option 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 best source for pivot tables and other advanced spreadsheet analysis

Users will need to clear their browser’s cache in order to take advantage of the enhancements.

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

  • Enhancement

MyReports Filter Page Enhancements to Facilitate Report Scheduling

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 available in the Report Specific Filters section
    • Unformatted Data option is now available in the Report Output Section. 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
  • Balance Sheet Report
    • The report Sort 1 and Sort 2 filters are now available in the Report Specific Filters section
    • The Show Details checkbox is now available in the Report Specific Filters section
  • Gift & Endowment Income Report
    • The report Sort filter is now available in the Report Specific Filters section
    • The Show Liens checkbox is now available in the Report Specific Filters section
    • An Unformatted Data option is now available 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
  • Net Position Report
    • The report Sort 1 and Sort 2 filters are now available in the Report Specific Filters section
    • The Show 2 Decimal Places checkbox is now available in the HTML output
  • Sponsored Projects Balances Report
    • The report Sort 1 and Sort 2 filters are now available in the Report Specific Filters section

Users may need to clear their browser’s cache in order to take advantage of the enhancements.

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

  • Enhancement

Increased Frequency of Labor Productivity and Monthly Variance Sourcing from EPSi

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.

  • Enhancement

Addition of "Level All" as a Dept ID Filter Choice

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 containing the Dept ID filter:

  • Asset Management Report
  • Balance Sheet Report
  • Distribution of Payroll Expense Report (DPE)
  • Employee Appointment Report
  • Employee Distribution Report
  • Gift & Endowment Income Report
  • HR Event Report
  • HR Monthly Review Report
  • Net Position Report
  • Payroll Funding Report
  • Project Comparison Report
  • Purchase Order Lien Balance Report
  • Sponsored Projects Balances Report
  • Transaction Detail Report

Users may need to clear their browser's cache in order to take advantage of the enhancements.  If you have questions about using the "Level All" or other MyReports questions, contact the Controller's Office Solution Center.  

  • Enhancement

Dept ID Filter Enhancement

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 Detail Report
  • Balance Sheet Report – UCSF Health
  • Income Statement Report
  • Income Statement Variance Report
  • Key Operating Trends
  • McKesson AP Detail Report
  • Actuals vs Plan Comparison Report
  • Current Year vs. Prior Year Actuals Comparison Report
  • Monthly Report
  • Fund Group Report
  • Mission Based Report
  • Organization Report
  • Project Use Report

Users may need to clear their browser's cache in order to take advantage of the enhancements. Watch for updates on this continuing enhancement effort in future editions of the Controller's Office Newsletter.

  • Enhancement

New VAT Alert Added to the UCSF Health Monthly Variance Summary Report

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.

  • Enhancement

New Job Code Filter Added to the UCSF Health Labor Productivity Job Code Report

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.

  • Enhancement

Dept ID Filter Enhancement

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 and Campus reports. Currently, "Level All" is available in the following UCSF Health reports:

  • Monthly Variance Summary Report
  • Monthly Variance by Alt Account Report
  • Monthly Variance Trend Report
  • Monthly Variance by Dept ID Report
  • Labor Productivity Summary Report
  • Labor Productivity Trend Report
  • Labor Productivity by Dept ID Report
  • Labor Productivity by Job Code Report

Users may need to clear their browser's cache in order to take advantage of the enhancements. Watch for updates on this continuing enhancement effort in future editions of the Controller's Office Newsletter.

  • Enhancement

Monthly Variance Reports Now Drill Through to the Labor Productivity Trend Report

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.  

  • Enhancement

Account Level F and Expense Subtotals Now Available in the Organization Report

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 be implemented in additional reports.  Watch for updates on this effort in future editions of the Controller's Office Newsletter.

The Organization Report (job aid) is located on the Management Reports tab and enables users to review Actual Revenues, Expenses, and Other Changes against the Plan or Forecast. 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 Organization Report, contact the Controller's Office Solution Center.

  • Enhancement
  • Advisory Group Priority

Search by Employee Available in the Payroll Detail by Month Report

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 Solution Center.

  • Enhancement
  • Advisory Group Priority

New Expense Subtotals Available in the Monthly Report

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 (job aid) is located on the Operational Reports tab and displays monthly Actuals, Forecast, and variances to Plan.  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 Monthly Report, contact the Controller's Office Solution Center.  

  • Enhancement
  • Advisory Group Priority

Transaction Detail Report (TDR) Filter Page Enhanced to Facilitate Report Scheduling

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, in addition to sorting the output.

Users may need to clear their browser’s cache in order to take advantage of the enhancement.

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

  • Enhancement

New Inquiry Reports Now Available

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 available for download from the Alt Account inquiries webpage.  This snapshot of the tree is updated monthly.  

The Department Functional Role inquiry allows you to search for key functional roles by employee name.  Role assignments displayed for this inquiry are maintained in the Department Role Maintenance module of PeopleSoft and include Access Administrator, Payroll/Personnel Administrator, and Business Officer.  Results displayed include primary flag, Dept ID, and Dept ID description. You can also view Department Functional Roles by department by using the Dept ID inquiry.  

  • Enhancement

Change to the Sponsored Awards Summary Report

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 year Net Position by Award-Project-Activity Period.

  • Enhancement

Enhanced Sponsored Projects Balances Report

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 shows Budget, Actual Expenses, and Other Changes, and indicates whether each Project–Activity Period has a positive or deficit balance.

Users may need to clear their browser’s cache in order to take advantage of the enhancements.

Contract the Controller's Office Solution Center if you need assistance or have questions about these changes. 

  • Enhancement

New Faculty Monthly Rolling Projections Report

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 aggregated by unique project chartstrings, projected personnel expenses are displayed by individual employee, and projected non-personnel expenses and other changes in net position are aggregated across all chartstrings.

A job aid for the Faculty Monthly Rolling Projections Report will be available when the report is released.

  • New Report
  • Advisory Group Priority

Column Sorting Added to the Net Position and Asset Management Reports

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.

  • Enhancement

Faculty Portfolio Projections Upgrade Coming in July

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.

  • Enhancement

Enhancements to the Monthly Report

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 best source for pivot tables and other advanced spreadsheet analysis.

Users may need to clear their browser’s cache in order to take advantage of the enhancement.

  • Enhancement

Enhancements to the Sponsored Projects Balances Report

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 sort feature is only available when viewing the HTML output.

Users may need to clear their browser’s cache in order to take advantage of these enhancements.

  • Enhancement

Enhancements to the Distribution of Payroll Expense (DPE) Report

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 report. Click the icons available in each column header to rearrange the output in ascending  or descending order. The column sort feature is only available when viewing the HTML output. Users may need to clear their browser’s cache in order to take advantage of the enhancements.

  • Enhancement
  • Advisory Group Priority

Account Level F Now Available for Selection on the Monthly Report

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.

  • Enhancement

Change to Date Filter Validation

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" date. The enhancement allows a user to enter the date filters in any sequence, eliminating unnecessary mouse clicks.

Twelve reports have been modified to reflect this change including the three most popular reports: Transaction Detail (TDR), Distribution of Payroll Expense (DPE), and Net Position.

Note that date filters are not saved when you create a Favorite; current default dates are loaded when you use your MyFavorite and for scheduled reports. You can change the default dates when running a report using a MyFavorite so the report returns the data you need.

  • Enhancement
  • Advisory Group Priority

New Payroll Funding Report Available in March

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 management decisions.

A job aid for the Payroll Funding Report will be available later this month.

  • New Report

Enhanced Net Position Report

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.

  • Enhancement
  • Advisory Group Priority

Filter Page Enhancements to Facilitate Report Scheduling

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:

Users may need to clear their browser’s cache in order to take advantage of the enhancements. Watch for updates on this enhancement effort in future editions of the Controller's Office Newsletter.

  • Enhancement

Enhancement to HR Data Reports

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.

  • Enhancement

Transaction Detail Report Filter Page Enhancement

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 filter page.

Watch for updates on this enhancement effort in future editions of the Controller's Office Newsletter.

  • Enhancement

Enhancement to Purchase Order and Voucher Details

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.

  • Enhancement

Scheduling Functionality and Editing of MyFavorites Now Available

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 to update stored MyFavorites filter criteria and MyFavorites names.

This new functionality is available within the Manage MyFavorites tab. A new job aid, Managing and Scheduling MyFavorites in MyReports, is available.

  • Enhancement

Enhancement to the Transaction Detail Report

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.

  • Enhancement

Enhancement to the Faculty Portfolio Monthly Report

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 expenses at Account level B and non-personnel expenses at Account level C
    • Ability to display or hide chartfield code columns
    • All HTML filter options are now available on the main filter page
  • More data:
    • Distribution percentages are included when showing employee names
    • Monthly running balances have been added for sponsored projects
    • Project start and end dates are included in the report header
    • Search result includes Dept ID

The enhancements to the Faculty Portfolio Monthly Report are significant and require users to clear their browser cache prior to running the report for the first time. Existing MyFavorites will not function with the enhanced report and will need to be updated after the enhanced report is released.

A revised job aid for the Faculty Portfolio Monthly Report will be available in the MyReports section of the Controller's Office website by October 10.

  • Enhancement