UCSF Health Reports

UCSF Health Reports are designed specifically for the Health Business Units. Campus Business Units are not available in these reports and PeopleSoft Alt Accounts is used in lieu of Account codes.

MyReports Basics for UCSF Health Users

Watch these videos (recorded during the January 2018 Monthly Variance Go-Live training) to learn how to Access MyReports and understand the basic landing and filter pages that apply across all UCSF Health reports. For more information on MyReports functionality, tips, and tricks see Getting Started with MyReports

Labor Productivity Tab

The UCSF Health Labor Productivity Reports (job aid) display budget, flex, actuals, and variances in FTE and dollar amounts. 

Labor Productivity Summary Report

Displays a summarized view of budget, flex and actual FTEs, labor dollars, and Units of Service (UOS) for a functional owner, Dept ID, or set of Dept IDs. A variety of visual formats and varied levels of detail help users identify areas for further analysis. Managers can view this report to identify items that need further investigation, and drill to other Labor Productivity Reports for more detail.

Labor Productivity Trend Report

Displays labor budget, flex, actuals, and variances in FTE and dollar amounts for a selected pay period and the prior 26 pay periods. Also includes calculations for a six pay period average and year-to-date averages/amounts as of the selected pay period.

Labor Productivity by Dept ID Report

Displays data on Paid and Productive FTEs, and Paid and Productive Dollars by Dept ID for a specified biweekly pay period. The report uses the Dept ID tree, displaying results for selected Dept IDs in a hierarchy; results can be viewed aggregated or expanded down to the posting level Dept ID. Data is loaded from EPSi, and is broken out by Paid, Productive, and Non-Productive labor categories; units of service (UOS) data can optionally be included.

Labor Productivity by Job Code Report

Displays labor productivity data imported from EPSi at the job code level for a Functional Owner, Dept ID(s), Job Code(s), and for a specified pay period. Data can be viewed in FTEs, hours, or dollars. The report consists of two sub-reports:

  • The Job Code Summary Report includes:
    • Budget, flex, and actuals data in the Paid, Productive, and Non-Productive labor categories
    • Calculated variances between flex and actuals
    • Productivity percentage
    • Budget and actual skill mix percentages
  • The Job Code Detail Report includes:
    • Drill down to view actual amounts at the individual employee level
    • Drill down into Productive and Non-Productive labor categories to view pay type details
Distribution of Payroll Expense (DPE) Report

Displays detailed payroll information for all transactions processed through the Payroll/Personnel System (PPS). Use this report to prepare a Payroll Expense Transfer Uploader (PETU) to correct payroll recorded to an incorrect chartstring.

Watch these videos (recorded during the January 2018 Labor Productivity Go-Live training) to learn how to run the Labor Productivity reports and properly use the Payroll Expense Transfer Uploader (PETU):

Monthly Variance Tab

The Monthly Variance Reports (job aid) display financial performance and variance by Alt Account and Dept ID.  

Monthly Variance Summary Report

Displays a summarized dashboard overview of financial performance as of a selected month and fiscal year to date (YTD). The report displays actuals, fixed budget and flex budget, and corresponding variances for Statistics, Revenue, Expense, Non-Operating Income/Expense, and Other Changes in Net Position.  Variance Analysis Tool (VAT) Alerts and Comments are available for easy reference.  

Monthly Variance by Alt Account Report

Provides an overview of financial performance and variance by Alt Account as of a selected month and fiscal year to date (YTD). The report displays fixed budget, actuals, flex budget, and variances for Statistics, Revenues, Expenses, and Other Changes in Net Position. The report can be displayed at summary and detail Alt Account Levels.

Monthly Variance Trend Report

Displays monthly actuals on a fiscal year basis and calculates monthly and year to date (YTD) variances to flex budget. The report displays Statistics, Revenues, Expenses, and Other Changes in Net Position. Amounts can be displayed at summary and detail Alt Account Levels.

Monthly Variance by Dept ID Report

Compares actuals to fixed and flex budget and calculates variances for a selected month and fiscal year to date (YTD). The report uses the Dept ID tree, displaying results for selected Dept IDs in a hierarchy. Results can be viewed at an aggregated Dept ID level or expanded down to the posting level Dept ID. The report data includes Statistics, Revenues, Expenses, and Other Changes in Net Position.

Alt Account Detail Report (ADR)

Displays detailed transaction information by Alt Account, including Payroll, Accounts Payable (AP), BearBuy Purchase Orders, and Financial Journals. Facilitates research and reconciliation.

McKesson AP (Accounts Payable) Detail Report

Displays detailed information for vouchers created in McKesson and posted to PeopleSoft, including vendor, purchase order (PO), Invoice, Voucher, and Item detail. The report can also be used for basic inquiry by Voucher or Vendor details.

Watch this video (recorded during the February 2018 Monthly Variance Go-Live training) to learn how to run the Monthly Variance Reports:

Health Financial Tab

Alt Account Detail Report

The Alt Account Detail Report (job aid) displays transaction information by Alt Account (currently known as Med Center Account), including Payroll, Accounts Payable, BearBuy Purchase Orders, and Financial Journals. This report can be used to review detail financial transaction information for entries posted to the PeopleSoft general ledger.

Balance Sheet Report - UCSF Health

The Balance Sheet Report (job aid) displays Asset, Liability, and Net Position Alt Account balances as of a selected period. The report can be displayed at a summary or detail level.

Income Statement Report

The Income Statement Report (job aid) displays Revenue, Expense, Non-Operating Income/Expense, Other Changes, and Net Position Actuals by Business Unit as of a selected month and fiscal year-to-date. Also displays Fixed Budget for selected month and fiscal YTD. The report can be displayed at a summary or detail level.

Income Statement Variance Report

The Income Statement Variance Report (job aid) displays Revenue, Expense, Non-Operating Income/Expense, Other Changes, and Net Position Actuals as of a selected month and fiscal year-to-date. Also displays Monthly and Year-to-Date Fixed Budget, Flex Budget, and Prior Year Actual amounts. The report can be displayed at a summary or detail level.

The Key Operating Trends Report (job aid) displays monthly Revenue, Expense, Non-Operating Income/Expense, Other Changes, and Net Position on a fiscal year basis. Includes monthly trend calculation of Operating Margin and Operating EBIDA. The monthly Actuals can be displayed at a summary or detail level.

McKesson AP (Accounts Payable) Detail Report

The McKesson AP Detail Report (job aid) displays detailed information for vouchers created in McKesson and posted to PeopleSoft, including vendor, purchase order (PO), invoice, voucher, and item detail. The report can also be used for basic inquiry by Voucher or Vendor details.