MyReports Enhancement Summary

November 2024 Enhancement to the Sponsored Awards Summary Report

Based on input from the MyReports Campus Advisory Group, the Sponsored Awards Summary Report now includes the option to group financial activity for awards by department.

To use this feature, select the Show Department ID check box under Display Options on the filter page or in the report header of the On Screen HTML report output.

Users should clear their web browser cache to take advantage of this enhancement.

Contact the Controller's Office Solution Center if you have any questions about MyReports or to report a potential issue.

Introducing Two New Foreign Affiliate Reports in MyReports

Based on joint proposals from UCSF Global Programs and the Controller’s Office Accounting and Reporting team, an income statement report (Statement of Comprehensive Income Report), and a balance sheet report (Statement of Financial Position Report) are now available to further assist with the reconciliation of foreign transactions related to operations in foreign countries.

Both reports aggregate transactions by account level, and users will be able to drill into the Foreign Affiliate Transaction Detail Report from the report output to review transaction details. Authorized users can run both reports by fund, dept id, and other chartstring attributes. Users can further customize the report output by including or excluding transactions from the open accounting period.

Intended only for use by UCSF Global Programs accounting teams, MyReports users with the Foreign Affiliate role can access the new reports from the Foreign Affiliate tab. Users may need to clear their web browser cache for the new reports to appear.

To learn more, review the new Statement of Comprehensive Income Report job aid and Statement of Financial Position Report job aid in the MyReports section of the Controller's Office website.

Contact the Controller's Office Solution Center if you have questions about MyReports or to report a potential issue.

Introducing the Sponsored Award Accounts Receivable Report in MyReports

Based on input from the MyReports Campus Advisory Group, a new Sponsored Awards Accounts Receivable Report is now available to assist in reviewing accounts receivable open invoices for sponsored awards. The report will allow users to view aging invoices, invoice details, and invoices by the sponsor, with data updated nightly.

This report complements the recently-announced AR Invoice Inquiry Report available to authorized users in the Research Administration System (RAS). MyReports users without RAS access can run the new report, including Principal Investigators and department administrators with the MyReports Financial Role.

Users will find this new report under the Faculty Portfolio tab and may need to clear their web browser cache for the new report to appear.

Review the job aid in the MyReports section of the Controller's Office website to learn more. Contact the Controller's Office Solution Center if you have questions about MyReports or to report a potential issue.

Introducing the Foreign Affiliate Transaction Detail Report

Based on a joint proposal from UCSF Global Programs and the Controller’s Office Accounting & Reporting team, a new Foreign Affiliate Transaction Detail Report is now available to assist in the review and reconciliation of transactions in foreign currencies related to established operations in foreign countries. The report provides accurate and timely information for researching and sampling of transactions in foreign currencies. Authorized users can run the report by account, fund, and other chartstring attributes or specific journal details.

Intended only for use by UCSF Global Programs accounting teams, MyReports users with the new Foreign Affiliate role can access the new report from the Foreign Affiliate tab. Users may need to clear their web browser cache for the new report to appear.

To learn more, review the new job aid (opens in new window) in the MyReports section of the Controller's Office website. Contact the Controller's Office Solution Center if you have questions about MyReports or to report a potential issue.

May 2024 Enhancement to the Distribution of Payroll Expense (DPE) by Account Report

Based on input from the MyReports Campus Advisory Group, the Distribution of Payroll Expense (DPE) by Account Report now includes an option to search by a supervisor or manager using the newly added Reports To search field.

The Reports To field is deselected by default. To display the Reports To field, select it from the Display Columns picklist filter. Use the Sort options to group expenses by supervisor or manager.

Users should clear their web browser cache to take advantage of this enhancement.

Contact the Controller's Office Solution Center if you have any questions about MyReports or to report a potential issue.

May 2024 Enhancement to the Faculty Portfolio Monthly Report

Based on input from the MyReports Campus Advisory Group, we have redesigned how totals are displayed in the Faculty Portfolio Monthly Report. Changes include:

• Adding a new row for the Total Budget Expenses (sum of budgeted direct and indirect costs)
• Removing the Show Expense Subtotals filter, and displaying the following actual expense totals by default:

• Total Actual Expenses (sum of direct and indirect actuals)
• Direct Actual Expenses
• Indirect Actual Expenses

• Adding a new row for Running Actual Expenses (cumulative to-date)
• Removing the direct and indirect project balances rows

The Total Running Balances (difference between the budget and cumulative actuals) row remains unchanged.

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.

Submit Your Suggestions to Improve MyReports to Your Advisory Group Representative

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 Enhancement Concept Form (opens in new window) by your Control Point's established internal deadline. The recently improved submission process now uses SmartSheet and requires single sign on via MyAccess.

February 2024 Enhancements to the Employee & Position Roster Report

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 displays by default.

• New sort filter options have been added.
  • Report Sort 1 defaults to None.
  • Report Sort 2 defaults to None.

Users should clear their web browser cache to take advantage of this enhancement. 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.

January 2024 Enhancement to the Distribution of Payroll Expense by Account 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 filter for Earn Begin Date will default to unchecked

• The Display Columns filter for Paycheck Date will default to unchecked

Users can select from the Display Columns picklist filter to further tailor the report output and can save individual filter settings via the MyFavorites functionality.

Look for an additional announcement via the MyReports listserv once the new report features are available. Contact the Controller's Office Solution Center if you have any questions about MyReports or to report a potential issue.

January 2024 Enhancement to the Employee & Position Distribution Report

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 output and can save individual filter settings via the MyFavorites functionality.

Look for an additional announcement via the MyReports listserv once the new report features are available. Contact the Controller's Office Solution Center if you have any questions about MyReports or to report a potential issue.

December 2023 Enhancement to the Net Position Report

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.

September 2023 Enhancement to the ITS Recharge Detail Report

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.

Introducing the ITS Recharge Detail Report

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 transactions resulting from salary cost transfers.

Recharge details will be available in MyReports beginning with July 2023 expenses, which are scheduled to post to PeopleSoft Financials on August 4.

Contact the Controller's Office Solution Center if you have any questions about MyReports or to report a potential issue.

Additional Drill-Through Links Added to the Payroll Funding Report

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.

Enhanced Account Filter in the Transaction Detail Report

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.

June 2023 Enhancement to the Transaction Detail Report

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 enhancement:

After enhancement:

Contact the Controller's Office Solution Center if you have any questions about MyReports or to report a potential issue.

Using the MyReports Guide to Biweekly Working Hours Used in Percent of Effort Factors

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 Payroll Expense reports by Account and Alt Account and will be added to additional payroll reports in the coming weeks.

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.

May 2023 Enhancement to the Net Position Report

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.

May 2023 Enhancement to the Purchase Order Lien Balance Report

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.

MyReports Implements Health Financial Report Archive

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 Periods:

• Contain data for all years prior to those available in the current report
• Are accessed through new links provided in the current reports
• Are refreshed each weekend in order to update any changes made to PeopleSoft trees or to chartfield descriptions

New links to run reports for Archive Periods are available next to the Run Report button in the top right area of each filter page.

Users must clear their web browser cache to take advantage of these changes. Contact the Controller's Office Solution Center if you have any questions about MyReports or to report a potential issue.

April 2023 Enhancement to the Employee and Position Distribution and Roster Reports

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 positions where corresponding additional pay is not scheduled.

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.

March 2023 Enhancements to the Transaction Detail and Distribution of Payroll Expense by Account Reports

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.

Further MyReports Enhancements for Biweekly Percent of Effort

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.
• Percent of effort for periods with three biweekly pay cycles is calculated based on 240 working hours.

Refer to the Payroll Processing Schedule on the Controller’s Office website to review the schedule of biweekly pay cycles. If you have any questions about MyReports or to report a potential issue, contact the Controller's Office Solution Center.

New Department Accounts Receivable Report Supports the Dept A/R Process

March 2023 Enhancements to the Faculty Portfolio Monthly Report

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 advantage of this enhancement.

Contact the Controller's Office Solution Center if you have any questions about MyReports or to report a potential issue.

February 2023 Enhancements to the Transaction Detail Report

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 same attributes.

Before February 1, 2023: Sample TDR without summarization:

Beginning February 1, 2023: Sample TDR with summarization:

Contact the Controller's Office Solution Center if you have any questions about MyReports or to report a potential issue.

MyReports Adds Data Refresh Timestamps to All Reports

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.

January 2023 Enhancements to the Employee and Position Distribution Report

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 advantage of the enhancements.

Contact the Controller's Office Solution Center if you have any questions about MyReports or to report a potential issue.

November 2022 Enhancements to the Monthly Report

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 Excel is the only output format available from the on screen results when selecting the “Actuals, Fiscal Year basis” filter option. In addition, report parameters in the PDF output format have been relocated from the first to the last page.

These modifications may require some Favorites to be re-saved, and users are advised to clear their web browser cache to take advantage of the enhancements.

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.

November 2022 Enhancements to the Transaction Detail Report

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 questions about MyReports or to report a potential issue.

Coming in July: MyReports Introduces Labor Productivity Report Archive

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
• continue to be accessed in the same way as they are today
• continue to be refreshed nightly

Archive Periods 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 any changes made to PeopleSoft trees or to chartfield descriptions

New links to run reports for Archive Periods will be available next to the Run Report button in the top right area of each filter page.

Users must clear their web browser cache to take advantage of these changes. Further instructions will be available on July 18 in a revised job aid in the MyReports section of the Controller’s Office website.

Introducing the Employee and Position Salary Report

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 appear.

To learn more, review the new job aid in the MyReports section of the Controller's Office website. Contact the Controller's Office Solution Center if you have questions about MyReports or to report a potential issue.

May 2022 Enhancements to the Employee and Position Roster Report

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.

March 2022 Enhancements to the Sponsored Awards Summary Report

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 output choice. This 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 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.

March 2022 Enhancement to the Faculty Portfolio Monthly Report

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.

Coming in March: MyReports Introduces Archive Reports

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 any changes made to PeopleSoft trees or to chartfield descriptions

The new links for archive reports are labeled Archive Periods and will be available next to the Run Report button in the top right area of the filter page.

Beginning on March 21, 2022, the following reports will be partitioned into current and archive versions:

• On the Operational Reports tab
  • Monthly Report
  • Project Comparison Report
• On the Management Reports tab
  • Fund Group Report
  • Mission Based Report
  • Organization Report
  • Project Use Report

With each report update, a revised job aid will be available in the MyReports section of the Controller’s Office website. Users must clear their web browser cache to take advantage of the changes.

February 2022 Enhancements to the Transaction Detail Report

February 2022 Enhancements to the McKesson AP Detail Report

January 2022 Enhancement to the Employee and Position Roster Report

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.

Payroll Funding Report Employee Filter Enhancement

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.

December 2021 Enhancements to the Transaction Detail Report and Alt Account Detail Report

Enhancements to the Transaction Detail Report and Alt Account Detail Report

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 need to clear their web browser cache to take advantage of the enhancements.

Contact the Controller's Office Solution Center if you have questions about MyReports or to report a potential issue.

Upcoming Enhancements to the Distribution of Payroll Expense (DPE) Report

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.

Enhancements to the Employee and Position Distribution Report

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 the hourly rate for biweekly employees and the monthly rate for monthly employees.
• Composite Benefit Rates (CBR %) are accurately reflected for employees with multiple positions and those whose primary job is at a different UC location. When the CBR cannot be determined based on the rules provided by UCPath, the CBR % will display as “N/A”.
• An empty value (labeled as "Blank") has been added to the ERNCD filter to identify earnings distribution records without an earnings code.

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 any questions about MyReports or to report a potential issue.

Enhancements to the Employee and Position Roster Report

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 on records where a specific attribute is not populated, an empty value (labeled as "Blank") has been added to following search fields:
  • Employee
  • Reports To
  • Job Code
  • Class Title Outline
  • Salary Admin Plan

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 any questions about MyReports or to report a potential issue.

Enhancements to the Payroll Funding Report

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 report a potential issue.

Enhancements to the Payroll Detail by Month Report

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 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 report a potential issue.

Enhancements to the Faculty Portfolio Monthly Report

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 MyReports or to report a potential issue.

Enhancements to the Transaction Detail Report and Alt Account Detail Report

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 potential issue.