MyReports

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  • 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. Article Contents MyReports Basics for UCSF Health Users Labor Productivity Tab - Labor...
  • MyReports is UCSF’s campus-wide reporting solution that provides financial and human resources data to meet the needs of users at all levels within our organization. Financial Reports in MyReports are displayed in three tabs (sets of reports): Transactional Reports Operational Reports...
  • MyReports is UCSF’s campus-wide reporting solution that provides financial and human resources data to meet the needs of users at all levels within our organization. At a glance MyReports enables users to view data to answer questions including: Research day-to-day transaction questions such as...
  • Access Employees who need access to financial information to fulfill their job requirements should be granted access to MyReports. If you have financial reporting needs and find you do not have access to MyReports, contact your Manager/Supervisor or departmental Access Administrator. Follow...
  • Faculty Portfolio is a financial projection and reporting tool designed to aid in the management of a faculty member’s contract, grants, gifts, start-up, retention, and other discretionary funding. The set of Faculty Portfolio Reports include: MyPortfolio Report Award/Parent Summary...
  • MyReports is UCSF's campus-wide reporting solution that provides financial and human resources data to meet the needs of users at all levels within our organization. The HR Data Reports in MyReports include: Employee Appointment Report Employee Distribution Report Employee Lookup...
  •   The Distribution of Payroll Expense (DPE) Report displays detailed payroll information for all transactions processed through the Payroll/Personnel System (PPS).
  •   Reports in MyReports are grouped by tab or report category. This page describes each report and is organized by tab.  Consolidated Reports Consolidated Financial Report Consolidated Statement of Revenues, Expenses, and Changes in Net Position, including all Adjustment...
  •   MyFavorites functionality allows MyReports users to save and retrieve commonly used filter criteria. A selection of MyFavorites can then be used to schedule reports with MySchedules. Scheduled reports send email with the attached report(s) to identified recipients. This job aid explains how...
  • This is a detailed list of MyReports enhancements from October 2016 to current. For previous enhancements, see MyReports Enhancements Prior to October 2016.
  • Sign up for the MyReports listserv to receive communications about MyReports including notification of new reports, enhancements, and system downtime. Send an email from the address that you want added To: [email protected] Leave the Subject field blank The one line in the message is...
  •   The term Net Position is similar to the for-profit concept of equity. It represents the accumulated resources in a Fund, Dept ID, Project, or combination of those three chartfields. Download this job aid for more details on how Net Position is calculated and displayed in MyReports. 
  •   The Sponsored Awards Summary Report displays Research Administration System (RAS) billing and payment information as well as Budget Balance and Net Position Balance.
  • MyReports Accounts Payable/Purchase Order (AP/PO) Inquiry Report Job Aid
  •   Each report has a unique filter page; most reports have very similar filter pages to help you more easily enter your report criteria. Most filter pages have four major sections: Report Date Filters Chartstring Filters Report Specific Filters Report Output Selection.
  • The MyReports Team works with the campus and UCSF Health to continually improve 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...
  •   This interactive job aid helps you understand entering, changing, and effectively using projections in the Faculty Portfolio tool within MyReports. The Faculty Portfolio Projections tool enables users to project budget/revenue, expenses, and other changes for sponsored projects and other...
  •   The Faculty Portfolio Payroll Detail by Month Report displays General Ledger (GL) and projection data for payroll expenses by month for either 6 or 12 months. The report runs by Project-Activity Period-Dept ID.
  •   Users needing access to financial information to fulfill their job requirements should have been granted access to MyReports. If you require financial reporting and find you do not have access after following the directions in this job aid, please see your Manager/Supervisor or department...
  •   The Current Year vs. Prior Year Actuals Comparison Report provides a side-by-side comparison of the current fiscal year’s actual transactions and the previous fiscal year’s actual transactions.
  •   This quick reference provides the list of DOS Codes and Descriptions that roll up into the X (Annual Salary), Y (Negotiated Additional Compensation), Z (Additional/Other Compensation), OCX (Over the Cap of X), and OCY (Over the Cap of Y) Compensation Types displayed in the MyReports Payroll...
  •   The Monthly Report displays Plan, Actuals & Forecast, or only Actuals on a Fiscal Year basis. Plan and Forecast information comes from UPlan and is only available at the UPlan planning Dept ID level(s).
  •   The Alt Account Detail Report (ADR) displays detail transaction information for all financial transactions and journal entries posted to the PeopleSoft general ledger. Provides accurate and timely information for researching transactions Facilitates reconciliation to source documents...
  •   The Net Position Report allows you to view beginning and ending net position calculations by Dept ID, Fund, Project, and Parent/Award ID. The term Net Position was previously known as “Equity”, “Fund Balance”, “Unexpended Balance”, and “Net Assets”.
  •   The MyPortfolio Report displays summary level General Ledger (GL) and projections data for a single Faculty or Principal Investigator’s (PI) portfolio of Projects.
  •   The Balance Sheet report displays Asset and Liability account activity and balances for a selected date range. The report can be displayed at a summary Account level, or at a detail level including Fund, Dept ID, and Project.
  •   The Income Statement Report displays Revenue, Expense, and NonOperating Income actuals by Business Unit as of a selected month and fiscal year-to-date (YTD). It also displays Fixed Budget for a selected month and fiscal YTD. The report can be displayed at a summary or a detail level.
  •   The Sponsored Projects Balances Report is a valuable tool for departments to monitor Awards/Projects at any point in time and at any level of the Dept ID tree.
  •   Data in the Plan and Forecast columns of the MyReports Operational and Management reports come from UPlan, UCSF’s planning system. The following will help you to correctly interpret the data in these columns. How is Plan and Forecast Data Brought Into and Displayed in MyReports?...
  •   The Organization Report enables users to review Actual Revenues, Expenses and Other Changes against the Plan or Forecast by Department(s) or Department Nodes.
  •   The Income Statement Variance Report displays Revenue, Expense, NonOperating Income/Expense, Other Changes, and Net Position actuals as of a selected month and fiscal year-to-date (YTD). Monthly and YTD Fixed Budgets are also displayed, with options to include or exclude Flex Budget and...
  •   The Asset Management Report lists detailed information about capitalized assets to enable departments to perform their physical inventory. The report can also be used for basic inquiry, including the status of an asset.
  •   The Faculty Monthly Rolling Projections Report displays 12, 18, or 24 months of projected Budget, Revenue, Expense, and Other Changes on a month-by-month basis for selected Sponsored and Non-Sponsored Projects. Projections for Personnel Expenses are displayed by individual employee.
  •   The Key Operating Trends report displays monthly Revenue, Expense, Non Operating Income/Expense, Other Changes, and Net Position on a fiscal year basis. The report includes monthly trend calculations of Operating Margin and Operating Earnings before Non-Operating Income, Interest,...
  •   Faculty Portfolio is a financial projection and reporting tool designed to aid in the management of a faculty member’s contract, grants, gifts, start-up, retention, and other discretionary funding.
  •   The Fund Group Report enables users to review Actual Revenues, Expenses, Other Changes and Net Position by Fund Group (source of funds). Report can be expanded and collapsed up and down the Fund tree (Levels C-E) and the Account tree (Levels BE) to see data at various levels.
  •   The Faculty Portfolio (FP) Monthly Report displays monthly actual and projected financial information for a fiscal year by Project-Activity Period-Dept ID.
  •   The Payroll Funding Report provides a fiscal year view of employee payroll by compensation types X (Annual Salary), Y (Negotiated Additional Compensation), Z (Other Compensation), and benefits. Payroll is displayed by month in total dollars (not hourly rate) as Actuals for closed periods...
  •   The matrix in this Quick Reference Guide displays the recommended reports for various financial activities by role. The information is provided to help you choose the report(s) to use in your day-to-day business.
  •   The report allows you to view Restricted Gifts, Unrestricted Gifts, and Endowment income across Business Units. The report displays transfer activity between the Foundation and the Regents by leveraging Pair logic. Pair Logic identifies when the same Project is used in recording activity...
  •   The Project Use Report displays Actual Revenues, Expenses, Other Changes, and Net Position by Project Use, an attribute of the Project chartfield, which indicates a specified activity or purpose of the project. Report defaults to Level C of the Account tree, but can also be viewed at...
  •   The Employee Appointment Report displays HR appointment details in a list format by Employee, Appointment Number, and Appointment Begin and End Dates.
  •   The HR Monthly Review Report combines several report subgroups into a single review report with the ability to display the following data: New Hires, Separations, Appointments near end, Distributions near end, Probation period near end, Work permit end date, Limited employee hours, and...
  •   The Employee Lookup Report displays all current HR appointment and distribution details by employee
  •   The Employee Distribution Report displays HR distribution details in a list format by Employee, Distribution Number, Distribution %, Distribution Chartstring, and Distribution Begin and End Dates
  •   The HR Event Report displays HR Events such as Appointments or Separations with the ability to drill-through to the HR Event Detail Report and Employee Lookup Report for more information. Data is available from July, 2013 forward.
  •   The Mission Based Report displays Actual Revenues, Expenses, Other Changes, and Net Position by Mission (Function Code). Report defaults to Level C of the account tree, but can also be viewed at Account Level B, D, & E.
  •   The Program Portfolio Report provides summary General Ledger (GL) and projections data for multiple Project-Activity Period-Dept IDs and includes enhanced report filters that allow increased flexibility in defining dates and data parameters. These features allow reporting on an entire...
  •   The Project Summary Report displays summary level General Ledger (GL) and projection data for the Project chartfield. The report can be run for single or multiple Projects.
  •   The Award/Parent Summary Report displays summary level General Ledger (GL) and projection data for Project Award/Parent IDs. The report runs for Award/Parent ID(s).
  •   The Project Comparison Report displays Revenues, Expenses, Other Changes, and Net Position by Project in side-by-side columns. The report is best used to compare a small set of non-sponsored Projects.
  •   Most MyReports filter pages have a Report Specific Filters section. Report specific filters are usually optional and provide you with additional ways to limit the data returned in the report. In some cases, the report specific filters have been preset. To change the preset filter, follow...
  •   MyReports encourages continuous improvement and welcomes new report and enhancement ideas from the entire campus community. If you have an idea or suggestion to improve MyReports: Complete the form Email the completed form to one of your Control Point’s MyReports Advisory Group members. The Advisory Group meets on a regular basis to evaluate and prioritize new report development and enhancement ideas.
  • 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...
  • 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...