MyReports Manager
MyReports
Management Contact
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This document contains job aids for the entire Labor Productivity suite of reports.
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This is a combined job aid provides step-by-step instructions for filtering and working within the Monthly Variance suite of reports in MyReports.
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HR Action Code Description 01 Initial Employment 02 Employment with prior service 04 Merit Increase 06 Separation 07 Leave with pay 08 Leave without pay 09 Change in return date 10 Promotion 11 Demotion 12 Title transfer
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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:
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Sign up for the MyReports listserv to receive communications about MyReports including notification of new reports, enhancements, and system downtime.
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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. Group members are appointed by the Control Points and actively gather input from their constituents. The Advisory Group meets regularly to review all submissions and prioritize recommendations for improvements to MyReports.
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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.
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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? Data in the Plan and Forecast columns of the MyReports Operational and Management reports comes from UPlan, UCSF’s planning system:
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This quick reference provides the list of DOS Codes and Descriptions that roll up into the Base Salary (X), Negotiated Salary (Y), Other Compensation (Z), Over the Cap of X (OTC-X), and Over the Cap of Y (OTC-Y) Compensation Types displayed in the MyReports Payroll Funding Report.
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This is a detailed list of MyReports enhancements from October 2016 to current. For previous enhancements, see MyReports Enhancements Prior to October 2016.
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Watch this webinar 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.
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WebLinks, the financial reporting system for the old Account Fund Profile (AFP) chart of accounts (COA), provides historical data reporting (through February 2014). Datasets in WebLinks have been static since February 2014, when the AFP COA was replaced by the current COA in March 2014. Data prior to July 2013 were not converted to the current chart of accounts and are not available in PeopleSoft Financials.
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The Access Management application is used to process and track access requests made by Access Administrators and Security Administrators for the following Financial Systems supported by the Controller’s Office: PeopleSoft Financials, RAS, MyReports, GL Verification (GLV) Tool, and Effort Reporting System (ERS). This document provides instructions on how to request and modify access to MyReports using the Access Management application.
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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 and Position Distribution Report The Employee and Position Distribution Report (job aid) displays current and future funding entries, including additional pay, in a list by HR Department, Position Department, Employee, Reports To, Position, and/or specific chartstring.
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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 are used in lieu of Account codes. Labor Productivity Tab The UCSF Health Labor Productivity Reports (job aid) display budget, flex, actuals, and variances in FTE and dollar amounts.
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Reports in MyReports are grouped by tab or report category. This page describes each report and is organized by tab.
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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 the Accessing MyReports job aid to login to MyReports using MyAccess.
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This step-by-step guide explains how to access, run, sort, and export lookups for financial and payroll codes and data available from the Controller's Office website.
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Faculty Portfolio is a financial 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 includes:
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This guide outlines how to understand UCPath Payroll Transactions on the Transaction Detail Report (TDR) and the Distribution of Payroll Expense (DPE) by Account and Alt Account Reports.
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UCSF Title Codes
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UCSF DOS Codes
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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 AP/PO Inquiry Report The Accounts Payable/Purchase Order (AP/PO) Inquiry Report (job aid) shows detailed line level information associated with a single voucher, invoice or purchase order.
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WebLinks, the financial reporting system for the old Account Fund Profile (AFP) chart of accounts (COA), was used for historical data reporting (through February 2014). In conjunction with the 2022 retirement of WebLinks, select historical AFP datasets are now available in MyReports. This job aid provides step-by-step instructions to filter and run these reports.
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The Alt Account Detail Report (ADR) displays detail transaction information for all financial transactions and journal entries posted to the PeopleSoft general ledger. This step-by-step guide explains how to filter and run the report.
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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. This step-by-step guide explains how to filter and run the report.
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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. This step-by-step guide explains how to create and manage MyFavorites and how to use MyFavorites to create and maintain MySchedules.
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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. This step-by-step guide explains how to filter and run the report.
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The Fund Group Report enables users to review Actual Revenues, Expenses, Other Changes and Net Position by Fund Group (source of funds). The 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. This step-by-step guide explains how to filter and run the report.
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The Mission Based Report displays Actual Revenues, Expenses, Other Changes, and Net Position by Mission (Function Code). The report defaults to Level C of the account tree but can also be viewed at Account Level B, D, & E. This step-by-step guide explains how to filter and run the report.
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The Organization Report compares YTD Actuals against YTD Plan or YTD Forecast and calculates the variance by Department(s) or Department Nodes. This step-by-step guide explains how to filter and run the report.
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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. This step-by-step guide explains how to filter and run the report.
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The Sponsored Awards Accounts Receivable Report provides information about sponsored awards accounts receivable invoices. This step-by-step job aid explains how to filter and run the report.
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The Foreign Affiliate Transaction Detail Report displays transaction information in foreign currencies related to established operations in foreign countries. Intended only for use by UCSF Global Programs accounting teams, the Business Units allow for the recording and reporting of transactions in each country's respective local currency. This step-by-step guide explains how to filter and run the report.
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The Subaward Status Report provides subaward financial details for review and reconciliation, including subaward budget, accounts payable (AP), and ledger activities. This step-by-step job aid explains how to filter and run the report.
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The Employee and Position Salary Report displays employee salary information on a fiscal year basis by the compensation types of Base Salary (X), Negotiated Salary (Y), and Other Compensation (Z), based on UCPath position funding entry records and recurring additional pay entries. This step-by-step guide explains how to filter and run the report.
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The Employee and Position Distribution Report displays current and future funding entries, including additional pay, in a list by HR Department, Position Department, Employee, Reports To, Position, and/or specific chartstring. This step-by-step guide explains how to filter and run the report.
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The Employee and Position Roster Report displays Employee and Position details with default department funding in a list by HR Department, Position Department, Employee, Reports To, Position, and/or specific chartstring. This step-by-step guide explains how to filter and run the report.
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The McKesson AP (Accounts Payable) Detail Report (UCSF Health) displays detailed transaction information for vouchers created in McKesson and posted to PeopleSoft, including PO, Invoice, Vendor, Voucher, Functional Owner, and Item Description. This job aid explains how to filter and run the report.
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The Balance Sheet Report (UCSF Health) displays Asset, Liability, and Net Position Account balances as of a selected date. The report can be displayed at a summary level for all UCSF Health Business Units (BUs), for a single Business Unit, or for a selected number of BUs. This step-by-step guide explains how to filter and run the report.
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The Payroll Funding Report provides a fiscal year view of employee pay information by Compensation Types Base Salary (X), Negotiated Salary (Y), Other Compensation (Z), Over-the-Cap (OTC), and Benefits. Displays monthly Actuals for closed periods and Future Distributions based on position funding entry in UCPath. Report display options include a choice of Summary or Detail View. This step-by-step guide explains how to filter and run the report.
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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 the instructions in this step-by-step guide.
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MyReports report filter pages allow you to customize the output of each report you run. This guide explains the different types of filters you will use when running the various reports.
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Users needing access to financial information to fulfill their job requirements should have been granted access to MyReports.
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The Key Operating Trends report displays monthly Revenue, Expense, Non Operating Income/Expense, Other Changes, and Net Position on a fiscal year basis. This step-by-step guide explains how to filter and run the report.
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The Income Statement Variance Report displays Revenue, Expense, Non-Operating 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 Prior Year Actuals amounts. The report can be displayed at a summary or a detail level by selecting the desired Alt Account level. This step-by-step guide explains how to filter and run the report.
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Download this job aid for more details on how Net Position is calculated and displayed in MyReports.
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The Current Year vs. Prior Year Actuals Comparison Report provides a side-by-side comparison of the current fiscal year’s actual transactions through the last closed month and the previous fiscal year’s actual transactions through the same month. Report defaults to Level C of the account tree, but can also be viewed at Account Level B through F. This step-by-step guide explains how to filter and run the report.
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The Gift and Endowment Income Report allows you to view Restricted Gifts, Unrestricted Gifts, and Endowment income across Business Units. This step-by-step guide explains how to filter and run the report.
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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. This step-by-step guide explains how to filter and run the report.
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The Net Position Report allows you to view beginning and ending net position calculations by Dept ID, Fund, Project, and Parent/Award ID. This step-by-step guide explains how to filter and run the report.
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The Monthly Report displays monthly Actuals on a Fiscal Year basis in a choice of two different formats. This step-by-step guide explains how to filter and run the report.
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The Actual vs. Plan Comparison Report displays the current financial position compared to Plan and Forecast data from UPlan. This step-by-step guide explains how to filter and run the report.
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This guide outlines how to understand PPS Payroll Transactions on the Transaction Detail Report (TDR) and the Distribution of Payroll Expense (DPE) by Account and Alt Account Reports.
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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. This step-by-step guide explains how to filter and run the report.
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The Accounts Payable/Purchase Order Inquiry Report (AP/PO) displays detailed line-level information associated with a single voucher, invoice, or purchase order. This step-by-step guide explains how to filter and run the report.
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The Sponsored Awards Summary Report displays Research Administration System (RAS) billing and payment information as well as Budget Balance and Net Position Balance. This step-by-step guide explains how to filter and run the report.
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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. This step-by-step guide explains how to filter and run the report.
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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. This step-by-step guide explains how to filter and run the report.
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The Payroll Detail by Month Report displays General Ledger (GL) for Payroll expenses by month. This step-by-step guide explains how to filter and run the report.
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The Faculty Portfolio (FP) Monthly Report displays monthly actual financial information by Project-Activity Period-Dept ID. This step-by-step guide explains how to filter and run the report.
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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). This step-by-step guide explains how to filter and run the report.
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The MyPortfolio Report displays summary-level General Ledger (GL) data for a single Faculty or Principal Investigator’s (PI) portfolio of Projects. This step-by-step guide explains how to filter and run the report.
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The HR Event Report displays HR Events such as Appointments or Separations with the ability to drill-through to the HR Event Detail Report for more information. This step-by-step guide explains how to filter and run the report.
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Faculty Portfolio is a financial reporting tool designed to aid in the management of a faculty member’s contract, grants, gifts, start-up, retention, and other discretionary funding. This step-by-step guide explains what Faculty need to know to get started using Faculty Portfolio.
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The Purchase Order Lien Balance Report displays purchase orders with open balances for the specified search criteria, as of the close of the previous business day. This step-by-step guide explains how to filter and run the report.
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The Foreign Affiliate Statement of Financial Position Report displays Asset, Liability, and Change in Net Position activities as of a selected period with foreign currency. This step-by-step guide explains how to filter and run the report.
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The Foreign Affiliate Net Position Report displays Net Position of a Dept ID, Fund, or Project including current year revenues, expenses, and other changes with foreign currency code for a selected data range. This step-by-step guide explains how to filter and run the report.
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The Foreign Affiliate suite of reports provides data reporting for financial activity conducted in foreign currencies and related to established operations in foreign countries.
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The Transaction Detail Report (TDR) displays detailed transaction information including Payroll, Accounts Payable, Purchase Orders, Financial Journals, and Budget Journals. This step-by-step guide explains how to filter and run the report.
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MyReports Biweekly Working Hours Used in Percent of Effort Factor available via UCSF's Tableau platform
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The Foreign Affiliate Statement of Comprehensive Income Report displays monthly Actuals on a Fiscal Year basis with foreign currency. This step-by-step guide explains how to filter and run the report.
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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. This step-by-step guide explains how to filter and run the report.
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This guide, for Department Access Administrators, provides step-by-step instructions on how to use the Access Management Application.
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The Distribution of Payroll Expense by Alt Account Report displays employee-level salary and benefits transactions processed through the UC Payroll System (UCPath) and the Payroll/Personnel System (PPS). This step-by-step guide explains how to filter and run the report.
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The Distribution of Payroll Expense by Alt Account Report displays detailed payroll information for all transactions processed through the UC Payroll System (UCPath) and the Payroll/Personnel System (PPS) by UCSF Health Alt Account. This step-by-step guide explains how to filter and run the report.
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The Controller's Office Financial/Payroll Codes and Data Lookup tool has transitioned to UCSF's Tableau platform. Read more about this change and review how to get started using the features of the new tool.
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The Controller’s Office encourages continuous improvement and welcomes new report and enhancement ideas from the entire campus community. We work with the MyReports Advisory Group to ensure that the entire campus community has a voice in submitting, evaluating, and prioritizing new report development and enhancement ideas. If you have an idea or suggestion to improve campus-based reports in MyReports:
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The MyReports team has updated the MyReports Enhancement Proposal Form
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A new Journal ID column is now available as a display column in the Distribution of Payroll Expense (DPE) report
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Based on input from the MyReports Campus Advisory Group, new filters for PO Number, Voucher ID, and Invoice Number are now available on the Transaction Detail Report (TDR) filter page to facilitate research of accounts payable transactions. 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.
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Based on a joint proposal from UCSF Global Programs and the Controller’s Office Accounting & Reporting team, a new Foreign Affiliate Net Position Report is now available to further assist with the reconciliation of foreign transactions related to established operations in foreign countries. The report displays current year revenues, expenses, other changes, and net position for a Dept ID, Fund, or Project in the respective foreign currency. Authorized users can run the report for a selected data range and can filter by chartstring attributes.
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Take action by December 20 before unused and expired schedules are deleted in MyReports.
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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.
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Search for key finance and payroll system codes and values.
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New Foreign Affiliate Reports in MyReports
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New Tableau Interface for Looking Up Financial and Payroll Codes
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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.
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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:
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A new Foreign Affiliate Transaction Detail Report displays transactions in foreign currencies related to established operations in foreign countries.