MyReports
Management Contact
MyReports Manager
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Searching for chartfields and other financial system codes via the Controller's Office website now requires a connection from the UCSF network or VPN. If you are already connected to the UCSF network or VPN you may proceed. If you are connecting remotely, please connect to the UCSF VPN before accessing these resources. Review these frequently asked questions for more information about the UCSF VPN.
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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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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.
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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.
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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 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. Data is available from July, 2013 and the report is static as of June 1, 2020. You can look up HR Action Codes with inquiry reports (VPN required).
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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.
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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).
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The Faculty Portfolio (FP) Monthly Report displays monthly actual financial information by Project-Activity Period-Dept ID.
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The Payroll Detail by Month Report displays General Ledger (GL) for Payroll expenses by month. The report is run for Project-Activity Period or by Employee. By default, the report displays all payroll elements, such as Gross Pay, Benefits, Accruals, and VLA/Vacation Accrual, but the output can also be filtered to display single or multiple elements.
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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. These features allow reporting on an entire program of Projects that span multiple Principal Investigators (PIs) and/or multiple Dept IDs.
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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.
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The Sponsored Awards Summary Report displays Research Administration System (RAS) billing and payment information as well as Budget Balance and current fiscal year Net Position by Award-Project-Activity Period.
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MyReports Accounts Payable/Purchase Order (AP/PO) Inquiry Report Job Aid
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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.
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The Distribution of Payroll Expense (DPE) Report displays detailed payroll information for all transactions processed through the Payroll/Personnel System (PPS) and UCPath.
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The Transaction Detail Report displays detailed transaction information including Payroll, Accounts Payable, Purchase Orders, Financial Journals, and Budget Journals. This report facilitates research and reconciliation, and is used for Step 1 in GL Verification and to review general ledger detail for a set of criteria.
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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.
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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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Compares YTD Actuals to YTD Plan and calculates variance. Also compares Actuals/Forecast to Fiscal Year Plan and calculates variance. Report defaults to Level C of the account tree, but can also be viewed at Account Level B through F.
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The Monthly Report contains two formats: 1. Displays monthly Actuals; compares Plan to Actuals/Forecast with variance in dollar amount and percentage. Report can only be run for a single fiscal year. 2. Displays monthly Actuals on a Fiscal year basis. Report can be run by single or multiple fiscal year(s). The Monthly Report defaults to Level C of the account tree, but can also be viewed at Account Levels B through F.
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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. The term Net Position was previously known as “Equity”, “Fund Balance”, “Unexpended Balance”, and “Net Assets”.
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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.
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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 across all Business Units (BU).
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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.
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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.
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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. Report can be expanded and collapsed up and down the Dept ID tree to see data at all department levels. Report defaults to Level C of the account tree, but can also be viewed at Account Levels B through F.
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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.
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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). 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.
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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. Report defaults to Level C of the Account tree, but can also be viewed at Account Level B, D, & E.
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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. Scheduled reports send email with the attached report(s) to identified recipients. This job aid explains how to create and manage MyFavorites and how to use MyFavorites to create and maintain MySchedules.
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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.
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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. Provides accurate and timely information for researching transactions Facilitates reconciliation to source documents and/or source systems Displays when drilling through for more detail from other reports
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Searching for chartfields and other financial system codes via the Controller's Office website now requires a connection from the UCSF network or VPN. If you are already connected to the UCSF network or VPN you may proceed. If you are connecting remotely, please connect to the UCSF VPN before accessing this resource. For more information about the UCSF VPN please review the VPN Frequently Asked Questions (opens in new window).
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Searching for chartfields and other financial system codes via the Controller's Office website now requires a connection from the UCSF network or VPN. If you are already connected to the UCSF network or VPN you may proceed. If you are connecting remotely, please connect to the UCSF VPN before accessing this resource. Review these Frequently Asked Questions (opens in new window) for more information about the UCSF VPN.
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Searching for chartfields and other financial system codes via the Controller's Office website now requires a connection from the UCSF network or VPN. If you are already connected to the UCSF network or VPN you may proceed. If you are connecting remotely, please connect to the UCSF VPN before accessing this resource. Review these Frequently Asked Questions (opens in new window) for more information about the UCSF VPN.
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Searching for chartfields and other financial system codes via the Controller's Office website now requires a connection from the UCSF network or VPN. If you are already connected to the UCSF network or VPN you may proceed. If you are connecting remotely, please connect to the UCSF VPN before accessing this resource. Review these Frequently Asked Questions (opens in new window) for more information about the UCSF VPN.
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Searching for chartfields and other financial system codes via the Controller's Office website now requires a connection from the UCSF network or VPN. If you are already connected to the UCSF network or VPN you may proceed. If you are connecting remotely, please connect to the UCSF VPN before accessing this resource. Review these Frequently Asked Questions (opens in new window) for more information about the UCSF VPN.
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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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Searching for chartfields and other financial system codes via the Controller's Office website now requires a connection from the UCSF network or VPN. If you are already connected to the UCSF network or VPN you may proceed. If you are connecting remotely, please connect to the UCSF VPN before accessing this resource. Review these Frequently Asked Questions (opens in new window) for more information about the UCSF VPN.
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UCSF DOS Codes
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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 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 Prior Year Actuals amounts. The report can be displayed at a summary or a detail level by selecting the desired Alt Account level.
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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. The report includes monthly trend calculations of Operating Margin and Operating Earnings before Non-Operating Income, Interest, Depreciation, and Amortization (EBIDA). The monthly actuals can be displayed at a summary or a detail level by selecting the desired Alt Account level.
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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):
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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:
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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 include:
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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.
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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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Reports in MyReports are grouped by tab or report category. This page describes each report and is organized by tab.
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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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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.
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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 Job Aid.
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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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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.
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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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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.
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Searching for chartfields and other financial system codes via the Controller's Office website now requires a connection from the UCSF network or VPN. If you are already connected to the UCSF network or VPN you may proceed. If you are connecting remotely, please connect to the UCSF VPN before accessing this resource. Review these Frequently Asked Questions (opens in new window) for more information about the UCSF VPN.
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Accessing the Chart of Accounts Alt Account Tree via the Controller's Office website now requires a connection from the UCSF network or VPN. If you are already connected to the UCSF network or VPN you may proceed. If you are connecting remotely, please connect to the UCSF VPN before accessing this resource. Review these Frequently Asked Questions (opens in new window) for more information about the UCSF VPN.
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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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The McKesson AP (Accounts Payable) Detail Report displays detailed transaction information for vouchers created in McKesson and posted to PeopleSoft, including PO, Invoice, Vendor, Voucher, Functional Owner, and Item Description.
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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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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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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.
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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.
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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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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.
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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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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.
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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 Subaward Status Report provides subaward financial details for review and reconciliation, including subaward budget, accounts payable (AP), and ledger activities.
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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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*/ In MyReports, the percent of effort rate, sourced from UCPath, for biweekly employees is recalculated from an average of 174 working hours per month to a rate based on the number of 80-working hour pay cycles in a period. The search filters below can be used to show the number of pay cycles in MyReports by Campus and Health business units for each earning period and accounting period.
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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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Learn how the MyReports implementation of UC’s Gender Recognition Lived Name policy may affect your reports.
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Stay up to date on enhancements to the Net Position Report.
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Take action by November 17 before unused and expired schedules are deleted in MyReports.
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Submit suggestions for MyReports enhancements or new reports by your Control Point's established internal deadline.
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Submit suggestions for MyReports enhancements or new reports by your Control Point's established internal deadline.
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The recently released ITS Detail Report now includes the option to add a Pay Period End Date column to the report output.
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The Transaction Detail Report (TDR) will be enhanced this month with a drill through to a new ITS Recharge Detail Report.
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MyReports users will see different default Report Date Filter values during fiscal year-end close depending on the report purpose and design.
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Payroll Funding Report users can now drill into transaction details from several subtotal and total amounts.
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A new Enhancement Concept Form is available from the Controller’s Office website to collect enhancement proposals for the campus-based reports in MyReports.
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The Transaction Detail Report (TDR) Account filter is now a conditionally required filter to better facilitate review and reconciliation of balance sheet activity.
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MyReports nightly refresh batch completion is improved due to recent technical enhancements to PeopleSoft Financials.
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The Transaction Detail Report (TDR) has been enhanced to incorporate BearBuy Purchase Orders (POs) associated with shipments fulfilled through UCSF’s Inbound Freight Program.
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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.
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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.
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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.
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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:
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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:
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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.
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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:
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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.
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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. MyReports Campus Advisory Group members are nominated by the Control Points and actively gather and prioritize input from their constituents.
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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.
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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.
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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. MyReports Campus Advisory Group members are nominated by the Control Points and actively gather and prioritize input from their constituents.
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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: