Dear Report User,

 

In an effort to consolidate our reporting (and reduce the number of reports you have to run for reconciliation each month), the BI & Financial Reporting Team has created one single Cognos report that combines the following reports: Closed Projects with GL Balance, Misposted Misc Receipts on SP, Multiple Project Roles, Project Setup to GL Match Errors, Salary on Fellowship Award, and Transactions on No Project.

 

You can find the new Consolidated Exceptions Reports under the Budget & Finance section of bah.ucsd.edu. For quick access, search under the ''Exceptions and Reconciliation'' tab. To learn more about the consolidated report, check out the Blink page here.

 

In addition to consolidating the reports, the following enhancements have been added:

• Added a prompt for Accounting Period to allow users to view results for a specific accounting period.
• Added prompts for Last Closed Accounting Period, and Last Opened Accounting Period which will allow users to schedule the report.
• Added a Fund L3 prompt since review for sponsored projects is required on the internal controls checklist.
• Added prompts for Fin Unit L3 and Fin Unit L4 to allow users to view results by the Fin Unit level that meets their needs.

Special thanks to Nirvana Navarro, Nickolaus Lekovish, and Joanne Lai for submitting enhancement requests.

 

Thank you, 

Heather Sears

Director, Business Intelligence and Financial Reporting 

Business and Financial Services 

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