Lisa Stroud, Fran Fiorello & Andrea Burne Reporting Lisa Stroud, Fran Fiorello & Andrea Burne

Today’s Agenda: UFIRST Proposal Reports and the future of Award Reporting Financial Reports Custom Combinations: what is possible

UFIRST Proposal Reports Navigation:

Enterprise Reporting – Your Data! PeopleSoft Enterprise Reporting Transactional Database Real-Time Updates Rapidly Changing Entering transactions Designed to be written to Data Warehouse Coordinated Mass Updates More Static Extracting data Designed to be read from Overnight PeopleSoft MyUFL Enterprise Reporting

Three Ways to Access Your Data Delivered – pre-built for prior months, reconciliation as you go Prompted – same reports as Delivered but you choose the filters FIT Cubes – Financial Information Tool – similar in concept to a Power Pivot in Excel

Reports Available for You Monthly Financial Reports (MFRs) PI Summary – Budget Category view of Project Budget, Expenditures, Commitments (Payroll/Travel/PO) and Available Balance LTD; YTD and MTD Expenditures Grant Summary – Financial Account level view of Budget, Expenditures, Commitments (Payroll/Travel/PO) and Available Balance LTD; YTD and MTD Expenditures Transaction Detail – expenditures against project for prior month Payroll Reconciliation Detail – listing of actual payroll expenditures down to employee, fringe amounts by account level Projected Payroll Detail - forward view of personnel currently distributed or charged to project Open Encumbrance – Travel Authorizations and Purchase Orders

Two Ways to Access MFRs Delivered/Prompted MFRs Prompted MFRs

FIT Cubes for Grants Financial Data Public Folders ‎> Financial Information ‎> Financial Information Tool ‎> Grant Projects‬

Reporting Navigations Monthly Financial Reports: Grants FIT Cubes

Training Online or Instructor-led Reporting Basics: UF_PST910 Training Online or Instructor-led Reporting Basics: UF_PST910 Tuesday, May 24 - 8:30 AM Reporting: PowerPlay: UF_PST117 Thursday, August 18 - 8:30 AM Reporting: Query Studio: UF_PST912 Wednesday, April 27 - 8:30 AM Tuesday, June 14 - 8:30 AM

Examples of Reporting from College of Public Health & Health Professions Report-Negative Balance Accounts Emailed monthly to Research Administrator and the Department Business Manager Department Award ID Project Code Fund PI Allotment (Direct) Expenses (Direct) Projection (Salary) Balance if applicable Report-Projects Ending In Current Fiscal Year Department PI PS Project Title Prime Agency Sponsoring Agency Project End Date Report-Active Projects and Balances By Dept/PI This is a summary report Department PI Title Fund Award ID Project Code Sponsor/ Agency Award Begin Date Award End Date Allotment Expended Projected Balance (Direct)

Examples of Reporting from College of Public Health & Health Professions Report-Payroll Obligations by PI This was a PI requested report PI HRAC Project # Award End Date Appointment Employee Name FTE Distribution % Begin Date End Date # Biweeklies Total Salary $ Other Reports: Projects ending in 1, 6, 7 months Account code - fund code usage mapping errors

Resources Running UFIRST Reports Toolkit: http://training. hr. ufl Resources Running UFIRST Reports Toolkit: http://training.hr.ufl.edu/instructionguides/ufirst/running_ufirst_rep orts.pdf Enterprise Reporting Basics Toolkit: http://hr.ufl.edu/learn-grow/just-in-time-training/myufl- toolkits/enterprise-reporting-basics/ Reporting Services: http://cfo.ufl.edu/administrative-units/reporting-services/ reporting-services@ufl.edu

Questions? Lisa Stroud lsell@ufl.edu Fran Fiorello franfio@ufl.edu Andrea Burne amburne@PHHP.UFL.EDU

Thank you!