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

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

3. UFIRST Proposal Reports Navigation:

4. 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

5. 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

6. 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

7. Two Ways to Access MFRs
Delivered/Prompted MFRs
Prompted MFRs

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

9. Reporting Navigations Monthly Financial Reports: Grants FIT Cubes

10. Training Online or Instructor-led Reporting Basics: UF_PST910
Training Online or Instructor-led Reporting Basics: UF_PST910 Tuesday, May :30 AM Reporting: PowerPlay: UF_PST117 Thursday, August :30 AM Reporting: Query Studio: UF_PST912 Wednesday, April :30 AM Tuesday, June :30 AM

11. Examples of Reporting from College of Public Health & Health Professions
Report-Negative Balance Accounts ed 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)

12. 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

13. Resources Running UFIRST Reports Toolkit: http://training. hr. ufl
Resources Running UFIRST Reports Toolkit: orts.pdf Enterprise Reporting Basics Toolkit: toolkits/enterprise-reporting-basics/ Reporting Services:

14. Questions? Lisa Stroud lsell@ufl.edu Fran Fiorello franfio@ufl.edu
Andrea Burne

15. Thank you!