On behalf of the Office of Budget and Planning,
WebFOCUS Standard Report Update
Summary
In an effort to enhance and consolidate university financial reporting, we have made some updates to the General Ledger Reports in the Standard Reports domain in WebFOCUS. Two new reports will be published and old reports will be moved to a folder called “Archived Reports”. These reports will still be available for use but will no longer be updated or supported. In addition to these major changes, a few minor updates to the remaining reports will follow (as noted below). This effort will reduce the number of reports from 17 down to 7, once complete. We hope that you find these updates useful and we ask that you please let us know if you run into any issues.
Enhancements
- Consistency in what is included and how
- Improved naming to make it clear as to what data is delivered
- Limit the number of reports by increasing their efficiency
- Better customization by adding more prompt options and increasing the number of fields in excel versions.
Updated Report List
| Report | Enhancements | Report it Replaced |
| Budget to Actuals | New– Combined 6 reports into 1 | Account Balances, Account Balances by object Code, Account Balances Summary, Statement of Activity –(Budget to Actuals, Budget to Actuals by Account, Budget to Actuals with Prior Year) |
| Summary of Actuals by Fund Source | New– Combined 2 reports into 1 | Statement of Activity – (Statement, Summary) |
| Account Information | Combined with Accounts by Organization | Accounts by Organization |
| Account Transactions | Made minor updates to excel output to include more fields | None |
| Budget Balances by Account | Will be combined with Budget Balances by Object | None |
| Budget Balances by Object | Will be combined with Budget Balances by Account | None |
| Carry Forward Report | Minor enhancements coming soon | None |
| Fund Balance Report | Minor enhancements coming soon | None |
In addition to the reports that are being replaced, reports that are either not widely used or no longer useful due to system and process changes will also be moved to the Archived Reports folder.
Archived Reports
| Reports | Report It Was Replaced By |
| Account Balances | Budget to Actuals |
| Account Balances by Object Code | Budget to Actuals |
| Account Balances Summary | Budget to Actuals |
| Accounts by Organization | Account Information |
| Base Budget vs. Committed Salaries | None |
| One to Many Fund Balances | None |
| Statement of Activity Budget to Actuals | Budget to Actuals |
| Statement of Activity Budget to Actuals by Account | Budget to Actuals |
| Statement of Activity Budget to Actuals with Prior Year | Budget to Actuals |
| Statement of Activity Summary | Summary of Actuals by Fund Source |
| Statement of Activity Statement | Summary of Actuals by Fund Source |
If you have any questions regarding the report changes, please contact your assigned Budget Analyst.
From: KFDM, Kuali Financial Data Mart <KFDM-L@LISTSERV.UCONN.EDU> On Behalf Of Hodgkins, Stephen
Sent: Thursday, February 6, 2020 10:27 AM
To: KFDM-L@LISTSERV.UCONN.EDU
Subject: WebFOCUS Standard Report Changes