This page includes Work in Progress (aka in development queue), Items waiting for Test/Acceptance, and Items waiting for Requirements pertaining to reporting.
Reporting Work in Progress:
| ID | Summary | Status | Resolution | Priority | Severity | Module | Assigned To | Description | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| 2 | Refine report numbering | New | None | P1 | Normal | Main | Reta Kubler | Need to develop agreement on a report numbering scheme and then implement in all reports. | 08/09/2012 |
| 43 | Bursting - research implementation at UCAR | New | None | P1 | Normal | Main | Cindy Zhang | a. Research what is needed to set this up for various reports b. Determine feasibility c. Create proof of concept with designated folders for multiple labs/programs | 07/17/2013 |
| 56 | IRM Rpt #1 - MTDC Total by Month – Running Totals | New | None | P1 | Normal | IRM Report | Cindy Zhang | IRM Rpt #1 - MTDC Total by Month – Running Totals - see attachment - the attachment contains a mock-up and requirements - note there is a dependency on a CPM item to possibly build a new reporting cube based on cc_Financials Exploded Report with Rate Type broken out into its own dimension. There is also a need for a measure to capture pay days per month in this cube based on report mock-up. | 08/27/2013 |
| 57 | IRM Rpt 2 - MTDC Total by Month – Monthly Increments | New | None | P1 | Normal | IRM Report | Cindy Zhang | IRM Rpt #1 - MTDC Total by Month – Running Totals - see attachment - the attachment contains a mock-up and requirements - note there is a dependency on a CPM item to possibly build a new reporting cube based on cc_Financials Exploded Report with Rate Type broken out into its own dimension. There is also a need for a measure to capture pay days per month in this cube based on report mock-up. | 08/27/2013 |
| 58 | Create a Pre-Production Folder on Production with security for Testing | New | None | P1 | Major | Main | Cindy Zhang | Pre-Production Folder on Production for Testing Reports with Actuals - the following should have access - - Terry Mitchell - Kathy Morgan - Joanne Graham - Elizabeth Chapin - Mary Hanson - Stephanie Gillin - Diane Simmons - Reta Kubler - Caron Chambers - Justin Young - Geoff Cheeseman - Barb Schnell - Karl Werner - Cindy Zhang - Anita Monk Ryan | 08/27/2013 |
| 59 | IRM Report #3 - MTDC Total by Account – Including Interim Rate Impact | New | None | P1 | Normal | IRM Report | Cindy Zhang | MTDC Total by Account – Including Interim Rate Impact - see attachment - the attachment contains a mock-up and requirements - note there is a dependency on a CPM item to possibly build a new reporting cube based on cc_Financials Exploded Report with Rate Type broken out into its own dimension. There is also a need for a measure to capture pay days per month in this cube based on report mock-up. Prior Comments --Comments from Barb Schnell on 08/28/2013 at 02:43 pm Also, see clarifications on requirements from 8/28 meeting below: 1. A new cube is needed for this report including rate type , waiting for Justin to respond to what dimensions should be in that cube. Then Cindy will need to create the cube and drive values into it from cc_Financials Exploded Report 2. Snapshot Prompt should only be for current FY month-end snapshot, Prompt should only display snapshot for current year. There would also be a year prompt (multiple selections) 3. Requirements say prompt should be available for Entity, Lab, Division. Useo f FinOrg is fine. cd_Account should be used with the same method as the prompts that provide an option for leaf or consolidated 4. A new cube is needed for a 2nd cross tab in the report that has work days by YTD month - Cindy needs to solution this part of the report more clarifications may be needed due to different measures needed in each column - may need to add these as measures to the reporting cube. | 08/28/2013 |
| 60 | IRM Report #4 - MTDC Total Entity and Rate Type – Including Interim Rate Impact | New | None | P1 | Normal | IRM Report | Cindy Zhang | see attachment - the attachment contains a mock-up and requirements - Use Framework Manager package Public Folders > UCAR Reports - UAT > Analytical Reports > Datasource > UCAR TM1 Cubes Package Snapshot cube name cm_Financials Exploded Report snapshot | 08/28/2013 |
| 61 | IRM Report #5 - MTDC Total Entity and Lab – Including Interim Rate Impact | New | None | P1 | Normal | IRM Report | Cindy Zhang | see attachment - the attachment contains a mock-up and requirements - Use Framework Manager package Public Folders > UCAR Reports - UAT > Analytical Reports > Datasource > UCAR TM1 Cubes Package Snapshot cube name cm_Financials Exploded Report snapshot | 08/28/2013 |
| 62 | IRM Report #6 - MTDC Total by Entity and Fund Source – Including Interim Rate Impact | New | None | P1 | Normal | IRM Report | Cindy Zhang | see attachment - the attachment contains a mock-up and requirements - Use Framework Manager package Public Folders > UCAR Reports - UAT > Analytical Reports > Datasource > UCAR TM1 Cubes Package Snapshot cube name cm_Financials Exploded Report snapshot | 08/28/2013 |
| 63 | IRM Report #8- Forecast Expense Report Summary by Expense Class Interim Planning Rates | New | None | P1 | Normal | IRM Report | Cindy Zhang | see attachment - the attachment contains a mock-up and requirements - Use Framework Manager package Public Folders > UCAR Reports - UAT > Analytical Reports > Datasource > UCAR TM1 Cubes Package Snapshot cube name cm_Financials Exploded Report snapshot there is also a mock-up of this report here: Public Folders > UCAR Reports - UAT > Analytical Reports > IRMC > Review_Demo > IRM Forecast_2 | 08/28/2013 |
| 64 | IRM Report #9- Forecast Expense Report Summary by Expense Class Interim Planning Rates | New | None | P1 | Normal | IRM Report | Cindy Zhang | see attachment - the attachment contains a mock-up and requirements - Use Framework Manager package Public Folders > UCAR Reports - UAT > Analytical Reports > Datasource > UCAR TM1 Cubes Package Snapshot cube name cm_Financials Exploded Report snapshot | 08/28/2013 |
| 4 | Provide report descriptions and screen tips for all CPM reports | New | None | P2 | Normal | Analytical Reports | Reta Kubler | Report descriptions can be searched on and would be useful for users looking for a particular report. Report descriptions should state the business question the user is trying to solve and provide some guidance as to how to use the report to answer the question. | 08/14/2012 |
| 24 | CPM #472 Getting multiple copies of employee names at report prompt | Open | None | P2 | Normal | Analytical Reports | Cindy Zhang | Reported by Reta 12/2012 - Similar to #292 for account keys that has been fixed, this is the employee selector. Causes confusion, don't know which to select.... | 04/29/2013 |
| 11 | Summary Status by Division | New | None | P3 | Normal | Analytical Reports | Cindy Zhang | See attached sample and spec | 10/15/2012 |
| 65 | Payroll Account Allocation Report - default pay period selection to last pay period | New | None | P3 | Normal | Month-end Snapshots | Cindy Zhang | There is a request to default the Pay Period selection on this report to the last pay period - the dedault is pay period 3. I am not sure the priority to I am making it a 3 for now. | 09/03/2013 |
| 66 | All prompts with fund source - allow selections from one of the 3 alternate hierarchies | New | None | P3 | Normal | Main | Cindy Zhang | All reports with fund source as ap rompt should only allow selection from 1 of the 3 alternate hierarchies | 09/17/2013 |
Reporting Items Waiting for Test:
| ID | Summary | Status | Resolution | Priority | Severity | Module | Assigned To | Description | CDT |
|---|---|---|---|---|---|---|---|---|---|
| 25 | CPM #477 Change to Cost Projection YTD Report - YTD defualt to September, but Current Month for Actu | Open | Fixed | P1 | Normal | Analytical Reports | Reta Kubler | "Can the Cost Projection YTD Report be changed so that IFAS Budget and Encumbrances default to YTD-September? Incurred Actuals should be based on the user selected YTD-Month. (Typically Encumbrances should default to YTD September in any report.)" "--Comment from Barb Schnell on 01/07/2013 at 08:27 pm Cindy - can this be done given the prompt type?" | 04/29/2013 |
| 39 | 001 - Forecast Trend Analysis - Expected funds - change source and report | Open | Fixed | P1 | Normal | PI Annual Report Suite - New | Reta Kubler | a. Create object code for expected funds in cd_Object called Expected Funds – done on fagranby - 7/17/13 b. Rule drive measure from cc_Expected Budget info, Expected Budget, Line Num 1, to cc_Financials Exploded Report: i Scenario: Expected Budget: ii. object Expected Funds iii. Month: September iv. Year: same year as in cc_Expected Budget Info v. Budget Type: New Funds vi. Measure: Amount vii. Fund Source: same as account key attribute viii. Contract: same as account key attribute ix. Sub Facility: same as account key attribute x. Facility: same as account key attribute xi. Division: same as account key attribute xii. Lab: same as account key attribute xiii. Entity: same as account key attribute xiv. Report Entity: same as account key attribute xv. Federal Award Code: same as account key attribute c. Update report with new source for Expected Budget (yellow line in graph, column in first table, column in second table) | 07/17/2013 |
| 40 | 001 - Forecast Trend Analysis - Non Salary encumbrances | Open | Fixed | P1 | Normal | PI Annual Report Suite - New | Reta Kubler | Over to the right of the report below the 2nd grid: i. – add new grid with non-salary encumbrances by expense class ii. Add drill down to GL detail from this new grid | 07/17/2013 |
| 41 | 001 - Forecast Trend Analysis - drill down on actuals - children or single key reports only | Open | Fixed | P1 | Normal | PI Annual Report Suite - New | Reta Kubler | Create drill down on children reports only for both the YTD Actual and Monthly actual grids in the report. And if only one account key is selected have the drill down on that page. | 07/17/2013 |
| 42 | 001 - Forecast Trend Analysis - update account key selection prompt | Open | Fixed | P1 | Normal | PI Annual Report Suite - New | Reta Kubler | Update account key selection prompt with option to choose summary or leaf | 07/17/2013 |
| 44 | Re-stucture account key prompts - 001 - PM - Cost Projection Annual - Drill Through - FY | Open | Fixed | P1 | Normal | Account Prompt Restructure | Reta Kubler | Revise account key selection prompt to allow for selection of leaf level to be returned or consolidatioj with drill-down | 07/17/2013 |
| 45 | Re-stucture account key prompts - 001 - PM - Cost Projection Annual - YTD | Open | Fixed | P1 | Normal | Account Prompt Restructure | Reta Kubler | Revise account key selection prompt to allow for selection of leaf level to be returned or consolidatioj with drill-down | 07/17/2013 |
| 46 | Restructure account prompt - 002 - PM - Expense Class by Account | Open | Fixed | P1 | Normal | Account Prompt Restructure | Reta Kubler | Revise account key selection prompt to allow for selection of leaf level to be returned or consolidatioj with drill-down | 07/17/2013 |
| 47 | Restructure account prompt - 002b - PM - Account Status with Expanded Budget | New | Fixed | P1 | Normal | Account Prompt Restructure | Reta Kubler | Revise account key selection prompt to allow for selection of leaf level to be returned or consolidatioj with drill-down | 07/17/2013 |
| 48 | Restructure account prompt - 002b - PM - Account Status with Expanded Budget and Program Summary | Open | Fixed | P1 | Normal | Account Prompt Restructure | Reta Kubler | Revise account key selection prompt to allow for selection of leaf level to be returned or consolidatioj with drill-down | 07/17/2013 |
| 49 | Restructure account prompt - ABS reports | Open | Fixed | P1 | Normal | Account Prompt Restructure | Reta Kubler | Revise account key selection prompt to allow for selection of leaf level to be returned or consolidatioj with drill-down Account Budget Summary Report Account Budget Summary Report_with Next Period Pct in Key Account Budget Summary Report Snapshot Account Budget Summary Report Snapshot_With Next Pay Period Pct In Key | 07/17/2013 |
| 50 | Restructure account prompt - 001 - PM - Salary Expense by Account and Person - Working Plan vs Actua | Open | Fixed | P1 | Normal | Account Prompt Restructure | Reta Kubler | Revise account key selection prompt to allow for selection of leaf level to be returned or consolidatioj with drill-down | 07/17/2013 |
| 52 | Restructure Account Prompt - 001 - PM - Salary Expense by Account and Person - Working Plan vs Forec | Open | Fixed | P1 | Normal | Account Prompt Restructure | Barb Schnell | Revise account key selection prompt to allow for selection of leaf level to be returned or consolidatioj with drill-down | 07/17/2013 |
| 54 | 001 - Forecast Trend Analysis - create month-end version | Open | Fixed | P1 | Normal | PI Annual Report Suite - New | Reta Kubler | Need month-end snaoshot version of this report using new month end version of cc_Financials Exploded Report | 08/08/2013 |
| 26 | CPM #526 Check formatting on 001-PM - Hours Worked and Non-worked Wkg Pln vs Act by Quarter | Open | Fixed | P2 | Normal | Analytical Reports | Reta Kubler | Reported by Reta 3/2013 - Check formatting issues on hours that look like dollars "--Comment from Reta Kubler on 03/20/2013 at 07:02 pm See attachment, the two TOTAL Columns for the Fiscal Year seem to be linked when formatting so I could not make the correction on test. Negative Values need to be Red, Hours need to be Number and Amount needs to be Currency. " | 04/29/2013 |
| 35 | ABS report - add current pay period to report | Open | Fixed | P2 | Normal | Analytical Reports | Cindy Zhang | Ideally they would like this on the column in the bottom portion of the new version ofthe report currently labeled "Next Pay Period Pct In Key" For example "Next Pay Period (12) Pct in Key". Also, could this be put in the report header? "Report thru pay period: 11"? This has been requested to be completed and released to produciton for July month-end. | 07/03/2013 |
Reporting Items Waiting for Requirements Clarification:
| ID | Summary | Status | Resolution | Priority | Severity | Module | Assigned To | Description | date reported |
|---|---|---|---|---|---|---|---|---|---|
| 17 | 001 PM Cost Projection Annual FY and Drill DOWN to All Rev and Exp - INCURRED ACT SORT ISSUE | New | Needs More Info | P1 | Normal | Analytical Reports | Reta Kubler | When you drill down to All Revenue and Expenses AND then select the Incurred Actual Dollar Amounts to drill down on a SPECIFIC EXPENSE CLASS to 003 - GL Incurred Actuals - Salary Expenses , the expenses are NOT IN DATE ORDER, but sort of random BUT if you drill down to IFAS Budget Current, you can then only drill all incurred actual with all expense classes by Account key to 003 - GL Detail Incurred Actuals and in this full list all items are in date order. | 02/21/2013 |
| 21 | New employee list report - needs requirement | New | Needs More Info | P1 | Normal | Main | Reta Kubler | An urgent report request came up in the CPM priority discussion on 4/15/13 and needs requirements work for development to start. Please work with Kathy Morgan to document requirements in this workspace item. | 04/16/2013 |
| 67 | All reports with year as prompt need defaults updated to 2014 starting in October | Open | Needs More Info | P1 | Normal | Main | Reta Kubler | Reta. when should we cut over to using 2014 as the defaul? Need requirements by report. | 09/17/2013 |
| 7 | CPM 376: New Report: Working Plan, Actual, Forecast hours by month plus | New | Needs More Info | P2 | Normal | Analytical Reports | Reta Kubler | This report is a concept requested by Elizabeth Chapin. Needs review by Reporting team to decide on columns. See proto-type based on discussion with Elizabeth Chapin here: See : U:\Collaboration\FinTools Budget and Staffing Project\Reporting\CISL Reports\VETS Active Form | 09/12/2012 |
| 12 | Question with having account keys Setting Sorting to Ascending on Account Keys in Reports | Open | Needs More Info | P2 | Normal | Analytical Reports | Reta Kubler | If this is OK, I can change this on existing reports and we can incorporate it in new reports. It's easier to read and compare is the account keys appear in order. | 12/04/2012 |
| 19 | Research if shrink-to-fit PDF option is available | New | Needs More Info | P2 | Normal | Main | Reta Kubler | 03/07/2013 | |
| 20 | Prompt changes to various reports (add div code, facility, exclude FDID keys) | New | Needs More Info | P2 | Normal | Analytical Reports | Reta Kubler | Since we are training report users on how to save selection criteria on certain reports using the save view method, it is coming up that the account-ket based prompts will not be sufficient since new account keys will not automatically be included in the report view as they are added in IFAS. Because of thta we need Division Code added to certain reports. In addition we need the division code prompt to be smart enought to exclude FDID keys (e.g. exclude keys starting with 00). Also, EOL would like Facility to be added to certain existing reports. See attached list. | 03/13/2013 |
| 5 | Develop standard for report look and feel | New | Needs More Info | P3 | Normal | Analytical Reports | Reta Kubler | The reporting team needs to develop a standard for reporting including the following: - colors of column headers and row labels for crosstab and lis rpeorts - standard footers - standard for what to show at the top of report for selection criteria used (e.g. account key, fund source, etc.) - standards for the prompt page layout and wording | 08/14/2012 |
| 32 | Payment Tech Report needed in BI | New | Needs More Info | P3 | Normal | Analytical Reports | This report is no longer available in ART due to file changes by the card vendor. This provides necessary detail about these UPC purchases to admins and PI's that is not available in the simple listing in our GL Detail reports. | 06/26/2013 | |
| 30 | Source Paymentech data | New | Needs More Info | P5 | Normal | Operational Reports (Finance) | 05/23/2013 |