Reporting Update - Spend Category Hierarchy Grouping Rollup

Cristina Cardenas | February 21, 2025

The reports listed below will be updated during the week of Monday, February 24 to enhance user ability to analyze expenses. Current state, these reports have the ability to expand directly from the ledger account value into all Spend Category detail lines. This update will group the Spend Categories into groupings determined in the All Spend Categories hierarchy. Reports will populate level 5 of this hierarchy with the ability to further expand to detail line items if needed. The hierarchy groupings can be viewed in the “Spend Categories – FDM Values" report.

  • College of Medicine - Consolidating Sources and Uses
  • College of Medicine - Sources and Uses
  • Managerial Balance Sheet
  • Sources and Uses - Annual Trending
  • Sources and Uses - Variance Analysis
  • Sources and Uses - Variance Analysis - Cost Center Drill
  • Sources and Uses - Variance Analysis - Operating Margin
  • Sources and Uses – Year End Encumbrance Validation
  • Sources and Uses by Activities and Events
  • Sources and Uses by Fund Group
  • Transfers Summary
  • Transfers Summary by Fund
  • University Balancing Unit Balance Sheet
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Workday, Finance, Financial Accounting, Reporting