Overview

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Dashboards and reports are built by developers within various organizations across UCSD.  Issues related to these dashboards and reports should be routed to the organization responsible for the development and maintenance of the reports.

Users should be referred to bah.ucsd.edu or KB0033428 to Request a New Report, Enhance a Report, Contribute a Report, Ask Questions / Report Issues or Request Access in the future.

Critical Concepts

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• Chrome and Firefox are the only supported browsers for all reporting tools
• VPN is required to access reports
• Access must be requested and approved before a user can run a report
• Before beginning, you will need:
  
  • Name of dashboard, report or panorama
  • URL of dashboard, report or panorama
  • Screenshot of error message

Steps to Take

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Route SNOW tickets to the organization responsible for the development and maintenance of the dashboards and reports using the following information.

• Budget and Financial (Oracle) dashboards, reports and panoramas
  
  • Related issues should be routed in Service Now to
    
    • Organization: Budget & Finance Services
    • Service offering =Oracle Financial Reporting Tools
    • Assignment group = BFP-ICA-FinancialReporting&BISupport
  • These reports can be identified by the following key words:
    
    • Oracle
    • Ledger
    • General Ledger (GL)
    • PPM
    • Reconciliation
    • Expenditure
    • Chart of Accounts (CCOA)
    • Project
    • OFC Index Lookup
    • Financial Activity Hub (FinAH)

 

• HR and Payroll (UC Path) dashboards and reports
  
  • Related issues should be routed in Service Now to
    
    • Organization = UCPath
    • Service offering =UCPath-Employee Support Reporting
    • Assignment group = UCPath-Reporting
  • These reports can be identified by the following key words:
    
    • Distribution of Payroll Expense (DOPE or DOPES)
    • Benefits
    • Salary
    • Tax
    • Compensation
    • Employee
    • Position Funding
    • Position
    • Work Study
    • Employee Activity Hub (EAH)

 

• Research (Kuali) dashboards and reports
  
  • Related issues should be routed in Service Now to
    
    • Organization = Research
    • Service offering =Sponsored Research Reporting & Analytics
    • Assignment group = RES-SponsoredResearch-Reporting
  • These reports can be identified by the following key words:
    
    • Award
    • Proposal (PO or EP) 
    • Sponsored Research
    • Contract & Grant
    • Research Activity Hub (RAH)

 

• Student dashboards and reports
  
  • Related issues should be routed to the Registrar's office via emailing registrar@ucsd.edu
  • These reports can be identified by the following key words:
    
    • Student
    • Enrollment
    • Undergrad
    • Grad
    • Student Activity Hub (SAH)

 

Issues related to the tool used to build the report can be routed to the tool support team.  

• Cognos - URL will contain cognos or cog 
  
  • Organization = IT Services
  • Service Offering = Cognos & Tableau
  • Assignment group = ITS-BusinessIntelligence

 

• Oracle - URL will contain oraclecloud.com
  
  • Organization = Budget & Finance Services
  • Service offering = Oracle Financial Reporting Tools
  • Assignment group =BFP-ICA-FinancialReporting&BISupport

• Tableau - URL will contain Tableau
  
  • Organization = IT Services
  • Service Offering = Cognos & Tableau
  • Assignment group = ITS-BusinessIntelligence

 

Issues related to bah.ucsd.edu, related to blended reports or those that cannot be identified can be sent to the ITS-BusinessIntelligence team.

• Organization = IT Services
• Service Offering = Cognos & Tableau
• Assignment group = ITS-BusinessIntelligence