monthly variance reports

Monthly Variance Reports

December 2019 Controller’s Office – MyReports Job Aid of 17

Use this menu to quickly access training materials for the MyReports UCSF Health Monthly Variance Reports. The job aids listed provide step-by-step

instructions for filtering and working with each report. You can jump to the job aid you need by clicking the desired Title. Use the Home icon ( ) at the end of

each document to return to this page.

Title Description

Monthly Variance Summary Report

Displays a summarized dashboard overview of financial performance as of a selected month and fiscal year to

date (YTD). The report displays actuals, fixed budget and flex budget, and corresponding variances for

Statistics, Revenue, Expense, Non-Operating Income/Expense, and Other Changes in Net Position.

Monthly Variance by Alt Account Report

Provides an overview of financial performance and variance by Alt Account as of a selected month and fiscal year to date (YTD). The report displays fixed budget, actuals, flex budget, and variances for Statistics, Revenues, Expenses, and Other Changes in Net Position. The report can be displayed at summary and detail Alt Account Levels.

Monthly Variance Trend Report

Displays monthly actuals on a fiscal year basis and calculates monthly and year to date (YTD) variances to flex

budget. The report displays Statistics, Revenues, Expenses, and Other Changes in Net Position. Amounts can

be displayed at summary and detail Alt Account Levels.

Monthly Variance by Dept ID Report

Compares actuals to fixed and flex budget and calculates variances for a selected month and fiscal year to date

(YTD). The report uses the Dept ID tree, displaying results for selected Dept IDs in a hierarchy. Results can be

viewed at an aggregated Dept ID level or expanded down to the posting level Dept ID. The report data includes

Statistics, Revenues, Expenses, and Other Changes in Net Position.

Alt Account Detail Report (ADR) Displays detailed transaction information by Alt Account, including Payroll, Accounts Payable (AP), BearBuy Purchase Orders, and Financial Journals. Facilitates research and reconciliation.

McKesson AP (Accounts Payable) Detail Report

Displays detailed information for vouchers created in McKesson and posted to PeopleSoft, including vendor, purchase order (PO), Invoice, Voucher, and Item detail. The report can also be used for basic inquiry by Voucher or Vendor details.

Additional Information & Assistance

• More information about MyReports, including how to request access and additional training, is available in the MyReports section of the Controller’s Office website

• If you require help with a technical problem, or have a question about a specific report, contact the Controller’s Office Solution Center at [email protected] or 415.476.2126

• To stay informed about MyReports news, follow the directions on the MyReports section of the Controller’s Office website to join the MyReports ListServ

https://controller.ucsf.edu/services/strategic-initiatives/myreports

mailto:[email protected]

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The Monthly Variance Summary Report displays a summarized dashboard

overview of financial performance as of a selected month and fiscal year to date

(YTD). The report displays actuals, fixed budget and flex budget, and

corresponding variances for Statistics, Revenue, Expense, Non-Operating

Income/Expense, and Other Changes in Net Position.

What can I learn from the Monthly Variance Summary Report?

• Graphical summaries of information about financial performance for a

Dept ID or set of Dept IDs allow operational and clinical managers to

quickly evaluate monthly financial health as the fiscal year progresses

• VAT Alerts identify Dept IDs with variances below financial performance

thresholds in the Variance Analysis Tool (VAT)

• Use hyperlinks to drill to additional monthly variance reports for further

details in tabular format

Report Date Filter

The default date for the Monthly Variance Summary Report

is the last closed month. Use the Report Date as of

drop-down menu to select a previous closed month or future

month.

• West Bay users can view budget, flex, and actuals data for any month

beginning with July 2014. Statistics data are available for any month

beginning with July 2016.

• East Bay users can view actuals data for any month beginning with July

2016. Budget, flex, and statistics data are available for any month beginning

with July 2017.

• All users can view budget data for any month through the end of the current

fiscal year

Report Specific Filters

Business Unit (BU) is the only required (*) chartstring filter. The filter page

defaults to select all UCSF Health BUs. You may override the default and

select an individual BU or multiple BUs.

At least one of the conditionally required fields denoted by an orange

triangle ( ) must be selected. You must enter either a Functional Owner,

or one or more Dept IDs.

Begin typing the Functional Owner name or Dept ID and select the

desired value from the drop-down list that appears

The Functional Owner filter allows you to run the report for all Dept IDs

where the selected Functional Owner is assigned one of the following

roles in PeopleSoft: Senior Executive, Executive Director, Business

Officer, or Head of Unit

• You can only select a single Functional Owner

• The Functional Owner filter should not be used with the Dept ID filter

See the Filtering and Running Reports in MyReports job aid for additional

information and tips & tricks for using the filters to configure your report criteria

Report Output

• Select desired report

output, On Screen

HTML or PDF ( ),

and click the Run

Report button ( )

• Use On Screen HTML to take advantage of the features and functionality

available only in the HTML report view described on the next page

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Working in the Report View

The Financial Performance tab (default) displays summary financial

performance and variance data for the selected month and YTD.

Red text in Financial Performance indicates unfavorable results

Click the FY Actuals & Fixed Budget tab to review planned full-

year totals with breakout of actuals (completed months) and

budgets (future months) by month

By default, Variance by DeptID displays unfavorable variances for all

Expenses, Non-Operating Income, and Other Changes for the selected

month (default). Use the drop-down menus to:

Select a different category of revenue, expense, UOS, or FTEs

Show Variance # or Variance %

Show Unfavorable or Show Favorable variances

Click the tab to view Variance by DeptID for the Year-to-Date

Variance Analysis Tool (VAT) Alerts identify Dept IDs with variance

tolerances that are out of range. Click on the tabs ( ) to review:

• VAT Volume Alerts = UOS < 95% of monthly budget

• VAT Monthly Expense Alerts = Monthly Variance > $50,000 and 7.5% of flex

• VAT YTD Expense Alerts = YTD Variance > $100,000 and 15% of flex

• VAT FTE Alerts = Identifies Dept IDs having a variance of more than 2 productive FTEs with monthly worked productivity below 95%

The Rolling 12 Month Trend graph displays data for your selected month

and the 11 prior months:

• Blue bars show Actuals within Flex

• Red bars show Actuals over Flex

• Solid blue lines show the Flex Budget trend

• Dotted blue lines show the Fixed Budget trend

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Drills to Monthly Variance Trend Report

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Drills to Monthly Variance by Alt Account Report for selected Dept ID

Select a different category of revenue, expense, UOS, or FTEs

Financial Performance Flex Variance %

OUTSTANDING 2% and above

AT TARGET Greater than or equal to 1% and less than 2%

AT THRESHOLD Greater than or equal to -1% and less than 1%

BELOW THRESHOLD Less than -1%

Drills to the Monthly Variance by Alt Account Report

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Hold your cursor over a bar to display the pay period end date and the amount for Actuals within flex (blue) or Actuals over flex (red)

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When available, clicking the month and year will open a Monthly Variance by Alt Account Report

Drills to Monthly Variance by Alt Account Report for selected Dept ID

When checked, the Show Prior Year checkbox displays a gray solid line for the prior year’s (PY) Actuals

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Tips & Tricks

• Monthly FTE statistics are calculated as the total hours recorded for the

month divided by the total work hours as established for the month in EPSi.

The total work hours for each month will vary according to the total number

of days in the month.

• YTD FTE statistics are calculated as the total hours recorded for all

completed months in the fiscal year (through the selected month) divided by

the total work hours established for the same period.

• The MyFavorites functionality allows you to save and retrieve frequently

used filter criteria. See the Managing and Scheduling MyFavorites in

MyReports job aid for instructions on saving report parameters to

MyFavorites, selecting a saved MyFavorite, and running a report from a

saved MyFavorite.

• For the easiest navigation when using MyReports, close extra browser

tabs/windows (usually the result of drilling through to another report) when

you have completed reviewing and/or exporting the information

https://controller.ucsf.edu/job-aids/strategic-initiatives/myreports/managing-scheduling-myfavorites-myreports-job-aid





The Monthly Variance by Alt Account Report provides an overview of

financial performance and variance by Alt Account as of a selected month and

fiscal year to date (YTD). The report displays fixed budget, actuals, flex budget,

and variances for Statistics, Revenues, Expenses, and Other Changes in Net

Position. The report can be displayed at summary and detail Alt Account

Levels.

What can I learn from the Monthly Variance by Alt Account Report?

• Provides alt account-level details to support the monthly financial

performance review process for operational and clinical managers

• Displays monthly and YTD variances between budgets and actuals

• Reports can be run for a Functional Owner or by selected Dept ID(s) at any

level of the Dept ID tree

• Includes options to display or exclude Fixed Budget, Flex Budget and Prior

Year Actuals amounts

• Drills to additional reports to display detailed transaction data for further

analysis

Report Date Filter




month.






with July 2017.


fiscal year


Business Unit (BU) is the only required (*) chartstring filter. The filter page

defaults to select all UCSF Health BUs. You may override the default and

select an individual BU or multiple BUs.

At least one of the conditionally required fields denoted by an orange triangle ( ) must be selected. You must enter either a Functional Owner, or one or more Dept IDs.

Begin typing the Functional Owner name or Dept ID and select the desired value from the drop-down list that appears

The Functional Owner filter allows you to run the report for all Dept IDs where the selected Functional Owner is assigned one of the following roles in PeopleSoft: Senior Executive, Executive Director, Business Officer, or Head of Unit


• Excel and Unformatted report outputs will include a list of all Dept IDs

assigned to that Functional Owner


You can further refine your data or display additional data using these additional options in the Report Specific Filters section. These filters also appear in the On Screen HTML report view:

Display Alt Account Level

• Select Alt Account Level

between Level B and Level F

• Default is Level D

Display Codes & Descriptions

• Display codes and descriptions

• Display codes only

• Display descriptions only (default)

Display Amounts

• Round to dollars (default)

• Round to thousands

• Show 2 decimal places

Additional Options

• Display Fixed Budget (default)

• Display Flex Budget (default)

• Display Prior Year Actuals


information and tips & tricks for using the filters to configure your report criteria.

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Report Output

• In addition to the report output selections of On Screen HTML (default),

PDF, and Excel ( ), you can choose Unformatted Data ( )

• Run the report to On Screen HTML to take advantage of the features and

functionality available only in the HTML report view described below.

• Selection of the Unformatted Data output returns an Excel file that has no

special formatting, a single row for column headings, and contains all report

data, making it the best source for pivot tables and other advanced

spreadsheet analysis

• Select your desired report output and click the Run Report button ( )

In both Excel outputs (standard Excel and Unformatted Data), the workbook

will contain at least two tabs. The first tab/sheet always displays the entered

filter criteria. The second tab/sheet displays the data and differs depending on

whether you selected standard Excel or Unformatted Data.


Refine or display additional report

data using any of the drop-down

menus in the HTML report header.

These filter options also appear in

the Report Specific Filters section

of the filter page. Make your

selections then click the Update

button to re-run the report.

Alt Account Level – Select from Alt Account Levels B, C, D, E, or F (posting accounts)

Codes and Descriptions – Display codes and descriptions; Display codes only; Display descriptions only

Amounts – Round to dollars; Round to thousands; Show 2 decimal places

Click to hide or Display Fixed Budget

Click to hide or Display Flex Budget

Click to hide or Display Prior Year Actuals

If you have run the report for a Functional Owner, the Refine Dept ID Selection filter is available to narrow the scope of Dept IDs displayed in the report. (This filter is only available when you run the report using the Functional Owner filter.)

Click on Refine Dept ID Selection to open the filter

Click the and symbols to expand or collapse each level of the Dept ID tree

Select the Dept IDs that you wish to include in the report by checking their box(es)

Click Update to re-run the report – the revised report will display only the selected Dept IDs

To revert the report back to the full set of Dept IDs belonging to the specified Functional Owner, click Deselect All, then click Update

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Click Update to re-run the report with the selected settings

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In the body of the report, click on a blue hyperlinked number to display additional transaction details:

YTD fiscal year column header

(YTD YYYY-YY) – displays a


UOS value – displays a Unit of

Service Detail Report

Actual dollar value – displays an

Alt Account Detail Report

Statistics rows with black underlines

can be expanded to display more detail:

• Click on an underlined UOS row ( )

to view units of service by type

• Click on an underlined FTE row ( )

to view the FTE by Productive and

Non-Productive labor categories

Alt Account rows with black

underlines can be expanded to

display more detail:

• Click on an underlined Alt

Account description to view

details at Alt Account

Level F (posting accounts)

• To expand all Alt Account

rows on the report, select a

lower Alt Account Level

(E or F - posting accounts)

from the drop-down menu

in the upper right-hand

corner of the HTML report

header. Click Update to re-

run the report at the

selected level.

Tips & Tricks

• When you export Excel output from the On Screen HTML view, only the

data displayed on screen is exported. Expand the Dept ID tree to the

desired level before generating Excel output.












saved MyFavorite.




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Right click in the white space to the right of the underlined row label and select Drill Up to return to the original Alt Acct level:






The Monthly Variance Trend Report displays monthly actuals on a fiscal year

basis and calculates monthly and year to date (YTD) variances to flex budget.

The report displays Statistics, Revenues, Expenses, and Other Changes in Net

Position. Amounts can be displayed at summary and detail Alt Account Levels.

What can I learn from the Monthly Variance Trend Report?

• Provides monthly trend comparison of actuals vs budgets as a component

of the monthly financial review process for operational and clinical

managers

• Displays monthly and YTD variances between flex budget and actuals

• Reports can be run for a Functional Owner or by selected Dept ID(s) at any


• Includes option to display or exclude Fixed Budget columns

• Drills to additional reports to display detailed transaction data for further

analysis

Report Date Filter




month.






with July 2017.


fiscal year


Business Unit (BU) is the only required (*) chartstring filter. The filter page defaults to select all UCSF Health BUs. You may override the default and select an individual BU or multiple BUs.








You can further refine your data or display additional data using these additional options in the Report Specific Filters section. These filters also appear in the On Screen HTML report view:

Display Alt Account Level

• Select Alt Account Level between

Level B and Level F

• Default is Level D





Display Amounts



• Show 2 decimal places .

Display Fixed Budget

• Display Fixed Budget (default)

• Uncheck to hide Fixed Budget columns


information and tips & tricks for using the filters to configure your report criteria

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Report Output















Refine or display additional report



These filter options also appear in

the Report Specific Filters

section of the filter page. Make

your selections then click the Update

button to re-run the report.

Alt Account Level – Select from Alt Account Levels B, C, D, E, or F

(posting accounts)

Codes and Descriptions – Display codes and descriptions; Display

codes only; Display descriptions only

Amounts – Round to dollars; Round to thousands; Show 2 decimal places

Click to hide or Display Fixed Budget. Note that Unit of Service (UOS)

does not flex, so the Flex Budget and Flex Variance columns will be blank.

If you have run the report for a Functional Owner, the Refine Dept ID Selection filter is available to narrow the scope of Dept IDs used in the report. (This filter is only available when you run the report using the Functional Owner filter.)

Click on Refine Dept ID

Selection to open the filter

Click the and symbols

to expand or collapse each


Select the Dept IDs that you

wish to include in the report

by checking their box(es)

Click Update to re-run the report – the revised report will display only

the selected Dept IDs

To revert the report back to the full set of Dept IDs belonging to the

specified Functional Owner, click Deselect All, then click Update

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Click Update to re-run the report with the selected settings

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In the body of the report click on a

blue hyperlinked number to display

additional transaction details:

UOS value – displays a Unit of

Service Detail Report

Actual dollar value – displays

an Alt Account Detail Report

Statistics rows with black underlines can be expanded to display more detail:

• Click on an underlined UOS row

( ) to view units of service by

type

• Click on an underlined FTE row

( ) to view the FTE by

Productive and Non-

Productive labor categories

Alt Account rows with

black underlines can

be expanded to display

more detail.

• Click on an underlined Alt

Account description to view

details at Alt Account

Level F (posting

accounts).

• To expand all Alt Account rows on the report, select a lower Alt Account

Level (E or F - posting accounts) from the drop-down menu in the upper

right-hand corner of the HTML report header. Click Update to re-run the

report at the selected level.

Tips & Tricks

• When you export Excel output from the HTML report, only the data

displayed on screen is exported. Expand the Dept ID tree to the desired

level before generating Excel output.












saved MyFavorite.




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Right click in the white space to the right of the underlined row label and select Drill Up to return to the original Alt Acct level:

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The Monthly Variance by Dept ID Report compares Actuals to Fixed and Flex

Budget and calculates variances for a selected month and fiscal year to date

(YTD). The report uses the Dept ID tree, displaying results for selected Dept IDs

in a hierarchy. Results can be viewed at an aggregated Dept ID level or

expanded down to the posting level Dept ID. The report data includes Statistics,

Revenues, Expenses, and Other Changes in Net Position.

What can I learn from the Monthly Variance by Dept ID Report?

• Provides department-level details to support the monthly financial

performance review process for operational and clinical managers

• Displays monthly and YTD variances between fixed budget and actuals for Unit of Service and Operating Revenue

• Displays monthly and YTD variances between flex budget and actuals for FTE and Expenses, Non-Operating Income, and Other Changes

• Includes option to display all levels of the selected Dept ID hierarchy

• Reports can be run for a Functional Owner or by selected Dept ID(s) at any level of the Dept ID tree

• Drills to additional reports to display detailed transaction data for further analysis

Report Date Filter




month.






with July 2017.


fiscal year

See the Filtering and Running Reports in MyReports job aid for additional information and tips & tricks for using the filters to configure your report criteria


Business Unit (BU) is the only required (*) chartstring filter. The filter page defaults to select all UCSF Health BUs. You may override the default and select an individual BU or multiple BUs.








You can further refine your data or display additional data using these additional options in the Report Specific Filters section. These filters also appear in the HTML report view:





Display Amounts



• Show 2 decimal places

.Expand Dept ID Tree

• Expands report to display all levels of the Dept ID tree (default is unchecked)

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Report Output















The Monthly Variance by Dept ID Report contains two tabs with different

report views. The selected report is indicated by a white tab background:

• The first tab displays a report for the selected month

• The second tab displays a report for the fiscal year to date

• Report variances are shown in black if they are favorable and in red if they

are unfavorable.

• Refine or display additional report



These filter options also appear in the

Report Specific Filters section of the

filter page. Make your selections then click the Update button ( ) to re-

run the report.

• Black underlined Dept ID rows can be expanded. Click on an underlined

Dept ID name to expand that row to the next lower level of the Dept ID tree.

• To expand all Dept ID rows on the report, select the Expand Dept ID Tree

checkbox ( ) in the upper right-hand corner of the HTML report header

and click Update to re-run the report

• A report in the expanded Dept ID format (or an expanded row) displays

Dept IDs at the posting level, and allows drill-through to additional reports.

Click on a blue hyperlinked Dept ID name to display a Monthly Variance

by Alt Account Report for the Dept ID selected:

Right click in the white space to the right of the underlined row label and select Drill Up to return to the original Dept ID level

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• Click on a blue hyperlinked number in the UOS Actual column to display a

Unit of Service Detail Report for the Dept ID selected:

• Click on a blue hyperlinked number in the Expenses, Non-Operating

Income, and Other Changes Actual column to display an Alt Account

Detail Report for the Dept ID selected:

Tips & Tricks

• When you export Excel output from the HTML report, only the data

displayed on screen is exported. Expand the Dept ID tree to the desired

level before generating Excel output.












saved MyFavorite.







Alt Account Detail Report (ADR)


The Alt Account Detail Report (ADR) displays detail transaction information

for all financial transactions and journal entries posted to the PeopleSoft

general ledger.

What can I learn from the Alt Account Detail Report?

• Provides accurate and timely information for researching transactions

• Facilitates reconciliation to source documents and/or source systems

• Displays when drilling through for more detail from other reports

Report Date Filter

Choose the date range using the From and

To dropdown menus. The default date range

is set to the current open accounting period.

Chartstring Filters

Select Business Unit (BU), or multiple BUs – this is a required (*) field

Enter the Alt Account and/or any other chartfield parameters desired. At least one of the conditionally required fields denoted by an orange triangle ( ) must be selected.




You can further refine your search by Transaction Type ( ); Source Code ( ); Columns Displayed ( ); and/or Vendor, Journal Preparer, or specific Journal ID ( ). You may also choose to display detailed columns in the report by checking the Show Detail Columns in Report checkbox ( ). All of these filters are optional.

Report Output















• Information displayed in the Reference

Column (Ref/Inv ID) differs depending on

the type of transaction:

Invoice number for vouchers outside McKesson

Subcontract ID for subcontract vouchers

Expense Report Name for MyExpense

Cardholder Name for PCard

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Alt Account Detail Report (ADR)


• You can choose to display more detailed information about each

transaction by clicking the Show Detail Columns checkbox. Columns will

be added to the report including Journal ID and Journal Preparer for

journals, PO ID, Vouch ID, Vouch Date, and Invoice Date for BearBuy

purchases, and Title Code, DOS, and Pay Pd End Date for West Bay

payroll.

• To display additional detail columns ( ):

Click the Show Detail Columns checkbox

Click the Update button

• All columns in the ADR are sortable, either ascending or descending.

Simply click the up or down arrow ( ) in the column you would like to

sort.

• In the report view, select a blue

hyperlink in the Amount column ( )

to display details for a McKesson

voucher in the McKesson AP Detail

Report, the PO ID column ( ) to view

more detail for a BearBuy PO, or a

hyperlink in the Voucher ID column ( )

to view more detail in the Accounts

Payable/Purchase Order Inquiry Report. In most UCSF Health use

cases, when a PO ID or Voucher ID is linked, it is related to a MyExpense

or BearBuy PO or Voucher.

• You can also choose to

display more detailed

benefits information by

clicking the Show

Benefit Detail Rows

checkbox and then the

Update button. The

report will display more

detailed information on

benefits such as FICA

and Workers’ Comp.

• Since the ADR returns data in list form without subtotals or groupings, you

can further refine your report using the Sort 1 and Sort 2 options:

First, click the Sort 1 drop-down menu

Select your first

grouping value from the

list

If desired, click the Sort

2 drop-down menu

Select your second

grouping value from the

list

Click the Update button

The report now displays data in your chosen groups with subtotals:

Tips & Tricks

• Run an ADR for the narrowest criteria applicable:

o In most cases, running a Monthly Variance report first, then drilling on

items needing further research will be more efficient

o If you require detailed transaction information, filter your ADR report for

the shortest date range and lowest Dept ID. Consider limiting the report

by Transaction Type when possible.

• The ADR only displays transactions for the time period selected

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Sort 1 = Dept ID Sort 2 = Alt Acct Level D

Subtotals by Alt Acct Level D, then Total for Dept ID

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The McKesson AP (Accounts Payable) Detail Report displays detailed

transaction information for vouchers created in McKesson and posted to

PeopleSoft, including vendor, PO, invoice, voucher, and item detail.

What can I learn from the McKesson AP Detail Report?

• Provides accurate and timely information for researching transactions

• Facilitates reconciliation to source documents and financial reports

• A McKesson AP Detail Report is displayed when you drill through from the

Alt Account Detail Report

• Allows inquiry by PO, invoice, vendor, voucher, or item details

Report Date Filters

The default date range is the current open accounting period.

You can use the From and To dropdown menus to select a different date range.

Chartstring Filters

Select Business Unit (BU), or multiple BUs – this is a required (*) field.

Enter the Alt Account and/or any other chartfield parameters desired. The Alt Account and Dept ID filters are limited to include only those values used in the McKesson system.



Remember: you must use at least one of the Chartstring or Report Specific

conditionally required fields denoted by an orange triangle ( ).


You can further refine your search by PO Number, Invoice Number, Voucher

ID, Vendor Name, or by a specific or general Item Description.


• You can only select a single

Functional Owner

• Excel and Unformatted

report outputs will include a list

of all Dept IDs assigned to that Functional Owner


Select the Show Detail Columns in Report checkbox to display the full

chartstring for each transaction in the report.

Report Output














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• The McKesson AP Detail Report allows you to further refine your report

using the Sort 1 and Sort 2 options:

Click the Sort 1 drop-down and

select the first value from the list

If desired, select a second

grouping from the Sort 2 drop-

down

Click Update

Your report is refreshed and now displays data in your chosen groups

with subtotals:

• You can choose to display the full chartstring for

each item in the report by selecting the Show

Detail Columns ( ) checkbox. Click Update

to refresh the report and display the chartstring

detail.

• All columns in the McKesson AP Detail Report can be sorted. Click the up

or down arrow ( ) in the column to sort in ascending or descending order.

Tips & Tricks

• The McKesson AP Detail Report only displays voucher transactions after

they have been posted to PeopleSoft. McKesson payment information is

not available in the McKesson AP Detail Report.

• Each SpeedType recorded in McKesson is translated into the full

PeopleSoft chartstring at the time of posting. This facilitates drill through

from transactions in the Alt Account Detail Report (ADR) to the voucher

details in the McKesson AP Detail Report.

• A McKesson AP Detail Report displays when you drill through from the

ADR. Drill detail is available only for journals posted on or after

February 2018.




MyFavorites, and how to select and run a saved Favorite.




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Sort 1 = Dept ID Sort 2 = Alt Account

Subtotal by Alt Account

4 4

https://controller.ucsf.edu/job-aids/strategic-initiatives/myreports/managing-scheduling-myfavorites-myreports



monthly variance reports

Documents