Enterprise Reporting System

The Enterprise Reporting System (a.k.a. ERS) application is a Microsoft Excel based program. The ERS allows users to query the UCRFStotals and SUPER-D.O.P.E. databases and automatically produce formatted summary and detail reports. Salary and non-salary projections can be included. The final reports are Excel spreadsheets (all totals are formulas, not static numbers). The spreadsheets can, of course, be customized after processing is complete.

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Reports

The ERS produces three different reports:

  1. Expense Overview (compares appropriations and expenditures for expense accounts).
  2. Operating Statement (includes revenue accounts and produces a current year P&L by fund).
  3. Operating Statement including Unexpended Balance (includes revenue accounts and produces a current year P&L by fund; also includes the fund equity balance forward and any current year unexpended balance transactions).
   
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Shared Fund Sources

The ERS also accommodates shared fund sources with the following options:

  • Budgeting by Cost Center
  • Management Reports (by Activity, Fund, and Function) providing an overview of Allocations by Cost Center, Expenditures, and Balances.
   
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Recent Enhancements

Recent enhancements include: The detail report now provides outstanding lien balances from the encumbrance ledger. In addition, a condensed detail report is being provided so that PIs can review current period activity on a single page format.

   
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