Enterprise Reports Deployment Schedule


Deployment Schedule financial academic Human Resources

Financial

Set

Report Name

Report Description

Due Date

Delivered

A

Remaining Balance by Category and Org -Seattle (Top 5 Finance)

Summarizes budget totals by month by budget type

3/31/2009

4/2/2009

 

Remaining Balance by Category - Tacoma (Top 5 Finance)

Summarizes budget totals by month by budget type

3/31/2009

4/2/2009

 

Remaining Balance by Category - Bothell (Top 5 Finance)

Summarizes budget totals by month by budget type

3/31/2009

4/2/2009

 

Grant & Contract Certification Report (GCCR)

Generates the Quarterly Certification Report for non-faculty effort on sponsored projects including retroactive salary transfers (RSTs) posted during the reporting period

3/31/2009

3/26/2009

B

Standard Budget Index report by org code

Budget Index information for the user-selected OrgCodes

4/30/2009

4/22/2009

 

Custom Budget Index report by org code

Highly customizable report for all Budget Index information

4/30/2009

4/22/2009

O

MyFD Expense Transfer Volume Report

This report details MyFD Expense Transfer volume metrics for a selectable time period

6/15/2009

6/25/2009

 

Expense Transfer Report

JVs by org code & month. List of RSTs and detail data for any period by org code

6/15/2009

6/16/2009

 

Budget Summary by Org Code

Allows users access to summary information for budgets within an org code(s)

6/15/2009

8/20/2009

  Transaction Summary by OrgCode Allows users access to transaction summary information for budgets within an org code. 6/15/2009 8/20/2009

 D

Budget Type Class Grouping Matrix Shows the planning and budgeting Type Class grouping matrix that groups budgets into categories and subcategories based on type and classification December 2009 11/05/2009
  FAS Rejection Report Replaces current FAS paper report with a  web-based report. March 2010 January 2010
  Tran Detail Report Drill down report added to Transaction Summary by Org that allows the user to drill to individual transaction December 2009 11/04/2009
  Org Code and Budget Hierarchy Report Report showing the org code structures with associated budget hierarchies March 2010
  Custom Budget Summary Would allow users to specify current report period. Would display project period totals. Primarily used for Grant reporting. March 2010
Spring 2010 Y1 / Y2 Budget Amount View applied to Remaining Balance and Budget Sum by Org Code Would allow users to look at fiscal year budget amounts for state and local budgets. March 2010

 

Academic - Reports                                             Back to Top

Set

Report Name

Report Description

Due Date

Delivered

E

Top 5: Credit Hours by College

Number of credit hours taught by college

9/30/2008

9/30/2008

 

Top 5: Students by Campus

Number of Students by campus based on majors

9/30/2008

9/30/2008

 

Top 5: Students by College

Number of Students by college based on majors

9/30/2008

9/30/2008

 

Top 5: All UW Students

Number of Students at UW based on majors

9/30/2008

9/30/2008

 

Top 5: Major Credits Degrees

Displays graphs of headcounts by majors, credit hours instructed and degrees conferred, by college

9/30/2008

9/30/2008

F

Degrees

Number of degrees awarded by UW school/college, major

6/30/2009

 

 

ClassList by section

Number of students currently registered and withdrawn, by course number and section

6/1/2009

6/4/2009

 

Degree Applicants

List of students who have applied to graduate in the current or upcoming quarters

7/15/2009

10/5/2009

 

Student Transcript Details

List of UW Transcript entries for undergraduate students

7/15/2009

10/5/2009

 

Graduate and Undergraduate Admissions

Report tracks applicant status, # of offers, # of applicants, # of offers made, # of offers accepted, # of enrolled; by demographic information of international, residency, gender, ethnicity

TBD

 

 

Class List by course

Number of students currently registered and withdrawn, by course

TBD

 

 

Class list by curriculum

Number of students currently registered and withdrawn, by curriculum

TBD

 

 

SDB batch report replacements

TBD

TBD

 

 

Administrative College report

Who Do I own? Who Owns Me? by major, curriculum, degree

TBD

 

G

Pell Grants

Financial aid disbursed

Prototype 3/31/2009

Prototype 3/31/2009

  Student List (including majors) DeptInfo conversion 1/21/2010 2/1/2010
  Student Progress (Transcript Courses) DeptInfo conversion 1/21/2010 2/1/2010
  Student Degree Information DeptInfo conversion 2/5/2010 3/19/2010
  Student Minors DeptInfo conversion 3/8/2010 2/19/2010
  Student Current Registration DeptInfo conversion 2/9/2010 2/19/2010
  Student Quarterly Summary DeptInfo conversion 3/1/2010 4/30/2010
  Student Transfer Summary DeptInfo conversion 3/22/2010 4/30/2010
  Time Schedule Courses, Meetings, Instructors DeptInfo conversion 3/1/2010 4/30/2010
  Student Progress (Extension Courses) DeptInfo conversion 3/15/2010 3/12/2010
  Student Progress (Transfer Courses) DeptInfo conversion 3/15/2010 3/12/2010

 

Human Resources                                                        Back to Top

Set

Report Name

Report Description

Due Date

Delivered

H

Top 5 HR

Academic Personnel Appointments with Appt FTE, Paid FTE and Full Time Rate by Org, Group and Date

6/30/2009

7/16/2009

I

Academic_HR_FAC_Reappointment_Download Contains faculty appointments/distributions currently in HEPPS/OPUS. Appointments without distributions will not be listed.  All appointments (in all Appointing Departments) in the selected Home Department are shown.  The faculty included in this report are those with a Service Period >= to 9.0. Hourly Appointments are excluded." 11/15/2009 11/15/2009

 

Emeritus_Faculty_Earnings List of payments during the specified payment period for emeritus faculty paid using the “TFA” earn type. Results may be limited by Home Department Organization and/or Appointing Department Organization. 11/15/2009 11/15/2009

 

Faculty_Appointments_by_Appointment_Term List of Faculty Appointments by Appointment Term. Results may be limited by Home Department Organization and/or Appointing Department Organization. Faculty appointments with terms that are less than 9 months may be managed by the departments; this report is useful in determining those individuals that are inactive and may need further action. Faculty Appointments with appointment terms that are not 9 or 12 months may be problematic; this report can aid this review. 11/15/2009 11/15/2009

 

Faculty_On_Leave List of faculty appointments and distributions that are active on the specified that and that have a “leave” earn type.  Records are as they currently exist in HEPPS/OPUS. Results may be limited by Home Department Organization and/or Appointing Department Organization 11/15/2009 11/15/2009

 

Paid_Direct_Faculty_Earnings Includes Faculty Appointments and Distributions with a distribution Earn Type of "PDR - Paid Direct" for the selected date, which occur primarily in the School of Medicine. Results may be limited by Home Department Organization and/or Appointing Department Organization. 11/15/2009 11/15/2009
  Active Job Classes Used to query active job classes 11/15/2009 11/15/2009
  Creative Communications Mailing List Used by Mailing Services to generate master mailing list 11/15/2009 11/15/2009
  General Faculty Mailing List General Faculty List (GFL) .List of active faculty (ecs code="F") 11/15/2009 11/15/2009
  GFLE Mailing List General Faculty + Emeritus (GFLE). List of Faculty and Emeritus 11/15/2009 11/15/2009
  Mailing Services by Org Job Parameterized report to generate mailing lists 11/15/2009 11/15/2009
  PDDC Mailing List President, Deans, Directors, Chairs (PDDC). Professor, Director, Chair mailing list 11/15/2009 11/15/2009
  PDDC GFL Mailing List Combined Faculty and PDDC mailing list 11/15/2009 11/15/2009
  PFLB Mailing List Permanent Faculty and Librarians (PFLB) 11/15/2009 11/15/2009
  President Deans Mailing List President and Deans Mailing List 11/15/2009 11/15/2009
  Current_Online_Check_Register The official Check Register for the purposes of verifying accurate payday earnings for all employees of a Payroll Unit.  This report is to be accessed prior to payday to verify payments to employees and view current advice print status of all employees in a Payroll Unit. 11/15/2009 11/15/2009
  Employee_and_Payment_Verification_Download Provides employee information for a specific pay period.  This information includes basic Appointment, Distribution and Payment information.  This report detail is based on the Home Department PUC. 11/15/2009 11/15/2009
  Employee_Download_by_Org_Code Contains university-wide appointments and distributions by organization code.  If there are multiple distributions, the appointment data is repeated.  You can filter your selection by college, home department, appointing department as well as select one or more employment types and pay rate codes. 11/15/2009 11/15/2009
  Employee_Download_by_PUC University-wide appointments and distributions by PUC. If there are multiple distributions, the appointment data is repeated.  You can filter your selection by home department or appointing department as well as select one or more employment types and pay rate codes. 11/15/2009 11/15/2009
  Formatted_Employee_Download University-wide appointments and distributions, formatted one employee per page. If there are multiple distributions, the appointment data is repeated.  You can filter your selection by college, home department, appointing department as well as select one or more employment types, pay rate codes and job classes.   11/15/2009 11/15/2009
  Historical_Online_Check_Register Provides historical check register detail in paycycle increment views.  This report retains 24 paycycles. 11/15/2009 11/15/2009
  Payroll Payment_Verification Allows departments to verify payment information from the current and prior pay cycle. It can be organized by name or distribution budget numbers. You can drill-through to view payment detail information and budget breakdowns. 11/15/2009 11/15/2009
  Travel Card All Employees that have a Travel Card and their Employment Status 11/15/2009 11/15/2009
  Federal_Withholding_Exempt_Employees Employees who are exempt from Federal Withholding Taxes.  They may be Foreign Nationals or Deceased Employees. 11/15/2009 11/15/2009
  GTN Detail Allows Central Payroll to detailed  data about a specific deduction or contribution over a specified range of dates. 11/15/2009 11/15/2009
  Negative_ Federal_ WH_ Taxable_Gross Employees whose Federal Withholding  Gross balances are negative. 11/15/2009 11/15/2009
  Negative Pretax Reductions Employees whose pre-tax deduction balances are negative. 11/15/2009 11/15/2009
  Returning_Retirees-Medicare_Tax_Only Returning Retirees Employees who are only subject to Medicare taxation. 11/15/2009 11/15/2009
  Stipend_Recipients_with_Tax_Deductions Employees who are only receiving Stipend payments and who have additional federal withholding tax deductions. 11/15/2009 11/15/2009
  Supplemental_Retirees_with_FWT Employees who are only receiving Supplemental Retiree payments who have federal withholding tax deductions. 11/15/2009 11/15/2009
  Supplemental_Retirees_with_Pretax_Reductions Employees who are only receiving Supplemental Retiree payments who have pretax deductions. 11/15/2009 11/15/2009

 

Please email questions and comments to dmc-support@u.washington.edu