Report Catalog & BI Portal

Locate Reports

The Report Catalog available on this page is the original tool designed to help you search for and learn more about Enterprise Data Warehouse (EDW) reports. The Report Catalog contains some search functionality not yet in the Business Intelligence Portal, while the Portal contains all new ways of learning about reports and analytics. Visit the BI Portal to see the new face of report and analytics exploration at UW. Or jump down to the Finding and Running Reports Using the Report Catalog section of this page to learn more about how to use the Report Catalog.

New! UW Business Intelligence Portal


The new, feature-packed Business Intelligence (BI) Portal is now live. This intuitive site connects you to UW Enterprise Data Warehouse central reports and analytics.


Star your favorites, see what's trending, get report recommendations, stay abreast of new releases, see the underlying SQL queries, peruse data definitions, read how others are using reports, add your feedback, and more. This guided tour shows you how.

(UW NetID required)

Finding and Running Reports Using the Report Catalog

  • Search for a report using the Browse or Search tabs to the right.
    As you make selections in these tabs, the list of reports displayed below changes to match your selection.
  • To run a report, you need an account. When you find the report you want to run, click on the blue report name below.
  • When prompted to log in, your username is "netid\yournetid", without the quotes and replacing yournetid with your own UW NetID. Then of course enter your NetID password.
  • TIP: Internet Explorer provides the best browsing experience as some functionality is not available in other browsers

136 reports found

Displaying all reports

100 Percent Sponsor-Funded Faculty ( FIN1065 )

This report displays faculty with a home department in the selected OrgCode who submitted one or more applications to the UW Office of Sponsored Programs (OSP) during a FEC cycle they were paid 100% from sponsored funds.

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2013 Base Year Paid FTE Report ( FIN1075 )

The purpose of this report is to provide employee and paid FTE information for space coordinators and administrators to use in determining space utilization and functionalization in GeoSIMS. For each selected OrgCode, a list of employees by PI will be generated. All budget numbers contributing to an employee’s distribution (payroll) throughout FY 2013 will be shown along with the percentage each budget contributes to the FTE and the related A-21 cost pool of each budget.

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Academic HR FAC Reappointment Download ( AP1003 )

The report contains faculty appointments and distributions currently appearing in HEPPS/OPUS. If there are no distributions, no appointment data will be listed; if there are multiple distributions, the appointment data is repeated. Results are filtered by the selected Home Department Organization Code. All appointments (in all Appointing Departments) for faculty in the selected Home Department are shown. The faculty included in this report are those with a Service Period >= to 9.0. Appointments with an Hourly Pay Rate are excluded. It is for use by Academic Human Resources.

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Academic Personnel Appointments ( AP1001 )

Appointment FTE, Paid FTE and Full Time Rate

This report returns a list of active academic personnel, including FTE %, Paid FTE %, and full time rate, based on selected reporting and organizational codes. As personnel lists can change, data is returned based on the user-defined pay cycle end date. PaidFTE is derived for each appt by summing all 'Regular Equivalent Earnings' (earn types: REG, PLP, TFA, S/L, MLP, TRN, SUM) from Actual Distributions and dividing by the Full-Time Rate. Note: 9-month Faculty who are not paid during the summer will not appear during summer quarter pay cycles.

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Academic Personnel Appointments with Demographics ( AP1010 )

Active appointments as of [date]

Lists all active academic personnel for a selected Pay Period and a selected group of org units and job class codes. The appt FTE % and Full-Time Rate are as set in OPUS/HEPPS. PaidFTE is derived for each appt by summing all 'Regular Equivalent Earnings' (earn types: REG, PLP, TFA, S/L, SUM, MLP, TRN) from Actual Distributions and dividing by the Full-Time Rate. EXPORT INSTRUCTIONS: To export a nicely formatted Excel file, select 'XML file with report data' which saves the file with an .xml file extension, Open Excel, find that file looking at all file types, and open it.

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Active Job Classes ( HR1007 )

Parameter driven list of job classes, to allow users to determine correct job classes for running other mailing list reports.

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Advance Budget Number Report ( FIN1066 )

This report displays a list of grant and contract budgets in advance funding status for a selected Org Code structure. No historical information is reported.

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Affixed Payment Detail ( ACAD1014 )

Student account charges on charge code CHARGECODE - NAME for QRT quarter of YYYY for BRANCH.

Displays detailed charge information (i.e., amount charged, affixed, exempted and unpaid) by student for any entered charge code or charge code range within a date range. It is most useful for reviewing charge amounts placed on student accounts as well as determining which students have an outstanding balance. (Similar to: SDB Report SA70110-R-04)

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Aid Authorization and Disbursement by Year ( ACAD1020 )

By Fund Number and Student Name

Displays the dollar amount of aid authorized and disbursed by student number and name for a specified award fund/budget within each quarter over a given aid year. Report is useful for determining if all aid has been disbursed to students over the course of a year, or within a given quarter. For an individual quarter and award fund/budget, see "Aid Authorized and Disbursed by Quarter" report. (Similar to: SA70140-D-02)

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Aid Authorized and Disbursed for Aid Year and Quarter ( ACAD1038 )

Award Fund/Budget XX-XXXX for YYYY QRT Quarter | [ Exceptions Only | All Records ]

Displays the dollar amount of aid authorized and disbursed, and the difference between the two, by student number and name for a given fund/budget for a specified quarter and aid year. Report is useful for determining if all aid has been disbursed to students, or listing all students receiving aid, within a given fund/budget. For an complete year, see "Aid Authorized and Disbursed by Year" report. (Similar to: SA70140-D-04)

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Biennium Budget Balances report ( FIN1061 )

Biennium Budget Balance report (previously the Biennium Close Report) shows GOF, DOF-LFA and DOF-ICR funds and ROF for 608 and 609 for each unit. They are grouped by Budget Type/Budget Class and may be viewed in more detail by Org Major Area, Org Department, budget number and account code. These reports provide the units’ authorized biennial budgets, actual to-date expenditures, encumbrances, balance to-date, and expended percentage (i.e.: actual to-date plus encumbrance divided by the biennial budget). Fixed cost budgets are not included in this report. Data is updated periodically (see the Biennium Budget Balance Report timeline at To export the data to Excel without titles or formatting, click "View raw data (for Excel export)", then select "Excel" format and click "Export".

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Budget Detail by Payroll Unit ( PAYR1004 )

This report is a drill through report from Payment/Budget Verification report. This report provides additional information about budgetary breakout and supporting detail.

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Budget Summary by OrgCode ( FIN1016 )

This report displays budgeted amounts, encumbrances, transaction totals, and budget balances for the selected Org Codes, by account code, during a reporting period.

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Budget Type Class Matrix ( FIN1027 )

The Budget Type/Class Matrix is used to classify and group budgets by their funding sources and is maintained by the Office of Planning and Budgeting. This classification system facilitates fiscal reporting and internal monitoring of budgets and funding levels. The Matrix comprises four hierarchical levels of Budgets: Community > Family > Super Class > Type/Class. Budget Type/Class codes are assigned to budgets when they are created. Budget Type/Class code is a 4 digit code used to classify budgets by funding source. The first two digits represent the Budget Type, the last two digits represent the Budget Class, the lowest grain of budget grouping.

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Building Summary by OrgCode ( MSTR1009 )

This report displays a summary of assigned space for the selected facility by OrgCode.

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Building Summary by Primary Use ( MSTR1010 )

This report displays a summary of assigned space for the selected facility by primary use.

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Cashier Activity Report - Payments Received ( ACAD1041 )

Payment Activity for Cashier IDs for MM/DD/YYYY

Displays cashier payment transactions by student number, payment amount, bank deposit reference number, time of transaction and amount tendered by cashier ID. Useful for verifying cashier daily balance and otherwise auditing cashier drawers (similar to SDB report: SA32010-D-01 K)

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Class List By Curriculum Course Section ( ACAD1034 )

Current roster of registered or no longer registered students for each course by curriculum, course and section. Useful for reviewing satisfactory progress, managing curriculum, determining course overload issues. This report does not include grade information. Required selection parameters are year, quarter, college, department, curriculum, course number, and course section.

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College Space Data by Facility ( MSTR1012 )

This report displays a summary of assigned space for each OrgCode and facility that an Org Dean-level unit has assigned space in.

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College Space Data by OrgCode ( MSTR1011 )

This report displays a summary of assigned space for each OrgCode and facility that an Org Dean-level unit has assigned space in.

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Comparison of SDB & PNB Organization Hierarchies ( MSTR1001 )

Displays the Student Database (SDB) and Planning & Budgeting (PNB) organization codes and names based on links defined by the Financial Accounting System (FAS) org_code that exists in both systems. The comparison is between all campuses, colleges and departments from SDB records, and the campuses, colleges and departments associated with an academic unit in the current quarter from the PNB.

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Consolidated Budget Status Report Menu ( FIN1021 )

This report supercedes all varieties of the discontinued paper-based Consolidated Budget Status Report AM28619 and AM28225. It can be used to view current budget status information by OrgCode or by Parent Budget/Grant.

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Contact Information - Unmet Requests ( ACAD1017 )

This report provides contact information for all students who have attempted to register for a specified course and been denied for lack of space. Useful for contacting students when new sections are opened. Required parameters are Curriculum and Course Number.

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Contact Information By Major ( ACAD1015 )

This report provides email and mailing addresses for all students registered for a selected quarter in a specified major. Useful for creating email lists. Required parameters are  year, quarter, and major.

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Course Section Fill Rate ( ACAD1048 )

By Course Level, Department, Curriculum / First Registration Date for Quarter: { }

This report allows the user to see how full each course section is. For a selected Year, Quarter, Campus, Department, Curriculum, and Section Type, the user can see what the total capacity is (Total Seats), how many seats are taken, and percentage full. When more than one section of a course offered, clicking on the course section will show all associated course sections including joint course offerings. Each section will have its own capacity and % full. Note that the number of students denied can be misleading. Since students can see if a course is full during the registration process, they may not choose to try to register. Moreover, students may be denied because they don't meet course prerequisites. Thus, the number of students denied does not provide a perfect measure of unmet need.

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