About UCLA BI & Financial Reporting
UCLA’s Central Finance Office supports a vibrant community of over 60,000 students, faculty, and staff members, ensuring timely and accurate processing of financial transactions in accordance with UC policy and federal/state regulations. In close partnership with the UC system and external regulatory bodies, our team oversees financial operations, data integrity, and compliance across multiple systems, including UCPath (for compensation), Bruin Buy Plus, DACSS, and the various reporting systems.
Whether you're validating financial data, preparing reports for executive review, or navigating system transitions, this site will serve as your gateway to reliable, actionable financial insights.
Discover general financial reporting tools, data definitions, and business scenarios that support financial accountability across UCLA’s enterprise systems. These reports provide access to curated dashboards, reports, and analytics designed to meet the needs of campus leadership, business officers, and operational teams.
Report Access & Tableau
Each dashboard will open in Tableau and it is possible you may not have access to our resources as access is granted based on specific business needs. Please submit a request to the CRU Business Intelligence Team, including a detailed business justification, and we'll help you get the information you need to make informed decisions.
Accessing Reports
Currently, the only reports available are for UCPath/Payroll area, but additional reports are under development for each of the following areas.
Report Area | Description | Access |
|---|---|---|
| UCPath/Payroll | Discover payroll reporting tools, data definitions, and business scenarios that support financial accountability across UCLA’s enterprise systems. | Access Area |
| Budget & Planning | Designed for campus business officers, this dashboard provides essential planning and budgeting reports. It facilitates internal analysis of budget variances against university plans stored in the Oracle Planning and Budgeting tool, leveraging Managerial Reporting hierarchies for a consistent structure. | Coming Soon |
| General Ledger | Financial Management reports found here allow fiscal staff to efficiently manage daily operations. These reports provide the data needed to track balances, evaluate financial health, and monitor transactions. | Coming Soon |
| BruinBuy + | Coming Soon | Coming Soon |
| Concur | By using Concur reports, reviewing numerous expense reports and credit card transactions becomes a straightforward process. These resources provide immediate answers to business questions about transaction statuses and deliver a complete picture of past travel, event, and procurement card expenditures. | Coming Soon |
| Faculty & Research | Coming Soon | Coming Soon |
| FAU Segment Lookup | This section offers non-financial reports detailing information related to personnel, projects, and accounting structures. | Coming Soon |
