The Patriot Reporting Project:
- Reports have been consolidated and updated to align with the new chart of accounts.
- The COA Report Cross Reference Report provides an inventory of administrative project reports (Chart 1) and aligns with the corresponding report [as available] in the Patriot Reporting Project.
- You can also use the Report Reference Report to see the list of Patriot Reporting project reports and a brief description of each report.
- The Administrative Project:
- The Administrative project reports will remain available for Chart 1 activity only and is limited to FY22 and earlier data.
- Existing reports within this project will remain available to support historical reporting.
- Chart 1 Fund and Org security will remain in place.
Key points to consider:
- Data
- Patriot Reporting contains data from Fiscal Year 2023 forward
- The new security model allows all Funds and Orgs across the institution to be visible to users
- This makes it extremely important that users learn to apply and use filters if they want to only view specific Chart elements
- Financial Reporting
- The format has been standardized across all core reports to facilitate a consistent understanding of reports
- Reports reflect both revenues and expenses in the same report (when both exist) which enables comprehensive reporting including net balances
- Summary reports reflect total Revenue and total Expense (Account L1) for individual cost centers (Orgs/Funds)
- Revenue amounts are shown as credit balances (i.e., in parentheses)
- This is the natural accounting balance and does not indicate ‘negative revenue’
- Expense amounts are shown as debit balances (i.e., without parentheses)
- Variances from budget or prior period are consistent in that unfavorable variances (lower revenue/higher expenses) are reflected in parentheses and favorable variances (higher revenue/lower expenses) are reflected without parentheses
- Department Reports
- Available for department-specific reporting needs
- Commonly used reports have been moved to the main shared reports folders.
- Access to department folders is granted to specific department-identified users
- No longer available to “Everyone”
- Maintenance and support of reports in the department folders is the responsibility of the department owners, also known as report librarians