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Orbit Report Enhancements

This page provides the most current information available about new Orbit reports in development and enhancements to Orbit reports.

Have a question about an Oracle report? Submit an Orbit Report Enhancement and Creation Request. Requests are evaluated by the reporting prioritization committee monthly.

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Reports are listed chronologically by their expected availability, followed by completed reports listed by deployment date, dating back approximately 3 months.
Report summaries provide the report’s intended audience(s), location in Orbit, its status in the development process, a description of the report or improvement, and an estimated date of its availability, if applicable.
Please note that expected availability dates are tentative and subject to change.

Intended Audience: EFMs & OFMS
Location: Orbit > Payroll Dashboard
Status: Build
Estimated Availability Date: November 2025
Description: Award PI, Project PI, Funding Source Name, and Agency Type fields will be added to the existing report to allow units to generate profit & loss statements by faculty member.

Intended Audience: PPM Users
Location: Orbit > Sponsored Programs PI Dashboard > PI – Encumbrance Detail
Status: Build
Estimated Availability Date: November 2025
Description: Add Project PI as a field within the report so the report can be sorted by that attribute.

Intended Audience: PPM Users
Location: Orbit > Sponsored Programs PI Dashboard > Project Details
Status: Build
Estimated Availability Date: November 2025
Description: Add Award Type as a field within the Project Details table so the report can be sorted by that attribute.

Intended Audience: EFMs & OFMs
Location: Orbit > Payroll Dashboard
Status: Build
Estimated Availability Date: December 2025
Description: Prevent historical information from pulling into the report so users can easily identify current records.

Intended Audience: Procurement Users
Location: Orbit > Supplier
Status: Build
Estimated Availability Date: November 2025
Description: Add 'Pay Flag' field, remove Primary Pay, Order Flag, Remit Flag, & 1099 Reportable field. Change 'Purchasing Pay' field to 'Purchasing Flag'. Include only active suppliers, bank accounts, & sites.

Intended Audience: Entity and Organizational Financial Managers, Central Finance
Location: Orbit > Unit Financials Dashboards
Status: Build
Estimated Availability Date: November 2025
Description: A new report will provide information attributed to individual chart of account strings instead of just by accounts. This addition will provide users a more granular view to see parsed out information for each COA string quickly.

Intended Audience: Entity and Organizational Financial Managers, Central Finance
Location: Orbit > Unit Financials
Status: Complete, Deployed October 22, 2025
Description: Add Invoice Amount in USD, Invoice Paid Amount in USD, and Invoice Currency Code to allow for more accurate reconciliation of this report with the Oracle Trial Balance report. Please note that this enhancement was also applied to the drill-through versions of the Expenditure Line Level Detail report.

Intended Audience: PPM Users
Location: Orbit > Sponsored Programs PI Dashboard > UC – DW – Expenditure Line Details – Raw Data
Status: Complete, Deployed October 3, 2025
Description: Added Latest Receivables Number and Latest Receivables Date fields. Added drill-through functionality for all invoices and POs.

Intended Audience: Entity and Organizational Financial Managers, Central Finance
Location: Orbit > General Ledger > Fund Balance
Status: Complete, Deployed October 3, 2025
Description: Added Program, Activity, and Site fields to the UC DW - GL Fund Balance - Snapshot report.

Intended Audience: EFMs & OFMs
Location: Orbit > Payroll Dashboard
Status: Complete, Deployed September 18, 2025
Description: Add Fringe Benefits Rate as a field. Add Position Employee Type, Entity (COA), Organization (COA), Organization (PPM), Account, Fund, Purpose, Program, & Activity filters

Intended Audience: All Orbit Users
Location: Orbit > Public
Status: Complete, Deployed September 17, 2025
Description: Adds the EPM Account, EPM Fund, EPM Purpose, and EPM Affiliate hierarchies for available reference since the Unit Financial Dashboards contains data structured in EPM format.

Intended Audience: Award and Project Personnel
Location: Orbit > Grants Monthly Ledger
Status: Complete, Deployed August 11, 2025
Description: Provides the project balance information and includes fields such as award information, sponsor information (primary, flow through, originating), budget information, balance and expense information (direct, indirect), cost share information, encumbrance information, etc.