Reporting Enhancements
This page provides the most current information available about new Oracle reports in development and enhancements to existing Oracle and Orbit reports underway. The reports are grouped by their intended audience(s) for easy reference (some reports are included for more than one audience grouping as needed and noted). Each report summary provides the report’s location in Oracle/Orbit, its current status in the development process, a description of the report or improvement, and an estimated date of its availability.
Completed reports and enhancements in each grouping are listed chronologically starting with pending new reports and improvements listed by their expected availability, followed by completed reports and improvements listed by their deployment date. Please note that expected availability dates are tentative and subject to change.
New Oracle Reports and Report Enhancements
New Reports
Indirect Rate Validation
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Intended Audience: University Research Administration and Clinical Research Finance (also General Accounting)
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Location: Oracle > Grants
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Status: Completed/Available (deployed May 21, 2025)
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Description: Assesses the recovery of the indirect costs of sponsored and clinical trial research projects. This report will provide a summary of the amount of indirect cost and direct cost for all awards, and include data fields for the business unit, award, funding source, project, project burden schedule, project burden rate, total direct cost, total indirect cost, and calculated burden rate.
UChicago Burden Structure Details Report
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Intended Audience: University Research Administration
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Location: Catalog/Shared Folders/Custom/UChicago/Projects/Project Foundation
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Status: Completed/Available (deployed April 29, 2025)
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Description: Analyzes burden structures and bases. This report will ensure that the applicable types of expenditure are included in the configuration of burden structures bases. The report will show the burden structure and the applicable expenditure types. Currently, this information extract is performed manually by selecting information from data tables on the backend.
Report Enhancements
Standard Payment Register
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Intended Audience: Clinical Research Finance
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Location: Oracle > Accounts Receivable
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Status: Design
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Estimated Availability Date: TBD
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Description: Will add Award Org field to the Standard Payment Register report.
Award Details
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Intended Audience: University Research Administration
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Location: Oracle > Award Projects
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Status: Completed/Available (deployed May 6, 2025)
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Description: Added the Document Number and Award Creation Date fields for use in facilitating federal drawdowns.
New Reports
Name TBD
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Intended Audience: Procurement
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Location: Oracle > Procurement
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Status: Build
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Estimated Availability Date: TBD
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Description: Provides the current master vendor categorization query (with the legacy vendor number) that has been uploaded into the Oracle reporting hub. The Procurement Team has developed a standard taxonomy for categorizing expenditures, and each supplier is categorized according to this taxonomy. Currently this categorization is a manually intensive process. Having this report will assist the Procurement Team in categorization of vendor Levels 1 to 3 and alleviate a redundant manual process that is currently performed at set intervals.
Indirect Rate Validation
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Intended Audience: General Accounting (also University Research Administration and Clinical Research Finance)
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Location: Oracle > Grants
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Status: Deployed/Available (deployed May 21, 2025)
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Description: Assesses the recovery of the indirect costs of sponsored and clinical trial research projects. The report will provide a summary of the amount of indirect cost and direct cost for all awards, and include data fields for the business unit, award, funding source, project, project burden schedule, project burden rate, total direct cost, total indirect cost, and calculated burden rate.
Report Enhancements
SEFA/GATA Dashboard
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Intended Audience: External Auditors
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Location: Oracle > SEFA/GATA Reporting
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Status: Awaiting Deployment
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Estimated Availability Date: June 2025
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Description: New tab added to show all expense categories. This enhancement breaks out the expense categories summed in Other Expenses into individual columns. This additional detail is needed for KPMG's annual single audit review.
AR Aging Detail Report
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Intended Audience: Entity Financial Managers and Organization Financial Managers
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Location: Oracle > Accounts Receivable
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Status: Completed/Available (deployed May 1, 2025)
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Description: Adds the Credit Accounting Flex Field. This new field will assist in ensuring that billings are allocated to the Chart of Accounts as intended, and it will provide transparency for any necessary revisions in real time.
New Orbit Reports and Report Enhancements
New Reports
PPM Monthly Balance Report
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Intended Audience: Award and Project Personnel
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Location: TBD
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Status: Testing
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Estimated Availability Date: June 2025
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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.
High-Level Summary IADF Central User Dashboard
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Intended Audience: IADF Personnel
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Location: Orbit > IADF Management Dashboard
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Status: Completed/Available (Deployed May 21, 2025)
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Description: A high-level summary regarding IADF (individual awards and discretionary funds) that will be used for management decision-making and information.
Report Enhancements
Award Details Dashboard
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Intended Audience: Award and Project Personnel
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Location: Orbit > Grants Monthly Ledgers
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Status: Completed/Available (Deployed June 10, 2025)
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Descriptions:
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Added Project Organization, Project Entity (entity the organization belongs to), and AURA Award Number as report filters
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Reorganized dashboard columns so they are more intuitive, with like fields grouped
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IADF - GL Fund Transfer
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Intended Audience: IADF Personnel
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Location: Orbit > IADF Management Dashboard
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Status: Completed/Available (Deployed May 27, 2025)
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Description: Added an IADF (Funding) Award Entity filter into the IADF – GL Fund Transfer report
PI - Encumbrance Detail
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Intended Audience: Award and Project Personnel
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Location: Orbit > Sponsored Programs PI Dashboard
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Status: Completed/Available (Deployed May 25, 2025)
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Description: Adds the supplier field for easy reference.
Grants Ledger
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Intended Audience: Award and Project Personnel
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Location: Orbit > Grants Monthly Ledgers
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Status: Grants Ledger
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Estimated Availability Date: Completed/Available (Deployed May 15, 2025)
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Description: Adds the indirect cost base in the Project Details (e.g. total direct costs, modified total direct costs, also known as TDC and MTDC, respectively) and the Project Organization, providing additional context to the report.
Expenditure Line Level Details
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Intended Audience: Award and Project Personnel
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Location: Orbit > Unit Financials Dashboards
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Status: Completed/Available (Deployed May 15, 2025)
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Descriptions:
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An addition to the PPM tab that provides an Expenditure Item Date Between filter and a GL Accounting Date Between filter to allow users to search by either expenditure date ranges or the GL accounting date ranges.
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Added the Line Description field to the PPM tab to help identify the line-item description.
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Added the Project Organization field and the Task field to the PPM tab to provide additional context to each line item.
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New Reports
Spend Trend
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Location: Orbit > Unit Financials Dashboards
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Status: Completed/Available (Deployed June 17, 2025)
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Description: Accompanies the forecasts that already are included in the Unit Financials Year-to-Date Actuals and Rest of Year Estimates vs. Budget report. This new report displays a rest-of-year (ROY) estimate based on year-to-date spending and prior year trends, but otherwise it will mirror the Unit Financials Year-to-Date Actuals and ROY Estimates vs. Budget report.
Report Enhancements
Year-to-Date Actuals and Rest-of-Year Estimates vs. Budget
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Location: Orbit > Unit Financials Dashboards
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Status: In Development
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Estimated Availability Date: TBD
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Description: This new tab within the 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.
UC DW - GL Fund Balance - Snapshot
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Location: Orbit > General Ledger
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Status: Build
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Estimated Availability Date: June 2025
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Description: Added Program, Activity, and Site fields to the UC DW - GL Fund Balance - Snapshot field
Expenditure Line Level Details
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Location: Orbit > Unit Financials Dashboards
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Status: Completed/Available (Deployed May 15, 2025)
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Description: Adds the filters Fiscal Period From and Fiscal Period To to both the GL tab and the PPM tab to allow a quicker option for filtering by time period.
Year-to-Date Year Over Year Comparison, Year-to-Date Actuals and Rest of Year Estimates vs. Budget, Month Actuals vs. Budget
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Location: Orbit > Unit Financials Dashboards
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Status: Completed/Available (Deployed May 13, 2025)
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Description: Added drill-down capabilities to three dashboards, allowing users to see line-level detail information.
Month Actuals vs. Budget
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Location: Orbit > Unit Financials Dashboards
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Status: Completed/Available (Deployed May 13, 2025)
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Description: Added a field for prior fiscal actuals to allow comparison to the year-to-date actuals.
Year-to-Date Actuals and Rest-of-Year Estimates vs. Budget
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Location: Orbit > Unit Financials Dashboards
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Status: Completed/Available (Deployed May 13, 2025)
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Description: Adds a field for prior fiscal actuals to allow comparison to the year-to-date actuals.
Report Enhancements
TBD
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Intended Audience: All Orbit Users
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Location: Orbit
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Status: Development
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Estimated Availability Date: TBD
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Description: Provides the ability for users to schedule reports.
COA Hierarchies
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Intended Audience: All Users
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Location: Orbit > Public
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Status: Testing
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Estimated Availability Date: June 2025
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Description: Adds the EPM Account, EPM Fund, EPM Purpose, and EPM Affiliate hierarchies for available reference since the Unit Financial Dashboards
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contains data structured in EPM format.
Capital Projects Dashboards
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Intended Audience: Capital Projects Dashboards
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Location: Orbit > Capital Project Management Dashboard
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Status: Awaiting Deployment
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Estimated Availability Date: June 2025
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Description: Adds a filter for Entity for all the capital dashboards
Various
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Intended Audience: All Orbit users
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Location: Various
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Status: Ongoing
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Estimated Availability Date: June 2025
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Description: Adds CNET ID to the lists of values for all person-based filters
Orbit Data Access Report and Security Roles Report
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Intended Audience: All Orbit users
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Location: Orbit > Security and Project Team Member Reports
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Status: Completed/Available (Deployed June 3, 2025)
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Description: Added a column and a filter in the report to indicate if the user is active
Expenditure Line Level Details
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Intended Audience: General Accounting (also Entity Financial Managers, Organization Financial Managers, and Central Finance)
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Location: Orbit > Unit Financials Dashboards
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Status: Completed/Available (Deployed May 25, 2025)
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Description: Added the filters Fiscal Period From and Fiscal Period To to both the GL tab and the PPM tab to allow a quicker option for filtering by time period.
Standing PO & PO Inquiry Dashboard
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Intended Audience: Procurement
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Location: Orbit > Procurement Management Dashboard
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Status: Completed/Available (Deployed May 25, 2025)
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Description: Consolidated the PO Inquiry report and the Standing PO inquiry report, with the added improvement of additional fields and filters, including PO Description, Remaining Balance, Closed Date, Effective Start Date, Previous PO, Requester, etc.
Invoice Approval Details
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Intended Audience: Payables Personnel
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Location: Orbit > Payables Management Dashboard > Drilldown Reports
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Status: Completed/Available (Deployed May 25, 2025)
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Description: Added the Comments/Details field and replaces the generic approver with names, allowing users to see the comments entered for approval action and the person associated with the approval action.
Requisition Inquiry Report
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Intended Audience: Procurement
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Location: Orbit > Procurement Management Dashboard
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Status: Completed/Available (Deployed May 22, 2025)
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Description: Added a new field for Requisition Inquiry report
Grants Ledger
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Intended Audience: External Auditors
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Location: Orbit > Grants Monthly Ledgers
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Status: Completed/Available (Deployed May 15, 2025)
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Description: Separates the cost share of the internal funding source budget and costs from the sponsor-funded budget to provide better clarification of budgets.
GL Journal Details
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Intended Audience: General Accounting
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Location: Orbit > General Ledger
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Status: Completed/Available (Deployed May 1, 2025)
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Description: Changes the Fiscal Period filter format to YYYY-MM to allow for chronological order of the fiscal periods.