Online Levell Reports Office of the Chief Financial Officer
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Background & Information

In 2009, the Office of the Chief Financial Officer (CFO), together with Computing Services and Systems Development (CSSD), implemented an online financial activity reporting system for the University community.

The online reporting system is designed to encourage staff members to manage their revenues and expenditures on a monthly basis, via the review of electronic pre-formatted reports and/or downloads of related electronic data.  Each report provides information for specially designated groupings of reporting entities and departments.

For information regarding the groupings that exist in your respective Responsibility Center, contact your Responsibility Center (RC) Financial Data Approver. (Approvers can find listings of all existing groups in their respective RC in Cognos in the "GL Access" folder.)

Divisions & Groups for Reporting

The report grouping philosophy is that users are to be provided access only to the data they require to fulfill their University responsibilities.  The groupings are structured so that users may obtain access to data within a department (or group of departments) for an appropriate combination of hard and soft fund groupings (entities).

The grouping naming convention is:

An example of an existing group is:

To determine the groupings that exist within your Responsibility Center, contact your RC Admin Head, as that person does have access to a report of groups available to him/her in Cognos in the “GL Access” folder.

Further details regarding the philosophy behind the grouping categories can be found here.

Frequently Asked Questions

1. Are there audit or accounting guidelines that mandate the storage of paper copies of level reports?

There are no specific legal or accounting guidelines that state that there MUST be paper copies of level reports stored/maintained for a certain period of years. However, for audit purposes, departments are required to maintain paper copies of documents that support activity that is reported in level reports (receipts, p-card transactions, etc.). Additionally, for possible future verification purposes, it is strongly suggested that departments maintain either electronic or paper files of level reports for several years. (Note: in the online system, one can create a new electronic copy of a level report for any time period going back to FY96.)

2. Can PDF files be “marked up” (can we write notes, explanations, check marks, etc)?

Yes. However, this requires additional software. Currently all University personnel have access to free versions of Adobe Acrobat Reader, which allows one to view PDF files. In order to mark up PDF files, you have to purchase Adobe Acrobat Professional (as of January 2014, the University software cost per user is $65 for the license, and $5 for the media).

3. If an employee (online level report recipient) leaves the university, how long does it take for his userid/password to get disabled by the “university”? How long would it take for access to online level reports to get de-activated?

The userid will be de-activated on their last day of employment with the University.

4. If a person is no longer an employee, but is a student (hence, retaining his/her userid), what happens to the COGNOS reports access? How long would it take for online report access to get disabled?

If the account is still active and valid, the access will NOT change until someone physically notifies CSSD of that change. The process for notifying CSSD of the change will be similar to how personnel changes are reported for PRISM or Peoplesoft purposes. At this time, however, any notifications regarding personnel changes should be provided via email to Peter DeNardis as soon as they are effective.

5. If an employee transfers from one department to another, how long would it take for that change to be reflected in the online level report access/viewing?

Same as above – the timing is dependent entirely on when notification is sent by the affected departments to appropriate CFO and/or CSSD staff.

Contact Us

If you have any questions, concerns, or comments, please contact us at:

Office of Planning & Analysis
Peter DeNardis (