CHRS Knowledge Base

LCD - Report Specification

Updated on

REVISION CONTROL

Author: Business Intelligence / Data Operations (BI/DO)

Date  By  Action  Pages 
01/24/24 BIDO Created
08/18/25 Training Uploaded to KB




Table of Contents

1.0 Chartfield Mapping           

  • Report Description     
  • Report Screenshot     
  • Dataset              
  • Control Prompts          
  • Report Fields  

2.0 Employee Data and Funding       

  • Report Description     
  • Report Screenshot
  • Dataset              
  • Control Prompts          
  • Report Fields  

3.0 Position Report     

  • Report Description     
  • Report Screenshot     
  • Dataset              
  • Control Prompts          
  • Report Fields

1.0 Chartfield Mapping

1.1 Report Description

The Chartfield Mapping Report lists both active and inactive department, position and appointment levels that are mapped to funding chartfields. The departments use this report to verify that the assigned levels are mapped correctly to funding chartfields, and make correction(s) as needed.

1.2 Report Screenshot

1.3 Dataset

This report was developed using the following dataset:

• LCD_DeptChartfield_Snowflake

1.4 Control Prompts

This report contains the following Control Prompts to allow users to filter data:

  • Campus
  • Fiscal Year
  • Funding Effective Date Between
  • Funding Status
  • Funding Level
  • DeptID
  • Fund
  • Program
  • Class
  • Project
  • EmplID
  • Employee Name
  • Hierarchy Name
  • Level1
  • Level2
  • Level3
  • Level4

1.5 Report Fields

This report contains the following report fields:

  • Campus
  • Organization
  • Dept ID
  • Department Description
  • Fiscal Year
  • Funding Effective Date
  • Dept. Budget Earning Status
  • Funding Level
  • Charged DeptID
  • Fund
  • Program
  • Class
  • Project
  • % of Distrib.
  • Position Pool ID
  • Pool ID Description
  • Position Number
  • Position Title
  • Appointment Empl ID
  • Appointment Empl Rcd
  • Appointment Employee Name
  • Job Code
  • Job Code Position Title
  • Combo Code
  • Account

2.0 Employee Data and Funding

2.1 Report Description

The Employee Data and Funding Report lists both active and inactive employees who are mapped to their position and funding chartfields. The departments use this report to verfiy that employees are mapped correctly to their position and funding chartfields, and make correction(s) as needed.

2.2 Report Screenshot

2.3 Dataset

This report was developed using the following dataset:

• LCD_EmployeeData_FundingReport_Snowflake

2.4 Control Prompts

This report contains the following Control Prompts to allow users to filter data:

  • Hierarchy Name
  • Campus
  • Fiscal Year
  • Organization Unit
  • DeptID
  • EmplID
  • Employee Name
  • Position Number
  • CSU Unit
  • Employee Status
  • Reports to Position Number
  • Level1
  • Level2
  • Level3
  • Level4

2.5 Report Fields

This report contains the following report fields:

  • Campus
  • Organization Unit
  • Department
  • EmplID
  • Empl Rcd
  • Employee Name
  • Position Number
  • Position Title
  • Position Status
  • Employee Effective Date
  • Job Code Description
  • Reports To Position Number
  • Grade
  • FTE
  • CSU Unit
  • Pool ID
  • Fund
  • % Distrib.

3.0 Position Report

3.1 Report Description

The Position Report lists both active and inactive positions that are linked to employees, and mapped to funding chartfields. The departments use this report to verify position data and its funding chartfields, and make correction(s) as needed.

3.2 Report Screenshot

3.3 Dataset

This report was developed using the following dataset:

• LCD_Position_Snowflake

3.4 Control Prompts

This report contains the following Control Prompts to allow users to filter data:

  • Campus
  • Department
  • Organization Unit
  • Position Effective Status
  • Position Number
  • Job Code
  • Reports To
  • Pool ID
  • CSU Unit
  • Fund
  • Program
  • Filled Count
  • Effective Date Between
  • Hierarchy Name

3.5 Report Fields

This report contains the following report fields:

  • Campus
  • Department
  • Position Number
  • Position Title
  • Job Code Description
  • Grade
  • Reports To
  • FTE
  • CSU Unit
  • Pool ID
  • Fund
  • % Distrib.

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