The R103 SRECNA Med report is run from the CalPlan reporting repository. The plan data reflects the data as of the latest save action taken by the planner in CalPlan. When a planner saves in CalPlan, the edits are aggregated to the entity level set in the CalPlan Preferences.
In CalPlan reports, actual data is as of the Last Loaded Month End Close in CalPlanning, does not include individual Fund details and uses the limited CalPlanning Chart of Accounts (COA).
The CR103 SRECNA Med report is run from the CalRptg reporting repository. The plan data reflects saved data prior to the last push from HCP and CalPlan into CalRptg which occurs every 3 hours starting at 9 am, and ending at 9 pm, Monday -Friday.
In CalRptg, actual data is as of the last close of business and includes all individual funds and the full COA.
CalPlanning has three repositories for running reports:
CalPlan
- R Reports, example: R103
- Plan data is updated in real time
- Actuals are updated monthly
- Chart of Accounts uses summary plan members only
CalRptg
- CR Reports, example: CR103
- Plan data is updated every three hours from 9am to 9pm, Monday-Friday
- Actuals are updated nightly; includes full chart of accounts
- Plan is at summary level only; actuals include full chart of accounts
HCPRptg
- HCP Reports, example: HCP001
- Plan data is updated every three hours from 9am to 9pm, Monday-Friday
- Actuals are updated monthly
- Compensation accounts