TYLER TECHNOLOGIES REPORTING AFTER MIGRATION

    Tyler Technologies Reporting After Migration — CAFR/ACFR, Budget-to-Actual, Payroll, Courts, SEFA

    Complete Tyler Technologies reporting after migration playbook for counties, cities and courts. Crystal Reports and Tyler Reporter inventory replaced with Oracle Fusion OTBI, BI Publisher, Smart View and OAC. CAFR/ACFR rebuilt to GFOA Award standards. Budget-to-actual, position-control, payroll register, W-2 / 1099, Courts case-financial-obligations, federal grant SEFA — all rebuilt to first-audit-cycle quality.

    40–60%
    Tyler reports rebuilt; rest retired
    GFOA Award
    CAFR / ACFR standard
    Self-serve
    OTBI dashboards for dept directors
    CJIS-aware
    Courts partition controls preserved

    Why Tyler Technologies reporting after migration is the workstream that defines first-year operational confidence

    The CAFR / ACFR statement set, the budget-to-actual dashboard, the payroll register, the W-2 / 1099 substantiation and the Courts case-financial-obligation reports are the lens every accountable signer uses to confirm the migration actually worked.

    A typical mid-sized county on Tyler Munis ships with hundreds of Crystal Reports and customer-built Tyler Reporter reports — tuned by long-departed analysts over a decade or more, with overlapping coverage, with widely varying open-rates, and with a handful of mission-critical CAFR / ACFR statements that the County CFO, the County Board, the external auditor, GFOA and the credit-rating agencies all depend on. Tyler Technologies reporting after migration is the workstream that translates the entire reporting catalogue from Tyler's reporting stack to Oracle Fusion's reporting ecosystem: OTBI, BI Publisher, Smart View, Reports + Analytics and OAC.

    Approximately 40–60% of the original Tyler reporting catalogue gets rebuilt — the rest is duplicates, never-opened, or single-use reports that were created for a specific historical purpose and never decommissioned. The discovery-driven inventory tracks last-opened date per report, classifies by business value (CAFR/ACFR statements, budget-to-actual by department, encumbrance aging, vendor 1099 substantiation, payroll register, position-control reports, GASB-aligned fund reports, Citizen Self-Service payment history, Courts case-financial-obligation reports, federal grant SEFA, project-cost reports) and proposes Fusion replacements. The retired 40–60% reduces ongoing report-maintenance burden and surfaces opportunities for unified, GFOA-Award-compliant standardisation.

    Syntra ETL's Tyler Technologies reporting after migration playbook delivers the rebuilt CAFR / ACFR statement set in Fusion BI Publisher to GFOA Award standards before go-live (external auditor walkthrough complete), the budget-to-actual dashboard in Fusion OTBI as a parameterised dashboard with drill-down (department directors self-serve), the payroll register in Fusion HCM Reports + Analytics with per-payroll-run output (HR Director and union business agents walkthrough complete), the W-2 / 1099 substantiation in Fusion BI Publisher to IRS-compliant format, the Courts case-financial-obligation reports in Fusion OTBI with CJIS-aware partitioning (Clerk of Court walkthrough complete), and the federal grant SEFA in Fusion BI Publisher (federal grant reviewer walkthrough complete).

    What Tyler Technologies reporting after migration replaces

    1
    CAFR / ACFR statement set
    Statement of Net Position, Statement of Activities, Fund statements, Notes, RSI, MD&A, Statistical Section — rebuilt in Fusion BI Publisher to GFOA Award standards before go-live.
    2
    Budget-to-actual + encumbrance
    Parameterised Fusion OTBI dashboard with drill-down from fund to department to program to object. Department directors self-serve. Refreshed daily.
    3
    Payroll register + W-2 / 1099
    Per-payroll-run Fusion HCM Reports + Analytics output. Pixel-perfect W-2 / W-3 / 1099 substantiation in Fusion BI Publisher. Retirement-system + state-unemployment submissions.
    4
    Courts + federal grant SEFA
    Courts case-financial-obligation reports in Fusion OTBI with CJIS-aware partitioning. Federal grant SEFA in Fusion BI Publisher with per-grant CFDA reconciliation.

    Six categories of Tyler Technologies reporting after migration the rebuild prioritises

    The categories that have to land first-audit-cycle clean — and the Fusion reporting-ecosystem assignment that gets each category to GFOA-Award-compliant standards.

    📑

    CAFR / ACFR statement set

    Rebuilt in Fusion BI Publisher to GFOA Award standards. Statement of Net Position, Statement of Activities, Fund statements, Notes, RSI, MD&A, Statistical Section. External auditor walkthrough before go-live.

    📊

    Budget-to-actual + encumbrance

    Parameterised Fusion OTBI dashboard with drill-down fund → department → program → object. Department directors self-serve. Role-based scoping. Refreshed daily.

    👥

    Position-control + HR

    Active position roster, vacant position roster, FTE summary, step/grade progression, civil service roster, FLSA audit, retirement plan eligibility audit. Union business agent scoped views.

    💼

    Payroll register + W-2 / 1099

    Per-payroll-run Fusion HCM Reports + Analytics output. Pixel-perfect W-2 / W-3 / 1099 substantiation. Retirement (PERS, NYSLRS), state unemployment (TWC, EDD) submissions.

    ⚖️

    Courts case-financial-obligations

    Open AR by case-type, Aged AR, Collections activity, Restitution-paid, Sealed/juvenile restricted access (CJIS-aware). Drill from Fusion AR to Odyssey case docket.

    🇺🇸

    Federal grant SEFA + project-cost

    SEFA rebuilt in Fusion BI Publisher with per-grant CFDA reconciliation. Project-cost reports in Fusion Grants Management. Sub-recipient monitoring, Buy-America, Davis-Bacon evidence.

    The Tyler Technologies reporting after migration lifecycle

    A structured Tyler Technologies reporting after migration lifecycle that starts at migration assessment, lands the critical CAFR / ACFR statement set before go-live, and continues through the first post-go-live audit cycle.

    1

    Discovery + inventory — Migration assessment

    Discovery-driven inventory of every Crystal Report, every Tyler Reporter report and every Excel-add-in extract in production use. Last-opened date tracked. Business value classification. 40–60% retirement decision.

    2

    Mapping to Fusion ecosystem — Migration data mapping

    Every retained report mapped to Fusion reporting ecosystem: OTBI (ad-hoc), BI Publisher (pixel-perfect), Smart View (Excel-tethered), Reports + Analytics (HCM), OAC (BI depth). External auditor walkthrough on CAFR / ACFR mapping.

    3

    Critical reports rebuilt before go-live — Migration validation

    CAFR / ACFR statement set, budget-to-actual dashboard, payroll register, W-2 / 1099 substantiation, Courts case-financial-obligation reports, federal grant SEFA — all rebuilt before go-live. Accountable signer walkthrough.

    4

    Cutover + parallel-run reporting — Cutover + parallel-run

    Tyler reporting on the read-only archive continues to serve historical lookups. Fusion reporting serves all new period data. Parallel-run reconciliation reports compare Tyler historical totals to Fusion equivalents.

    5

    First post-go-live audit cycle — Cutover +9–15 months

    CAFR / ACFR statement set walks through the first post-go-live external GASB audit. GFOA Award submission. Federal grant SEFA walks through Single Audit. Unqualified opinion + GFOA Award the gold-standard outcome.

    6

    Steady-state report governance — Post first audit cycle

    Report-governance committee establishes per-quarter report-inventory review, new-report request workflow, retired-report archive process, and per-annual GFOA Award submission cadence. Reporting catalogue stays disciplined.

    What the Tyler Technologies reporting after migration deliverable contains

    A structured, signed, audit-ready Tyler Technologies reporting after migration deliverable — usable for the first post-go-live external GASB audit, the GFOA Award submission, the federal Single Audit, the state CJIS audit and every subsequent operational report request.

    📑

    CAFR / ACFR statement set

    Statement of Net Position, Statement of Activities, Fund statements, Notes, RSI, MD&A, Statistical Section rebuilt in Fusion BI Publisher to GFOA Award standards. External auditor walkthrough complete.

    📊

    Operational dashboards

    Budget-to-actual + encumbrance dashboard, vendor 1099 dashboard, fixed asset register dashboard, position-control + FTE dashboard, payroll register dashboard. All Fusion OTBI parameterised.

    💼

    Pixel-perfect substantiation

    W-2 / W-3 / 1099 substantiation reports in Fusion BI Publisher to IRS-compliant format. Retirement-system (PERS, NYSLRS) submission reports. State-unemployment (TWC, EDD) submission reports.

    ⚖️

    Courts case-financial reports

    Open AR by case-type, Aged AR, Collections activity, Restitution-paid, Sealed/juvenile restricted access (CJIS-aware) reports. Drill from Fusion AR to Odyssey case docket preserved.

    🇺🇸

    Federal grant SEFA + project-cost

    SEFA rebuilt in Fusion BI Publisher with per-grant CFDA reconciliation. Project-cost reports in Fusion Grants Management. Sub-recipient, Buy-America, Davis-Bacon evidence reports.

    Report-governance framework

    Quarterly report-inventory review process, new-report request workflow, retired-report archive process, annual GFOA Award submission cadence, accountable-signer-driven report ownership.

    Frequently asked questions

    What does Tyler Technologies reporting after migration actually replace?+

    Tyler Technologies reporting after migration replaces every Crystal Report, every Tyler Reporter report, every Munis Excel-add-in extract, every Energov standard report, every Odyssey court-administration report, every iNovah daily-deposit report and every Citizen Self-Service portal payment-history report that was in production use against the Tyler footprint before the migration. The replacements live in Oracle Fusion's reporting ecosystem: Oracle Fusion OTBI (Operational Transactional BI) for ad-hoc finance and HR analytics, Oracle BI Publisher for pixel-perfect operational reports like CAFR/ACFR statements and W-2 / 1099 substantiation, Oracle Smart View for Excel-tethered budget vs actual analysis, Oracle Fusion Reports + Analytics for HCM-side payroll register and position-control reporting, and direct OAC (Oracle Analytics Cloud) where business-intelligence depth is needed.

    How much of the original Tyler reporting catalogue actually gets rebuilt?+

    Across mid-sized counties and cities, approximately 40–60% of the original Tyler reporting catalogue gets rebuilt in Fusion — the rest is duplicates, never-opened, or single-use reports that were created for a specific historical purpose and never decommissioned. Tyler Technologies reporting after migration starts with a discovery-driven inventory of every Crystal Report, every Tyler Reporter report and every Excel-add-in extract in production use, tracks last-opened date per report, classifies by business value (CAFR/ACFR statements, budget-to-actual by department, encumbrance aging, vendor 1099 substantiation, payroll register, position-control reports, GASB-aligned fund reports, Citizen Self-Service payment history) and proposes Fusion replacements. The retired 40–60% reduces ongoing report-maintenance burden and surfaces opportunities for unified, GFOA-Award-compliant standardisation.

    How does Tyler Technologies reporting after migration handle CAFR / ACFR rebuilds?+

    CAFR (now ACFR — Annual Comprehensive Financial Report) statement rebuild is the single highest-stakes workstream in Tyler Technologies reporting after migration. The CAFR / ACFR statement set is the foundation of the GASB-aligned external audit and the GFOA Certificate of Achievement for Excellence in Financial Reporting — and the report set the County CFO, the County Board and the credit-rating agencies all depend on. Tyler Technologies reporting after migration rebuilds the full CAFR / ACFR statement set in Fusion BI Publisher to GFOA Award standards: Statement of Net Position, Statement of Activities, Balance Sheet (Governmental Funds), Statement of Revenues Expenditures and Changes in Fund Balance, Reconciliation to Statement of Activities, Proprietary Funds statements, Fiduciary Funds statements, Notes to Financial Statements, RSI (Required Supplementary Information), MD&A (Management's Discussion and Analysis), and Statistical Section. External auditor walkthrough before go-live.

    How does Tyler Technologies reporting after migration handle budget-to-actual by department?+

    Budget-to-actual by department is the most-frequently-opened operational report in any Tyler footprint and a primary deliverable in Tyler Technologies reporting after migration. The rebuilt Fusion equivalent typically lives in Fusion OTBI as a parameterised dashboard with drill-down from fund to department to program to object, with budget appropriation, year-to-date actual, encumbered, available balance, and full-year forecast columns — refreshed daily. Department directors and budget officers self-serve via the dashboard without going through Finance for ad-hoc requests. The budget-to-actual dashboard ships with role-based access so department directors see only their own department's data and the County CFO / Budget Officer see the consolidated view across all departments and funds.

    How does Tyler Technologies reporting after migration handle position-control and HR reporting?+

    Position-control + HR reporting is the highest-stakes HR-side workstream in Tyler Technologies reporting after migration. The rebuilt reports live in Fusion HCM Reports + Analytics: active position roster by union, vacant position roster by funding string, FTE summary by fund / department / program, step/grade progression by union, civil service classification roster, FLSA classification audit, retirement plan eligibility audit, leave-of-absence roster, FMLA-history roster. Union business agents receive role-based scoped versions of the reports for bargaining-unit-specific oversight. The HR Director and the County CFO receive consolidated views. Position-control encumbrance reporting (encumbered budget vs actual payroll cost by funding string) integrates with the Fusion Public Sector Financials side for unified position-funding visibility.

    How does Tyler Technologies reporting after migration handle payroll register and W-2 / 1099?+

    Payroll register + W-2 / 1099 reporting is the second highest-stakes HR-side workstream in Tyler Technologies reporting after migration. The rebuilt payroll register lives in Fusion HCM Reports + Analytics with per-payroll-run output (gross, net, every deduction code, every benefit deduction, every garnishment, every tax withholding) and per-employee detail. W-2 / W-3 substantiation reports rebuild in Fusion BI Publisher to IRS-compliant pixel-perfect format with year-to-date reconciliation to the payroll register. 1099 substantiation reports rebuild similarly with vendor-level reconciliation. Retirement-system contribution reports (PERS, NYSLRS, local pension boards) rebuild to state-system submission format with per-payroll-run output. State unemployment reports (TWC, EDD) rebuild similarly.

    How does Tyler Technologies reporting after migration handle Courts case-financial-obligation reporting?+

    Courts case-financial-obligation reporting in Tyler Technologies reporting after migration lives in Fusion OTBI with case-type-aware partitioning that respects CJIS access controls and expungement-aware access rules. The standard report set: Open AR by case-type (felony, misdemeanor, civil, family, probate, juvenile, traffic, ordinance), Aged AR by case-type, Collections activity by case-type, Restitution-paid by victim by case, Fine-vacated by case-type, Sealed-record financial-obligation report (CJIS-restricted access), Juvenile financial-obligation report (CJIS-restricted access with expungement-aware filtering). The Clerk of Court self-serves via Fusion OTBI without going through Finance. Case-number cross-reference to Odyssey is preserved end-to-end so the Clerk can drill from a Fusion AR row to the originating Odyssey case docket.

    How does Tyler Technologies reporting after migration handle federal grant SEFA and project-cost reporting?+

    Federal grant SEFA (Schedule of Expenditures of Federal Awards) and project-cost reporting in Tyler Technologies reporting after migration lives in Fusion BI Publisher (for the SEFA itself as required for the Single Audit) and Fusion Grants Management Reports (for ongoing project-cost monitoring). SEFA rebuild reconciles every federal grant CFDA / Assistance Listing number to the matching Fusion Grants Management project with prior-year carryover, current-year expenditures, sub-recipient pass-through, indirect cost recoveries, federal share, non-federal share and total expenditures per grant. Project-cost reports rebuild for budget-to-actual per project, sub-recipient monitoring evidence, Buy-America compliance evidence, Davis-Bacon prevailing-wage evidence and indirect-cost-rate substantiation. Federal grant reviewers and state pass-through agency liaisons self-serve via the rebuilt reports.

    Ready to scope your Tyler Technologies reporting after migration?

    Book a 30-minute discovery call. We'll walk through your Tyler reporting catalogue (Crystal Reports, Tyler Reporter, Excel add-ins), your CAFR / ACFR rebuild requirements, your budget-to-actual dashboard scope, your payroll register and W-2 / 1099 needs, your Courts case-financial-obligation reporting and your federal grant SEFA — and scope a Tyler Technologies reporting after migration deliverable that lands first-audit-cycle clean with the GFOA Award as the gold-standard outcome.