Tools & Reports
Opening Budget Reports
These delivered reports are available on Minerva in June* of each fiscal year. An e-mail is sent to the Budget list serve advising all Budget Module users when they become available.
Login here to retrieve your Opening Budget Report: Minerva login
Once logged in, click on the Reports tab, select "Student, Finance, HR, Payroll, Research and General reports" and filter on "Budget Reports for 1A and 1B Funds". Click on the Search button.
*Effective fiscal year 2011-12, the fiscal year will commence in May.
Crystal Report Templates
Budget reporting templates have been designed to assist the University community in accessing, analyzing and reporting budget data. These templates are developped specifically for Operating - university allocation funds (1A) and Operating - self-financing funds(1B).
Please follow the Budget Report Templates link to the secured site to access the templates stored under the heading "Budget Reports for 1A and 1B Funds".
Monthly Fund Summary Reports
These delivered reports are available on Minerva every month. An e-mail is sent to the FINADMIN listserv advising all Finance users.
Login here to retreive your Monthly Fund Summary Reports: Minerva login
Once logged in, click on the Finance tab and select "Financial Statements".
To assist you in choosing the best report template or data warehouse view to support your budget reporting needs, documentation is available.
Two types of documentation are available:
- Report Help, to better understand what fields are required to run each report template and what output will be provided.
- Report developers will appreciate the detailed description of the data fields available on each Budget data warehouse view and the insight into the structure of the budget views.
The documentation is available with each of the Budget Report Templates.
If you require additional assistance, please contact elizabeth [dot] coleman [at] mcgill [dot] ca (Elizabeth Coleman) .