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Miscellaneous Reports

Instructions for logging in to reports and exporting data is available on the Running Web & Crystal Reports page.
Crystal Reports software is not required to run the web report templates.

Submit a Report Request Form to modify an existing report or to request the creation of a new report.


 

Miscellaneous Report Templates

Grant Inception To Date Expenditures WEB Report

Grant Inception To Date Expenditures CRYSTAL_Report

Description, Prompting Query Fields, Help Documentation

Last modified:
2014-03-11

Description:
This report is ideal for users wishing to focus their attention on current grant year transactions. Grant information is split into two sections: historical transactions and current grant year transactions. The split is based on month and year parameters defined by the user. Furthermore, the user is offered the option between a succinct summary presentation and a detail by account presentation. Users can drill down to document level details.
Users require both access to HR and Finance views to use this template.
[Do not use for Funds not related to Grants. Use the Multi Period Fund details for accurate results.]

Prompting Query Fields:
- Calendar year
- Calendar month
- Fund code

Multi Period Grant Details WEB Report

Multi Period Grant Details CRYSTAL Report

Description, Prompting Query Fields, Help Documentation

Last modified:
2007-01-31

Description:
Displays all Grant related transactions for a specified calendar year and for a range calendar months. Does not contain previous month balance forwards. Information grouped by Account code.
[Do not use for Funds not related to Grants. Use the Multi Period Fund details for accurate results.]

Report Help:
Multi Period Grant Details [.pdf]

Prompting Query Fields:
- Calendar year
- Starting calendar month
- Ending calendar month
- Fund code

View Information [for Crystal Report]:
View: FG.Grant.Transaction.Det
View Help: Grant Transaction Details [.pdf]

Capture Grant Details WEB Report

Capture_Grant_Details CRYSTAL Report

Description, Prompting Query Fields, Help Documentation

Last modified:
2007-01-31

Description:
Displays all Grant related transactions for a specified calendar year and for a range calendar months. Does not contain previous month balance forwards. Data is displayed in a raw format, normally used for exporting purposes.

Report Help:
Capture Grant Details [.pdf]

Prompting Query Fields:
- Calendar year
- Starting calendar month
- Ending calendar month
- Fund code

View Information [for Crystal Report]:
View: FG.Grant.Transaction.Det
View Help: Grant Transcation Details [.pdf]

Multi Period Grant Details by Activity WEB Report

Multi Period Grant Details by Activity CRYSTAL Report

Description, Prompting Query Fields, Help Documentation

Last modified:
2007-01-31

Description:
Displays all Grant related transactions by Activity code for a specified calendar year and for a range of calendar months. Does not contain previous month balance forwards. Information grouped by ACTIVITY code and then Account code.
[Do not use for Funds not related to Grants. Use the Multi Period Fund details by Activity for accurate results.]

Report Help:
Multi Period Grant Details by Activity [.pdf]

Prompting Query Fields:
- Calendar year
- Starting calendar month
- Ending calendar month
- Fund code

View Information [for Crystal Report]:
View: FG.Grant.Transaction.Det
View Help: Grant Transcation Details [.pdf]

Capture Fund Details WEB Report

Capture_Fund_Details CRYSTAL Report

Description, Prompting Query Fields, Help Documentation

Last modified:
2007-01-31

Description:
Displays all transactions for a specified fiscal year and for a range fiscal periods. Does not contain previous month balance forwards. Displays the data in a raw format, normally used for exporting purposes.

Report Help:
Capture Fund Details [.pdf]

Prompting Query Fields:
- Fiscal year
- Starting fiscal period
- Ending fiscal period
- Fund code

View Information [for Crystal Report]:
View: FG.Transaction.Det.Operating
View Help: Transaction Details Operating [.pdf]

Multi Period Fund Details WEB Report

Multi Period Fund Details CRYSTAL Report

Description, Prompting Query Fields, Help Documentation

Last modified:
2007-01-31

Description:
Displays all transactions for a specified fiscal year and for a range fiscal periods. Does not contain previous month balance forwards. Information grouped by Account code.
[Do not use for Grant inception to date reporting.]

Report Help:
Multi Period Fund Details [.pdf]

Prompting Query Fields:
- Fiscal year
- Starting fiscal period
- Ending fiscal period
- Fund code

View Information [for Crystal Report]:
View: FG.Transaction.Det.Operating
View Help: Transaction Details Operating [.pdf]

Multi Period Fund Details by Activity WEB Report

Multi Period Fund Details by Acitivity CRYSTAL Report

Description, Prompting Query Fields, Help Documentation

Last modified:
2007-01-31

Description:
Displays all transactions by Activity code for a specified fiscal year and for a range fiscal periods. Does not contain previous month balance forwards. Information grouped by ACTIVITY code and then Account code.
[Do not use for Grant inception to date reporting.]

Report Help:
Multi Period Fund Details by Activity [.pdf]

Prompting Query Fields:
- Fiscal year
- Starting fiscal period
- Ending fiscal period
- Fund code

View Information [for Crystal Report]:
View: FG.Transaction.Det.Operating
View Help: Transaction Details Operating [.pdf]

Non-Salary Encumbrance Statement WEB Report

Non-Salary Encumbrance Statement CRYSTAL Report

Description, Prompting Query Fields, Help Documentation

Last modified:
2007-01-31

Description:
Displays all Purchase related encumbrances for a specified fiscal year. Excludes all salary encumbrances. Information grouped by Account code.

Report Help:
Non-Salary Encumbrance Satement [.pdf]

Prompting Query Fields:
- Fiscal year
- Fund Code

View Information [for Crystal Report]:
View: FG.Transcation.Det.Incl.Genl
View Help: Transaction Details - Include General Ledger [.pdf]

Monthly Fund Details by Account Type WEB Report

Monthly Fund Details by Account Type CRYSTAL Report

Description, Prompting Query Fields, Help Documentation

Last modified:
2007-01-31

Description:
Displays all current month transactions and prior month balance forwards by Account Type for a specified fiscal year and fiscal period.
Displays all current month transactions and prior month balance forwards by Account Type for a specified fiscal year and fiscal period.

Report Help:
Monthly Fund Details by Account Type [.pdf]

Prompting Query Fields:
- Fiscal year
- Fiscal period
- Fund code

View Information [for Crystal Report]:
View: FG.Balances.Transaction.Det
View Help: Monthly Fund Details by Account Type [.pdf]

Monthly Fund Details by Activity WEB Report

Monthly Fund Details by Activity CRYSTAL Report

Description, Prompting Query Fields, Help Documentation

Last modified:
2007-01-31

Description:
Displays all monthly transactions including prior month balance forwards for a specified fiscal year, fiscal period and Activity code. Information grouped by Account code.

Report Help:
Monthly Fund Details by Activity [.pdf]

Prompting Query Fields:
- Fiscal year
- Fiscal period
- Fund Code
- Activity code

View Information [for Crystal Report]:
View: FG.Balances.Transaction.Det
View Help: Balance Transaction Details [.pdf]

Monthly Fund Details by All Activity WEB Report

Monthly Fund Details by All Activity CRYSTAL Report

Description, Prompting Query Fields, Help Documentation

Last modified:
2007-01-31

Description:
Displays all current month transactions including prior month balance forwards for a specified fiscal year and fiscal period. Information grouped by ACTIVITY code and then Account code.

Report Help:
Monthly Fund Details by All Activity [.pdf]

Prompting Query Fields:
- Fiscal year
- Fiscal period
- Fund code

View Information [for Crystal Report]:
View: FG.Balances.Transaction.Det
View Help: Balance Transaction Details [.pdf]

Trust Fund Details by Activity WEB Report

Trust Fund Details by Activity CRYSTAL Report

Description, Prompting Query Fields, Help Documentation

Last modified:
2007-01-31

Description:
Displays all Trust Fund related transactions for a specified fiscal year by Activity code. Includes the opening balance at the beginning of the fiscal year and all current year details.

Report Help:
Trust Fund Details by Activity [.pdf]

Prompting Query Fields:
- Fiscal year
- Ending fiscal period
- Fund code

View Information [for Crystal Report]:
View: FG.Transaction.Det.Incl.Genl
View Help: Transaction Details - Include General Ledger [.pdf]

Funds Within Faculty Org Jurisdiction WEB Report

Funds Within Faculty Org Jurisdiction CRYSTAL Report

Description, Prompting Query Fields, Help Documentation

Last modified:
2009-05-21

Description:
Displays all funds queried by Faculty Level Org Code 3 (9xxxx), for a specified calendar year and calendar month. Funds listed are grouped by Fund type (1A, 1B, 1E, 2A, 2F, etc.) and by predecessor code.

Report Help:
Funds Within Faculty Org Jurisdiction [.pdf]

Prompting Query Fields:
- Calendar month
- Calendar year
- Faculty ORG code

View Information [for Crystal Report]:
View: FG.Ledger.Free.Bal

Funds Within Department Org Jurisdiction WEB Report

Funds_Within_Department_Org_Jurisdiction_CRYSTAL Report

Description, Prompting Query Fields, Help Documentation

Last modified:
2009-05-21

Description:
Displays all funds queried by Department Level Organization Code, for a specified calendar year and calendar month. Funds listed are grouped by Fund type (1A, 1B, 1E, 2A, 2F, etc.) and by predecessor code.

Report Help:
Funds Within Department Org Jurisdiction [.pdf]

Prompting Query Fields:
- Calendar month
- Calendar year
- Dept. ORG code

View Information [for Crystal Report]:
View: FG.Ledger.Free.Bal

Fund Listing by ID or Organization Code WEB Report

Fund Listing by ID or Organization Code CRYSTAL Report

Description, Prompting Query Fields, Help Documentation

Last modified:
2011-04-12

Description:
Displays all Funds for a given Fund Financial Manager ID number. Alternatively, one can enter a departmental organization code (e.g. 00346). Shows Fund Administrator contact information and recommended reports/query tools.

Prompting Query Fields:
- FFM ID or Dept. Org. code