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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.


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