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Fund Balances and Profiles WEB Report

Running WEB Reports

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In order to run this report, you must:

Have Minerva query access to funds/grants AND have data warehouse access.
For information on getting data warehouse access & finding your Banner UserID and password in Minerva, click here.
For information on running web reports, click here.

Researcher Tools Report Templates


Fund Balances and Profiles WEB Report

Description:
A comprehensive report specifically tailored to PIs.  It provides a lists all available funds the PI has control of, their balances as of the specified year and month, and the profile information associated with the fund.  Certain parts of the report has drilldown capabilties which will provide additional information and more indepth summarized expenses.

Prompting Query Fields, Help Documentation

Last modified:
2013-10-28

Report Help:
Coming Soon [.pdf]

Prompting Query Fields:
- Calendar year
- Calendar month
- PI McGill ID
- Drilldown sorting method