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crystal reports

Accessing Financial Information for Reporting Purposes - Web and Crystal Report Templates

Reporting

Accessing financial information for reporting purposes can be done in several different ways. The easiest and most recommended method to use is Minerva Financial Statements. More information about financial statements is available in our Knowledge Base.

Getting Data Warehouse Access & Finding your Banner UserID and Password in Minerva

Data Warehouse Access

Access to the data warehouse is granted by submitting an online form on the IT Services site. [Sign-in is required.]

Before requesting data warehouse access, you must be:
A Fund Financial Manager (FFM) or Principal Investigator (PI)
OR
A FIS User - have query access to funds/grants (more information)

FST Reports

Instructions for logging in to reports and exporting data is available on the Running Web & Crystal Reports page.

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

Year-End Reports

Variance analysis reports help quantify and identify the difference in actual expenditures or revenues between fiscal years and quarters. In some cases, variance is calculated by comparing budget to actuals and in others the comparison is based solely on actuals.

Month End 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.