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.
Summary Report Templates
Summary of Funds CRYSTAL Report
Description and Prompting Query Fields
Last modified:
2014-06-09
Description:
Generates a comprehensive listing of funds and grants with their own one-line financial statement summary.
Prompting Query Fields:
- Fiscal/Calendar year
- Fiscal Period/Calendar Month
- FST code/Organization Code/Fund Adminstrator Code/FFM McGill ID
- Revenue Accounts Only
- Excel Friendly
View Information [for Crystal Report]:
- FG.Fund.Profile
- FP.MOPS.CARDHOLDER.PROFILE
- FP.MOPS.TRANSACTION.DETAILS
- FG.PERIOD.OPERATING.STATEMENT
- FG.GRANT.SUMMARY.STATEMENT
- FG.FISCAL.YEARS
- FG.FISCAL.PERIODS
- FG.ORGN.HIER
Budget Carry Forward WEB Report
Budget Carry Forward CRYSTAL Report
Description and Prompting Query Fields
Last modified:
2011-06-02
Description:
A summarized report to display the specific funds and their amounts that will be carried forward to the new year. This report is to complement the Budget Carry Forward Information Bulletin.
Prompting Query Fields:
- Fiscal year
- Org Code 3
For information on looking up an Org Level in Banner, please read the
on our Financial Service website on How to use Banner (FTMORGN) page.
Consolidated Grant Summary by Faculty level Org WEB Report
Consolidated Grant Summary by Faculty level Org CRYSTAL Report
Description and Prompting Query Fields
Last modified:
2007-01-31
Description:
Displays all Grants queried by Faculty Level Org Code 3 (9xxxx), for a specified calendar year and calendar month. Funds listed are grouped by Fund type (1E, 2F, etc.) and by predecessor code.
Prompting Query Fields:
- Faculty ORG code
- Calendar year
- Calendar month
View Information [for Crystal Report]:
View: FG.Grant.Summary.Statement
Consolidated Grant Summary by Dept level Org WEB Report
Consolidated Grant Summary by Dept level Org CRYSTAL Report
Description and Prompting Query Fields
Last modified:
2007-05-28
Description:
Displays all Grants for a Department level Org Code, within a specified calendar year and calendar month. Funds listed are grouped by Fund type (1E, 2F, etc.) and by predecessor code.
Prompting Query Fields:
- Dept. ORG code
- Calendar year
- Calendar month
View Information [for Crystal report]:
View: FG.Grant.Summary.Statement
Fund Financial Manager Grant Summary WEB Report
Fund Financial Manager Grant Summary CRYSTAL Report
Description and Prompting Query Fields
Last modified:
2007-01-31
Description:
Displays all Revenue, Labour and Expense Account balances for GRANTs associated to a specific financial manager, displayed by FUND Type. Any Funds not associated to a Grant will not be displayed . Displays inception to date totals for Grants only.
Prompting Query Fields:
- Calendar year
- Calendar month
- McGill ID
View Information [for Crystal Report]:
View: FG.Grant.Summary.Statement
Consolidated Fund Summary by Faculty level Org WEB Report
Consolidated Fund Summary by Faculty level Org CRYSTAL Report
Description and Prompting Query Fields
Last modified:
2007-01-31
Description:
Displays all Funds for a specified Org Code 3 (9XXXX) within a specified fiscal year and fiscal period. All Funds with a default Org that roll up to Org code 3 will be displayed. [ Do not use for Grant inception to date reporting. Use Consolidated GRANT Summary.]
Prompting Query Fields:
- Fiscal year
- Fiscal period
- ORG code 3
View Information [for Crystal Report]:
View: FG.Periodic.Operating.Statement
Organization Fund Summary WEB Report
Organization Fund Summary CRYSTAL Report
Description and Prompting Query Fields
Last modified:
2007-01-31
Description:
Displays all Funds for a specified Org Code within a specified fiscal year and fiscal period. All Funds with the same default Org code will be displayed by Fund Type. [ Do not use for Grant inception to date reporting. Use Organization GRANT Summary.]
Prompting Query Fields:
- Fiscal year
- Fiscal period
- ORG code
View Information [for Crystal Report]:
View: FG.Periodic.Operating.Statement
Organization Fund Summary by Fund Financial Manager WEB Report
Organization Fund Summary by Fund Financial Manager CRYSTAL Report
Description and Prompting Query Fields
Last modified:
2015-10-27
Description:
Displays all Funds for a specified Org Code within a specified fiscal year and fiscal period. All Funds with the same default Org code will be displayed by Fund Financial Manager and then by Fund Type. [ Do not use for Grant inception to date reporting. Use Organization GRANT Summary.]
Prompting Query Fields:
- Fiscal year
- Fiscal period
- ORG code
View Information [for Crystal Report]:
View: FG.Periodic.Operating.Statement & FG.Statement.Heading
Fund Financial Manager Fund Summary WEB Report
Fund Financial Manager Fund Summary CRYSTAL Report
Description and Prompting Query Fields
Last modified:
2007-01-31
Description:
Displays all Revenue, Labour and Expense Account balances for FUNDs associated to a specific financial manager, displayed by FUND Type. [Do not use for Grant inception to date reporting. Use Financial Manager Grant Summary.]
Prompting Query Fields:
- Fiscal year
- Fiscal period
- McGill ID
View Information [for Crystal Report]:
View: FG.Periodic.Operating.Statement
Endowment Fund Summary WEB Report
Endowment Fund Summary CRYSTAL Report
Description and Prompting Query Fields
Last modified:
2007-01-31
Description:
Displays a summary of Endowment activity including the current book value and the MIP value from the most recently ended quarter within a specified fiscal year. Does not contain previous month balance forwards.
Prompting Query Fields:
- Fiscal year
- Fund code
View Information [for Crystal Report]:
View: FG.Transaction.Det.Incl.Genl