Miscellaneous Reports

Running WEB Reports

If you are having issues running WEB reports using IE, please try Chrome or Firefox.

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

Non-Salary Encumbrance Statement WEB Report

File Non-Salary Encumbrance Statement CRYSTAL Report

Description, Prompting Query Fields, Help Documentation

Last modified:
2015-10-26

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]

Funds Within Faculty Org Jurisdiction WEB Report

File 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

File 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

File 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

COVID-19 Expenses WEB Report

Description, Prompting Query Fields, Help Documentation

Last modified:
2020-09-17

Description:
Displays a listing of all transactions to date (including credits, i.e. tax rebates) flagged with Activity Codes of COVID or COVID1(payroll specific).

Prompting Query Fields:
Organization Code - Any level (i.e. Faculty or Department)
Include Salary, Benefits, Workstudy (Y/N)

List of Fund Delegates by FFM WEB Report

File List of Fund Delegates by FFM [.rpt]

Description, Prompting Query Fields, Help Documentation

Last modified:
2015-12-04

Description:
Displays active and pending (waiting for approval) delegation records (approval delegation records and temporary signing authority delegation records) associated with the entered search criteria, grouped by FFM/PI name.

Prompting Query Fields:
- FST Code or the McGill ID of an Approval Delegate

View Information [for Crystal Report]:
View: FG.Fund.Delegation
View: FG.Fund.Profile

Future Dated Terminating Delegations WEB Report

File Future Dated Terminating Delegations CRYSTAL Report

Description, Prompting Query Fields, Help Documentation

Last modified:
2011-12-04

Description:
Displays all delegation records (approval delegation records and temporary signing authority delegation records) with a termination date on or after the entered end date, sorted by FFM/PI name and fund code. If the end date criteria is left blank, the report will list only delegation records with no termination date.

Prompting Query Fields:
-5-digit Organization Code (any level)
-End date

View Information [for Crystal Report]:
View: FG.Fund.Delegation
View: FG.Fund.Profile

List of Delegates for Organization Code and Delegation Status WEB Report

File List of Delegates for Organization Code and Delegation Status CRYSTAL Report

Description, Prompting Query Fields, Help Documentation

Last modified:
2011-12-07

Description:
Displays all delegation records for the entered Org meeting the selected criteria of funds with active delegations, or funds with pending delegations waiting for approval, or funds with terminated delegations, or funds with no delegations, sorted by FFM/PI ID and fund code.

Prompting Query Fields:
-5-digit Organization Code (any level)
-Document status (fund/delegation record status)

View Information [for Crystal Report]:
View: FG.Fund.Delegation
View: FG.Fund.Profile

Back to top