Summary Reports

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Summary Report Templates

Summary of Funds WEB Report

File Summary of Funds CRYSTAL Report

Description, Prompting Query Fields, Help Documentation

Last modified:
2014-06-09

Description:
Generates a comprehensive listing of funds and grants with their own one-line financial statement summary.

Report Help:
Summary of Funds [flash file .swf]

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

File Budget Carry Forward CRYSTAL Report

Description, Prompting Query Fields, Help Documentation

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.

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

File Consolidated Grant Summary by Faculty level Org CRYSTAL Report

Description, Prompting Query Fields, Help Documentation

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.

Report Help:
Consolidated Grant Summary by Faculty level Org [.pdf]

Prompting Query Fields:
- Faculty ORG code
- Calendar year
- Calendar month

View Information [for Crystal Report]:
View: FG.Grant.Summary.Statement
View Help:Grant Summary Statement[.pdf]

Consolidated Grant Summary by Dept level Org WEB Report

File Consolidated Grant Summary by Dept level Org CRYSTAL Report

Description, Prompting Query Fields, Help Documentation

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.

Report Help:
Consolidated Grant Summary by Dept level Org [.pdf]

Prompting Query Fields:
- Dept. ORG code
- Calendar year
- Calendar month

View Information [for Crystal report]:
View: FG.Grant.Summary.Statement
View Help:Grant Summary Statement[.pdf]

Fund Financial Manager Grant Summary WEB Report

File Fund Financial Manager Grant Summary CRYSTAL Report

Description, Prompting Query Fields, Help Documentation

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.

Report Help:
Financial Manager Grant Summary [.pdf]

Prompting Query Fields:
- Calendar year
- Calendar month
- McGill ID

View Information [for Crystal Report]:
View: FG.Grant.Summary.Statement
View Help:Grant Summary Statement[.pdf]

Consolidated Fund Summary by Faculty level Org WEB Report

File Consolidated Fund Summary by Faculty level Org CRYSTAL Report

Description, Prompting Query Fields, Help Documentation

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.]

Report Help:
Consolidated Fund Summary [.pdf]

Prompting Query Fields:
- Fiscal year
- Fiscal period
- ORG code 3

View Information [for Crystal Report]:
View: FG.Periodic.Operating.Statement
View Help:Periodic Operating Statement[.pdf]

Organization Fund Summary WEB Report

File Organization Fund Summary CRYSTAL Report

Description, Prompting Query Fields, Help Documentation

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.]

Report Help:
Organization Fund Summary [.pdf]

Prompting Query Fields:
- Fiscal year
- Fiscal period
- ORG code

View Information [for Crystal Report]:
View: FG.Periodic.Operating.Statement
View Help:Periodic Operating Statement[.pdf]

Organization Fund Summary by Fund Financial Manager WEB Report

File Organization Fund Summary by Fund Financial Manager CRYSTAL Report

Description, Prompting Query Fields, Help Documentation

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
View Help:Periodic Operating Statement [.pdf] & Statement Heading [.pdf]

Fund Financial Manager Fund Summary WEB Report

File Fund Financial Manager Fund Summary CRYSTAL Report

Description, Prompting Query Fields, Help Documentation

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.]

Report Help:
  PDF icon Financial Manager Fund Summary[.pdf]

Prompting Query Fields:
- Fiscal year
- Fiscal period
- McGill ID

View Information [for Crystal Report]:
View: FG.Periodic.Operating.Statement
View Help:Periodic Operating Statement[.pdf]

Endowment Fund Summary WEB Report

File Endowment Fund Summary CRYSTAL Report

Description, Prompting Query Fields, Help Documentation

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
View Help:Transaction Details - Include General Ledger [.pdf]

 

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