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Summary Reports

Log-In instructions for running these reports is available on the Running Web & Crystal Reports page.
Crystal Reports software is not required to run the web report templates.


Summary Report Templates

Budget Carry Forward WEB Report

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
article in the Financial Services Knowledge Base

Monthly Grant Summary WEB Report

Monthly Grant Summary CRYSTAL Report

Description, Prompting Query Fields, Help Documentation

Last modified:
2007-01-31

Description:
Displays all monthly Grant related transactions and prior month balance forwards for a specified calendar year and calendar month. Data is summarized by account code totals. Report will balance with the Banner form FRIGITD or Budget Queries for Fund Holders in Minerva. Current month transactions and inception to date totals are displayed.

Report Help:
Monthly Grant Summary [.pdf]

Prompting Query Fields:
- Calendar year
- Calendar month
- Fund code

View Information (for Crystal Reports):
View: FG.Grant.Balances.Trans.Det
View Help: Grant Balances Transaction Details [.pdf]

Monthly Grant Summary by Activity WEB Report

Monthly Grant Summary by Activity CRYSTAL Report

Description, Prompting Query Fields, Help Documentation

Last modified:
2007-01-31

Description:
Displays all monthly Grant related transactions and prior month balance forwards for a specified calendar year and calendar month. Data is summarized by Activity code totals. Report will balance with the Banner form FRIGITD or Budget Queries for Fund Holders in Minerva. Current month transactions and inception to date totals are displayed.

Report Help:
Monthly Grant Summary by Activity [.pdf]

Prompting Query Fields:
- Calendar year
- Calendar month
- Fund code

View Information [for Crystal Report]:
View: FG.Grant.Balances.Trans.Det
View Help:Grant Balances Transaction Details[.pdf]

Consolidated Grant Summary by Faculty level Org WEB Report

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

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

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]

Monthly Fund Summary WEB Report

Monthly Fund Summary CRYSTAL Report

Description, Prompting Query Fields, Help Documentation

Last modified:
2007-01-31

Description:
Displays current month transactions and prior month balance forwards for a specified fiscal year and fiscal period. Data is summarized by account code. Report will balance with the Banner form FGIBDST or Budget Queries for Fund Holders in Minerva. Current month totals and year to date totals are displayed.

Report Help:
Monthly Fund Summary [.pdf]

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

View Information [for Crystal Report]:
View: FG.Balances.Transaction.Det
View Help:Balance Transaction Details[.pdf]

Monthly Fund Summary by Account Type WEB Report

Monthly Fund Summary by Account Type CRYSTAL Report

Description, Prompting Query Fields, Help Documentation

Last modified:
2007-01-31

Description:
Displays a summary of all current month transactions and prior month balance forwards by Account Type for a specified fiscal year and fiscal period. Report has drill down capabilities to view transaction details by account code. [ Do not use for Grant inception to date reporting. Use Monthly Grant Summary to produce accurate results.]

Report Help:
Monthly Fund Summary by Account Type [.pdf]

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

View Information [for Crystal Report]:
View: FG.Balances.Transaction.Det
View Help:Balance Transaction Details[.pdf]

Monthly Fund Summary by Activity WEB Report

Monthly Fund Summary by Activity CRYSTAL Report

Description, Prompting Query Fields, Help Documentation

Last modified:
2007-02-09

Description:
Displays current month transactions and prior month balance forwards for a specified fiscal year and fiscal period. Data is summarized by Activity code. Report will balance with Banner form FGIBDST or Budget Queries for Fund Holders in Minerva.

Report Help:
Monthly Fund Summary by Activity [.pdf]

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

View Information [for Crystal Report]:
View: FG.Balances.Transaction.Det
View Help:Balance Transaction Details[.pdf]

Consolidated Fund Summary by Faculty level Org WEB Report

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

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

Organization Fund Summary by Fund Financial Manager CRYSTAL Report

Description, Prompting Query Fields, Help Documentation

Last modified:
2008-10-21

Description:
Displays all Trust Fund related transactions for a specified fiscal year by Activity code. Includes the opening balance at the beginning of the fiscal year and all current year details.

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

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:
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

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.

Report Help:
Endowment Fund Summary [.pdf]

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]