Report Catalogs are comprehensive lists showing previews of prompt pages and samples of each report type.
- Facilities Management Reports (FM) 07/14
- General Ledger Reports (GL) 11/14
- General Reports (GE) 11/11
- Grants Management (GM) 4/16
- Supply Chain Reports (SC) 2/16
Common Reports Quick Reference
|Summarizes budget to actuals for revenue and expenses for a specific Fund, Dept ID, Project.|
All transactions affecting the budget for the current period.
See the web tutorial Reading the GL008 Report for more info.
|Shows open encumbrances and helps users to reconcile budgets and track purchase orders that have not been finalized.|
Used by PI’s, Department Administrators, and ASRSP to view budget balances by project and by project/budget category.
|Used by PI's, Dept. Admins, and ASRSP to review the status of direct and indirect expenditures against the total budget amount along with project demographic data. The dollars are broken out and shown by Current Accounting Period, Fiscal Year to Date, and Inception to Date.|
|Used by management to gauge actual to budget for revenue and expenses.|
|Snapshot of balances on the Summary and gives more information on the individual Agency Project on the Detail reports.|
|Gives agency account managers a detail of cash balances.|
|Used for summary analysis of project activity against a planned budget by chart string.|
|**Replaces FM008** Displays detailed information for all of the labor, materials, and miscellaneous costs associated with a work order, project, building, or chart string as well as information about the crew, the type of work, and a description of the work that was performed.|
|Provides summarized financial information by chart string, for a DeptID or for a School/Unit, reflecting the typical Beginning Balance, Expenses, Revenues, and Ending Balance for both Budget and Actuals, as applicable; also providse sub-totals by Fund type and DeptID.|
|Displays summarized expense and revenue (actuals and budget) financial information by chart string for a DeptID or School/Unit, reflecting the typical Expenses, Revenues, and Ending Balance, as applicable. This report shows information for all chart strings except those that use agency funds (starts with a 7).|
|Provides summarized financial information by chart string, for a DeptID or for a School/Unit, reflecting the typical Beginning Balance, Expenses, Revenues, and Ending Balance for both Budget and Actuals, as applicable; also provides sub-totals by Fund type and DeptID. The GL070 report has the additional benefit of reporting and sub-totaling by Project Attributes, as assigned.|
|Allows comparison of fiscal year data by accounting period. Answers the question: “How were we doing this time last year?”|
|Depicts revenues and expenses in an income statement format for purposes of school/unit financial management.|
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