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Reporting Resources

School Report Inventory

InfoEd Report Inventory

 

Report Catalogs

Report Catalogs are comprehensive lists showing previews of prompt pages and samples of each report type.

Data

Warehouse-based reports generally reflect data as of Close of Business the previous day.
Real-time reports pull data directly from the relevant application (NUFinancials, InfoEd, FAMIS).

Additional Resources

Common Reports Quick Reference

REPORT

DESCRIPTION

GL005 - Summary Budget Status

Summarizes budget to actuals for revenue and expenses for a specific Fund, Dept ID, Project.

GL008 - Revenue & Expense

All transactions affecting the budget for the current period.

See the web tutorial Reading the GL008 Report web demo for more info.

SC016 - Open Encumbrances pdf icon

Shows open encumbrances and helps users to reconcile budgets and track purchase orders that have not been finalized.

GM044 - Sponsored Project Portfolio

Used by PI’s, Department Administrators, and ASRSP to view budget balances by project and by project/budget category.

  • The first level report displays balances for active projects including direct and indirect expenditures as well as encumbrances by department and/or principal investigator.
  • The second level report drills through into the Budget Overview for a particular project which breaks out the available balance by sponsor and cost share commitments. Each balance is then broken out by budget category (includes expenses and encumbrances).

GM045 - Sponsored Project Budget Statement

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.

GL013 - Year End Performance Review pdf icon

Used by management to gauge actual to budget for revenue and expenses.

GL018 - Summary of Agency Project Cash Balances pdf icon

Snapshot of balances on the Summary and gives more information on the individual Agency Project on the Detail reports.

GL061 - Agency Project Detail pdf icon

Gives agency account managers a detail of cash balances.

FM003 - Capital Project Financial Position Summary pdf icon

Used for summary analysis of project activity against a planned budget by chart string.

FM032 - Job Cost - FAMIS Billing Summary and Detail Report pdf icon

**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.

GL068 - Financial Summary (Excluding Agency and Multi-Year Funds)

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.

GL069 - Financial Summary (Including Multi-Year Funds And Excluding Agency Funds)

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).

GL070 - Financial Summary with Project Purpose (Excluding Agency and Multi-Year Funds)

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.

GL071 - Financial Summary - Historical Comparison (Excluding Agency and Multi-Year Funds)

Allows comparison of fiscal year data by accounting period. Answers the question: “How were we doing this time last year?”

GL077 - Income Statement Report pdf icon

Depicts revenues and expenses in an income statement format for purposes of school/unit financial management.

 

Help

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