Skip to main content

Reporting

Budget & Analytics InfoSource Guides

View the guides here.

Budget and Finance Reports

New updated data model includes pre 9.2 conversion ***New as of 1/1/2020***

FIN001 - Budget Overview  (Excel Version Small Excel Icon) - (Guide)

FIN002 - Budget Overview with GL Details  (Excel Version Small Excel Icon) - (Guide)

FIN003 - Transaction Details  (Excel Version Small Excel Icon)  - (Guide)

FIN004 - ePro Transaction Detail   (Excel Version Small Excel Icon)

FIN005 - Requisitions

FIN006 - Purchase Orders  (Excel Version Small Excel Icon) - (Guide)

FIN007 - Vouchers  (Excel Version Small Excel Icon) - (Guide)

FIN009 - Procure to Pay (P2P)  (Excel Version Small Excel Icon) - (Guide)  

Payroll Transaction Detail  (Excel Version Small Excel Icon)

FIN015 - Department Summary  (Excel Version Small Excel Icon)  - (Guide)

FIN016 - Sponsored Project Summary  (Excel Version Small Excel Icon)  - (Guide)

FIN017 - Balance by Chartstring  (Excel Version Small Excel Icon) - (Guide)

FIN018 - Budget Detail Report  (Excel Version Small Excel Icon) - (Guide)

FIN021 - Department Budget Overview  (Excel Version Small Excel Icon) - (Guide)

FIN022 - Concur Summary (Budgetary/Non-Budgetary)   (Excel Version Small Excel Icon)

FIN030 - Budget Overview with Associated Revenue  (Excel Version Small Excel Icon) - (Guide)

FIN031 - Budget Availability  (Excel Version Small Excel Icon) - (Guide)

FIN032 - Transaction Details with Associated Revenue  (Excel Version Small Excel Icon) - (Guide)

Donor Letters_Primary  (Excel Version Small Excel Icon) - (Guide)

 

Asset Management

Inventory   (Excel Version Small Excel Icon) - (Guide)

 

Charts of Accounts (CoA) Trees

Account (GL) Tree  (Excel Version Small Excel Icon)

Account (KK) Tree  (Excel Version Small Excel Icon)

KK_GM Expense Tree (Excel Version Small Excel Icon)

Department Tree  (Excel Version Small Excel Icon)

Function Tree  (Excel Version Small Excel Icon)

Fund Category Tree  (Excel Version Small Excel Icon)

Fund Tree  (Excel Version Small Excel Icon)

Program Tree  (Excel Version Small Excel Icon)

Project Tree  (Excel Version Small Excel Icon)

Purpose Tree  (Excel Version Small Excel Icon)

Site Tree  (Excel Version Small Excel Icon)