Running WEB Reports
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海角社区
Instructions for logging in to reports and exporting data is available on the Running Web & Crystal Reports page.
Note: Banner Student Aid (BSA)听report templates are available on the Student Funding website.
(Click on the title above to run the Web Report)
Description
This report is designed to display all Outstanding Accountable Advances depending on the search criteria. The outstanding advances can be searched by FST Code, Organization Code or Responsible 海角社区 ID. An outstanding advance is an advance that has not been accounted for with a paid expense reimbursement. Overdue refers to an accountable advance that is 30 days past the travel end date of the trip.
To run the report, the following must be selected/entered
- Search criteria - enter a value for one of the three search criteria:
- FST Code
- Organization Code (any level of organization code)
- Responsible 海角社区 ID
- Excel Friendly - choose one of the following from the drop-down menu:
- Yes
- No
- Your Data Warehouse Access - choose one of the following from the drop-down menu:
- FIS User
- Financial Services Staff/Central User
| Title | Report Links | Description |
|---|---|---|
| Summary of Funds | | | Description |
| Fund FST Affiliation by Organization Code | |  CRYSTAL Report |
Description |
| Advances & Expense Reimbursements by FST | | CRYSTAL Report |
Description |
| Procurement Card Transactions & Procurement Card Usage | PCard Reports page | |
| Consolidated Fund Statement Operating by FST | | CRYSTAL Report |
Description |
| Consolidated Fund Statement Non-Operating by FST | | CRYSTAL Report |
Description |
| Endowment Fund Information by FST | | CRYSTAL Report |
Description |
| List of Fund Delegates by FFM (Approval delegation records and Temporary Signing Authority delegation records) | | | Description |
| Future Dated Terminating Delegations (Approval delegation records and Temporary Signing Authority delegation records) | | | Description |
| List of Delegates for Organization Code and Delegation Status (Approval Delegation Records) | |
|
Description |
| Internal Services 鈥� Expenditures Report | | CRYSTAL Report | Description |
| Payroll Details by FFM | | | Description |
Description and Prompting Query Fields
Last modified:
2014-06-09
Description:
Generates a comprehensive listing of funds and grants with their own one-line financial statement summary.
Prompting Query Fields:
- Fiscal/Calendar year
- Fiscal Period/Calendar Month
- FST code/Organization Code/Fund Adminstrator Code/FFM 海角社区 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
Fund FST Affiliation by Organization Code
Description and Prompting Query Fields
Last modified:
2010-03-12
Description:
Displays funds within an organization code and groups them according to the FST they belong to. Shows all unaffiliated funds under the heading NOFST. Also has an option to show only those funds without an FST (NOFST).
Prompting Query Fields:
- Organization Level
- Organization Code
- Option for all funds or non-affiliated only
View Information [for Crystal Report]:
View: FG.Fund.Profile
Advances & Expense Reimbursements by FST
Description and Prompting Query Fields
Last modified:
2009-02-17
Description:
Displays all Accountable Advances and Expense Reimbursements charged to funds that fall within a given FST jurisdiction, Fiscal Year and Fiscal Period. Contains posted transactions only.
Prompting Query Fields:
- Fiscal year
- Fiscal period
- FST code
Consolidated Fund Statement Operating by FST
Description and Prompting Query Fields
Last modified:
2012-02-01
Prompting Query Fields:
- Fiscal year
- Fiscal period
- FST code
View Information [for Crystal Report]:
View: FG.Period.Operating.Statement
Consolidated Fund Statement Non-Operating by FST
Description and Prompting Query Fields
Last modified:
2012-02-01
Prompting Query Fields:
- Fiscal year
- Fiscal period
- FST code
View Information [for Crystal Report]:
View: FG.Period.Operating.Statement
Endowment Fund Information by FST
Description and Prompting Query Fields
Last modified:
2009-01-16
Description:
Displays all non financial information associated to an Endowment Fund and its related Spendable Income Fund grouped by FST (Financial Services Team).
Prompting Query Fields:
- FST code
View Information [for Crystal Report]:
View: FE.Endow.Profile
Description and Prompting Query Fields
Last modified:
2015-12-04
Description:
Displays active and pending (waiting for approval) delegation records (Approval delegation records and Temporary Signing Authority delegation records) associated with the entered search criteria, grouped by FFM/PI name.
Prompting Query Fields:
- FST Code or the 海角社区 ID of an Approval Delegate
View Information [for Crystal Report]:
View: FG.Fund.Delegation
View: FG.Fund.Profile
Future Dated Terminating Delegations
Description and Prompting Query Fields
Last modified:
2011-12-04
Description:
Displays all delegation records (Approval delegation records and Temporary Signing Authority delegation records) with a termination date on or after the entered end date, sorted by FFM/PI name and fund code. If the end date criteria is left blank, the report will list only delegation records with no termination date.
Prompting Query Fields:
-5-digit Organization Code (any level)
-End date
View Information [for Crystal Report]:
View: FG.Fund.Delegation
View: FG.Fund.Profile
List of Delegates for Organization Code and Delegation听Status
Description and Prompting Query Fields
Last modified:
2011-12-07
Description:
Displays all delegation records for the entered Org meeting the selected criteria of funds with active delegations, or funds with pending delegations waiting for approval, or funds with terminated delegations, or funds with no delegations, sorted by FFM/PI ID and fund code.
Prompting Query Fields:
-5-digit Organization Code (any level)
-Document status (fund/delegation record status)
View Information [for Crystal Report]:
View: FG.Fund.Delegation
View: FG.Fund.Profile
Internal Services 鈥� Expenditures Report
Description and Prompting Query Fields
Last modified:
2016-01-07
Description:
Lists internal services transactions processed via feeds. Feeds are typically used by Service Centers with large transaction volumes every month and by their very nature do not allow for approvals to be recorded prior to their posting. In keeping with Tri鈥怉gency requirements, this report lists these transactions so PI authorization may be obtained 鈥� this authorization may not be delegated.
Prompting Query Fields:
-FST Code or FFM/PI 海角社区 ID
- Starting date
- Ending date
听
Description
Last modified:
2016-07-18
Description:
This report generates a summary of salaries and benefits paid to the employee(s) by fund number for a specified fund holder, transaction start and end dates.听 The data is grouped by fund number, and then by the individuals who were paid off that fund.
To run the report, refresh and enter the following parameters:
- Fund Holder鈥檚 海角社区 ID
- Transaction start date
- Transaction end date
To view further details of the transactions for a particular employee, double-click on any data field for that person and the following will be displayed: position number, suffix, pay year, pay frequency, pay number, sequence number, transactions date, document number, amount, and FOAPAL string.
Notes:
- If no data is displayed after the report is run, it is possible that there were no salaries/benefits incurred for the transactions dates specified.
- When comparing the payroll details from the attached report with the payroll details run from the Multi Period Grant Details, the total payroll amount may differ.听 This could be due to:
- a.听Non-Insured Benefits Pool (NIBP) credits processed through finance on account code 600071; and/or
- b.听Work Study credits processed through the Student Aid Office on a 鈥�6鈥� account code; and/or
- c.听Any journal processed through finance affecting the salary account codes.
3.听This report does not include Banner Student Aid (BSA) payments to students.
听