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ERP Financials

Financials Reporting

Financials Reporting

PeopleSoft Financials Reporting

Financial reports for users are available in two locations Launchpad and the PeopleSoft Financials reporting system. Access to individual reports is determined from the Online Security Form Reference Guide (PDF).

Launchpad

Monthly reports that are run by central operations and housed on the web for department administrators or other designees to access. Users have access to reports department-wide. Users who do not have full access to all reports in their department cannot use this system and must run their reports individually in Peoplesoft.

Peoplesoft Reporting Database

Any available Peoplesoft report or query can be run from this system. While the reporting database looks similar to the financials database, it is a separate link that requires a separate login. PeopleSoft Reporting Database.

Available Reports

Income – Expense Report

The expense statement contains both a summary and a detail section. The summary section lists total expenses for the given time period as well as year-to-date expenses and the current year budget. The detail section lists all journal activity for the given period. Encumbrance section lists requisitions and purchase orders that are pending.

SpeedTypes Used: OPR and INS.

Sample Income – Expense Report (PDF)

Income – Expense Endowment Report

The income/expense statement consists of a summary section and a detail section. The summary section lists total expenses for the given period as well as year-to-date expenses. The detail section lists all journal activity for the given period. The income listed represents the monthly amount distributed to the endowment fund or the actual income received for FHBOs. Encumbrance section lists requisitions and purchase orders that are pending.

SpeedTypes Used: END and FHB

Sample Income – Expense Endowment Report (PDF)

Income/Expense – Funded Projects

The income/expense statement consists of a summary section and a detail section. The summary section lists total expenses for the given period, year-to-date expenses, total-to-date expenses, budget amounts and cost share amounts. The detail section lists all journal activity for the given period. Income for the given period is also listed. Encumbrance section lists requisitions and purchase orders that are pending.

SpeedTypes Used: RES, TRN, SPC and OSA

Sample Income Expense – Funded Projects (PDF)

CIP Expense Statements

The income/expense statement consists of a summary section and a detail section. The summary section lists total expenses for the given period, year-to-date and total-to-date expenses, income and total budget and funding amounts . The detail section lists all journal activity for the given period. Encumbrance section lists requisitions and purchase orders that are pending.

SpeedTypes Used: CIP

Sample CIP Expense Statements (PDF)

Budget Performance Report

Used by the budget office, management centers and departments for budget forecasting, this report lists the major account classifications and breaks down current and year-to-date expenses for each class in the various funded and unfunded categories.

Sample Budget Performance Report (PDF)

Revenue Budget Performance Report

Used by the budget office, management centers and departments for budget forecasting, this report lists the major account classifications and breaks down current and year-to-date income for each class in the various funded and unfunded categories.

General Ledger Report

This report lists activity on asset and liability related funds for a given period. The report is sorted by fund, project and account ID. 

Sample General Ledger Report (PDF)

Income Ledger Report

Lists income detail for endowment, FHBO (Funds Held By Others), income and expense funds. The report is cumulative, showing all detail for the the fiscal year. The report is sorted by department, fund, project and account.

Sample Income Ledger Report (PDF)

Unused Endowment Income

Lists endowment and FHBO (Funds Held By Others) projects, their income balance at the beginning of the fiscal year, year-to-date income by category, year-to-date expense and final, unused income balance.

Sample Unused Endowment Income (PDF)

Valid SpeedType Listing

This report lists all currently valid (non-archived) speedtypes available for use in the in Financials and HCM.

Sample Valid SpeedType Listing (PDF)

Statement of Expense: BGT Speedtype Report (BGT Rpt)

The expense statement contains both a summary and a detail section. The summary section lists total expenses for the given time period as well as total-to-date expenses vs. budget. The detail section lists all journal activity for the given period.

Speedtypes used: BGT, VSN, SERVs.

Sample Statement of Expense: BGT Speedtype Report (PDF)