New Reports, Queries and a new Job Aid released in February 2019

Sponsored Summary – Budget, Cost, And Encumbrance by Expenditure Type Report

(Navigation Path: Reports and Analytics > Shared Folders > Custom > RU Saved Queries > Projects > Sponsored Summary – Budget, Cost, And Encumbrance by Expenditure Type)

The Sponosred Summary - Budget, Cost and Encumbrance by Expenditure Type report is intended to replace the functionality of RU PJ 071 Sponsored Summary - Budget Cost and Encumbrance. The report displays as a dashboard listing balances by Expenditure Type instead of just Expenditure Category and allows users to set an end date for calculating balances.


FMS Payroll Distribution Report (PD)

A job aid for the FMS Payroll Distribution Report (PD) has been created. This job aid details how to run the FMS Payroll Distribution Report (PD) which allows you to view specific information about your payroll expenses after October 7, 2016 pay dates. The job aid will explain transaction types and provided definitions for the information displayed in the report.


BETA New RU PJ 068 Projects Fund Balance Report

(Navigation path: Reports and Analytics > Shared Folders > Custom > RU Custom > Reports > PGM Reports> RU PJ 068)

BETA NEW RU PJ 068 Projects Fund Balance Report allows users to see a project’s beginning balance, budget, revenue, expenses, commitments, and various balances calculated from these fields.


RU GL 097 GL Combinations Report

RU GL 097 GL Combinations Report in the Financial Reporting tile can now be run by a new parameter “Account”.  This report was created to identify General Ledger account combinations and determine whether or not these combinations are enabled.


 RU PJ 015 Non Sponsored Project Summary

Removal of RU PJ 015 Non Sponsored Project Summary is not performing as expected and is unnecessary in light of the other reports that have been released since its inception. For these reasons, we are removing the report from production.