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A: The Actuals Detail by Fiscal Year report is great if reconciling a month’s activity. (FAQ)

If you want to see activities between custom dates, use the Actuals Detail by Date Period report. (FAQ)


Q: What report will show me budget modifications?

A: The Budget Detail by Fiscal Year report. (FAQ)


Q: What report will show me a summary of all activity and balance for a specific period and chart-string?

A: For state-funded departments (1111), use the Budget to Actual Summary by Fiscal Year report. (FAQ)

For self-supporting funds (1112,1113,1114,1116,4120,4125) use the Self-Support and Aux. Projects Summary Multi-Year report. (FAQ)

For sponsored projects funds sponsored projects use the Sponsored Projects Summary - Project Detail

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A: The Sponsored Projects Summary Report by PI.


Q: What report should I use will show me where I can compare a department’s activity to the budget and past years?

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