Q: What report will show me all the detail lines for a particular chart-string that I can use for reconciling all transactions?
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
Q: What report will show me all of the sponsored projects for a Principal Investigator (PI)?
A: The Sponsored Projects Summary Report by PI.
Q: What report should I use where I can compare a department’s activity to the budget and past years?
A: The Budget to Actual Summary report's first page has budget information and a drill-able chart comparing the last 3 years of activity.
The Trend Summary - Five Years report shows the past 5 years' of budget and actual activity.