Finance Reports

• Approver Table Roles — all individuals on the approver table and which transactions they are authorized to approve
• Finance Yearly Trend — high level trends for each account group for the current and past 12 months
• Finance Five Year Trend — high level trends for each account group for the current and previous four fiscal years
• Finance Reconciliation Detail — status on all transactions to see which were reconciled or outstanding
• Finance Student Financial Activity Report — all payments to students, including financial aid, payroll, benefits, and expense reimbursements
• JE’s Initiated Outside Dept or Dep Group — all JEs that were requested from another Dept/Dept Group, but hit the Dept/Dept Group selected
• JE’s Pending Approval — all journal entries in pending status which need to be approved by the unit
• Procurement Yearly Trend — procurement related activity for the current and past 12 months
• Procurement Five Year Trend — procurement related activity for the current and past 4 fiscal years
• Procurement Spend Report — procurement related activity by PCard holder, vendor, and account
• Service Unit Billing Yearly Trend — all service unit billing activity for the current and past 12 months
• Service Unit Billing Five Year Trend — all service unit billing activity for the current and past 4 fiscal years
• Total Picture Effort By Principal Investigator — effort and distribution for all employees on a Shortcode for the project director

Access Details

Who gets access?

Access to the Finance folder of the M-Reports Mgmt Reports tab is auto-granted if the user has access to either Financial Management or Research reports. To request access to the Finance Reports, submit an OARS request for either M-Reports ProjectGrantReports or M-Reports SourceUseReports. See the Access Details section on the Projects or Source/Use page for further information.

Data Sources