Access
Access to data contained in these reports is aligned with your reporting security (accounts/programs/projects) as defined in the PeopleSoft Financial system. If you do not currently have PeopleSoft access but would like reporting access, please open a service desk ticket and include the accounts, programs or projects requested as well as the approval from the Dean or Budget Manager in that area. Completion of Panther Analytics Training is not required for Finance reports but is highly recommended.
Finance & Budget Reports
The Finance & Budget Reports Power BI app includes the following groups of reports:
- Accounts Payable provides the ability to look up paid/unpaid statuses for invoices by department, vendor, and invoice number. Drilldown on paid vouchers for payment references.
- Budget includes budget summary/details for pre-encumbrances, encumbrances, commitment control (KK) actuals and spending availability as well as trended budget data and budget comparison reports. Please note that some reports may use ‘KK Actuals’ and others may use ‘Actuals’ which represent the General Ledger Actuals.
- Finance includes the GL Transaction Details, and listing reports include the Workflow Report, Department-Program Listing detail report and individual listing reports for the Chapman chartfields.
- Location & Attributes includes program and project data with location attributes and other reporting attributes. You will need access to the appropriate programs and projects in order to view the data.
- Purchasing includes the PO Budget Activity Reports versions for All PO Statues and Open PO with Encumbrances Status.
- Student Financials displays student financial detail data by date ranges. Access is restricted. Please open a service desk ticket and include the approval from the Dean or Budget Manager. Completion of FERPA is also required.