CORE reporting & data retrieval system

Transcription

1 CORE reporting & data retrieval system CORE: BI Query/Data Warehouse (BIQ/DW) Style Reports & Screens CORE: BIQ/DW Style Features: Report content equal to or better than BIQ/DW report Resembles the BIQ/DW style screens, with active report buttons CORE reports include multiple BIQ/DW style report parameters within a single report Hovering over BIQ/DW style buttons in CORE, reveals the corresponding CORE report title and code CORE reports with BIQ/DW style buttons/reports are located in the Admin/General reports Area for Human Resources, Student and Finance Color buttons reflect active/available BIQ/DW style reports in CORE Grey buttons reflect BIQ/DW style reports coming soon to CORE BI Query/Data Warehouse, CORE Report Codes: DW201 Human Resources Admin Reports DW202 Human Resources History Reports DW204 SIS Term Reports DW205 SIS Admin Reports DW206 Finance General Ledger Reports DW207 Finance Operating Ledger Reports DW208 Finance Transaction Ledger Reports DW209 Finance Payroll Ledger Reports DW210 Finance Fixed Asset Reports DW211 Finance Encumbrance Reports Page 1 of 8

2 CORE Report: DW206 Finance General Ledger Reports Fund Balance Balance Sheet FIN1801 Fund Balance Statement Page 2 of 8

3 CORE Report: DW207 Finance Operating Ledger Reports 1 Index with Activity FIN1857 Operating Statement by Index 1 Activity Code FIN1858 Operating Statement by Activity Code Consolidated Operating St FIN1855 Consolidated Operating Statement 1 Index FIN1857 Operating Statement by Index Multiple Indexes FIN1857 Operating Statement by Index Page 3 of 8

4 CORE Report: DW207 Finance Operating Ledger Reports Expense Crosstab Indirect Cost Index for an Org PI Indexes Grand / Fund Index Terminated Funds by Org Future Ending Grand Funds Multi Year Reports Inception to Date By Fund Multi Year Reports Inception to Date By Grant Multi Year Reports Inception to Date Annual Grant Expenditures Multi Year Reports Inception to Date Ending Award by Org Cost Share Detail for Index Cost Share Detail for Grant Cost Share Summary for Grant Cost Share Summary for Org Remaining Expense Budget by Index Operating Statement by Category Operating Statement by Account for 1 Index Operating Statement by Account for 1 Activity Two Year Comparative Operating Statement for 1 Index Two Year Comparative Operating Statement for 1 Activity FIN1861 Index Summary by Period Crosstab Report VAL2750 VAL Index Code VAL2752 Grand Code FIN1859 Remaining Expense Balance by Index FIN1855 Consolidated Operating Statement FIN1857 Operating Statement by Index FIN1858 Operating Statement by Activity Code Page 4 of 8

5 CORE Report: DW208 Finance Transaction Ledger Reports INV Listing JV Listing Details by Index & Period (No Budget JVs) Budget JVs Commodities for 1 Invoice Grand Awards Details with Commodities Pending Docs for a BC Pending Docs for an Org Pending Docs for an Invoice Pending Docs for a User FIN1907 Document (IDoc / JV Detail) FIN1907 Document (IDoc / JV Detail) FIN1900 Transaction Details by Index and Fiscal Period FIN1900 Transaction Details by Index and Fiscal Period RES0007 Grant Awards by Organization Code Page 5 of 8

6 CORE Report: DW209 Finance Payroll Ledger Reports Payroll for an Employee Payroll for an Index Payroll for an Employee by Month Payroll for an Index by Month Default Pay 1 Employee Default Pay 1 Index Default Pay Multiple Indexes PAY1552 Employee Payroll Transaction Detail PAY1350 Payroll for Index by Fiscal Year PAY1552 Employee Payroll Transaction Detail FAY1350 Payroll for Index by Fiscal Year PAY1554 Default Pay by Employee PAY1553 Default Pay by Index PAY1553 Default Pay by Index Page 6 of 8

7 CORE Report: DW210 Finance Fixed Asset Reports Fixed Assets Equipment Managers and Custodians Fixed Assets Dept Inventory by Custodian Departmental Inventory Departmental Inventory by PI (Make) Code Page 7 of 8

8 CORE Report: DW211 Finance Encumbrance Reports Open Encumbrances by Grant Code Open Encumbrances by Index Detail for One Encumbrance Doc Page 8 of 8