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Reports

POOL "A" Fund DESCRIPTIONS: Generates a list of Pool "A" funds by department with Fund Descriptions, # of Units and Fund Restrictions. (useful in rebalancing) One report section and three pivot tables are provided.

- DownLoad/Run...... POOL "A" FUND DESCRIPTIONS QUERY

BUDGET vs ACTUALS: Generates Budget vs Actuals reports at the DLC, Cost Center, GL levels, as well as a Salary vs Non-Salary analysis.

- DownLoad/Run...... BUDGET vs ACTUALS QUERY

ENDOWMENT MARKET VALUE: Generates a list of Pool A fund market values.

- DownLoad/Run...... ENDOWMENT MARKET VALUE QUERY

AVAILABLE FUND BALANCES: Generates a list of available Non-Sponsored Funds.

- DownLoad/Run...... AVAILABLE FUND BALANCES QUERY

SALARY ANALYSIS: Generates reports by GL category and by Funding Source.

- DownLoad/Run...... SALARY ANALYSIS QUERY

 

 

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