09/30/08 University Financial Reporting Pilot Started
We are pleased to announce the start of the University Financial Reporting Pilot. The Pilot has been divided into three groups: the first pilot group started on September 23rd, and the second and third groups are scheduled to start October 10 and 14, respectively.
The entire Pilot period is expected to run for approximately six to eight weeks. There will be a graduated deployment to all University departments after the pilot.
If you have questions about the Pilot, please contact Barry Goldstein at Barry.Goldstein@wustl.edu.
The initial set of University Financial menu reports include:
- Budget Summary
- Transaction Detail
- Open Encumbrance Detail
- Balance Sheet Account Summary
A sample of the robust reporting options available in the above reports includes:
- Ability to report by a School, Reporting Unit (Main Dept), Division, and Department
- Ability to report by fund(s) that cross Schools, Departments, etc.
- Filter by LC, Subclass, Object, Fund, Fund Code, and Fund Major
- Filter by Principal Investigator
- Customize report output by choosing columns to show or hide
- Choices for how to sort, group, and subtotal
- Drill-through from summary reports to detail reports
- Output to PDF and Excel