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Sponsored Accounting Advanced Financial Reports

Sponsored Accounting Advanced Financial Reports. Agenda. Repository Reports Recap, Feedback and Adjourn. FAB Reports – Sponsored Repository Reports. Overview. Where do I find the Sponsored Repository Queries How do I run the Sponsored Repository Queries How do I view the results

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Sponsored Accounting Advanced Financial Reports

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  1. Sponsored Accounting Advanced Financial Reports

  2. Agenda • Repository Reports • Recap, Feedback and Adjourn

  3. FAB Reports – Sponsored Repository Reports

  4. Overview • Where do I find the Sponsored Repository Queries • How do I run the Sponsored Repository Queries • How do I view the results • How do I print the results • How do I interpret the data

  5. WHERE DO I FIND THE SPONSORED GRANTS QUERIES? Report Repository Click on the FAB (Financial, Accounting, and Budget System) Folder

  6. WHERE DO I FIND THE SPONSORED GRANTS QUERIES? Report Repository Click on Grants Link

  7. Sponsored Project Payroll Activity Detail Report

  8. WHERE DO I FIND THE SPONSORED PROJECT PAYROLL ACTIVITY DETAIL REPORT? Report Repository Click the file name to View Document.

  9. HOW DO I RUN THE QUERY? Click Process to limit query THE TRANSACTIONS AND AMOUNTS IN THESE MATERIALS ARE FICTITIOUS AND HAVE BEEN CREATED FOR TRAINING PURPOSES ONLY.

  10. HOW DO I RUN THE QUERY? • Enter the Fiscal Year or Ignore to select all. • Choose from drop down box to change operator. • Click OK. THE TRANSACTIONS AND AMOUNTS IN THESE MATERIALS ARE FICTITIOUS AND HAVE BEEN CREATED FOR TRAINING PURPOSES ONLY.

  11. HOW DO I RUN THE QUERY? • Note: There are currently 9 Limit Boxes available for your use: • Fiscal Year • Department Id • Program Code • Project Id • Activity Id • Account • MyCode • Journal Date • Employee Id THE TRANSACTIONS AND AMOUNTS IN THESE MATERIALS ARE FICTITIOUS AND HAVE BEEN CREATED FOR TRAINING PURPOSES ONLY.

  12. HOW DO I VIEW THE RESULTS?

  13. HOW DO I VIEW THE RESULTS? • Note: You can sort your report by a number of ways: • Employee Summary • PAD by SUID Number • PAD by Project Number • PAD by Dept, by Project Number 13

  14. Sponsored Project Payroll FYTD Summary

  15. WHERE DO I FIND THE SPONSORED PROJECT PAYROLL ACTIVITY DETAIL REPORT? Report Repository Click the file name to View Document.

  16. HOW DO I RUN THE QUERY? Click Process to limit query THE TRANSACTIONS AND AMOUNTS IN THESE MATERIALS ARE FICTITIOUS AND HAVE BEEN CREATED FOR TRAINING PURPOSES ONLY

  17. HOW DO I RUN THE QUERY? Note: Additional query criteria are available from drop down menu • Enter the Fiscal Year or Ignore to select all. • Choose from drop down box to change operator. • Click OK. THE TRANSACTIONS AND AMOUNTS IN THESE MATERIALS ARE FICTITIOUS AND HAVE BEEN CREATED FOR TRAINING PURPOSES ONLY

  18. HOW DO I RUN THE QUERY? • Note: There are currently 5 Limit Boxes available for your use: • Fiscal Year • Department Id • Project Id • Program Code • Employee Id THE TRANSACTIONS AND AMOUNTS IN THESE MATERIALS ARE FICTITIOUS AND HAVE BEEN CREATED FOR TRAINING PURPOSES ONLY

  19. HOW DO I VIEW THE RESULTS? Click Spons Proj Payroll FYTD Summary

  20. HOW DO I VIEW THE REPORTS?

  21. Sponsored Payroll Fringe

  22. WHERE DO I FIND SPONSORED PAYROLL FRINGE? Click the file name to View Document.

  23. HOW DO I RUN THE QUERY? *Current Date* Please note: The From Date must be greater than or equal to 7/01/2005 Click Process Query. THE TRANSACTIONS AND AMOUNTS IN THESE MATERIALS ARE FICTITIOUS AND HAVE BEEN CREATED FOR TRAINING PURPOSES ONLY

  24. HOW DO I VIEW THE RESULTS? *Current Date* Choose desired report THE TRANSACTIONS AND AMOUNTS IN THESE MATERIALS ARE FICTITIOUS AND HAVE BEEN CREATED FOR TRAINING PURPOSES ONLY.

  25. Report by Project, Account and Name HOW DO I VIEW THE RESULTS? THE TRANSACTIONS AND AMOUNTS IN THESE MATERIALS ARE FICTITIOUS AND HAVE BEEN CREATED FOR TRAINING PURPOSES ONLY.

  26. Report by Name and Project HOW DO I VIEW THE RESULTS? THE TRANSACTIONS AND AMOUNTS IN THESE MATERIALS ARE FICTITIOUS AND HAVE BEEN CREATED FOR TRAINING PURPOSES ONLY.

  27. Report by Project, Name and Account HOW DO I VIEW THE RESULTS? THE TRANSACTIONS AND AMOUNTS IN THESE MATERIALS ARE FICTITIOUS AND HAVE BEEN CREATED FOR TRAINING PURPOSES ONLY.

  28. HOW DO I VIEW THE RESULTS? Report Corrections by Project and Account THE TRANSACTIONS AND AMOUNTS IN THESE MATERIALS ARE FICTITIOUS AND HAVE BEEN CREATED FOR TRAINING PURPOSES ONLY.

  29. Project Run Rate

  30. WHERE DO I FIND PROJECT RUN RATE? Click the file name to View Document.

  31. HOW DO I RUN THE QUERY? *Current Date* Uncheck All Projects and All PI’s if you do not want all projects and PI’s. THE TRANSACTIONS AND AMOUNTS IN THESE MATERIALS ARE FICTITIOUS AND HAVE BEEN CREATED FOR TRAINING PURPOSES ONLY.

  32. HOW DO I RUN THE QUERY? *Current Date* Uncheck All Projects and All PI’s if you do not want all projects and PI’s. • Select a Project • Select a PI • Click Process THE TRANSACTIONS AND AMOUNTS IN THESE MATERIALS ARE FICTITIOUS AND HAVE BEEN CREATED FOR TRAINING PURPOSES ONLY.

  33. HOW DO I VIEW THE REPORT? *Current Date* Click View Report THE TRANSACTIONS AND AMOUNTS IN THESE MATERIALS ARE FICTITIOUS AND HAVE BEEN CREATED FOR TRAINING PURPOSES ONLY.

  34. HOW DO I VIEW THE REPORT? THE TRANSACTIONS AND AMOUNTS IN THESE MATERIALS ARE FICTITIOUS AND HAVE BEEN CREATED FOR TRAINING PURPOSES ONLY.

  35. HOW DO I VIEW THE REPORT? Click back arrow to go back to previous screen THE TRANSACTIONS AND AMOUNTS IN THESE MATERIALS ARE FICTITIOUS AND HAVE BEEN CREATED FOR TRAINING PURPOSES ONLY.

  36. HOW DO I LIMIT THE REPORT? *Current Date* Select Payroll THE TRANSACTIONS AND AMOUNTS IN THESE MATERIALS ARE FICTITIOUS AND HAVE BEEN CREATED FOR TRAINING PURPOSES ONLY.

  37. HOW DO I PRINT THE REPORT? To print the report Select Print Report THE TRANSACTIONS AND AMOUNTS IN THESE MATERIALS ARE FICTITIOUS AND HAVE BEEN CREATED FOR TRAINING PURPOSES ONLY.

  38. Grants Available Budget Balance Enhanced

  39. WHERE DO I FIND GRANTS AVAILABLE BUDGET BALANCE? Click the file name to View Document.

  40. HOW DO I RUN THE QUERY? • Enter the Fund Code or Ignore to select all. • Enter the Area ID (3 digits) or Dept ID (5 digits) • Enter the Project ID or Ignore to select all • Enter the CONtract number or Ignore to select all • Enter the Fiscal Year or Ignore to select all • Select the reports you would like to view. (The Area Reports are not available if you enter a Department ID) • Click “Process Query” to run • *Please note: If you do not select a Fund you will receive all transactions (including cost-share activity) THE TRANSACTIONS AND AMOUNTS IN THESE MATERIALS ARE FICTITIOUS AND HAVE BEEN CREATED FOR TRAINING PURPOSES ONLY.

  41. HOW DO I VIEW THE RESULTS? Click desired Report. THE TRANSACTIONS AND AMOUNTS IN THESE MATERIALS ARE FICTITIOUS AND HAVE BEEN CREATED FOR TRAINING PURPOSES ONLY.

  42. HOW DO I VIEW THE REPORT? This report shows Net Budget, Activity Fiscal YTD, Open Commitments and Available Budget Balance by Area. THE TRANSACTIONS AND AMOUNTS IN THESE MATERIALS ARE FICTITIOUS AND HAVE BEEN CREATED FOR TRAINING PURPOSES ONLY.

  43. HOW DO I VIEW THE REPORT? This report shows Net Budget, Activity Fiscal YTD, Open Commitments and Available Budget Balance by Area. A Fund other than 13 indicates cost share THE TRANSACTIONS AND AMOUNTS IN THESE MATERIALS ARE FICTITIOUS AND HAVE BEEN CREATED FOR TRAINING PURPOSES ONLY.

  44. HOW DO I VIEW THE REPORT? This report shows Net Budget, Activity Fiscal YTD, Open Commitments and Available Budget Balance by Budget and GL account. THE TRANSACTIONS AND AMOUNTS IN THESE MATERIALS ARE FICTITIOUS AND HAVE BEEN CREATED FOR TRAINING PURPOSES ONLY.

  45. HOW DO I VIEW THE REPORT? This report shows Net Budget, Activity Fiscal YTD, Open Commitments and Available Budget Balance by Budget and GL account. A Fund other than 13 indicates cost share THE TRANSACTIONS AND AMOUNTS IN THESE MATERIALS ARE FICTITIOUS AND HAVE BEEN CREATED FOR TRAINING PURPOSES ONLY.

  46. Need Assistance? • For Specific Project Related Assistance contact Sponsored Accounting: • E-mail us at contacct@syr.edu • Phone us at 443-2059 • For Budget Related Assistance contact The Office of Budget and Planning: • E-mail us at BPlan@syr.edu • Phone us at 443-4214 • General FAB Questions contact the FAB Service Center: • E-mail us at fabhelp@syr.edu • Phone us at 443-8787 • For General Ledger Related Assistance contact General Accounting: • E-mail us at genacctg@syr.edu • Phone us at 443-2522

  47. FAB Recap, Feedback and Adjourn

  48. Recap • Repository Reports • Recap, Feedback and Adjourn

  49. Questions?

  50. Sponsored Accounting Advanced Financial Reports

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