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How to Read a Mobius Report

How to Read a Mobius Report. 3. Click on “For Employees”. 4. Reports. USE EXPLORER! Start at Campus Connect. 5. Financials has salary info, too. Click on a database to open. 1) Make sure to pick the correct year (if you have that option) by clicking the “blue + box.”.

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How to Read a Mobius Report

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  1. How to Read a Mobius Report 3. Click on “For Employees” 4. Reports • USE EXPLORER! • Start at Campus Connect 5. Financials has salary info, too.

  2. Click on a database to open 1) Make sure to pick the correct year (if you have that option) by clicking the “blue + box.” 2) Open the database by clicking on the “barrel” next to it.

  3. Click on Your Report(s) Choose your report by department number, project grant number and Cost Share (CS) if applicable. Click the to open your report in a new Excel window.

  4. Parts of Your Report:Header Project Grant ID (If Cost Share it will say CS after ID #). Title and Start and end dates.

  5. Parts of Your Report:Categories • Category descriptions: • 6 digit codes are expense categories only. • 3 digit and one letter are budget categories only • Total of category (budget-expenses) Specific positions (expenses) within full time salary (budget category) Hint: Click on buttons to remove line item detail and see only subtotals

  6. Parts of Your Report:Project to Date & Current Available Q. What about the other columns that you are not showing? A. Project-to-Date is simply the most straightforward to understand. • PTD Budget=Budget from day 1 of your grant to today • Actuals=Expenses • PRE-ENCUM[bered]=Pending purchase requisitions • Encumbered=Pending purchase orders • Current Available= Balance

  7. Other Tabs on Mobius Hint: Click these arrows to see more/less tabs left or right • Report starts on summary page • AP Jrnl Line Detail: Checks made to vendors outside DPU (consultants) • GL Jrnl Line Detail: Internal transactions like payroll, employee reimbursements, telephone • Rev Jrnl Detail: Reimbursements from sponsor deposited into account. • Final Budget Line Detail: Original budget and modifications. • Pre-Encumbered/Encumbered Detail: Itemized list of encumbrances. Which ones should I check on a regular basis? GL Detail, AP Detail, Encumber Detail

  8. Other Stuff • What is my grand total left in the grant? • Check the bottom right corner row= Grand Total Expenses, column=Current Available. • Q. Where can I see detailed expenses? • Check the GL or AP Detail Tabs. • Q. Can I use this report to submit financial reports to my sponsor? • A. You should not. Only the Controller’s Office should submit financial report for you. They will share them with you in advance and they should match up with the Mobius Reports.

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