PeopleSoft Financials Reporting

 

Sources of Online Reports

 

Launchpad
What is this? Monthly reports that are run by central operations and housed on the web for department administrators or other designees to access. Users have access to reports department-wide. Users who do not have full access to all reports in their department cannot use this system and must run their reports individually in Peoplesoft.
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Peoplesoft Reporting Database
What is this?Any available Peoplesoft report or query can be run from this system. While the reporting database looks similar to the financials database, it is a separate link that requires a separate login.
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Available Reports

 

Income – Expense Report
The expense statement contains both a summary and a detail section. The summary section lists total expenses for the given time period as well as year-to-date expenses and the current year budget. The detail section lists all journal activity for the given period. Encumbrance section lists requisitions and purchase orders that are pending.
SpeedTypes Used: OPR and INS


Income – Expense Endowment Report
The income/expense statement consists of a summary section and a detail section. The summary section lists total expenses for the given period as well as year-to-date expenses. The detail section lists all journal activity for the given period. The income listed represents the monthly amount distributed to the endowment fund or the actual income received for FHBOs. Encumbrance section lists requisitions and purchase orders that are pending.
SpeedTypes Used: END and FHB


Income/Expense – Funded Projects
The income/expense statement consists of a summary section and a detail section. The summary section lists total expenses for the given period, year-to-date expenses, total-to-date expenses, budget amounts and cost share amounts. The detail section lists all journal activity for the given period. Income for the given period is also listed. Encumbrance section lists requisitions and purchase orders that are pending.
SpeedTypes Used: RES, TRN, SPC and OSA


CIP Expense Statements
The income/expense statement consists of a summary section and a detail section. The summary section lists total expenses for the given period, year-to-date and total-to-date expenses, income and total budget and funding amounts . The detail section lists all journal activity for the given period. Encumbrance section lists requisitions and purchase orders that are pending.
SpeedTypes Used: CIP


Budget Performance Report
Used by the budget office, management centers and departments for budget forecasting, this report lists the major account classifications and breaks down current and year-to-date expenses for each class in the various funded and unfunded categories.


Revenue Budget Performance Report
Used by the budget office, management centers and departments for budget forecasting, this report lists the major account classifications and breaks down current and year-to-date income for each class in the various funded and unfunded categories.

General Ledger Report
This report lists activity on asset and liability related funds for a given period. The report is sorted by fund, project and account ID.


Income Ledger Report
Lists income detail for endowment, FHBO, income and expense funds. The report is a cummulative, showing all detail for the the fiscal year. The report is sorted by department, fund, project and account .


Unused Endowment Income
Lists endowment and FHBO projects, their income balance at the beginning of the fiscal year, year-to-date income by category, year-to-date expense and final, unused income balance.

Valid SpeedType Listing
This report lists all currently valid (non-archived) SpeedTypes available for use in the HCM procurement systems.

Statement of Exp. - Vision Rpt
The expense statement contains both a summary and a detail section. The summary section lists total expenses for the given time period as well as total-to-date expenses vs. budget. The detail section lists all journal activity for the given period.
SpeedTypes Used: VSN, SERVs