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Info

Important Notes:

  • You must have security access to run the reports listed below.

  • If you need to request access to a report submit the Access Request Form.

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  • When submitting the access request for financial reports, include the name of the report you need access to.

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  • Your supervisor approval is required as part of the request.

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Topic

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Job Aid & Report Description

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Budget vs Actuals

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Budget vs Actuals

  1. Account Analysis Report: used to retrieve transaction detail by the account segment. The report can be run using hierarchies and date range.

  2. Appropriated & Local BvA Dashboard: year to date report designed to monitor local and appropriated fund values and drill to transaction details.

  3. Appropriated BvA Dashboard: year to date report designed to monitor appropriated fund values and drill to transaction details.

  4. Local (Fund Balance) BvA Dashboard: year to date report designed to monitor local fund balances and to drill into transaction details.

  5. Local Budget Variance Report: year to date report with high level view of local budget.

  6. Remaining Appropriated Budget Report: year to date report with high level view of local budget.

  7. Sponsored Project BvA Dashboard: designed to be the most accurate source of financial information for your sponsored projects, including forward-looking salary and fringe benefits encumbrances that have been submitted to HR and entered into Bronco Hub.

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Financial Transaction Approval Dashboard

  1. Transaction Approval Dashboard

Financial Transaction Dashboard

  1. Requisitions - Campus Transaction Dashboard

  2. Requisitions Lifecycle - Campus Transaction Dashboard

  3. Purchase Orders - Campus Transaction Dashboard

  4. Payables - Campus Transaction Dashboard

  5. Journal Entries - Campus Transaction Dashboard

  6. Expense Reports - Campus Transaction Dashboard

  7. Deposits - Campus Transaction Dashboard

  8. Budget Transfers - Campus Transaction Dashboard

  9. Budget Details - Campus Transaction Dashboard

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Sponsored Projects

  1. Active Project List: view a list of projects with associated statuses, start and end dates, sponsored project administrators, award numbers, and department segment.

  2. Project Budgets and Expenditures

Supplier Records

  1. Supplier Search: provides active supplier data like supplier number and contact information.