Office of the Associate Vice Chancellor for Finance and Administration

Reporting System Tutorials

You'll have lots of new options when running reports in the Reporting System; check out the following narrated movies and documents to view demonstrations of the various features and possibilities. You'll be prompted to download Flash Player if you do not already have it installed to view the movies. If you have any problems, please contact kathy.illian@uchsc.edu.

Need a refresher on financial terminology? See our financial dictionary.

Running Reports - Movies
TITLE / SUBJECT AREA	DESCRIPTION	LENGTH	SIZE
Logging In	Demonstrates logging in to the Reporting System through both the my.CU portal and the CU Business Applications page. (Revised April 28, 2008 to reflect revised interface). Logging In Handout	~4 min.	5.5 MB
Report Options	Describes the information that results from running the various types of reports. (Revised April 28, 2008 to reflect revised interface. Revised 1/16/08 to reflect new "Deficit" and "Journal Entry Incompatible Access" reports. Revised 10/22/07 to reflect ad-hoc capability for FSR). Report Options Handout	~2 min.	1.2 MB
Date Options	Explains the date selection process for summary and detail reports. (Revised April 28, 2008 to reflect revised interface). Date Options Handout	~5 min.	3.7 MB
Style / Filter Options	Demonstrates the multitude of ways you can run reports - by speedtype, org/org node, fund group, etc. (Revised April 28, 2008 to reflect revised interface.)Style / Filter Options Handout	~6 min.	4.8 MB
Format Options	Shows the various file formats you can select, view, and save. (Revised April 28, 2008 to reflect revised interface.)Format Options Handout	~4 min.	4.2 MB

Reading Reports - Word / .pdf Documents
These documents are formatted as legal-sized MS Word or .pdf pages, so make sure you set up your printer accordingly to print them.
TITLE / SUBJECT AREA	DESCRIPTION	LENGTH	SIZE
Compare Fund 30 Reports	Compares Fund 30 reports in the Reporting System, the Finance System, and the DDC's CIW reporting system. Posted 9/6/2007	2 pages	2 MB
Introduction to the Financial Summary Report	Gives an introduction to the new Financial Summary Report.	1 page	458 kb
Understanding the Financial Summary Report	The Financial Summary Report is burst monthly to the portals of fiscal principals, fiscal managers, and fiscal staff at the ORG level.The burst reports, which summarize financial status at the org node level and offer drill-down to detail, can also be viewed in the Reporting System. *Revised August 29, 2007 to reflect change in "%Expend Column" (now refers to % budget already expended).	2 pages	1.09 MB
Understanding the Revenue and Expense Statement Summary	The Revenue and Expense Statement Summary gives a summary of revenues and expenses by account code range, transacted over a specific period of time, and lists the amount available left to spend.	2 pages	1 MB
Understanding the Amount Available Calculation	The Amount Available that appears on the Revenue and Expense Statement Summary is calculated according to a speedtype's available resources basis. * Revised 6/16/08 to reflect Amount Available change to BL for funds 20, 28, and 29 as of 5/31/08 *Revised 10-8-07 to reflect Expenditure Control go-live for funds 10 and 34	1 page	402 kb
Understanding the Revenue and Expense Statement Detail	The Revenue and Expense Statement Detail gives the individual transactions in budget, actual, and encumbrance ledgers of revenues and expenses, transacted over a specific period of time.	1 page	546 kb
Understanding the Balance Sheet Summary	The Balance Sheet Summary lists the balances of assets, liabilities, and net assets as of a certain date.	1 page	398 kb
Understanding the Outstanding Encumbrances Report	The Outstanding Encumbrances Report lists the remaining pre-encumbrances and encumbrances recorded against a speedtype in total, and for the current fiscal year.	1 page	597 kb
Understanding Clinical Trial Financial Statements	(draft) Accounting standards and university policy require clinical trial revenue to be recognized as expenses are incurred. When actual cash receipts from a sponsor exceed expenses, the difference is unearned revenue.	2 pages	1 MB

Reading Reports - Movies
TITLE / SUBJECT AREA	DESCRIPTION	LENGTH	SIZE
Revenue and Expense Statement Summary for Fund 10 (removed for revision 4/28/2008)	Shows how "Amount Available" is calculated for various fund 10 speedtypes.	~2 min.	2.8 MB

Last updated January, 2008
Please send comments to kathy.illian@uchsc.edu