Finance Query is now available in Self-Service on the Financial Management menu. Finance Query allows users to:
- view View detailed budget vs actuals data
- view View detailed data for asset, liability, and fund balance
- view View data for the current fiscal year, the future fiscal year, and up to 5 closed fiscal years
- drill into the data down to the source document (transaction) level
- Export Finance Query data to a .csv format
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- filter financial data using GL account components
- sort and subtotal by component piece
- filter for actual transaction data by a specific date range
- specify a default filter as well as save filters
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Step-by-step Guide
1. Log into Valparaiso University Self-Service using Valpo credentials
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