Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Finance Query is now available in Self-Service on the Financial Management menu. Finance Query allows users to: 

  • View detailed budget vs actuals data 
  • View detailed data for asset, liability, and fund balance 
  • View data for the current fiscal year, the future fiscal year, and up to 5 closed fiscal years
  • Export Finance Query data to a .csv format

...

  • Filter financial data using GL account components
  • Filter for actual transaction data by a specific date range
  • Specify a default filter as well as save filters

...