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 yearsdrill into the data down to the source document (transaction) level
- Export Finance Query data to a .csv format
Additionally, filter functionality allows users to:
- filter Filter financial data using GL account components
- sort and subtotal by component piece
- filter Filter for actual transaction data by a specific date range
- specify 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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11. When presented with the task of analyzing information or creating an ad-hoc report, it may be useful to export the data within Self-Service Financial Management to a .csv file. To do so, click the “Export” button in the top right of display. There are two options: Download CSV or Detail CSV. The Download CSV will provide a report similar to the Colleague GLBR report. The Detail CSV will provide a report similar to the Colleague GLBS report. For reference, the Download CSV (GLBR) option will provide a high-level summary of actual and budget information. While the Detail CSV (GLBS) option will provide transaction details.
Note: If the object code parameter is left blank, all object codes will be pulled into the report. If the object code 50900 is entered, all of the pooled accounts are shown on the screen. However, when downloading the csv detail, the information for the pooled accounts is not provided. There are two options: 1) leave the object code parameter blank to pull all of the accounts, export the csv detail, and then delete the line items not needed or 2) enter all of the object codes within the operating expense pool and then export the csv detail. If using option 2, remember to save your filter criteria. If additional object codes are added to a department, remember to update your saved filter.
12. Click on the option you prefer and the report will download to your computer.
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