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
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- 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
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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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