How to Run a Finance Query in Self-Service

Owned by Shelby Topping
Last updated: May 03, 2024

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

Step-by-step Guide 

1. Log into Valparaiso University Self-Service using Valpo credentials

2. Select the "Financial Management” module

3. Select "Finance Query"

4.  Select the fiscal year. The query can be set to retrieve data for the current year, the next fiscal year, or the past five closed fiscal years 

5. Click "Filter" to filter information by the general ledger account number(s) to which you have access 

6a. Information for the following filters may be entered by selecting the drop down caret next to each category

  • Fund - First two digits of the GL number (i.e. 10-xxxxxxx-xxxxx)
  • Department - Second group of digits in GL number (i.e. xx-0965000-xxxxx) *Note: Must be seven numbers.
  • Object - Last five digits of the GL number (i.e. xx-xxxxxxx-50312)
  • Project - Leave blank; project accounting is not in use at this time
  • Include Active Accounts With No Activity - Yes