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Financial Reports Library

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The Standard Report Library is currently only available with FY09 data. A full set of converted historic data, 10 years, is currently under analysis.

Budget Summary Report
- Summarizes budget, actuals and encumbrances to yield available balance.

Budget Detail Report
- Summarizes budget, actuals and encumbrances to yield available balance and also provides budget and actual transactions at a journal line level.

Fund Balance Report
- Month end summary report which includes fund balance (inception to date), revenue and all expense activity.

Project Summary Report
- Provides Budget to Actual status of individual grant-related projects.

Unpaid PO Vouchers Report
- Shows purchase order invoices that have been entered for payment. All purchase orders are placed on a 10 day hold to allow for review and cancellation of any payments that should not be processed.

Payment Status Report
- Reflects all payments and the status of that payment made via check, wire transfer, Automated Clearing House to a vendor or through a manual payment process.

Purchase Order Detail Report
- Summarizes Purchasing and Accounts Payable transactions in one report.

Unpaid Approved Vouchers Report
- Shows all direct pay documents (non purchase order) pending payment or audit review.

UPS Weekly Charges Report
- Shows UPS invoices by Deptid and Date Range and shows whether or not they have been paid.

Budget Exception Report
- Reflects budget fails for transactions from General Ledger, Accounts Payable and the Purchasing modules when the transactions are fed to the Commitment Control module (where budgets reside).

JEMS Exception Report
- Provides Edit and Budget Exceptions related to the JEMS journal source.