Miscellaneous Reports

Last modified:
2015-10-26

Description:
Displays all Purchase related encumbrances for a specified fiscal year. Excludes all salary encumbrances. Information grouped by Account code.

Prompting Query Fields:
- Fiscal year
- Fund Code

View Information [for Crystal Report]:
View: FG.Transcation.Det.Incl.Genl

Last modified:
2009-05-21

Description:
Displays all funds queried by Faculty Level Org Code 3 (9xxxx), for a specified calendar year and calendar month. Funds listed are grouped by Fund type (1A, 1B, 1E, 2A, 2F, etc.) and by predecessor code.

Prompting Query Fields:
- Calendar month
- Calendar year
- Faculty ORG code

View Information [for Crystal Report]:
View: FG.Ledger.Free.Bal

Last modified:
2009-05-21

Description:
Displays all funds queried by Department Level Organization Code, for a specified calendar year and calendar month. Funds listed are grouped by Fund type (1A, 1B, 1E, 2A, 2F, etc.) and by predecessor code.

Prompting Query Fields:
- Calendar month
- Calendar year
- Dept. ORG code

View Information [for Crystal Report]:
View: FG.Ledger.Free.Bal

Last modified:
2011-04-12

Description:
Displays all Funds for a given Fund Financial Manager ID number. Alternatively, one can enter a departmental organization code (e.g. 00346). Shows Fund Administrator contact information and recommended reports/query tools.

Prompting Query Fields:
- FFM ID or Dept. Org. code

Last modified:
2020-09-17

Description:
Displays a listing of all transactions to date (including credits, i.e. tax rebates) flagged with Activity Codes of COVID or COVID1(payroll specific).

Prompting Query Fields:
Organization Code - Any level (i.e. Faculty or Department)
Include Salary, Benefits, Workstudy (Y/N)

Last modified:
2015-12-04

Description:
Displays active and pending (waiting for approval) delegation records (approval delegation records and temporary signing authority delegation records) associated with the entered search criteria, grouped by FFM/PI name.

Prompting Query Fields:
- FST Code or the McGill ID of an Approval Delegate

View Information [for Crystal Report]:
View: FG.Fund.Delegation
View: FG.Fund.Profile

Last modified:
2011-12-04

Description:
Displays all delegation records (approval delegation records and temporary signing authority delegation records) with a termination date on or after the entered end date, sorted by FFM/PI name and fund code. If the end date criteria is left blank, the report will list only delegation records with no termination date.

Prompting Query Fields:
-5-digit Organization Code (any level)
-End date

View Information [for Crystal Report]:
View: FG.Fund.Delegation
View: FG.Fund.Profile

Last modified:
2011-12-07

Description:
Displays all delegation records for the entered Org meeting the selected criteria of funds with active delegations, or funds with pending delegations waiting for approval, or funds with terminated delegations, or funds with no delegations, sorted by FFM/PI ID and fund code.

Prompting Query Fields:
-5-digit Organization Code (any level)
-Document status (fund/delegation record status)

View Information [for Crystal Report]:
View: FG.Fund.Delegation
View: FG.Fund.Profile

Last modified:
2023-10-26

Description:
The objective of the report is to review all open POs to determine if they are still required. Closing them will recoup the remaining balance for additional spending power. This report displays the PO creation date, the vendor, the last date transactions put against it, the full PO amount, the actuals invoiced against it and the remaining balance of the PO.

Prompting Query Fields:
Organization Code - Any level (i.e. Faculty or Department)