Self Service Finance Query

Running reports – 10/23/24

Where to find Finance Query in Self Service

Under Financial Management

You will not have the same access like what’s shown in this screenshot

Using Filter to set up Selection Criteria

You can enter the Fund, Cost Center, Activity, Object number, and Project number desired. Select No for “Include Active Accounts with No Activity” – see below.

Output of above Selection Criteria

The output will look like this

Better Selection Criteria

If running a report for a project number, all you need to enter is the project number.

Next slide shows the output for this Selection Criteria

Output to above Selection Criteria

The output will show all funds and object numbers (revenue and expenditures) related to the given project number.

Saving the Selection Criteria

If you click Save Criteria, the pop-up will provide the option of saving the selection criteria with a name. This will make it easier to run the report any time, without having to enter the criteria again, by selecting the saved name.

Applying Sort Options

This Sort Option shows totals by Project Number, regardless the Fund and/or Object Number

Sort Option - Project and Obj.2

This Sort Option will provide subtotals for OBJ.2, for a given Project Number, regardless of the Fund

Sort Option – Project number and GL class

This Sort Option has subtotals for Revenue and Expenditures, for a given Project number

Sort Option – Project number and fund

This Sort Option gives totals per Fund, for a given Project number, regardless of the Object Number or GL class

Sort Option – Project, Fund, and GL Class

This Sort Option shows subtotals for the Revenue and Expenditures, for each Fund, for a given Project number

Other Features

• The report can be exported as a CSV download – showing the amounts for each budget number

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• The report can be exported as a CSV detail – showing the individual transactions/details, for every budget number

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• The Sort Options will not carry to the CSV downloads, but you will be sort and filter then information, as an excel file.
• The date range at the top can be changed for a specific period. However the amounts will show year to date, unless you detail in each one budget number one at a time

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CSV Download/Export

Detail CSV – download/export

Information for a given period

Shows YTD, even though the date range shows July to August

Information for a given period – cont.

When detailing in the budget number, it will show the transactions for the date range selected

Questions