Available Reports

Click on the report name to view the report sample and fact sheet. The fact sheet will display the Description to use to find the nVision Request in the PeopleSoft Financials application.

Operating and Ancillary Reports

Funds 100, 210, and 310

REPORT

REPORT NAME

USE

REPORT TYPE

FSGLV12

Statement of Revenue, Expenditure, and Encumbrance vs Budget

 

Review budget, actual, and PO commitment activity and verify transactions.

nVision

FSGLV12_5

Statement of Revenue and Expenditures vs Budget for 5 years

 

Five year comparative of actuals and budgets for fund 210. nVision
FSGLV12V

Variance Against Revised Annual Budget

Calculates the year-to-date budget carryforward amount for the next fiscal year, and forecasts the year-end budget carryforward amount for the next fiscal year for units in fund 210.

Summarizes actual and budget activity for all units within a faculty or central services unit (generally by department ID) in fund 210.

nVision

FSGLV65

Managerial Report

Provides a summary of actual and budget activity. Forecasts a surplus/deficit to the end of the fiscal year. Displays key performance indicators with graphs.

nVision

FSGLV25

Program Budget vs Actual Summary

Manage, monitor, and compare program activity.

nVision

FSGLV25B Class Budget vs Actual Summary Manage, monitor, and compare class activity. nVision
FSGLV28B

Operating Activity for 10 Years

Ten year comparative of actuals, net revenue/expenditure budget and funds available.

nVision

RSGLVICR Research Indirect Cost Recovery Credit Activity Provides source project information for ICR (Indirect Cost Research) credits received by the faculties and central units. nVision

Last Updated: April 2018

Research Reports

Funds 330, 53X, and Exxxx

REPORT REPORT NAME USE
FSGLV10 Summary of Research Projects Award (Budget) and Expenditure Review award (budget), actual expenditures, funds available, and purchase order (PO) commitments for research projects for a department, faculty/unit, or for the University.

FSGLV41A*

Research Contributions by Faculty

Review research contributions for the University by unit/department and sponsor category (revenue account and sponsor).

This report can be run for years 2010 and later. Note: due to COA (sponsor) change and the use of revenue and deferred contribution accounts, report FSGLV40A should be used for years 2009 and earlier.

Information on source detail (sponsor) is available on report FSGLV46.

FSGLV41B

Research Contributions

Review research contributions for a unit by department and sponsor category (revenue account and sponsor).

This report can be run for years 2010 and later. Note: due to COA (sponsor) change and the use of revenue and deferred contribution accounts, report FSGLV40B should be used for years 2009 and earlier.

Information on source detail (sponsor) is available on report FSGLV46.

FSGLV41D Research Expenditures by Faculty

Review research expenditures for a unit by department and sponsor category (revenue account and sponsor).

Note: this report can be run for fiscal years 2010 and later.

Information by sponsor, for each sponsor category, is available on report FSGLV46B.

FSGLV46

Research Contributions by Sponsor

Review research contributions by sponsor category and sponsor.

This report can be run for years 2010 and later. Note: due to COA (sponsor) change and the use of revenue and deferred contribution accounts, similar information for years 2009 and earlier is accessible by drilling on the FSGLV40 report by account.

FSGLV46B Research Expenditures by Sponsor

Review research expenditures by sponsor and sponsor category.

Note: This report can be run for fiscal years 2010 and later. Amounts prior to July 2009 were not identified by sponsor and therefore will appear in the Not For Profit and Individuals sponsor category which includes a sponsor of none.

*Beginning with the 2009 fiscal year, other research-related funding is being calculated and manually inserted into the FSGLV40A reports after completion of the fiscal year. These reports are filed in the University's Data Book by Strategic Analysis. Other research-related funding includes:

  • Capital research infrastructure funding that is recorded as a contribution in the capital fund. The amounts represent the portion of the capital funding that was utilized for research-designated buildings or research-designated space within buildings.
  • Clinical trial and related research funding which is not reflected in the University's audited financial statements.

Last Update: October 2017

Special Purpose (Restricted) Reports

Funds 551, 552

REPORT REPORT NAME USE REPORT TYPE
FSGLV24

Special Purpose Report

Review actual and PO commitment activity and verify transactions (fund 551).

nVision

FSGLV81A Student Awards Annually Funded Scholarship Revenue and Expenditure Summary Review activity in undergraduate scholarship programs administered by Student Financial Support for the University (fund 552). nVision
FSGLV81B Student Awards Annually Funded Scholarship Revenue and Expenditure Summary by Faculty Review activity in undergraduate scholarship programs administered by Student Financial Support for a faculty (fund 552). nVision

Last Update: October 2017

Endowment Reports

Exxxx funds

REPORT REPORT NAME USE REPORT TYPE

FSGLV16

Statement of Endowment Capital, Revenue, Expenditure

Review actual and PO commitment activity, verify transactions, and manage endowments.

nVision

FSGLV28A

Endowment Spending, Book and Market Value for 10 Years

Ten year comparative of actuals. nVision
FSGLV80A Scholarship Endowment Capital and Spending Summary Administered by Student Financial Support for the University Review capital and spending activity on endowments for undergraduate scholarships administered by Student Financial Support for the University. nVision
FSGLV80B Scholarship Endowment Capital and Spending Summary Administered by Student Awards for a Faculty Review capital and spending activity on endowments for undergraduate scholarships administered by Student Financial Support for a Faculty. nVision

University Endowment Pool

Reports generated up to July 2019 and retained for historical purposes. Effective August 2019, market value is included in the FSGLV16 report.

Calculates maket value and displays number of units and unit market value.

This report is not an nVision report and is available on the University's Google Drive at 

https://drive.google.com/drive/folders/1yi6xgHiDUlEzjQ--5oWaT6ruSkIQWf2N?usp=sharing

Other

Last Update: September 2019

All Funds Reports

REPORT REPORT NAME USE REPORT TYPE

FSGLV68

All Funds Activity Report

Summarizes all actual activity by fund. Budget activity is also included for fund 210.

nVision

FSGLV58B

Total Funding from All Funds (Excluding Transfers)

Summarizes all actual external revenue activity by fund. Budget activity is also included for fund 210.

nVision

FSGLV18

Trial Balance

Verify transactions and update unit reconciliations monthly for asset or liability accounts for which a unit is responsible.

nVision

FSGLV45 Actuals for Faculty/Unit by Fund
Summarizes actual revenue and expenditure activity, by fund, for all faculties and units. nVision

Last Update: March 2015