BI Finance Reports
Frequently Asked Questions
View this document to read FAQ related to financial reports in the Business Intelligence system.
Quick Guides
Reference Guides
Key Finance Reports
- Key Finance Reports: Provides an overview of the key finance report suite.
- Activity Review: Combines a high-level before-and-after summary of account activity with the ability to drill down into the details of that activity.
- Budget to Actuals: Compares budget to actuals, showing the amount over (or under) budget. Provides a high-level summary with drill down capability. A Contract and Grant version of the report covers life-to-date.
- All Funds Projected Balance: Combines a high-level summary of projected cash and budget balance as of a selected period with the ability to drill down into the details based on fund group.
- Fiscal Year Budget Summary: Combines a high-level year-to-year budget summary with the ability to drill down from that summary into successive levels of detail, down to transactions. Budgeted income and expenses are included, as well as encumbrances.
- Income Statement: Combines a high-level summary of actual income and expenses for a selected period and year-to-date with the ability to selectively drill down into the details. It allows an organization to compare net profit (or loss) to the previous fiscal year.
- Balance Sheet (for Central Office): Combines a high-level balance sheet summary with the ability to drill down into the details. This report is designed for central use only, and can only be run at the Chart level.
Each key finance report can be run based on different data. The documents below describe how to run each type of key finance report:
- Key Finance Report – Chart
- Key Finance Report – Responsibility Center
- Key Finance Report – Account
- Key Finance Report – Organization
- Key Finance Report – Sub-Account
- Key Finance Report - Project
Other Finance Reports
- Account Balance Information by Fund Group & Sub Fund Group: This guide lists where to find account balance information on BI reports, fund group names, sub fund group codes and descriptions.
- Account Review: This report has been replaced with the updated Activity Review - Account key finance report.
- Budget Account Activity Statement Overview: Describes how to run and read the Budget Account Activity Statement-FIN111, with additional information.
- Capital Asset Management Reports Overview: Details the purposes of, prompts used to run, and fields displayed on Capital Asset Management reports in the Business Intelligence system.
- Cash Account Activity Statement Overview: Describes how to run and read the Cash Account Activity Statement-FIN110 report.
- Contract and Grant Reports Overview: Describes prompts used to run, and fields displayed on Contract and Grant reports in the Business Intelligence system.
- General Ledger Reports Overview: Information on General Ledger reports in the Business Intelligence system including examples, how to access and run, and prompt and field information.
- Operating Statement Overview: Describes how to run and read the Operating Statement (FIN049) in the Business Intelligence system.
- Pcard Statements Overview: Information regarding Pcard Statements (FIN018 and FIN066). Describes the prompts used to run the reports, and the fields displayed on the reports.
Educational Session Materials
Activity Review Report
- Webinar held January 23, 2013.
- Watch the recorded webinar here.
EBS March 2012 Enhancements: Shop at State and Business Intelligence Updates Webinar
- Held April 5, 2012
- Watch the recorded webinar
- Windows version
- See an overview of the General Ledger Reports and Operating Statement Enhancements and New Reports.
Business Intelligence Reports Update
- Webinar held April 5, 2012.
- Watch the recorded webinar here.
General Ledger Reports
- Webinar held March 15, 2011.
- Presentation/Site Lab held March 23, 2011.
- Watch the recorded webinar here.
- View a PDF version of the presentation.
