Financial & Human Resources Information Library

Activity Fiscal Year Cumulative Revenue and Expenses in Business Unit 01 by Org

• Folder: ACTIVITY REPTS
• Description: Activity Cuml. Rev/Exp by Org

Description:

• Account Cumulative Summary of Fiscal Year Revenues and Expenses for Activities in BU 01
• Includes FY Beginning Balance (PTD Activities only), Monthly Cumulative Totals, and FY Ending Total (includes Thermidor)Includes Activity specific attributes
• Results in Org, Manager, Fund, Activity, Account order

Use:

• Inputs—required fields denoted by an asterisk (*):
  • *OrgID
  • OrgID Rollup (select “Yes” to include all Orgs that rollup to the specified Org)
  • *Fiscal Year
  • Include Inactive Activities (Yes/No)
  • AcctExec EMPLID (leave blank to return all AE’s)
  • Activity (leave blank to return all Activities)

Security Authorization:

• Access is restricted to users with Management Report Security to the specified Org.
• Reports in the Financial Information Library SECURITY folder generate lists of users security authorization.
• To request access, use the Financial Web Management Reports Security Authorization form. Various levels of access can be requested. To understand how to request the appropriate security, please refer to the Financial Security Overview and Instructions before completing the form.

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