Financial & Human Resources Information Library

Activity Fund Balance over Fiscal Year in Business Unit 01 by OrgID

• Folder: ACTIVITY REPTS
• Description: Activity FY Fund Bal by Org

Description:

• Summary of Fund balances over a fiscal year for Activities in BU 01
• Includes FY Begin Fund Balance, Monthly Fund Balances, and FY End Fund Balance
• Includes Activity specific attributes

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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