Financial & Human Resources Information Library

Activity Summary in Business Unit 01 by OrgID

• Folder: ACTIVITY REPTS
• Description: Activity Summary by Org

Description:

• Summary of revenue/budget/expense for Activities in BU 01
• Includes FY Begin Funds Available, FYTD Revenue, FYTD Expenses, Current Funds Available, and Encumbrances as of month end specified
• 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)
  • *Calendar Month
  • *Calendar 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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