Viewing reports for financial reporting processes

From the View Reports tab of the Financial Reporting page, you can view reports for financial reporting processes.

NOTE: Reports will be available in a future release.

TIP: From this tab, you can also mark a month as complete for financial reporting purposes. See Marking a month complete for financial reporting.

The following table lists the currently available reports.

Report	Description
Income Statement Trend report	View changes in monthly or quarterly income and expenses.
Reconcile GL Summary to GL Transactions report	Reconcile General Ledger (GL) transactions with listings in the GL Summary in the financial planning budget for the current plan year for the department or comparable entity associated with the currently selected budget
Reconcile GL Yield Reporting Balances to Net Interest Income report	Reconcile yield reporting balances in the GL with net interest income in the financial planning budget for the current plan year for the department or comparable entity associated with the currently selected budget
Yield Mapping Validation report	A summary of yield mapping for the financial planning budget for the current plan year for the department or comparable entity associated with the currently selected budget.

NOTE: Report whose names are appended with "WebView" open in the web browser; all other reports open in the Desktop Client.

To view reports for financial reporting processes:

1. From the Command Center home page, select Financial Reporting. Or, click the arrow to expand the Financial Reporting section and click View Reports.

   

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2. On the Financial Reporting page, click the View Reports tab.

   NOTE: In the table listing available reports, the Report Type column indicates whether each report opens in a web browser tab or (if marked with an X icon for Excel) in the Desktop Client.

3. Click the name of the report to view it.