One Purdue

 

Financial Reporting

The resources on this page will help faculty and staff members learn and use the system-generated OnePurdue financial reports.

These system-generated reports are received in users Universal Work List (UWL) in the OnePurdue portal. Grants management (sponsored programs) reports are automatically generated by the system while non-grants management reports must be set up by the Business Office.

These reports are delivered in both PDF and Excel format and kept in the UWL for two months before they are dropped off.

In addition, individuals with the appropriate SAP roles can run these reports in R3 as well.

Frequency
   Monthly financial reports are static, month-end reports that are
   centrally run. They will be automatically generated after
   Accounting has reconciled the accounts and closed the
   operating month.

            1. Project Financial Reports — Grants
            2. Project Financial Reports — Sponsored Programs
            3. Standard Monthly User Reports & RIO Reports

Audience
   GM Reports – Monthly financial reports for sponsored program
   projects will be electronically delivered to those who have been
   identified as a PI, Co-PI, or other responsible individual.

            PI’s will receive the Project Financial Report for each
            award where they are the PI. This will include the Grant
            View (consolidated) and the Sponsored Program
            View (minor).

            Co-PI’s will receive the Sponsored Program view of the
            Project Financial Report, Monthly Transaction List and
            Budget Changes reports.

   Standard Monthly User Reports, Account Balance Listing & Real
   Internal Order Reports —These reports must be set up by the
   Business Office using the Business@Purdue processes.

Resources
Accessing Reports

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