The resources on this page will help faculty and staff members learn and use the system-generated OnePurdue financial
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
In addition, individuals with the appropriate SAP roles can run these reports in R3 as well.
Processes for Distributing Monthly Financial Reports
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
1. Project Financial Reports — Grants
2. Project Financial Reports — Sponsored Programs
3. Standard Monthly User Reports & RIO Reports
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
award where they are the PI. This will include
View (consolidated) and the Sponsored Program
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