Financial Reporting

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

Monthly reports are currently in use, and additional financial reports are being set up through the business offices; they are scheduled for release in the first half of 2008.

Monthly Financial Report Resources

The 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.

General Information

• Report usage grid — updated 7/9/08 (PDF)
• Sample Reports
• Glossary
• Reporting FAQs
• Amounts Stored as Text (PDF)
• Export Monthly Transaction Listings to Excel (PDF)

Report Delivery

• 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.
• The reports will be run over several evenings in this priority:
  • Project Financial Reports — Grants
  • Project Financial Reports — Sponsored Programs
  • Standard Monthly User Reports
• Delivery process (PDF) — updated 7/9/08
• Z-table upload template (Excel): Used by business offices to establish who receives which reports — updated 7/22/08
  
• The error log review process (PDF) identifies possible errors that could prevent delivery of a report and how they will be addressed.

Accessing Reports

• Accessing Monthly Financial Reports (PDF)
• Accessing Monthly Financial Reports — Monthly Transaction Listings in Excel (PDF) — updated 8/26/08