This page contains several resources to help faculty and staff members learn and use new OnePurdue monthly financial reports. Financial reports for sponsored program projects will be electronically delivered to those who have been identified as a PI, Co-PI or other responsible individuals. Additional financial reports are being set up through the business offices; their release will begin in February and March 2008.

This page includes:

• Accessing Monthly Financial Reports
• Sample Reports
• Reporting Glossary
• Frequently Asked Questions
• Report Delivery Schedule
• Report Grid
• Monthly Financial Report Delivery Process
• Error Log Review Process
  

This quick-reference card shows you step-by-step how to access your monthly financial reports. (PDF)

These explain the data and define key terms contained in monthly financial reports.

Key words and acronyms used in all monthly financial reports

The monthly financial reports are static, month-end reports and will be centrally run. They will be automatically generated after Accounting has reconciled the accounts and closed the operating month. The reports will be run over several evenings in this priority:

• Project Financial Reports — Grants
• Project Financial Reports — Sponsored Programs
• Standard Monthly User Reports
  

This grid contains descriptions of the monthly financial reports. (PDF)

This document describes the process behind distributing all monthly financial reports. (PDF)

Z-Table Upload Template
This standard upload template should be used by business offices to establish who receives which monthly financial reports. (Excel document)

This process will track any delivery errors and document how to resolve any delivery issues. (PDF)