Analytics & Business Intelligence

Finance Reports (AST)

Highlights

The M-Reports Finance Landing Page has links and descriptions for:

  • Monthly reports
  • Quarterly reports
  • Annual reports

Financial Management reports feature:

  • Quick trend analysis via graphs, variances, and more
  • Drill-down options to go from high-level totals to transaction details

Criteria bar options let you control how much data to view. Default criteria are your appointing department and its department group, but you can select other departments and refresh the report.

Report Overview

Here are descriptions of three of the top reports.

Finance Yearly Trend Report — shows high level trends for each account group for the current and past 12 months. It shows graphs for each of the following activity types: Non-Salary Expense, Salary, and Revenue.

Finance Student Financial Activity Report - shows all payments to students, including financial aid, payroll, benefits, and expense reimbursements.

Procurement Spend Report - shows procurement-related activity by P-Card holder, vendor, and account. By default, the report displays the following categories: Top 10 PCard Holders by Spend, Top 10 Accounts by Spend, and Top 10 Vendors by Spend. You can also view all P-Card holders, accounts and vendors by spend for the selected journal dates.

Data Sources

M-Reports dataset containing data from the following M-Pathways systems: Financial and Physical Resources (FINPROD), Student Administration (CSPROD) and Human Resource Management (HCMPROD).

Access Details

Who gets access?

If you have access to the Fin. Mgmt tab in M-Reports, you are automatically granted access to reports in the Finance folder of the M-Reports Mgmt Reports tab.

Refresh Schedule

The data is refreshed nightly.