Financial Management Reporting

Table of Contents Reports, Account Analysis Report, Inventory Report, TouchNet Deposit Detail Report, General Accounting Dashboard

Categories (6)

Budget and General Ledger Reports

Budget Details by Fiscal Year Report & Budget Details by Period Report; Budget to Actuals by Period & Budget to Actuals by Fiscal Year Report; General Ledger (GL) Balances Report

Other Financial Reports

Contract Statuses Report

Procurement and Payment Services Reports

Cash Advance Report; Expense Report Information; Invoice Status Report; P-Card Transactions Report; Procure to Pay Report for Requisitions and Purchase Orders

Role-Restricted Reports

Information about the Reports located in the "Role Specific" Section of the Table of Contents.

Chart of Accounts

Chart of Accounts Segment Report, Natural Account Crosswalks

Grants Management – Awards and Projects

Project Committed Costs Details Report; Project Expenditure Details Report; Project Expenditure Summary Budget to Actuals Report; Project Expenditure Summary Report; Project Financial Summary Report; Project Information Report

Articles (7)

Pinned Article Navigating to the Transactional Reporting Table of Contents and Setting Favorites in Reports and Analytics

How to navigate to the Table of Contents within WyoCloud Reports and Analytics.

Pinned Article Scheduling a Report to Run Automatically

Step-by-step instructions on how to automatically schedule a report from the Transactional Reporting Table of Contents dashboard to run for large reports that take time or to schedule a report to run each week/month on a specific day.

Account Analysis Report

How to navigate to and schedule the account analysis report. Formatting the report for use using the account analysis pivot macro. Reading the Account Analysis Report.

Change Default Currency Settings in Oracle Transactional Business Intelligence

How to change currency preferences to Ledger Currency to ensure reports are populating correctly.

General Accounting Dashboard

Navigating the General Accounting Dashboard. Recommended uses to review actuals data or budget to actuals data.

Inventory Report

How to access and interpret the Inventory report. This report is used by Asset Management for the two-year rolling inventory review process and can be utilized by departments throughout the year to view and track their assets.

TouchNet Deposit Detail Report

How to access and read the TouchNet Deposit Detail Report.