Understanding the GL005 Summary Budget Status Report in Cognos Analytics

The GL005 Summary Budget Status Report displays the budget amounts and remaining balances for non-sponsored (non-grant) chart strings. This report pairs well with the related GL008 Revenue and Expense Activity Report which shows you the details summarized in the GL005. For sponsored chart strings, see the GM045 Sponsored Project Budget Statement.


Begin by logging into Cognos Analytics.

  1. Click Team content, from the Navigation Panel.
  2. Click Finance, Facilities, and Research Administration folder.
  3. Click School or Central folder.
  4. Choose and Click any of the following folders. (Note: You may not see all the folders listed as this tied to your security settings)
    • Accounting Services
    • Budget
    • Facilities
    • Sponsored Programs Management
    • Supply Chain
    • Voyager
    • Budget/COA
    • Monthly Financial
  5. Click the report title to see the prompt page.
  1. Respond to prompts as needed to filter the report. Thee report contains all chart strings to which you have access.
  2. Click Finish. Result: the report appears in HTML or your default format.

Prompt Descriptions


Column Definitions


Keywords: BI "business intelligence" era reporting Cognos analytics reporting nufinancials NUFin gl05 gl5 "General Ledger"
Created: 2018-03-26 20:43:37
Updated: 2019-02-04 16:59:55

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Article ID: 1702
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