Data Management and Analytics Catalog

Tags GL077

Reports for Northwestern's administrative systems are available via the Data Management & Analytics system (Cognos Analytics).

 

Access the reporting system at Cognos Analytics. Reports and Adhoc Reporting Inventories along with their descriptions are listed below. Note: You may need to request access to some of them.

Alumni Relations and Development (ARD)

College and University Financial Systems (CUFS)

Effort Reporting (ER)

Endowment

myHR (HR)

Finance, Facilities, and Research Administration Reports (FFRA)

Asset Management (AM)

Facilities Management (FM)

General (GE)

General Ledger (GL)

Type Name Description Path(s)

Query

PS EPM Ad hoc

The PS EPM ad hoc environment contains information for creating reports regarding the general ledger at a detail or summary level

Team content

Report

GL002 - Gift Summary Report

Provides a snapshot of the equity position of each of a user's gifts as well as totals for all gifts as of a given date.

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Facilities > Budget

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> School ‎> Budget/COA‬

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> School ‎> Monthly Financial‬

Report

GL003 - Off Cycle Budget Changes Report(Year-to-date)

Provides off-cycle changes to the budget/commitment control
ledger. This report also includes information about the recurring/non-recurring nature of the changes.

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Facilities > Budget

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> School ‎> Budget/COA‬

Report

GL004 - Off Cycle Budget Changes Report(Month-to-date)

Includes off-cycle changes to the budget/commitment control
ledger. This report also includes information about the recurring/non-recurring nature of the changes.

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Facilities > Budget

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> School ‎> Budget/COA‬

Report

GL005 - Summary Budget Status Report

Summarizes budget to actuals for revenue and expenses for a specific Fund, Dept ID, Project.

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Facilities > Financial Summaries

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Voyager

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Supply Chain

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Facilities > Budget

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Accounting Services

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> School ‎> Budget/COA‬

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> School ‎> Monthly Financial‬

Report

GL007 - CUFS to PS Department Budget Conversion for Revenue and Expenses

CUFS to PS Department Budget Conversion for Revenue and Expenses

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Facilities > Billing

Team content ‎> Finance, Facilities, and Research Administration ‎Reports > Central > Voyager

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Facilities > Budget

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Accounting Services

Report

GL008 - Revenue and Expense Activity Report

All transactions affecting the budget for the current period.

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Facilities > Financial Summaries

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Voyager

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Supply Chain

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Sponsored Programs Management

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Facilities > Budget

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Accounting Services

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> School ‎> Budget/COA‬

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> School ‎> Monthly Financial‬

Report

GL009 - Expense/Revenue Budget

Provides current expense and revenue budget information for all non-grant operating chart strings.

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Facilities > Budget

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> School ‎> Budget/COA‬

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> School ‎> Monthly Financial‬

Report

GL010 - Operating Budget Report

Provides current expense and revenue budget information and actual expense and revenue activity for all non-grant chart strings.

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Facilities > Budget

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> School ‎> Budget/COA‬

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> School ‎> Monthly Financial‬

Report

GL011 - Historical Budget Performance

Historical Budget Performance

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Facilities > Budget

Report

GL012 - Project by Attribute/Activity Non-Designated Funds

Provides the ability to search for designated projects that have a given attribute.

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Facilities > Budget

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> School ‎> Budget/COA‬

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> School ‎> Monthly Financial‬

Report

GL013 - Year End Performance Review Report

Used by management to gauge actual to budget for revenue and expenses.

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Facilities

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Facilities > Budget

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Accounting Services

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> School ‎> Budget/COA‬

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> School ‎> Monthly Financial‬

Report

GL018 - Summary of Project Cash Balances

Snapshot of balances on the Summary and gives more information on the individual Agency Project on the Detail reports.

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Accounting Services

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> School ‎> Monthly Financial‬

Report

GL019 - Plant Fund Open Accounts Balance and Cash Summary

Plant Fund Open Accounts Balance and Cash Summary

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Facilities > Financial Summaries

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Accounting Services

Report

GL025 - Faculty Start-up Attribute Summary (Faculty/PI)

Used by central offices to review faculty start up funds.

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> School ‎> Monthly Financial‬

Report

GL026 - Faculty Start-up Attribute Summary

Used by schools to review faculty start up funds.

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> School ‎> Monthly Financial‬

Report

GL061 - Agency Project Detail

Gives agency account managers a detail of cash balances

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Accounting Services

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> School ‎> Monthly Financial‬

Report

GL062 - Gift/Endowment Project Detail

The detail report gives detail of a particular Project ID, including budgeted and actual Revenue, budgeted expenses, pre-encumbrances, encumbrances, and expenses, as well as amounts available to spend for the particular Gift and Endowment Projects. For Endowments, it gives specific detail for both the Principal and the Spending portions.

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Facilities

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Facilities > Budget

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> School ‎> Budget/COA‬

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> School ‎> Monthly Financial‬

Report

GL064 - Project by Attribute/Activity Non Designated Funds

Provides the ability to search for non-designated projects that have a given attribute.

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Sponsored Programs Management

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Facilities > Budget

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> School ‎> Budget/COA‬

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> School ‎> Monthly Financial‬

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> School ‎> Sponsored Programs Management‬

Report

GL067 - Valid Chartstrings

Designed for recharge groups to provide information about valid chart strings (chart strings with budget). Note that it does not indicate AVAILABLE budget.

The report also provides Start and Stop Dates for projects, so that people can validate that the expense that they wish to charge to a chart string falls within the valid period of the project.

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Facilities > Billing

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Voyager

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Facilities > Budget

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> School ‎> Budget/COA‬

Report

GL068 - Financial Summary (Excluding Agency and Multi-Year Funds)

Provides summarized financial information by chart string, for a DeptID or for a School/Unit, reflecting the typical Beginning Balance, Expenses, Revenues, and Ending Balance for both Budget and Actuals, as applicable; also provides sub-totals by Fund type and DeptID. This report does not show project-level detail for Fund 110. For indirect cost recovery details, see GL072.

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Facilities > Financial Summaries

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Voyager

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Supply Chain

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Sponsored Programs Management

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Facilities > Budget

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Accounting Services

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> School ‎> Budget/COA‬

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> School ‎> Monthly Financial‬

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> School ‎> Sponsored Programs Management‬

Report

GL069 - Financial Summary (Including Multi-Year Funds And Excluding Agency Funds)

Displays summarized expense and revenue (actuals and budget) financial information by chart string for a DeptID or School/Unit, reflecting the typical Expenses, Revenues, and Ending Balance, as applicable. This report shows information for all chart strings except those that use agency funds (starts with a 7). This report does not show project-level detail for Fund 110. For indirect cost recovery details, see GL073.

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Facilities > Financial Summaries

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Voyager

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Supply Chain

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Sponsored Programs Management

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Facilities > Budget

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Accounting Services

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> School ‎> Budget/COA‬

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> School ‎> Monthly Financial‬

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> School ‎> Sponsored Programs Management‬

Report

GL070 - Financial Summary with Project Purpose (Excluding Agency and Multi-Year Funds)

Provides summarized financial information by chart string, for a DeptID or for a School/Unit, reflecting the typical Beginning Balance, Expenses, Revenues, and Ending Balance for both Budget and Actuals, as applicable; also provides sub-totals by Fund type and DeptID. The GL070 report has the additional benefit of reporting and sub-totaling by Project Attributes, as assigned.

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Facilities > Financial Summaries

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Voyager

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Supply Chain

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Sponsored Programs Management

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Facilities > Budget

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Accounting Services

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> School ‎> Budget/COA‬

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> School ‎> Monthly Financial‬

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> School ‎> Sponsored Programs Management‬

Report

GL071 - Financial Summary - Historical Comparison (Excluding Agency and Multi-Year Funds)

Allows comparison of fiscal year data by accounting period. Answers the question: “How were we doing this time last year?”

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Facilities > Financial Summaries

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Voyager

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Supply Chain

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Sponsored Programs Management

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Facilities > Budget

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Accounting Services

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> School ‎> Budget/COA‬

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> School ‎> Monthly Financial‬

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> School ‎> Sponsored Programs Management‬

Report

GL072 - Financial Summary w/Detail ICR (Excluding Agency and Multi-Year Funds)

Provides summarized financial information by chart string, for a DeptID or for a School/Unit, reflecting the typical Beginning Balance, Expenses, Revenues, and Ending Balance for both Budget and Actuals, as applicable; also provides sub-totals by Fund type and DeptID. Shows Project (6xxxxxxx) details for departments that booked indirect cost recovery on Fund 110 and Account 4085.

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Facilities > Financial Summaries

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Voyager

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Supply Chain

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Sponsored Programs Management

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Facilities > Budget

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Accounting Services

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> School ‎> Budget/COA‬

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> School ‎> Monthly Financial‬

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> School ‎> Sponsored Programs Management‬

Report

GL073 - Financial Summary w/Detail ICR (Including Multi-Year Funds and Excluding Agency Funds)

Displays summarized expense and revenue (actuals and budget) financial information by chart string for a DeptID or School/Unit, reflecting the typical Expenses, Revenues, and Ending Balance, as applicable. This report shows information for all chart strings except those that use agency funds (starts with a 7). Displays Fund 110 amounts on separate lines within department. Shows Project (6xxxxxxx) details for departments that booked indirect cost recovery on Fund 110 and Account 40856.

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Facilities > Financial Summaries

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Voyager

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Supply Chain

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Sponsored Programs Management

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Facilities > Budget

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Accounting Services

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> School ‎> Budget/COA‬

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> School ‎> Monthly Financial‬

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> School ‎> Sponsored Programs Management‬

Report

GL074 - Financial Summary with Management Level & Project Purpose

Extends the functionality present in the GL068-GL071 range of reports.
- Using the new Management Level attribute, allows you to group your chart strings into classifications consistent with how funds in your area are managed.
- Available Management Level values will be Dean/VP Administration, Department Chair/Unit Head, PI/Faculty, Program/Center, and Other.

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Facilities > Financial Summaries

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Voyager

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Supply Chain

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Sponsored Programs Management

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Facilities > Budget

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> Central > Accounting Services

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> School ‎> Budget/COA‬

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> School ‎> Monthly Financial‬

Team content ‎> Finance, Facilities, and Research Administration Reports ‎> School ‎> Sponsored Programs Management‬

Report

GL077 - School Income Statement

Depicts revenues and expenses in an income statement format for purposes of school/unit financial management.

Team content ‎> Finance Facilities and Research Administration ‎> School ‎> Budget/COA‬

‪Team content ‎> Finance Facilities and Research Administration ‎> Central ‎> Accounting Services‬

‪Team content ‎> Finance Facilities and Research Administration ‎> School ‎> Monthly Financial‬

‪Team content ‎> Finance Facilities and Research Administration ‎> Central ‎> Budget‬

Grants Management (GM) & Grants Agreements (GA)

Supply Chain (SC)

Granite

NUCore (NCR)

Parking (PK)

Primary Management Unit (PMU)

Student Admissions

Student Financials

Student Records

Undergraduate Student Transition

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Keywords: Cognos, Analytics "Self Service" GL GM FM SC AM "Alumni Relations and Development" ARD CUFS Effort Reporting ER Endowment myHR "Asset Management" "Facilities Management" "General Ledger" "Grants Management" "Supply Chain" NUCore PMU "Primary Management Unit" "Student Admissions" "Student Financials" Student Records GL077
Created: 2018-05-01 20:11:12
Updated: 2020-03-12 20:41:28

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