Understanding the GL070 Financial Summary Report in Cognos Analytics

Use the GL070 Financial Summary report to see chart strings filtered by project purpose.


For example, if you want to see the financial status of designated chart strings that are set aside for faculty research, you would select "FACULTY_RSRCH" for faculty research projects from the Project Purpose prompt in Cognos. You may also select multiple purposes if you want to see more than one on the report.

  • Project purpose is assigned on the ChartField Request form when new project chart strings are established.
  • To assign a new or different purpose to an established chart string, contact the ChartField Maintenance group.
  • Each project can only be assigned one purpose.
  • Not all eligible chart strings have been assigned a purpose.

Although this report was designed for administrators at the major unit level, anyone with access to Cognos BI and the approprite row-level security can run this report. Data will only be returned for chart strings you have access to view.


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. There are no required prompts. If you enter none, the report contains all chart strings to which you have access.
    • The report will display financial information for chart strings that do not use a project # if the associated fund is selected from the fund prompt area.
    • Chart strings that use grant, agency, or plant funds (funds that start with 6, 7, or 8) have been excluded from this report.
    • You may only select up to 10 funds at a time.
  2. Click Finish. Result: the report appears in HTML or your default format.

Prompt Descriptions

Prompts Descriptions
  • Left Column
    • Business Unit (NWUNV)
    • Date Options
    • Fiscal Year/Budget Period
    • Accounting Period
    • Project Purpose
    • Fund
    • Optional Columns*
  • Right Column
    • Department **
    • Project Status
    • Project (ID)
    • Sort Order Prompt***

* Optional Columns. Select from a list of optional columns to include them in the report. Columns are: Benefits Budget, Benefits Obligation, Over/Under Expense Budget, Over/Under Revenue Budget, Fringe Benefit Surplus/(Deficit), Fund Description.

** Department. Enter one or multiple DeptIDs, or select a node on the department tree. The tree represents the structure of the university for financial reporting. Select the tree (As of Today) for the most recent reporting structure, or select the prior fiscal year tree to use the reporting structure from the prior fiscal year.

*** Sort Order Prompt. Specifies how the information is sorted, by Fund & Department or by Department & Fund. The report groups chartstrings by department, and your choice determines how chartstrings are sorted within each group.

Financial information is displayed at the summarized expense and revenue (actuals and budget) level instead of the transactional detail level. Queried data starts at day one of the fiscal year and ends during the selected accounting period. If the selected accounting period is closed when the report is run, (Closed) appears in the report header.

Column Definitions

A-G Chartstrings and Descriptions

H-K Expense Budget

L-P Expense Actuals and Balance

Q-S Revenue Budget, Actuals, and Balance

T-V Fiscal Year and Cumulative Balances



Keywords: BI "business intelligence" ERA reporting cognos analytics "McFits" gl70 glo70 nufin ffra
Created: 2018-05-08 03:31:55
Updated: 2019-02-04 16:59:55

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Article ID: 1712
Thu 5/12/22 12:39 PM
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