Top 10 Reports

College Fee Income – Budget Vs Actual

This Infohub report allows you to select your unit and comparrative census period. Exports and drill down available also. “Star” report to bring to My Favourites.

Recruitment Scholarships for My School by Academic Year

This is a handy report to see what has been awarded, to compare against budget and see the breakdown of awarding sources within the school and from the university. You can also measure “take-up” against offered and awarded. “Star” report to bring to My Favourites

Infohub Tasks

A handy shortcut for authorising student fee payments/scholarships and for requesting bursaries. Also shows status of bursaries requested by the user. “Star” report to bring to My Favourites.

Research Projects - Financial Summary

A handy report for looking at an overview of “R” accounts, you can drill down and export also. A good way to create a list of accounts for closure. “Star” report to bring to My Favourites.

Non-Research Projects - School Summary

Similar to the above handy report for looking at an overview of “R” accounts, you can drill down and export also. A good way to create a list of accounts for closure. “Star” report to bring to My Favourites.

Search for a Research Project

This query allows the user to search for any type of individual project account (including ‘D’, ‘R’, ‘V’, ‘DF’, ‘SF’).  Overview information is available by clicking on the link circled in red whereas transactional information is available by clicking on either link circled in blue.

Search by Person

A quick way to look-up an individual staff member in your college. Search by name or “P” number. “Star” report to bring to My Favourites.

UView Student Enquiry

A quick way to look-up an individual student or Alumni. Search by name or student number. You can see fee status, year of registration etc. “Star” report to bring to My Favourites.

Staff Management Report by School

This Infohub report may be found following the path below and used to review a staff listing for individual units.  By clicking any of the hyperlinks on the report (blue) the user is provided greater levels of data.

Infohub Search Facility

The search facility can be found at the top.  Below I’ve search for all reports with the word ‘Room’ in the title and the system lists all such reports. 

CFM003 – Ad Hoc Report – SURPLS

This report produces an unformatted transaction listing, by financial period that can be downloaded to excel for further analysis. The report includes all analysis fields from the eFinancials general ledger transaction postings for the selected periods, year and entity. The cost centre structure is filtered to returnn the 'R' cost centre structure. The 'A' or 'O' account structure can be selected. 

CFM001A Cost Centre Summary Report with Full and YTD Budget

This report produces cumulative to date actuals for the selected period and year parameters, along with the YTD and Full Year Operational Budget. The report can be filtered to retrieve the 'A' or 'O' account structure. The report can be downlaoded to excel for further analysis. 

CFM002 - Cost Centre Summary Report with Full and YTD Budget for Seelcted Schools and Cost Centres

This report is the same as CFM001A but also allows you to filter by the level 9/bottom level cost centre. 

CFM004 - Transaction Detail Report Trimmed View

This report provides detaail transactions for the selected date and cost centre prompts. The report is filtered to only show accounts under the 'A' account structures 'EXPEND' and 'OTHINC'. The report allows you to retriece data across different financial years.

FIN001 Cost Centre Transaction Details

This report provides transaction details for the selected dates and cost centres, for all accounts under the 'SURPLS' account structure (Income and expenditure account codes). Either the 'A' or 'O' account structure can be selected. 

FIN001 Cost Centre Transaction Details

This report provides details of accruals (receipted orders - awaiting invoice) and immedicate commitments (unreceipted orders) for the selected entities. The view is based o the commitments tables within eFinancials which are refreshed each morning. This refresh is paused in the period between the Accounts Payable and General Ledger close. 

FIN610 Income & Expenditure Budget  - Budget 1

This report provides details of postings to the Operational Budget on eFinancials for seelcted dates and entities. 

FIN718 Reserves Balances - Discretionary and Committed

This report provides the opening, closing balances and movement for the selected period, year and entities. There are three tabs on this report: 1. Discretionary Reserves, 2. Committed Reserves - Internally Funded, and 3. Committed Reserves - Externally Funded

FIN718A Movement on Reserves

This report provides  movement on reserves for the seelcted dates and entities, providing transaction level details.  There are three tabs on this report: 1. Discretionary Reserves, 2. Committed Reserves - Internally Funded, and 3. Committed Reserves - Externally Funded