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KFS links and Reports (Archived)

Below is a list of helpful BI reports with a short description of the report results:

The following reports can be found under Finance Folder > University Finance Reports > General Ledger

  • FIN049 Operating Statement – University official ledger
  • FIN045 Detail Transaction Report – Use this report to pull transactions for a specified date range sorted by object code including expense and income transactions.
  • FIN500 Account Review – Summary of account by chosen fiscal period range with the ability to drill down to transaction level.

The following reports can be found under Finance Folder > University Finance Reports > Contract and Grant Accounts

  • FIN094 Account Statement with Pending Entries – Includes a breakdown of expenses by budget category and in addition includes transactions that are pending in KFS along with open encumbrances for the specified period.
  • FIN107 Account Summary by Date Range – A quick overview of the award amount, budget, actual expenses for the specified date range by budget category and a list of the expenses for the same date range by object code.
  • FIN112 Account Summary – Overall summary of the account as of the date the report is reviewed including the budget, cumulative expenses per budget category, balance remaining per budget category and a list of cumulative expenses per object code.
  • FIN104 Budget to Actuals Statement – Includes a breakdown of expenses per budget category for the period chosen and a list of expenses. This report allows the ability to choose multiple fiscal periods at a time.

To create a shortcut to your most used reports and add them to "My Folders" in BI click on the "More" button on the far right side, choose "Create a shortcut to this entry.." and finally choose "Select My Folders" at the bottom.

Quick links to reference guides for BI reports : http://www.ebs.msu.edu/BI/FinanceReports.htm

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