Reports in IC Finance Cloud

Summary

Any employee that is granted account inquiry access in IC Finance Cloud will also have the ability to run reports. Follow the instructions in this article to access financial reports.

 

 

Audience

 

This article is intended for all faculty and staff.

 

Platform

IC Finance Cloud

 

Contents

  • Navigate to Financial Reports
  • NEW Financial Transaction Detail Report

 

Navigate to Financial Reports

 

To access financial reports in IC Finance Cloud:

 

Fig. 1 IC Finance Cloud home page, Tools tab near top of screen, Reports and Analytics app in middle of screen under Apps

 

1. On the IC Finance Cloud home page, click the Tools tab, then click the Reports and Analytics app.

2. On the Reports and Analytics page, click the Browse Catalog button in the top right corner to access folders containing reports. This will open a new tab in your browser window.

3. On the left side of the screen in the new tab that appears, click in Folders to navigate to Shared Folders -> Custom -> Financials -> Campus Financial Reports. A list of available reports will appear in the middle of the screen. To return to this list at any time, click Catalog near the top of the screen.

4. To access any report, click Open on the corresponding line for the report you would like to run. Below is a list of available reports.

  • P Card and T Card Transactions Report - Current and prior credit card activity from Expenses module
  • Purchase Order Report - Current and prior purchase order information from Procurement module
  • Departmental Activity Report - High-level, Year-to-Date overview of account activity
  • Funds Available Dashboard - Multi-functional tool for viewing funds availability information and transaction details for expense accounts
  • Account Segments Report - Displays account segment values and their associated names
  • Payments Report - Payments issued, searchable by Date, Supplier, Invoice Number, and Purchase Order Number
  • Financial Transaction Detail Report - Contains detailed transaction information for all accounts, including those not available in FA Dashboard

 

 

NEW Financial Transaction Detail Report

The Financial Transaction Detail Report can be used to look up transaction information for any account type, including those not available in Budgetary Control (e.g. Income/Revenue, Assets). The report shows Budget, Commitment/Obligation, and Expenditure transactions for these account types, with detailed transaction information including descriptions, supplier names, dollar amounts, and requisition or expense report numbers, among others. Due to the large amount of data, exporting report results to Excel is highly recommended.

 

To run the Financial Transaction Detail Report:

 

1. Navigate to the Campus Financial Reports folder in Reports and Analytics (see above for instructions).

2. Find the Financial Transaction Detail Report in the list and click Open.

3. Click the calendar icons next to the date_from and date_to fields to select a date range.

4. Type values into the remaining fields to choose a range of segment values for the accounts to include in the report.

5. Click Apply. Transaction information will appear in the space on the right side of the screen. Please note: Depending on the search criteria you enter, it may take 30 to 60 seconds or longer for search results to appear due to a large amount of data in the report.

6. (Optional) It is highly recommended that you export the report to Excel, as the data will be easier to view, sort, and filter. To export, click the  (Gear) icon in the top right corner of the screen, mouse over Export, and click Excel.

 

 

 

 

 

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