Searchable OBI Financial Reporting Directory | Financial Management Services

All A B C E F G I L M O P S T U

	Report	Subprocess	Sample Business Questions
F
F	Fiscal to Date Fund Statement Revenue and Fund Management Reporting (RFM) dashboard (formerly FIN_FUND_153_Fund_Statement)	Review summary and GL transactions details (Non-customizable)	What are the GL details affecting my awards? What GL transactions occurred in the last month? What are my balances in the GL?
F	Fiscal to Date Fund Statement (Current and prior year only) Revenue and Fund Management Reporting (RFM) dashboard (formerly FIN_FUND_153_Fund_Statement)	Review summary and GL transaction details for current or prior fiscal year (Non-customizable)	What are the GL details affecting my awards? What GL transactions occurred in the last month? What are my balances in the GL?
F	Force Clear Summary by Task Org Force Clear Metrics (FCM) dashboard	Review count and amount of SU credit card transactions and advances that were force cleared	By organization, for PCard and TCard, what percentage of all transactions were force cleared? By organization, how many force cleared transactions occurred by transaction type (PCard, TCard, and advances) and what were the cleared amounts? By organization, for Pcard, TCard, and advances, what were the force clear administrative fees that we were charged?
F	Fund Authorization Report (Real-time) Reference Data and Inquiry (INQ) dashboard (formerly FIN_REF_225)	Review fund authorization report (Non-customizable)	What are the fund authorization and award purpose of all the PTAs under my organization? For given activities, which awards can I allocate expenditures to? What is the appropriate way to spend unused balance on an award?
F	Fund Statement Revenue and Fund Management Reporting (RFM) dashboard	Review SU and EN ledger summary and transactions details	What was my beginning balance for my award(s) at a point in time? What is my ending balance and available balance? What is my projected payout and year end balance for my endowments? What were the net revenues, transfers and expenses on my award(s) over a user-specified period or P/FTD?
F	Fund Trend Revenue and Fund Management Reporting (RFM) dashboard	Review SU and EN ledger fund trend summary	If my inflows and outflows remain consistent with historical trends, how long will my funding last? Are the net revenues, transfer and expenses on my award(s) trending up or down? Is my balance consistently increasing or decreasing over time?
F	Fund Variance Revenue and Fund Management Reporting (RFM) dashboard	Review and compare SU and EN ledger summary between two sets of period ranges	How do the fund statements compare this year vs. last year of given awards? Which awards have the largest percentage difference this year vs. last for receipts and expenses? How large is the dollar difference of expenses between projects this summer vs. last summer?