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Results sets are provided for all selector teams and individual selector teams.
Filtering and Sorting Data in Excel File Downloads for Automated Reports
| Table of Contents |
|---|
| Report | Short Title | Description | Link to Daily Report Results in Box by Fiscal Year |
|---|---|---|---|
CR101 Excel Download | |||
CR101 Excel Download | fund_expenditures_ by_po_line_invoice_payments | This report shows fund expenditures by purchase order line within a given invoice payment date range. For each purchase order line number, the fund data attributes are shown alongside the purchase order line transaction amount. Multiple fund groups appear by team due to split fund payments. | |
CR122 Excel Download | |||
CR122 Excel Download | fund_detail | This query provides the list of all active funds along with their ledger, fund group and fund type. It also provides allocations, transfers, encumbrances, expenditures, fund balance and percentage spent for each fund. | |
CR123 Excel Download | |||
CR123 Excel download | open_orders | This report provides a list of open purchase orders and their encumbrance and/or amount paid, broken down by purchase order lines. Note that open orders without transactions will not appear in these results because a fiscal year has been selected. | |
CR134 Excel Download | |||
CR134 Excel download | appr_invoices_bib_data | This report provides the list of approved invoices within a date range along with vendor name, invoice number, fund details and purchase order data. | |
CR138 Excel Download | |||
CR138 Excel download | orders_split_funds | This query provides the list of split funds purchases for a purchase order line that has multiple funds used along with the transaction amount for each fund and the percentage spent. | |
CR157 Excel Download | |||
CR157 Excel Download | funds_and_teams_with_expense_class | Provides a detailed current date report of funds and teams with amounts spent, encumbered, and remaining. It also shows the expense class. | |
CR165 Excel Download | |||
CR165 Excel Download | funds_and_teams | Provides a current date report of funds and teams with amounts spent, encumbered, and remaining. This report does not include expense class (see CR157). | |
CR175 Excel Download | |||
CR175 Excel Download | team_related_split_funds | Shows split funds by PO line that enables selectors to filter by the funds for their team while also seeing what other team funds split a purchase order payment with them. | |
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