Find Reports for Revenues and Expenses
Learn about reports for revenues and expenses at Columbia University.
Details
Regularly reviewing and reconciling revenues and expenses for your department or project is a required financial activity. The Financial Data Store (FDS) provides many reporting options to accomplish this task.
There are a variety of reports in FDS that can provide you with information on revenues and expenses. Many are included in the table below.
For a full list of reports and their functions, use the Reporting Inventory Job Aid.
- Report
- ChartField Summary and Detail Statements
- Type of Data Provided
- Provides fiscal year-to-date financial activity at the department, project, initiative, segment, site or function levels or any combination of ChartFields.
- Report
- Department- Specific
- Type of Data Provided
- Department-Specific, like the Department Summary or Detail Statements reports, can provide financial reviews for a department or, if the department field is left blank, the report will filter based on the user's department security.
- Report
- Facilities and Administration (F&A) Recovery Report
- Type of Data Provided
- This report provides pertinent F&A recovery data.
- Report
- Non-Sponsored Project Financial Summary or Detail
- Type of Data Provided
- These reports provide comparisons of budgets to actuals, as well as links to transactional data.
- Report
- Payroll Summary and Detail Statements
- Type of Data Provided
- This report provides salary monitoring data.
- Report
- Project Cost/Summary Overrun Reports
- Type of Data Provided
- These provide high-level data useful for a department reviewer or principal investigator.
- Report
- Sponsored Project Financial Summary or Detail
- Type of Data Provided
- These reports provide comparisons of budgets to actuals, as well as links to transactional data.
- Report
- Trial Balance by Account Detail
- Type of Data Provided
- These reports can be used to review transaction details across multiple accounts, departments, or projects.
Trainings
There are a number of trainings available in our Training Library that will guide you through the reporting process, including:
- APCAR Invoice Inquiry Reports (job aid)
- APCAR Invoice Inquiry Reports (job aid)
- Asset Management Reporting Inventory (job aid)
- Asset Management Reporting Inventory (job aid)
- Finance Reporting Workshop (instructor-led)
- Finance Reporting Workshop (instructor-led)
- FDS On Demand Reporting (job aid)
- FDS On Demand Reporting (job aid)
- Frequently Used Fiscal Year Financial Reports (job aid)
- Frequently Used Fiscal Year Financial Reports (job aid)
- Frequently Used Project Lifecycle Financial Reports (job aid)
- Frequently Used Project Lifecycle Financial Reports (job aid)
- Managing FFE Time Entry Transactions (job aid)
- Managing FFE Time Entry Transactions (job aid)
- Purchasing Reports Overview (job aid)
- Purchasing Reports Overview (job aid)
- Reporting for Inquiry Only Roles (job aid)
- Reporting for Inquiry Only Roles (job aid)
- Reporting Inventory (job aid)
- Reporting Inventory (job aid)
- Running COB Analytics using Web Intelligence (Webi) (job aid)
- Running COB Analytics using Web Intelligence (Webi) (job aid)
- Sponsored Project Report WebViewer (job aid)
- Sponsored Project Report WebViewer (job aid)
- FDS Scheduled Reporting (job aid)
- FDS Scheduled Reporting (job aid)
- PS Query Reporting (web-based)
- PS Query Reporting (web-based)
- Reporting Overview (web-based)
- Reporting Overview (web-based)
- Using DARTS for Legacy FAS Reporting (web-based)
- Using DARTS for Legacy FAS Reporting (web-based)
- Using the Project Reporting Jump Pages (job aid)
- Using the Project Reporting Jump Pages (job aid)