Transcript PeopleSoft GL Web Reports Presentation

Getting to Know Grants:
Peoplesoft General Ledger Web Reports – Budget
Variance, Income Statement and Grants
Part 1:
ACCESSING PS
FINANCIAL WEB
REPORTS
Connecting to Web Applications
Click the Internet Explorer icon
 Enter "https://webapps.umsystem.edu/"
in the Address field (or pull up from My
Favorites if you have it there already).

Web Applications screen
Click the Web
Applications
button.
Web Applications login screen
Enter your
SSO ID and
password, and
click “Log In”.
Web Applications menu screen
Click on the “PS Financial
Reports” link.
Considerations for “PS Financial
Reports” Link
The links displayed on the Administrative
Web Applications site are dependent
upon user security.
 In addition, PS Financial Reports is
restricted based on user security. If access
is needed in order to perform job
requirements, contact the Division Fiscal
Office or Campus Accounting Office per
your campus procedures.

Part 2:
BUDGET VARIANCE
REPORT
PS Financial Reports Menu
Click on the drop-down menu
for Budget Variance, select Rpt.
8 (Projects: Acct. within
Fund –PTD).
PS Financial Reports Menu
Click
“Go”.
Budget Variance
•Use to compare budgeted revenue and expenditures with
actual revenue and expenditures on a Project-to-Date
basis for individual Deptids. Multiple Funds can be selected
to account for Deptids with multiple funding sources.
•Required fields are marked with an asterisk (*).
•Use Lookup Buttons to search and retrieve values for the
report criteria, if not specifically known.
Budget Variance
Leaving the search field blank and clicking the Search
button retrieves up to 250 results. Entering a partial
value retrieves a list of codes beginning with the value.
Budget Variance
After defining report
criteria, click the Run
Report button.
Budget Variance
Parameters used to define the report
Report header and report results
Budget Variance Report Options
Download report data to an Excel file by
clicking “Download to Excel” link at
bottom of report
 Can print report from Peoplesoft with or
without parameters frame (“Click to
show/hide selection criteria” link at top)
 Drill down to the report detail for
accounts by hyperlinks for amounts

Part 3:
INCOME STATEMENT
REPORT
PS Financial Reports Menu
Click on the drop-down menu
for Income Statements, select
Rpt. 9 (Fund,Deptid.,ProjFund - PTD).
PS Financial Reports Menu
Click
“Go”.
Income Statement
•This is a Project to Date Report and will not produce
accurate results if used with Fiscal Year to Date funds.
•Required fields are marked with an asterisk (*).
•Use Lookup Buttons to search and retrieve values for
the report criteria, if not specifically known.
Income Statement
Leaving the search field blank and clicking the Search
button retrieves up to 250 results. Entering a partial
value retrieves a list of codes beginning with the value.
Income Statement
After defining report
criteria, click the Run
Report button.
Income Statement
Parameters used to define the report
Report header and report results
Income Stmt. Report Options
Download report data to an Excel file by
clicking “Download to Excel” link at
bottom of report
 Can print report from Peoplesoft with or
without parameters frame (“Click to
show/hide selection criteria” link at top)
 Drill down to the report detail for
accounts by hyperlinks for amounts

Part 4:
GRANT REPORTS
PS Financial Reports Menu
Click on the drop-down menu
for Grants, select Rpt. 3
(Awards by Investigator PTD).
PS Financial Reports Menu
Click
“Go”.
Grant Reports
•Use “Search by Name” button to search by
Investigator Name, if the ID is not specifically known.
Grant Reports
To search for an Employee Number, enter the first few
characters of the Employee Name and click the Search
button. Use format of Smith,John for the full name.
Grant Reports
Click on the Employee Name desired and the Investigator’s
ID will appear on the original screen.
Grant Reports
Click on the “Run Report” screen to view all projects for
the Investigator.
Grant Reports
The report shows more than 25
additional columns to the right.
Use the bar on the bottom to
view the additional columns.
Grant Report Options
Download report data to an Excel file by
clicking “Download to Excel” link at
bottom of report
 Can print report from Peoplesoft with or
without parameters frame (“Click to
show/hide selection criteria” link at top)
 Drill down to report detail for individual
projects by hyperlinks for amounts

Questions?
 Karen
Boyd
Manager/Fiscal Operations
UMSL Office of Research Admin.
 [email protected]
 (314) 516-5923 (office)
 http://www.umsl.edu/services/ora/