The following spreadsheet highlights, by funding type, the existing report or query that can help answer the task question. The navigation column highlights both the database (underlined) and navigation steps
| Task | Funding | Report / Query | Navigation | PS Support Site Module |
| What is my Department Budget? | State | Revenue/Expense
Report |
Retriever: Retriever -> Retriever -> Revenue/Expense Tab | General Ledger & Reporting |
| Grant | Grant
Summary Report – Budget
to Actual |
PeopleSoft Finance: Grants -> Reports -> Project Grant Budget to Actual | Grants | |
| DRIF/Revolving | Project
Summary by Activity Reports |
PeopleSoft Finance: Projects -> Activities -> Reports -> Project Summary/Detail by Activity | General Ledger & Reporting | |
| What is the Balance of my Budget? | State | Revenue/Expense
Report |
Retriever: Retriever -> Retriever -> Revenue/Expense Tab | General Ledger & Reporting |
| Grant | Grant
Summary Report – Budget
to Actual |
PeopleSoft Finance: Grants -> Reports -> Project Grant Budget to Actual | Grants | |
| DRIF/Revolving | Project
Summary by Activity Reports |
PeopleSoft Finance: Projects -> Activities -> Reports -> Project Summary/Detail by Activity | General Ledger & Reporting | |
| On what have I spent money? | State | Transaction
Detail by Department |
Retriever: Retriever -> Transaction Detail by Department Report | General Ledger & Reporting |
| Grant | Grant
Detail Report – Budget
to Actual |
PeopleSoft Finance: Grants -> Reports -> Project Grant Budget to Actual | Grants | |
| DRIF/Revolving | Project
Detail by Activity Reports |
PeopleSoft Finance: Projects -> Activities -> Reports -> Project Summary/Detail by Activity | General Ledger & Reporting | |
| What are my Payroll Charges? | State/DRIF/Revolving | Statement
of Payroll Charges Report |
PeopleSoft HR: Compensate Employees -> Manage Payroll Process (US) -> Report 2 | Payroll Service Center |
| Grants | Effort
Reporting |
PeopleSoft Finance: Effort Reporting -> Effort Reports - Search | General Ledger & Reporting | |
| What are my Pcard Charges? | State | UM_PCARD_ALLOCATION_BY_DEPT |
PeopleSoft Finance: Reporting Tools -> Query -> Query Viewer | General Ledger & Reporting |
| Grant | UM_PCARD_ALLOCATION_BY_PROJ |
PeopleSoft Finance: Reporting Tools -> Query -> Query Viewer | General Ledger & Reporting | |
| DRIF/Revolving | UM_PCARD_ALLOCATION_BY_PROJ |
PeopleSoft Finance: Reporting Tools -> Query -> Query Viewer | General Ledger & Reporting |
Please refer to Appendix A for additional details and known issues as of May 2004 for each report.