Accounting & Budgeting

Financial Query Resources

The following Web Intelligence queries are available to units seeking additional resources for managing their financials. In order to run the queries, you must have access to the data warehouse and Web Intelligence. Information on access, training, and other resources for Web Intelligence can be found on the Decision Support website.

Feel free to download the queries and alter them to suit your specific needs.

Query NamePurpose
Budget Memo LogView budget transactions (both sides of entry) (Web intelligence file)
Self-Supporting/Gift Cash & Fund BalancesView cash & fund balances for gift & self-supporting funds (Web intelligence file)
State & Institutional BBAView State & Institutional Accounted Budget & BBA (Web intelligence file)
Expenditures by Account TypeView aggregated expenditures by account type (Web intelligence file)
Banner Transaction DetailView banner transactions (Web intelligence file)
New Cash & Fund BalanceView cash & fund balance Includes program code associated with gift funds (Web intelligence file)