Mapping your PeopleSoft Reports & Queries to the New Financial Reporting Tool
We will maintain a list of PeopleSoft reports and queries in this section so please visit often!
| Query Name | FAST Report Link | Details/Description |
|---|---|---|
| QU_MAPPING_ACCOUNT_CODE or QU_GL_ACCOUNT_LISTING_ALL | Run wide open to find the listing name | |
| QU_GL_CLASS_LISTING | ||
| QU_GL_DEPT_LISTING | ||
| QU_GL_FUND_LISTING | ||
| QU_GL_PROGRAM_LISTING | ||
| QU_GL_PROJECT_LISTING | ||
| QU_GL_YTD_FUNDTRANS_UNITS | Navigate to the Non Research Reports menu option, and select the Trust and Endowment report. This report contains all of the information in the query, with the exception of the Journal details which are available by drilling down on transaction detail | |
| QU_GL_ACCTTRANS_YTD | For researchers needing period 0 information they can drill down on the Statement of Operations Research (when available) or the Project Summary report to get the same information. Other users can access this information from the Transaction Detail Balance Sheet | |
| QU_GL_DEPTTRANS_YTD | Nearly identical to the transaction detail revenue and expense report. With the FAST report providing additional details | |
| QU_GL_RESEARCHPROJECTS | Access to information can be retrieved through the Statement of Ops Research by Account then drilling down on the month Actual to the transaction details. Both include only income statement items | |
| QU_GL_PROJDETAIL | Virtually identical to the QU_GL_RESEARCHPROJECTS query with additional AP details. This can be found in FAST by drilling down on the Journal ID of an AP transaction. There is also an AP Transaction detail report that is for projects which can be used to get the same information | |
| QU_GL_ACCTTRANS | Available in Transaction detail and expense by searching on a specific month and Account. All information is available including a drill down on Journal ID for additional information. Similar to the QU_GL_ACCTTRANS_YTD query this is dependent on whether it is a balance sheet or revenue and expense | |
| QU_GL_PROJANNUALDETAIL | Available in the Statement of Ops Research report. With drilldown on the Project to Date Actual | |
| QU_GL_DEPTTRANS | Similar to the QU_GL_DEPTTRANS_YTD this query allows you to select a specific period for the report to be run. This can be accomplished in the existing Transaction Details Revenue and Expense report | |
| QU_GL_DEPTDETAIL | Similar to QU_GL_DEPTTRANS report. With AP information. This would be available in the drilldown on the transaction detail revenue and expense | |
| CTG_TRANSACTIONS_QUERY | Clinical trials group developed this public query. The same information can be retrieved from the Statement of Operations - Research report and drilling down on the Month Actual Column | |
| QU_GL_DEPTANNUALDETAIL | Drill down on the AP journal for more detailed information | |
| QU_GL_RSHPROJ_JOURNALDATE | Missing department description order/filter by date | |
| QU_GL_TRANS_DEPT_PROG_FUND | Query contains period 0, 999 which are not included in this report. period 998 is included in period 12 in FAST | |
| QU_GL_FUNDTRANS | Filter on fund | |
| QU_GL_DEPTTRANS_OPERATING | Filter on fund 10000 | |
| QU_GL_CARRYFORWRD | GL pivot department expendable or transaction detail balance sheet | |
| QU_GL_FUNDDETAIL | Drill down on AP journal for more information. (Report to resolve gap in development) | |
| QU_GL_DEPTTRANS_QSB_PL | Drill down on AP journal for more information. (Report to resolve gap in development) | |
| QU_GL_DEPTTRANS_CRFW | Period zero through 998 for income statement accounts, department expendable and drill down on carry forward mount to get the detail. Or if you want the income statement amount you can drill down on the revenue and expense accounts | |
| QU_GL_85000DETAIL_YTD | Irrelevant but link provided | |
| QU_MAPPING_ACCOUNT_CODE | Not in FAST and not applicable currently | |
| QU_GL_OPERID_SEARCH | Available on all reports | |
| QU_GL_ACCTDEPTPROG_BALANCE | Enter fund and department, sort by account and program | |
| QU_GL_ACTPROJBALANCE | Filter by account | |
| QU_GL_DEPTANNUAL_VENDOR_DET | Filter on vendor and fiscal year | |
| QU_GL_INACTIVE_PROJ | Project summary report will show project status for projects they legitimately have access to and filter on status within the report that particular report will not show closed projects i.e. Inactive and zero balance | |
| QU_GL_INVOICEPAID | Filter on fund department, period, and year (program, project and vendor may be optionally included) | |
| QU_GL_INVOICERECORDED_BYPROJ | Filter on department and in the fund, enter 30000 and 31000 | |
| QU_GL_JOURNAL_LINE | Currently a gap new report in development to meet this need. In the meantime run transaction detail and revenue and expense and filter on the ChartFields and drill down on the journal from there | |
| QU_GL_PROJECT_LISTING | Limitations on description will prevent this report from being available possible gap being discussed information also exists in the project summary report | |
| QU_AUD_GL_QUERY | Filter on amounts | |
| SF_GL_ACCTTRANS_YTD | Filter on period and fund | |
| QU_GL_CAPITALFUNDYTD | Filter on fund code 40000 and account = 31% (currently broken in PeopleSoft) | |
| QU_AP_SNGLEPAYMENT_BY_NAME | ||
| BUDQU_GL_DEPTTRANS | Filter by ChartFields | |
| QU_GL_APJOURNAL_INQUIRY | Drill down on AP journal ID or run the Accounts Payable department report and filter on journal ID | |
| QU_GL_JOURNALBUDGETEXCEPTION | Not available in FAST but only of interest to Research Accounting | |
| QU_AP_PAYCYCLE_ADVANCES1 | Not available in FAST but only of interest to Accounts Payable | |
| QU_AP_VOUCHERBUDGETEXCEPTION | Not available in FAST but only of interest to Research Accounting | |
| SF_GL_ACCTTRANS_YTD_RECONCILE | Full range of filters available (ChartFields, period, etc.) | |
| QU_AP_UNPOSTED_VOUCHERS | Not available in FAST but only of interest to Accounts Payable | |
| QU_CC_PROJ_BALANCES | Filter on year and period | |
| QU_GL_CARRYFORWRD_RANGE | Enter your department and sort by department and program | |
| QU_AP_VCHR_CNTLGRP | Not available in FAST but only of interest to Financial Services | |
| QU_GL_INVOICERECORDED | Enter in ChartField criteria | |
| QU_AP_PREPAYMENT_LTR | Not available in FAST but only of interest to Accounts Payable | |
| QU_GL_998 | Not in FAST but in the list of reports to be developed | |
| QU_GL_YREDNDDETAIL | Filter on year and department | |
| QU_GL_SOURCE_LISTING | Not currently a pinned report. Will be added in future | |
| QU_AP_VOUCHER_ERROR | Not in FAST but only of interest to Accounts Payable | |
| QU_AP_SNGLEPAYMENT | ||
| QU_GL_MONTHEND_CHECK | Not available in FAST but only of interest to General Accounting | |
| QU_GL_CARRYFORWARD | Department expendable filter on fund department and period (query includes both expendable balances and non-expendable balances) | |
| QU_GL_JOURNALBUDGETEXCEPTIONS | Not available in FAST but only of interest to Research Accounting | |
| QU_AP_SAR_TRANS_DETAIL | Gap exists for this report, if required please forward request to Financial Services | |
| QU_HR_ACCTG_LINE_BY_DEPTID | Filter by department but will only show the specific projects the user has access to | |
| QU_AP_SAR_TRANS | Not in FAST but only of interest to Student Financials | |
| QU_GL_SF_JRNL_DET | Not all information is presently available in FAST (Descr fields) but most information is there | |
| QU_CC_REQBUD_EXCEPTION | Not in FAST but only of interest to Research Accounting | |
| QU_GL_LTDTRANS_YTD | Filter on ChartField criteria | |
| QU_CC_PI_DEFICIT | Not in FAST but only of interest to Research Accounting |