Financial Services

Financial Services

site header

Want to see your Statement of Operations Research Report at a more summarized level?


The Statement of Operations Research report is available at different levels of detail, depending on how you generate your report.  There are 3 main views available:


  1. By Account – this view shows all GL accounts with either budget, commitment, or actual values.


Fast Statement of Operations By Account




  1. By Tree – this view summarizes account information and displays by group of expenses (or trees).


FAST Statement of Operations By Tree




  1. By GL Code Pivot – this view summarizes primarily by other chart field values (e.g. Program Code, then Account)



FAST Statement of Operations By GL Code Pivot


Need more information?  See our Training Materials.