TOOLS FOR RESEARCH ADMINISTRATION

at Queen's

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  • 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

    Report Name

    Details/Directions

    Listings

    QU_MAPPING_ACCOUNT_CODE or

    QU_GL_ACCOUNT_LISTING_ALL

    Account Listing

    Run wide open to find the listing name.

    QU_GL_CLASS_LISTING

    Class Listing

    QU_GL_DEPT_LISTING

    Department Listing

    QU_GL_FUND_LISTING

    Fund Listing

    QU_GL_PROGRAM_LISTING

    Program Listing

    QU_GL_PROJECT_LISTING

    Project Listing

    GL (General Ledger)

     

     

    QU_GL_YTD_FUNDTRANS_UNITS

    Trust and Endowment 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

    Transaction Details Balance Sheet
    Transaction Details Revenue and Expense

    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

    Transaction Details Revenue and Expense

    Nearly identical to the transaction detail revenue and expense report. With the FAST report providing additional details.

    QU_GL_RESEARCHPROJECTS

    Statement of Operations - Research

    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

    Statement of Operations - Research

    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

    Transaction Details Revenue and Expense

    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

    Statement of Operations - Research

    Available in the Statement of Ops Research report. With Drilldown on the Project to Date Actual.

    QU_GL_DEPTTRANS

    Transaction Details Revenue and Expense

    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

    Transaction Details Revenue and Expense

    Similar to QU_GL_DEPTTRANS report. With AP information. This would be available in the drilldown on the transaction detail revenue and expense.

    AP (Accounts Payable)

    QU_AP_SNGLEPAYMENT_BY_NAME or QU_AP_SNGLEPAYMENT

    ?

     

    Other/Private

    CTG_TRANSACTIONS_QUERY

    Statement of Operations - Research

    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.