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 | 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 | |
| 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 |
| 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 |
| QU_GL_DEPTANNUALDETAIL | Transaction Details Balance Sheet | Drill down on the AP journal for more detailed information |
| QU_GL_RSHPROJ_JOURNALDATE | Transaction Details Balance Sheet | Missing department description order/filter by date |
| QU_GL_TRANS_DEPT_PROG_FUND | Transaction Details Balance Sheet | Query contains period 0, 999 which are not included in this report. period 998 is included in period 12 in FAST |
| QU_GL_FUNDTRANS | Transaction Details Balance Sheet | Filter on fund |
| QU_GL_DEPTTRANS_OPERATING | Transaction Details Balance Sheet | Filter on fund 10000 |
| QU_GL_CARRYFORWRD | GL Pivot - Department Expendable | GL pivot department expendable or transaction detail balance sheet |
| QU_GL_FUNDDETAIL | Transaction Details Balance Sheet | Drill down on AP journal for more information. (Report to resolve gap in development) |
| QU_GL_DEPTTRANS_QSB_PL | Transaction Details Balance Sheet | Drill down on AP journal for more information. (Report to resolve gap in development) |
| QU_GL_DEPTTRANS_CRFW | Transaction Details Balance Sheet | 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 | Transaction Details Balance Sheet | 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 | GL Pivot - Actuals Budget and Commitment | Enter fund and department, sort by account and program |
| QU_GL_ACTPROJBALANCE | Statement of Operations - Research | Filter by account |
| QU_GL_DEPTANNUAL_VENDOR_DET | Accounts Payable Details Department | Filter on vendor and fiscal year |
| QU_GL_INACTIVE_PROJ | Project Summary | 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 | Accounts Payable Details Department | Filter on fund department, period, and year (program, project and vendor may be optionally included) |
| QU_GL_INVOICERECORDED_BYPROJ | Accounts Payable Details Department | 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 | Transaction Details Balance Sheet | Filter on amounts |
| SF_GL_ACCTTRANS_YTD | Student Financials Dept | Filter on period and fund |
| QU_GL_CAPITALFUNDYTD | Transaction Details Balance Sheet | Filter on fund code 40000 and account = 31% (currently broken in PeopleSoft) |
| QU_AP_SNGLEPAYMENT_BY_NAME | Accounts Payable Details Department | |
| BUDQU_GL_DEPTTRANS | Transaction Details Balance Sheet | Filter by ChartFields |
| QU_GL_APJOURNAL_INQUIRY | Transaction Details Balance Sheet | 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 | Student Financials Dept | 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 | Project Summary | Filter on year and period |
| QU_GL_CARRYFORWRD_RANGE | GL Pivot - Department Expendable | 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 | Accounts Payable Details Department | 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 | Accounts Payable Details Department | 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 | Accounts Payable Details Department | |
| 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 | Accounts Payable Details Department | 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 | Student Financials Dept | 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 | Transaction Details Balance Sheet | Filter on ChartField criteria |
| QU_CC_PI_DEFICIT | Not in FAST but only of interest to Research Accounting |