Purchasing
Accounting
Budgeting
The reports we often use to look up budget information are as follows:
- CR FIN Sources and Uses Summary
- Video – Workday Reporting How-to: CR FIN Sources and Uses
- Reference Guide – Running CR FIN Sources and Uses Summary
- CR FIN Plan to Actuals Summary
- Video – Workday Reporting How-to: CR FIN Plan to Actuals
- Reference Guide – Running CR FIN Plan to Actuals Summary
- CR GRA SPS Award Budget to Actuals Summary
- CR GFT Budget to Actuals Summary – this is to look up your gift accounts (GF) or (PG)
- CR FIN Core/Non-Core Program Financial Position Summary
- CR FIN Core Budget to Actuals with Encumbrances Summary – This is the one for your general state funds. (PG)
- CR FIN Non-Core Budget to Actuals with Encumbrances Summary – This is mostly for Service Centers/workshop accounts. (PG)
- CR FIN Transaction Detail
- CR GRA PI/Cost Center expense Detail Report
- CR Pay Fringe Benefit Rate Calculation
| Worktag Type | Report Name | Use |
|---|---|---|
| Program - CORE - Budget to Actuals | CR FIN Core Budget to Actuals Summary | Summary Report for comparing Core Budget versus expenses. |
| Program - CORE - Budget to Actuals | CR FIN Core Budget to Actuals with Encumbrances Summary | Report for comparing Core Budget versus expenses and encumbrances. |
| Program - Non-CORE - Budget to Actuals | CR FIN Non-Core Budget to Actuals Summary | Report for comparing Non-Core Budget and revenue versus expenses. |
| Program - Non-CORE - Budget to Actuals | CR FIN Non-Core Budget to Actuals with Encumbrances Summary | Report for comparing Non-Core Budget and revenue versus expenses and encumbrances. |
| Gifts | CR GFT Gift Expense and Revenue Summary by Cost Center | Report noting Total Revenues, Expenses, Commitments, Obligation by Gift with associated Cost Center. |
| Gifts | CR GFT Spendable Summary | Report requested by Gift Hierarchy, noting Contributions, Revenues, Expenses, Total Spend and Available Balance by gifts under this Gift Hierarchy. |
| Gifts | CR GFT Gift Summary | Report summarizing by Gift Beginning Balance, Revenue, Expenses, Commitments, Obligations and Remaining Balance Available. Report drill down available for details. |
| Grants | CR GRA Award Lines PI Financial Summary | Use this custom report to view award budget to actuals, and monitor sponsor invoicing and payment receipt for awards. |
| Grants | CR GRA Grant Expenditure Detail by Cost Center | Use this report to view total Direct and Indirect costs charged to Grants in your Cost Center(s) within the timeframe specified in the prompt set. |
| Grants | CR PAY Payroll Accounting Detail | View payroll charged by pay period to Workers. |
** If you need the content provided on this page in a different format, please contact cahnrs.fa@wsu.edu**