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Reporting Tools

These 2 Report Matrixes highlight common UR Financials reports and provide descriptions and links to available guidance.

Report Matrix for (NCL) Users

 

Easy Report Matrix 
This tool will help you quickly identify URF reports based on these report types; Project, Grants, Gifts, Operating Programs, Loan Programs and Debt Service.
This tool contains 2 pages. The first page references Non-Company-Level (departmental) users and the second, Company-Level (divisional) users.
*Data updated as of December 23, 2015

Grants Report Matrix
This is specifically for Grant reporting.  This tool provides detailed information on Grant report field results and the best time to run.  This will help users determine the appropriate report for each occasion. A short definition list is also included.
*Data updated as of November 16, 2015.

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