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Other Levels Of Summary

Most m-Fin reports page by fopps/speedtype. Sometimes, however, you need reports that sum multiple speedtypes together.  Here are m-Fin reports that do this.

  1. m-Fin ACCOUNT NUMBER
    Shows actuals. Individual fopps/speedtypes are shown, but with totals by account code.
  2. m-Fin REVENUE AND EXPENDITURE TOTAL
    Shows budgets, actuals, and encumbrances. Pages by fund and then an all funds total at the end. Individual fopps/speedtypes are not shown because they are combined, summed together. We will develop Balance Sheet and Trial Balance m-Fin TOTAL reports that work similarly.
  3. m-Fin ACCOUNT RANGE BY FUND
    Shows actuals, account range rows by fund columns. Individual fopps/speedtypes are not shown because they are combined, summed together.

The latest versions of these three reports are in the Cognos QA system. If you have been asking for m-Fin to do other levels of summary, please try these reports. If all goes well they will be in production the week of July 25th.

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