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Did you notice that in the new year, some Infoporte reports transitioned to Tar Heel Reports? Reports that were available as SAS VA inside of Infoporte are being moved to Tableau as Tar Heel reports. Here are some highlights about the Tar Heel reports and the benefits to you: Not all reports have transitioned to the new technology. If it was transitioned, you’ll see “Now in Tar Heel Reports” next to the report name. The Tar Heel reports are the same reports you had access to before with a notable change – security is different. You’ll see reports for all departments, not just your own. Don’t worry, it’s easy to filter and save your reports. When you click the name of a Tar Heel Report a new window opens with a Sign into Tableau Reports button. Some Big Wins for You Downloading is easier and more intuitive. You can even pick specific or all columns to download. There are multiple formats to download to, including Image (png), Data (txt/csv), PDF and PPT. Tar Heel Reports load quickly. It’s a noticeable difference from loading SAS Visual Analytics reports. You can save your reports as Favorites. Filter for the department data you need, save your … Continued

Type: Categories: Finance, HR/Payroll, Reporting Last Updated: January 22, 2021

Slides used in the November 2, 2016 OSR reports webinar. Webinar covers the OSR Invoice Listing report and the OSR GL Expense and Budget report.

Type: Slideshow / Presentation Categories: Finance, Reporting, Research Last Updated: November 2, 2016

Shows all invoices that have been processed through the ConnectCarolina billing system for OSR for a given project, contract, sponsor, or principal investigator Based on actual, posted transactions to the general ledger Shows all invoices created in the system since go-live on October 1, 2014 Invoices prior to October 1, 2014 were billed from other systems, so you’ll need to check with OSR on those if you have questions This is a SAS Web Report Studio report in InfoPorte located on the OSR Campus Reports tab

Type: Guide Categories: Finance, Reporting, Research Last Updated: September 17, 2019

The procedure explain at a high level the factors that comprise the F&A formula allocation equation, demonstrates how to run the F&A Formula Allocation Report, and interpret the results of the report.

Type: Guide Categories: Finance, Reporting Last Updated: September 17, 2019

This report is an income statement. It is based on the GL Actuals ledger.

Type: Quick Reference Categories: Finance, Reporting Last Updated: July 20, 2016

This report shows payments made to faculty who work during the summer, and overload payments to faculty. It is based on the GL Actuals ledger.

Type: Quick Reference Categories: Finance, Reporting Last Updated: July 20, 2016

This report shows fund and cash balances, and revenue and expenses, by source. It is based on the GL Actuals ledger.

Type: Quick Reference Categories: Finance, Reporting Last Updated: September 17, 2019

This report shows fund, cash, and other balances relevant to foundation reporting. It is based on the GL Actuals ledger.

Type: Quick Reference Categories: Finance, Reporting Last Updated: September 17, 2019

This report shows budget balances by source. It is based on the Commitment Control ledgers.

Type: Quick Reference Categories: Finance, Reporting Last Updated: July 20, 2016

This report shows fund balances by department at different account levels. It is based on the GL Actuals ledger.

Type: Quick Reference Categories: Finance, Reporting Last Updated: September 17, 2019