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HOWTO - Run financial reports

Last Updated: Apr 22, 2014 12:59PM EDT

The SFCG Finance Portal, located at https://sharepoint.sfcg.org, allows you to run all sorts of Financial Reports based on the grants and departments you have access to and the type of information you require.

To use it, follow these steps.

Click on any screenshot for a better view.

1. Click on the Finance Reports link; the link is on the top left hand corner of the screen.  If you do not have this link in your navigation, or are getting Access Denied messages, please click here and select 'Finance' as the department and 'Budget & Grant Access Request' as the category to submit an access request.

2. Select the type of report you need.  You can also select a specific project or group of projects, a date range, account range, or other variables based on the type of report.

3. Click on 'Run Report' to start the process. Depending on the parameters used, it may take anywhere from a few seconds to a few minutes to get your results.

4. To get more detail on any line featured, you can click on the link to get to a line-by-line summary, often with the supporting documentation attached for your review. To run the same report with the same conditions you just ran, but just with a different project code, use the drop-down box at the top of the screen.

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