Northern Arizona University
Enterprise Reporting Solutions
Enterprise Reporting
Report List
April 10, 2014
Documentation Version 1.1
Northern Arizona University
Enterprise Reporting Solutions
Advantage - Financial Reports
ADV2
ADV2 - Appropriation Inquiry
This report replaces the appropriation inquiry screen (APP2) in Advantage 2 so users can
research data after the Tan server is decommissioned.
ADV2 – BBAL
Advantage 2 BBAL
ADV2 - Document Cross Reference Inquiry
This report replaces the Document Cross Reference Inquiry screen in Advantage 2 so users can
research data after the Tan server is decommissioned.
ADV2 - Document History Inquiry
This report replaces the document history inquiry screen (DHIS) in Advantage 2 so users can
research data after the Tan server is decommissioned.
ADV2 - EXPB
Advantage 2 – EXPB
ADV2 - FABetterment
This report replaces the Fixed Asset Betterment Inquiry screen in Advantage 2 so users can
research data after the Tan server is decommissioned.
ADV2 - FABetterment by SN
ADV2 FIXED ASSET BETTERMENT INQUIRY BY SERIAL NUMBER
ADV2 - FAHistory
This report replaces the Fixed Asset History screen in Advantage 2 so users can research data
after the Tan server is decommissioned.
ADV2 – FASummary
This report replaces the Fixed Asset Summary screen in Advantage 2 so users can research data
after the Tan server is decommissioned.
ADV2 - FASummary by SN
ADV2 FIXED ASSET SUMMARY INQUIRY BY SERIAL NUMBER
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Enterprise Reporting Solutions
ADV2 - Grant Inquiry
ADV2 - Grant Inquiry
ADV2 - OLGL BSA Report by Dates
ADV2 Balance Sheet Account Online General Ledger By Dates Inquiry
ADV2 - OLGL Report by Dates
ADV2 Online General Ledger by Dates Inquiry
ADV2 - Open PO Document Inquiry
Advantage 2 Open PO Header by Document Inquiry
ADV2 - ORGN
ADV2 - ORGN
ADV2 - REVB
Advantage 2 REVB - Revenue Budget.
ADV2 - Vendor Document Cross Ref
Advantage 2 Vendor Document Cross Reference Inquiry
ADV2 - Vendor Document Cross Ref
Advantage 2 Vendor Document Cross Reference Inquiry
ADV2 - Vendor Inquiry
ADVANTAGE 2 VENDOR INQUIRY
ADV2 - WREC
Advantage 2 WREC.
ADV2 Expense History
Report of actual year-to-date expenses by fiscal year, month and in detail (object code level).
Detail report includes object rollup codes so report can be summarized in Excel depending on
users needs.
ADV2 Revenue History
Report of actual year-to-date revenue by fiscal year, month and in detail (revenue source code
level). Detail report includes revenue source rollup codes so report can be summarized in Excel
depending on users needs.
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Northern Arizona University
Enterprise Reporting Solutions
Budget
Branch Admin Overhead Fee
Admin Overhead Eligible Revenue, Fees and Total Revenue for the Branch(es) chosen, broken
down by Dept, by Period, by Revenue Source, by Dept by Rev Source, and by Dept Unit,
displayed in List format. Criteria: Branch(es), Accounting Period(s), Fiscal Year
Dept Admin Overhead Fee
Admin Overhead Eligible Revenue, Fees and Total Revenue for the Department(s) chosen,
broken down by Source, by Period, by Unit by Source, by Unit by Period, displayed in List
format. Criteria: Department(s), Accounting Period(s), Fiscal Year
Management Status of Funds - Local by Activity
Based on Activity code. Local accounts Budget and Actual Revenue, Transfers, Expenses for the
Cabinet(s) chosen, broken down by Cabinet, Activity, Fund, Department and Unit, displayed in
Status of Funds format. Includes Accrual and Deferral funds. Criteria: Cabinet(s), Date, Fiscal
Year.
Management Status of Funds - Plant by Activity
Based on Activity code. Plant accounts Budget and Actual Revenue, Transfers, Expenses for the
Cabinet(s) chosen, broken down by Cabinet, Activity, Fund, Department and Unit, displayed in
Status of Funds format. Includes Accrual and Deferral funds. Criteria: Cabinet(s), Date, Fiscal
Year.
Management Status of Funds - State by Flex
Based on Flex code. State accounts Budget and Actual Expenses for the Cabinet(s) chosen,
broken down by University, Cabinet, Flex Code, Fund, Branch, and Unit, displayed in Status of
Funds format. Includes Accrual and Deferral funds. Criteria: Cabinet(s), Date, Fiscal Year.
General Accounting
Balance Sheet Activity by Fund and Accounting Period
Provides detail activity by Balance Sheet, Fund, Fiscal Year, Fiscal Month
Dept Unit Contact
Displays department and unit contact information for the account contact name selected.
Intended to assist users in identifying these contacts by unit, department and grant account.
This report can be run for one or multiple contact names.
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Northern Arizona University
Enterprise Reporting Solutions
Object Code Actual Expenses
Expense Transaction detail by Dept/Unit and Object code. Includes doc code, doc id, record
date and transaction description. Criteria: Fiscal Year, Dept, Object
Transaction Detail
A streamlined version of Transaction Detail that utilizes the enhanced filtering features while
viewing the report in Business Objects, and also formatted for ease of use in Excel.
Transaction Summary
Displays the transaction summary for the fiscal year, accounting period and department unit
selected. Intended to assist users in viewing this data at the object/sub-object, summary and
sub-unit level. This report can be run for one or multiple department units.
Travel Advance
Displays the vendor payments and associated travel advances (RE), intercepts (IT) and
repayments (CR). This report can be run for one Vendor Code.
Grants
Daily Grant Inception to Date Status of Funds - WebI
Displays grant expenses, encumbrances and budgets for the fiscal year, date, and department
unit selected. This report can be run for one or multiple department units.
Daily Grant Inception to Date Summary
Displays the grant account transaction summary for the fiscal year, date and department unit
selected. This report can be run for one or multiple department units.
Daily Grant Inception to Date Summary - WebI
Displays the grant account transaction summary for the fiscal year, date and department unit
selected. This report can be run for one or multiple department units.
Daily TRIF Status of Funds
Displays TRIF account expenses, encumbrances and budgets for the fiscal year, date and
department unit selected. This report can be run for one or multiple department units.
Daily TRIF Summary
Displays the TRIF account summary for the fiscal year, date and department unit selected. This
report can be run for one or multiple department units.
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Enterprise Reporting Solutions
Direct Cost Balance
Displays direct cost awarded, expended and unspent for the Principal Investigator by name.
This report displays information from project inception to current date.
Effort Distribution Report Recertification
Displays LOUIE payroll information for the pay date and employee ID selected. Intended to
assist users in tracking earnings across departments/units. This report can be run for one or
multiple pay dates and employees.
Grant Expense Budget Summary
Displays a summary of grant expenses by the department and unit selected. This report can be
run for one or multiple units.
Grant Transaction Detail
Displays grant transaction details for the fiscal year, accounting period and department unit
selected. Intended to assist users in viewing document details by object, sub-object, record
date and month. This report can be run for one or multiple accounting periods and department
units.
Grant Transaction Detail - WebI
A streamlined version of Grant Transaction Detail that utilizes the enhanced filtering features
while viewing the report in Business Objects, and also formatted for ease of use in Excel.
Monthly Grant Inception to Date Status of Funds - WebI
Displays grant expenses, encumbrances and budgets for the fiscal year, accounting period and
department unit selected. This report can be run for one or multiple department units.
Monthly Grant Inception to Date Summary - WebI
Displays the grant transaction summary and budget for the fiscal year, accounting period and
department unit selected. This report can be run for one or multiple department units.
Monthly TRIF Status of Funds
Displays TRIF account expenses, encumbrances and budgets for the fiscal year, accounting
period and department unit selected. This report can be run for one or multiple department
units.
Monthly TRIF Summary
Displays the TRIF account transaction summary for the fiscal year, accounting period and
department unit selected. This report can be run for one or multiple department units.
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Enterprise Reporting Solutions
Payroll
Employee Pay Research
Displays all units in which an employee has been charged for the pay end date, fiscal year and
emplid selected. Intended to assist users in researching employee charges across funding
sources by department/unit, object code, salary expense and salary encumbrance. This report
can be run for one or multiple emplids.
Payroll Data
Displays payroll data for the pay end date, fiscal year and dept/unit selected. Intended to assist
users in researching payroll expenses by object class, object code, emplid, empl name, and
position nbr. This report can be run for one or multiple dept/units.
Payroll Register
This data comes from the HR Payroll system. If your department has IPTs, they will not be
reflected in this report. IPTs are included in the PS Financial Transaction reports. Displays gross
payroll amounts per employee for the payroll end date and department ID selected. This
report can be run for one or multiple department IDs.
Purchasing
Asset Inventory
Displays an inventory list of assets for the department and unit selected. This report can be run
for one or multiple departments and units.
Vendor PD
Displays all PDs for the vendor code selected. Intended to assist users in tracking these PDs by
department unit and fiscal year. This report can be run for one or multiple vendor codes.
Status of Funds
Cabinet Branch Status of Funds - Local
Based on Account hierarchy. Local accounts Budget and Actual Revenue, Transfers, Expenses
for the Cabinet(s) chosen, broken down by Cabinet, Branch, Department, Unit; displayed in
Status of Funds format. Includes Accrual and Deferral funds. Criteria: Cabinet(s), Date, Fiscal
Year.
Cabinet Branch Status of Funds - Plant
Status of Funds / Plant accounts / includes Accruals and Deferrals / Transfers In/Out separated /
Personnel/ Non-Pers separated / views: Cabinet, Branch, Dept, Unit, raw data
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Enterprise Reporting Solutions
Cabinet Branch Status of Funds - State
Based on Account hierarchy. State accounts Budget and Actual Expenses for the Cabinet(s)
chosen, broken down by Cabinet, Branch, Department, Unit; displayed in Status of Funds
format. Includes Accrual and Deferral funds. Criteria: Cabinet(s), Date, Fiscal Year.
Daily Status of Funds - Local
Status of Funds / Local accounts / Includes accruals/deferals / Transfers In/Out separated /
Pers/NonPers separated. Views: Unit by Fun w/Rev code; Unit by Fund w/Rev class; APD sum by
Unit (column); sum of all Units chosen (column); raw data
Daily Status of Funds - Plant
Status of Funds / Plant accounts / Includes accruals/deferrals / Transfers In/Out separated
/Pers/NonPers separated.
Daily Status of Funds - State
Based on Year-to-date. State accounts Budget and Actual Expenses for the Dept Unit(s) and
Date chosen, broken down by Class and Budget Changes (Status of Funds format); and
Summary by Accounting Period and by Fund (listing format). Includes Accrual and Deferral
funds. Criteria: Date, Fiscal Year, Dept/Unit(s).
Fund by Dept Unit Local
Column Listing \ Local Accounts by Fund \ includes accruals/deferrals \ views: fund by
dept/unit; fund by dept/unit (negatives only); raw data
Fund by Dept Unit State
Column Listing \ State Accounts \ includes accruals/deferrals \ views: fund by dept unit; fund by
dept unit (negatives only); raw data
Monthly Status of Funds - Local
Based on Accounting Period. Local accounts Budget and Actual Revenue, Transfers, Expenses
for the Dept Unit(s) and Period(s) chosen, broken down by Fund by Source, by Fund by Source
Class, and Changes to Budget (Status of Funds format); and Summary by Accounting Periods
(listing format). Includes Accrual and Deferral funds. Criteria: Accounting Period, Fiscal Year,
Dept/Unit(s).
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Enterprise Reporting Solutions
Monthly Status of Funds - Plant
Based on Accounting Period. Plant accounts Budget and Actual Revenue, Transfers, Expenses
for the Dept Unit(s) and Period(s) chosen, broken down by Fund by Source, by Fund by Source
Class, and Changes to Budget (Status of Funds format); and Summary by Accounting Periods
(listing format). Includes Accrual and Deferral funds. Criteria: Accounting Period, Fiscal Year,
Dept/Unit(s).
Monthly Status of Funds - State
Based on Accounting Period. State accounts Budget and Actual Expenses for the Dept Unit(s)
and Period(s) chosen, broken down by Expense Class and Changes to Budget (Status of Funds
format); and Summary by Accounting Periods (listing format). Includes Accrual and Deferral
funds. Criteria: Accounting Period, Fiscal Year, Dept/Unit(s).
Student Financials
Class Fee Enroll Activity – ADV
Displays class fees by the agency org(s) or class subject, nbr(s) and term selected. Intended to
assist users in tracking fees at the summary and student detail level. This report can be run for
one or multiple agency orgs, class subject, nbrs and terms.
THIS REPORT ONLY WORKS WITH ADVANTAGE DATA.
Financial Management Reports
General Accounting
Advantage to PS Financials Crosswalk
This crosswalk captures the ADV to PS Financials codes as they existed at time of conversion to
the new system. Department IDs added to PS Financials after the conversion are not included
in this report.
Class Fee Payments
This report provides class fee payments, student emplid and name and class information that
has been sent to PS Financials from PS Student Financials.
Financial Transactions
This is the original transactions report. If you have state or local accounts, please use the State
and Local Financial Transactions NEW report in this folder. Separate reports for Grants, Capital
Assets and Scholarships are under development; until published, use this report.
PS Financials Approvers Listing
Report to identify Approvers for Chartfields and Projects.
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Northern Arizona University
Enterprise Reporting Solutions
PS Financials Code Descriptions
Description of the BASIC Codes within PS Financials such as: Account Class, Account Codes, Dept
ID's, Funds, Project and associated Dept ID's, and Item Category Codes with their associated
expense codes. Pulls only CURRENT codes.
PS Financials Speedchart Key and Chart Fields
This report displays the PS Financials chart fields and chartfield key representing
deptid/fund/program/project. It may be run without entering values in the optional prompts.
This report has input controls.
State and Local Financial Transactions NEW
This report includes procurement card and third party (PROCRD and 3PT) data. The Emplid
associated with IPTs can be found in the JRNL LN REF column in Raw Data. This report has input
controls.
Grants
AT-A-GLANCE Grant Payroll Recon w/IPT
8 YTD reports w/user input controls: 1) Summary by Acct, 2) PR only (by month), 3) IPT only (detail), 4)
Mth PR + IPT Detail, 5) Mthly Pay End Summary 6) Pay End Summary (view 2) 7) Pay End Detail, 8) Raw
Data. This report has input controls.
Grant Account Rollup
This report summarizes transactions by account within account class. It was formerly the Account
Rollup tab inside the Grant Transactions report. This report has input controls.
Grant ITD Status of Funds
Displays grant revenue, budget, expenses, encumbrances and pre encumbrances by Project and
Fund as seen in PS Financials Budget Overview. This report has input controls.
Grant Transactions
*new* This report now includes Pro card transactions. *note* The Emplid associated with IPTs
can be found in the JRNL LN REF column in Raw Data. This report has input controls.
Monthly Grant Inception to Date Summary
Displays inception and year to date totals for the project (or contract number), fiscal year and
accounting period. This report has input controls.
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Northern Arizona University
Enterprise Reporting Solutions
Project Summary by PI
Displays total awarded, direct cost expensed, indirect cost expensed, total preencumbered/
encumbered, and unspent total award for the Principal Investigator by name. Information is
displayed from inception to date. Note: Select all versions of PI Name to get all of their projects
to appear on the report. This report has input controls.
Payroll and Human Resources
Distribution of Payroll Expense
This data comes from the HR Payroll system. If your department has IPTs, they will not be
reflected in this report. IPTs are included in the PS Financial Transaction reports. This report
has input controls.
Effort Distribution Report
This data comes from the HR Payroll system. If your department has IPTs, they will not be
reflected in this report. IPTs are included in the PS Financial Transaction reports.
HR Payroll
This data comes from the HR Payroll system. If your department has IPTs, they will not be
reflected in this report. IPTs are included in the PS Financial Transaction reports. This report
has input controls.
HR Payroll – Employee
This data comes from the HR Payroll system. If your department has IPTs, they will not be
reflected in this report. IPTs are included in the PS Financial Transaction reports. This report
has Input Controls.
Payroll Register
This data comes from the HR Payroll system. If your department has IPTs, they will not be
reflected in this report. IPTs are included in the PS Financial Transaction reports. Displays gross
payroll amounts per employee for the payroll end date and department ID selected. This
report can be run for one or multiple department IDs.
PS Financials State and Local Payroll Reconciliation
This report includes IPT transactions. This report has input controls.
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Northern Arizona University
Enterprise Reporting Solutions
Purchasing
Asset Inventory
Displays an inventory list of assets for the department ids selected. This report can be run for
one or multiple department id(s).
Vendor List
List of vendors and whether they are women and/or minority owned.
Status of Funds
Capital Assets Status of Funds
PS Financials Status of Funds
LOUIE - Student Reports
2NAU
2NAU Program Participants
The NAU application status and academic program status of students participating in the 2NAU
programs statewide. Report is prompted by admissions admit term(s), application center(s),
and application status date (greater than or equal to).
2NAU Student Group History
Displays historical student group information for each student who applied through the
prompted application center.
Admissions - GRAD
All Applicants for a Given Semester With Application Status
This report obtains a list of applicants by Graduate Program (academic plan) and term.
Denied Communications PA, PT, and CSD
Documents denied communications (email and letter) for Physical Therapy, Physician Assistant
and Clinical Speech-Language Pathology programs.
Departments Conditional Admits
Displays conditional admit data by the academic unit selected. Intended to assist Graduate
Departments in tracking their conditional admit students by plan, type, admit term, program
and unit. This report can be run for one or multiple departments.
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Enterprise Reporting Solutions
Grad Departments Test Scores
Displays test score data for graduate students by the academic unit and term selected.
Intended to assist graduate departments in viewing and downloading test score data.
Grad Query for Program Fee Scholarships
For designated personnel in the grad colleges where program fees are used to give scholarships
to students in their programs. Jim Casebeer developed this query and is the contact person.
Grad Query for Program Fee Scholarships – Admitted but not Matriculated
For designated personnel in the grad colleges where program fees are used to give scholarships
to students in their programs. Jim Casebeer developed this query and is the contact person.
Student Tracking by Admitted Graduate Plan
This report helps track students who were admitted to a particular graduate program (plan). It
may be run for exactly one graduate plan code and one or more admit terms. This report has
input controls.
Admissions - UGRD
Admissions Academic Report
Displays admissions data for students admitted to the selected academic unit by admit term.
Intended to assist undergraduate departments in viewing admissions data by college, division,
unit, status, admit type, action date and campus.
International Admissions Report for Major Advisors
Displays international student data by term. Intended to assist international advisors in
determining the likelihood of international student attendance. Data grouped by name and
plan.
Honors
Honors Offers : New Requirements
Displays honors offers by the admit term and date range selected. Intended to assist users
in identifying students with a SAT score >=1170, an ACT score >=26 or HS Core >= 3.75. This
report can be run for one or multiple admit terms.
Advising
Advisee List by Advisor
Displays an advisor's active students by the term and advisor ID selected. Intended to assist
users in tracking these students by name, advisor, college, division, unit and campus. This
report can be run for one or multiple advisor IDs. This report has input controls.
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Enterprise Reporting Solutions
Advisees by Academic Unit
Displays student advisor data for the term and academic unit selected. Intended to assist users
in viewing this data by name, advisor, college, division, unit and plan. This report can be run for
one or multiple academic units.
Advisees by Campus
Displays student advisor data by the term and campus selected. Intended to assist users in
viewing this data by name, campus, advisor, college, division, unit and plan. This report can be
run for one or multiple campuses.
Advising (RAA) Service Indicator
Displays students with an advising service indicator for the *student term activated* term
selected. Intended to assist users in identifying these students by name, college, division, unit,
campus, operator ID, and Advisor/Committee. Students with this service indicator must obtain
academic advising and have this service indicator cleared prior to making any enrollment
changes. This report has input controls.
New International Advisees
Displays new international students by the admit term selected. Intended to assist academic
advisors in tracking their international students by college, division, name and PIE status. This
report can be run for one or multiple terms.
Outreach & Intervention Report
Queries students by specific optional prompts (such as term, student group, primary plan).
Shows the following real time student information to help target outreach/intervention efforts:
general student information including contact info, Academic Standing, Electronic Advising
Notebook Flags, Midterm Grades, Official Grades, and Grade Performance Status (GPS)
Instructor Comments. This report has input controls. Linked reports include:
Active Student Groups for Student
EAN Flag Comments
GPS Comments
Midterm Grades
Official Grades
Student Advisors of Record
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Enterprise Reporting Solutions
Students in Need of Advisor Assignment
*NEW* Subplans are now included on the raw data tab. Displays active students without an
assigned advisor for the term and academic units or academic college selected. Intended to
assist users in identifying these students by name, college, division, unit and plan. This report
has input controls.
Students without a Faculty Mentor
*NEW Report* Displays students without an assigned faculty mentor for the term and academic
college, units, plans and/or plan types selected. Intended to assist users in identifying these
students by name, college, division, unit and plan. This report has input controls.
Transcripts Received
Displays students who are eligible to enroll in the Term and academic unit OR academic college
selected. Students who have total cumumlative units greater than or equal to 90 units will
display. Report intended to assist advising offices determine if transcripts were received in
order to process graduation applications. This report has input controls.
Class Rosters
Class Roster
Displays class rosters for the term, academic units, class subjects/catalog numbers, class
numbers and instructor emplids selected. Intended to assist users in viewing rosters by term
code in a single report for any of these optional prompts. This report can be run for one or
multiple academic units, class subjects/catalog numbers, class numbers and instructor emplids.
This report has input controls.
Class Roster with Pre-Requisite Classes
Displays class rosters for the term, class and pre-requisites selected. This report can be run for
one or multiple pre-requisites. This report has input controls.
Class Roster with Student Groups
Displays class rosters and student groups for the term, class number and active group selected.
Intended to assist users in viewing rosters alongside of student groups by enrollment/drop
status and contact information. This report can be run for one or multiple class numbers and
student groups. This report has input controls.
Class Rosters by Class Campus
Displays class rosters for the term, campus and session selected. Intended to assist users in
viewing rosters by enrollment/drop status and contact information. This report can be run for
one term and campus and multiple sessions. This report has input controls.
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Enterprise Reporting Solutions
Class Rosters for Cancelled Classes
Displays rosters for cancelled classes in the term and academic unit selected. This report can be
run for one or multiple academic units. Includes student contact information for notification of
cancelled class. This report has input controls.
Class Rosters for Staff Instructors by Academic Unit
Displays class rosters for the term and academic unit selected where the instructor is blank or
"Staff". Intended to assist users in identifying these classes. This report can be run for one or
multiple academic units. This report has input controls.
Course and Class Information
Active Courses with Last Term Offered
Displays active courses by the academic unit selected for fall 2004 forward. This report has
input controls.
All Classes by Term
Displays all classes by the term and academic unit selected. Includes college, division, unit,
instructor, requirement designation, reserve capacity, undergrad / grad, campus, session, etc.
Includes a class conflict chart. Interactive features may be used to view results in a variety of
ways. This report has input controls.
All Classes by Term - By Facility ID or Campus
Displays all classes by term and facility(optional) or campus (optional). User should not leave
both optional prompts blank. Includes a class conflict view and chart. Intended to assist user in
facility scheduling for classes. Interactive features may be used to view results in a variety of
ways. This report has input controls.
All Classes by Term Summary
Displays all classes by the term and academic unit selected. Intended to assist users in viewing
classes by college, division, unit, campus, undergraduate / graduate and location. This report
can be run for one or multiple academic units.
Cancelled Classes by Term
Displays cancelled classes by the prompted term and instruction mode. This report has input
controls.
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Enterprise Reporting Solutions
Class Prim Instr Section Different From Class Section
Displays classes where the primary instructional section is different than the section number for
the term and academic unit selected. Intended to assist users in identifying classes that are
rolling up in BlackBoard. This report can be run for one or multiple academic units.
Classes not Shown to Students by Term
All non-cancelled classes in a specified term that are not shown to students (suppressed).
Dual Grading Basis for SoC
Displays classes with BTH and BIP grading basis for the term and academic unit selected.
Intended to assist users in identifying classes that need to be specified as either Letter or
Pass/Fail grading. This report can be run for one or multiple academic units.
Faculty Demographics
Open Classes by Term
Displays open classes by the term and academic units selected. Includes college, division, unit,
reserve capacity, requirement designation, subject, instructor, undergraduate/graduate,
session, campus, grading basis, start date/time, topic and location data. Interactive features
may be used to view results in a variety of ways. This report has input controls.
Schedule of Classes
Displays all classes by the term, subject and campus selected. Intended to assist in the schedule
build process. This report can be run for one or multiple subjects and campuses.
Student in 699 & 799 Classes
Displays students in 699 and 799 classes by the term selected. Intended to assist users in
tracking these students by class and catalog number. This report can be run for one or multiple
terms.
Course Management
All Classes by Term Summary
Displays all classes by the term selected. Intended to assist users in evaluating enrollment by
campus.
Class Demand
Displays class demand by the term, current enrollment, student information and test scores
selected. Intended to assist users in predicting demand based on the chosen criteria.
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Enterprise Reporting Solutions
Class Enrollment Trends - Post First Day of Class
Displays information for a single term's enrollment events for the term and academic unit
selected. Intended to assist users in managing enrollment caps and section offerings.
Class Enrollment Trends - Pre First Day of Class
Displays information for a single term's enrollment events for the term and academic unit
selected. Intended to assist users in managing enrollment caps and section offerings.
Classes with Low Enrollment
Displays classes with low enrollment by the term selected. Classes that expect low enrollment
(thesis, fieldwork, private music lessons, etc.) are excluded. Intended to assist users in
identifying these classes by college, division, unit, requirement, subject, instructor,
undergrad/grad, session, campus, grading basis, start date/time, topic and location.
Classes with Zero Enrollment
Displays classes with no students enrolled for the term selected. Intended to assist users in
identifying these classes by session code.
Course Enrollment Trends
Displays information for a single term's enrollment events for the term and academic unit
selected. Intended to assist users in managing enrollment caps and section offerings.
Course Enrollment Trends across terms
Displays enrollment information by the term and academic unit selected. Intended to assist
users in comparing enrollment between terms. This report can be run for one or multiple terms
and academic units.
Course Enrollments for Newly Enrolled Students
Displays the number of newly enrolled students by the term and class selected. Intended to
assist users in counting these students by student type, program and plan. This report can be
run for one or multiple classes.
Flagstaff Mountain Capacity Projection And Enrollment
This report is focused on the undergraduate class enrollment projection for the specified term
on FLGMT and DISLN campus only.
Liberal Studies Course Management Dashboard
This dashboard will be associated with a specific term.
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Enterprise Reporting Solutions
Lower Division Course Enrollment Trends
Displays information for a single term's enrollment events for the term and academic unit
selected. Intended to assist users in managing enrollment caps and section offerings.
Macro Course Enrollment Trends analysis
Displays information for a single term's enrollment events for the term, academic unit, career
and campus selected. Intended to assist users in managing enrollment caps and section
offerings.
Macro Course Enrollment Trends analysis By Requirements Designation
Displays information for the selected terms' enrollment events for the term, academic unit,
career and campus selected. Intended to assist users in managing enrollment caps and section
offerings.
Peak Class Times
Displays peak class times by term. Intended to assist users determine peak class times.
Daily Enrollment
Daily Enrollment
Compares Enrollment figures between 2 terms. Each term has a specific extract date. This is
typically one year apart but it is not required to be a year apart.
Enrollment Information
Provides enrollment variances for multiple terms. This report has input controls.
[Term 1] vs [Term 2] Daily Enrollment
Compares enrollment figures between 2 terms using extract dates from today and one year
ago.
Data Integrity
Data Integrity - Active Student Groups
Displays active students by the student group selected regardless of term activation or current
program/plan status. Intended to assist departments in cleaning up student group data. This
report can be run for one or multiple student groups. This report has input controls.
Data Integrity – Advising (RAA) Service Indicator
Displays students who have an advising service indicator. This report has input controls.
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Data Integrity - Enrolled Students with New Official Transcripts
Displays enrolled students who have sent transcripts for transfer credits by the term, admit
types and date range selected. Intended to assist the Registrar's Office and Undergraduate
Admissions in tracking these students by date and emplid. This report has input controls.
Events
Event Attendees
Displays event attendees by the event number, meeting number, and student attendance
status selected. Intended to assist undergraduate admissions in tracking attendance by gender,
ethnicity, state, name, check in sheet, management report, open house academic interests and
attendance status. This report can be run for one or multiple meeting numbers and student
attendance statuses.
Event Summary
Displays event summary and student/guest count information by the event type, begin date,
end date and attendance status selected. This report can be run for one or multiple event
types and attendance statuses. Most events reports allow only one event ID at a time; this
report will display a summary of all events for a specific event type like 'Orientation'.
Orientation Attendees
Displays orientation attendees by the orientation session selected. Intended to assist users in
tracking attendance by name, residency, program, admit type, college, division, unit and
measles flag. This report can be run for one or multiple orientation sessions.
Orientation Calling Campaign
Basic info for various calling campaigns as outlined by Anika Olsen. ALEKS information is looking
at student group data, which is not populated until the students are matriculated. Note that the
signed up for orientation field only looks at 2014 orientation events. This must be modified by
Jim Casebeer in future years.
Schedule of Events
Displays the schedule of events by the date and event type selected. Intended to assist event
builders in tracking the schedule by event type. This report can be run for one or multiple
event types.
STAR Query
Displays STAR student group information by the student group and admit term selected.
Intended to assist users in viewing STAR students by status date. This report can be run for one
or multiple admit terms.
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STAR Summary Information
Displays students with STAR active student groups by group and admit term(s). Intended to
assist in the tracking of STAR Eligible, Interested, Offered, Accepted, and Declined students.
Transfer Orientation Report
This report displays students who are in the transfer orientation student group. The report
displays information by admissions plan, college, and division for outreach to transfer
orientation students. This report will need the student group updated each year in order to
accommodate the Transfer Orientation XXXX students.
Extended Campuses
Applied-Admitted Student Detail by Campus
Displays applied-admitted students by the admit term and campus selected. Intended to assist
users in tracking students by career, campus, plan and date. This report can be run for one or
multiple admit terms and campuses.
Applied-Admitted Students by Campus and Admit Type
Displays applied - admitted students by the admit term selected. Intended to assist users in
viewing aggregate data by admit type and campus.
Citizenship Verification - Prop 300
Displays students needing citizenship verification. Intended to assist users in tracking this
information by campus, name and career. This report has input controls.
Eligible to Enroll Students by Campus
Displays students who are eligible to enroll by the term and campus selected. Intended to
assist users in tracking enrollment eligibility by name, campus, college, division, unit, plan and
standing. This report can be run for one or multiple campuses. This report has input controls.
Enrollment Appointments
Displays enrollment appointments by the term selected. Intended to assist users in tracking
appointments by campus, name, date and career.
Enrollment Totals-Extended Campuses
Displays class enrollment totals by the term selected. Intended to assist users in tracking
enrollment by campus, academic group, academic organization and mode.
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Flagstaff Students taking non-Flagstaff Classes
Displays Flagstaff Mountain Campus students taking classes outside of Flagstaff for the term
selected. Intended to assist users in viewing these students by name, program and class
campus.
MAdmin Student GPA and Enrollment Info
Displays students in the MAdmin program with any C, D or F grades for the term selected.
Intended to assist advisors in identifying students in a low grade status that could prevent them
from future enrollment. This report has input controls.
Registration Counts by Campus
Displays registered students by the term, academic unit and campus selected. Intended to
assist users in tracking registration by name, academic unit, program, plan, campus, level,
standing and degree checkout status. This report can be run for one or multiple academic units
and campuses. This report has input controls.
Grading
All F report
Displays students with all F grades in the prompted term. Intended to assist users in tracking
these students by name and emplid.
DFW High/Low % by College and Term
Displays DFW rates >= 25% and <=15% for selected college and term.
DFW High/Low % by Course and Instructor
Displays all DFW rates >= 25% and <= 15% for all courses (regardless of instructor) and for all
instructors (regardless of classes).
DFW Rates Detail by College
Displays course and class grade breakdown information for selected Academic Term and
College by instructor and by course.
Grade Breakdown (Mid-term or Final)
Displays mid term or final grade summary and detail by the prompted term, academic units and
student careers. Interactive features may be used to view results in a variety of ways. This
report has input controls.
Grade Distribution
Distribution of Grades for specified term and academic unit.
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Grade Roster by Student Group
Displays mid-term grades or final grades of lower division classes taken by students with the
prompted student groups, term and grade roster type. Interactive features may be used to
view results in a variety of ways. This report has input controls.
Grade Roster Not in Approved Status
Displays classes with outstanding grade rosters. Used by the grade coordinators in the
Registrar’s office and College/School Deans and administrators to monitor the progress of
grade submissions. Interactive features may be used ot view results in a variety of ways. This
report has input controls.
Incomplete and In Progress Grades
Displays incomplete and in progress grades by the term and academic unit selected. Interactive
features may be used to view results in a variety of ways. This report has input controls.
Mid-Term Grade Roster by Acad Unit
Displays mid-term grades of the lower division classes taken by students with the prompted
primary academic units and term. Interactive features may be used to view results in a variety
of ways. This report has input controls.
Mid-Term Grade Roster by Class
Displays mid term grades of students in the prompted classes and term. Interactive features
may be used to view results in a variety of ways. This report has input controls.
Graduation
Graduation Status
Displays the graduation checkout status by the expected graduation term, academic unit,
campus and career selected. Intended to assist users in tracking graduation status by name,
degree checkout status, division, unit, program, plan, advisor, grad term, campus and tribal
affiliation. This report can be run for one or multiple terms, academic units, campuses and
careers. This report has input controls.
Posted Degrees
Displays posted degrees by the completion term, academic unit and career selected. Intended
to assist users in tracking posted degrees by name, campus, plan and degree. This report can
be run for one or multiple completion terms, academic units and careers. This report has input
controls.
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PAIR
Census All Enrolled
This report provides Official Student HeadCounts. HeadCounts are represented by Ethnicity, Residency,
Academic Level, by Campus, By Plan, By Program, and By Academic Group.
Enrolled Students with No Fee Payment
Displays the amount and percentage of fees paid for students marked as official. It is used
during census to determine whether or not a student should be 'flagged' as an official student
or 'unflagged' as an official student.
New Degree Cohort 1 Year Retention
New Degree Cohort Graduation
New Graduate Cohort 1 Year Retention
New Graduate Cohort Graduation
New Major Cohort 1 Year Retention
New Major Cohort Graduation
OverallAvgClassSize
Displays undergraduate and graduate overall average class size. Class level, campus and
session, and academic department.
OverallClassSize
Displays undergraduate and graduate overall class size. Class level, campus and session, and
academic department.
PAIR All Enrolled Students Trend For Fall Semester
Displays the undergraduate, fall to fall enrolled student trend by campus, academic
organization, academic plan, gender, ethnicity, and academic level.
PAIR All Enrolled Students Trend For Spring Semester
Displays the undergraduate, spring to spring enrolled student trend by campus, academic
organization, academic plan, gender, ethnicity, and academic level.
PAIR Degree Seeking Trend by College (Fall 2004-Fall 2011)
Displays the degree seeking, fall to fall student trend by Campus. The structure of the student's
academic group and organization are determined by the student's primary academic plan.
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PAIR FTE Trend (Fall Semester)
Displays the fall to fall FTE Trend by Campus (web classes redistributed), Class Level, Academic
Group, and Academic Organization.
PAIR FTE Trend (Spring Semester)
Displays the spring to spring FTE Trend by Campus (web classes redistributed), Class Level,
Academic Group, and Academic Organization.
PAIR Individual Cohort Data Analysis
Displays individual student demographic data including full/part time, age, IPEDS Ethnicity,
residency, gender, HS percentile, campus, semester registered hours, semester earned hours,
SEMGPA, ACT, SAT score, academic plan and college in a typical cohort year.
PAIR Retention Analysis By CohortType
Displays retention and demographic data for the selected cohort type and the selected full-time
/ part-time status.
Veterans Retention Analysis By Cohort Type
Displays retention and demographic data for the selected cohort type and the selected full-time
/ part-time status.
Census
2003 – 2006 Census All HeadCounts
This report provides Census information for both 21 Day (CEN) and 45 Day (CE2) for Fall
2003 through Summer 2006.
Census All Enrolled HeadCounts
This report provides Census information for both 21 Day (CEN) and 45 Day (CE2) for Fall
2007 forward.
Census Class Information
Displays the status of classes as of the official census date. Report tabs include: All
Classes, Classes At Capacity, Instructor Details, By Career and Raw Data.
Census Information
This report provides Census information Fall 2007 forward. This report has input
controls.
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Fall 2003 SCH and FTE by Class Campus
This report provides SCH and FTE data distributed by the campus that offered the class.
Fall 2004 Census Financial Report for Official Students
Displays Official Students' Tuition and Fees data from Census database for Fall 2004.
This report is used primarily by the University Budget Office to reconcile financial data.
Fall 2004 Financial Report
Displays Tuition and Fees data from the Census database for Fall 2004. Intended to be
used by the University Budget office to reconcile financial data.
SCH and FTE Web Redistribution
Displays SCH and FTE redistributed by the campus of the student instead of the campus
of the class.
Spring 2004 Census Financial Report for Official Students
Displays Official Students' Tuition and Fees data from Census database for Spring 2004.
This report is used primarily by the University Budget Office to reconcile financial data.
Spring 2004 Financial Report
This report provides Tuition and Fees data from the Census database. This report is
primarily used by the University Budget office to reconcile financial data.
Spring 2004 Official HeadCounts restated
This report provides Spring 2004 Official Student HeadCounts. HeadCounts are
represented by Ethnicity, Residency, Academic Level, by Campus, By Plan, By Program,
and By Academic Group.
Spring 2008 vs Spring 2007 Enrollment Counts
This report provides Spring 2008 vs Spring 2007 Official Student HeadCounts.
HeadCounts are represented by Ethnicity, Residency, Academic Level, by Campus, By
Plan, By Program, and By Academic Group.
Student Credit Hour (SCH)
This report calculates Student Credit Hour (SCH) from the Census Datamart for the
specified term. SCH is based on official classes for individual students.
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Student Participation Activity Report
Displays term activated students in a specific plan along with census information. For
example, this report can be used to find all students who have a declared Advertising
Major, along with information about whether or not the student was included in census
counts, and if so, which primary plan the student was counted in.
Veterans_Census_All_Enrolled
This report provides Official Student HeadCounts. HeadCounts are represented by
Ethnicity, Residency, Academic Level, by Campus, By Plan, By Program, and By Academic
Group.
Student Financials
Aging Report by Item Type
Displays accounts receivable aging by the item type and term selected. Intended to assist users
in tracking accounts receivable by aging category, item type and student. This report can be
run for one or multiple item types and terms.
Charge_Reversals
Displays departmental charge reversals by the item type and term selected. Intended to assist
users in tracking reversals by item type and emplid. This report can be run for one or multiple
item types and terms.
Class Fee Enroll Activity
Displays class fees by the term(s) and deptid(s) or Class subject,nbr(s) selected. Intended to
assist users in tracking fees at the summary and student detail level. This report has input
controls.
Class Fee Setup by Term
Displays class fee setup data by the term and subject code(s) selected. This report contains PS
Financials deptid, fund and account. PLEASE NOTE: As of term 1131, fees are attached at the
class level only. This report has input controls.
Department Charges
Displays departmental charges by the begin term, end term and department item type
selected. Intended to assist users in tracking charges by item type and student id. This report
can be run for one or multiple department item types.
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Department Charges Due
Displays departmental charges due by the item type, begin term and end term selected.
Intended to assist users in tracking charges by item type and student id. This report can be run
for one or multiple item types.
Department Charges with Advantage Interface Information
Displays departmental charges by the begin term, end term and department item type
selected. Intended to assist users in tracking charges by item type and student id. This report
can be run for one or multiple department item types.
Department Class Fees by Date Range
Displays paid class fees for the date range and department unit selected. Intended to assist
users in tracking fees by class number, subject, course ID, item type and run date. This report
can be run for one or multiple department units. THIS REPORT ONLY WORKS WITH ADVANTAGE
DATA.
Item Type
Displays item type codes and their text descriptions. Intended to assist users as they work with
other Student Financials reports where the item type code is utilized.
Item Type Setup
Displays setup data for item types by the department id/agency org selected. This report can
be run for one or multiple department ids.
Students who owe Tuition
Displays students who owe tuition by the term selected. Intended to assist users in tracking
tuition balances by name, academic group, academic level, load, program/plan, admission
residency, tuition residency, campus, career and INTL.
Tuition Late Payment Fees
Displays students with late payment fees by the term selected. Intended to assist users in
tracking late fees by name, academic group, academic level, load, program/plan, admission
residency, tuition residency, campus and career.
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Student Records
Academic Standing
Displays academic standing data by the term and academic unit selected. Intended to assist
users in tracking academic standing by name, college, division, unit, standing, contact and
advisor. This report can be run for one or multiple academic units. This report has input
controls.
All Plans - by Academic Unit
Displays active plan & subplan data and primary plan data for eligible to enroll students by the
term and academic unit selected. Intended to assist users in tracking plans by name, plan,
college, division, unit and campus. This report can be run for one or multiple academic units.
All Plans - by Specific Plan
Displays active plan & subplan data and primary plan data for eligible to enroll students by the
term and academic plan selected. Intended to assist users in tracking plans by name, plan,
college, division, unit and campus. This report can be run for one or multiple academic plans.
This report has input controls.
Alpha Kappa Delta
Displays Alpha Kappa Delta eligible students by the term selected. Intended to assist users in
tracking eligibility by name, college, division, unit, plan, academic level, gender, campus and
degree checkout status.
Average Transfer Hours for New Students
Displays average transfer hours for new students by the term and academic unit selected.
Intended to assist users in tracking transfer hours at the summary level, and by academic unit.
This report can be run for one or multiple academic units.
Cardinal Key
Displays students who may be eligible for Cardinal Key by the term selected. Intended to assist
users in tracking eligibility by name, program, plan, level and campus.
Dean's List
Displays the Dean's List by the term and academic unit selected. Intended to assist users in
viewing the Dean's List by name, unit, GPA and contact information. This report can be run for
one or multiple academic units. This report has input controls.
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Eligible to Enroll Students
Displays students who are eligible to enroll by the term and academic unit selected. Intended
to assist users in tracking enrollment eligibility by name, college, division, unit, plan and
campus. This report can be run for one or multiple academic units. This report has input
controls.
First Time, Full Time FLGMT Students
Displays first time, full time, Flagstaff Mountain campus undergraduate students for the term
selected. This report has input controls.
Gamma Beta Phi
Displays registered students who qualify for Gamma Beta Phi by the term selected. Intended to
assist users in tracking these students by name, college, division, unit, program, plan, level and
degree checkout status.
Golden Key
Displays students who may be eligible for the Golden Key International Honor Society by the
term selected. Intended to assist users in viewing these students at the undergraduate and
graduate level.
International Students
Displays international student information by the term selected. Intended to assist users in
tracking international students by name, permit type, country, admit term, student campus,
grad/undergrad, college, plan, and degree checkout status.
Phi Kappa Phi
Displays students who are eligible for Phi Kappa Phi by the term selected. Intended to assist
users in viewing these students by name, college and number of units. This report can be run
for one or multiple terms.
Registration Counts
Displays registered students by the term and academic unit selected. Intended to assist users
in viewing registered students by name, college, division, unit, plan, session and degree
checkout status. This report can be run for one or multiple academic units. This report has
input controls.
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Service Indicators
Displays students and their Service Indicators by the term and indicator code or description
selected. Intended to assist users in viewing students by name, impact, service indicator code
and activation term. This report can be run for one or multiple terms and service indicator
codes or descriptions. This report has input controls.
Student Groups
Displays active student groups by the term and student group selected. Intended for use in the
current term to assist users in tracking student groups by name, group, college, division, unit,
campus and effective date. This report has input controls.
Student Milestones
Displays student milestone information by the term and formal milestone descriptions selected.
Intended to assist users in tracking milestones by name, plan, milestone and milestone level,
completed/not completed, date attempted and degree checkout status. This report has input
controls.
Students of a Specific Religious Preference
Displays students' names, addresses, phone numbers, and e-mail addresses who are enrolled in
the selected Term. Report tabs: By Name and Raw Data.
Study Agreements
Displays students with study agreements by the term and agreement types selected. Intended
to assist users in tracking study agreements by name, agreement type, college, division, unit
and contact information.
WUE
Displays active and inactive WUE students by the term selected. Intended to assist users in
tracking these students by name and degree checkout status.
Miscellaneous
User Information
FERPA Tutorial Results
Displays all of the NAU employees who have started the FERPA Tutorial. For employees who
have completed the entire Tutorial a "date completed" will be displayed. This report has input
controls.
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