Financial Services Division
Report Description
Report Name
Report Number
Department Head Monthly Review Results
10886
Report Description/Purpose
This report provides a summary of the monthly financial review workflow results for
each college or 5xxx level org in UniFi to assist the college/unit in monitoring the
required completion of this task by each department within their college/unit.
Intended Audience
Deans and those individuals who have been delegated authority to view funds on their
behalf.
Report Availability
This report may be run on demand.
Report Elements
This report identifies each department within the college/unit (ie. 3xxx level org in UniFi)
along with the name of the department head (ie. the person responsible for completing
the monthly review).
The report summarizes the financial review responses for each department, including
any notes or comments that were submitted. Departmental reviews that have not yet
been completed are identified by a blank in the column identified as “performed by”.
This report must be run for each month individually.
Additional Notes
This report should be reviewed at least monthly by the financial officer for the
college/unit to ensure that all departmental financial reviews have been conducted
before the end of the next month. Items of significance in the notes/comments should
be flagged and investigated by the financial officer in the dean’s/director’s office and
brought to the attention of the dean, director, or controller of the university (via the
appropriate department in Financial Services) as appropriate.