| What to do |
How to do it |
| 1 |
Select a report profile in MyFunds. |
- Go to MyFunds.
- Select a report profile from the drop-down list. Profiles are listed in alphabetical order.
Note: You will need Single Sign-On access or a user ID in order to access MyFunds reports.
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| 2 |
View the summary report. |
- The first few columns contain the financial entities. These will vary depending on how the report profile was set up.
- The next column is the financial entity title (fund, index, project, or organization).
- The next four columns are
Allocation, Expense, Lien, and Balance.
- The next two columns, Projection and Proj. Bal., display only if projections or transactions were selected when the report profile was created.
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| 3 |
View the financial entity drilldowns (optional). |
- Click on the financial entity to drill down to the financial entity report.
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| 4 |
View the sub-account summary drilldowns (optional). |
- Click on any balance to drill down to the sub-account summary screen.
- Click on any balance in the sub-account summary screen to drill down to the sub-account detail screens.
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| 5 |
View the payroll detail drilldowns (optional).
|
- Click on any payroll balance on the sub-account detail screen to drill down to the payroll detail screen.
- Click on any leave balance on the sub-account detail screen to drill down to the leave accrual screen.
Note: You will only be able to drill down to these screens if the financial manager who set up the report has access to employee data.
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| 6 |
View the projection detail drilldowns (optional).
|
- Click on any projection balance on the sub-account detail screen to drill down to the projection detail screen.
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