March reporting updates

March 3, 2022

Here are the new and modified reports for the month of March.

CR PRO Supplier Spend by Quarter
- Returns the total spend for supplier by quarter for the prompted date range.
CR PRO Merchant Spend by Quarter
- Returns the total spend for merchants by quarter for the prompted date range.
CR GRA SPS Award Lines Budget to Actuals Summary
- Available report for Grant Managers who also hold the Financials Data View Only role.
- Includes optional prompts for award, grant and ledger account summary, enabling you to include or exclude award lines or budget categories as needed. By default, all grants budget categories are included. To remove a category, select the X to the left of the ledger account summary name.
CR COM Progression Start Date Report
- Shows the progression start date of classified employees within the selected supervisory organization(s).
- Intended for HR Partners, Comp Partners, and Appointing Authorities.
CR PRO Find Supplier Invoice Requests
- Enables the initiator and approver to view the supplier invoice requests created. This report also pulls in related invoices and status.
CR FIN Customer Deposits
- Returns Customer Deposits within the prompted date range. All Record Cash Sales and/or Customer Payments included within the deposit are also listed on this report.