DARTS : Advancement Report - Campus Program Balances

Report Purpose

This report provides gift revenue and expense, scholarships, and transfer amount to show beginning and current balances for endowment.

Report Location

MyCampus > MaineStreet > Enterprise Applications > Financials > Main Menu > Reporting Tools > Query > Query Manager or Query Viewer

Report Name

UMS_DTS_ADV_PROG_BALANCE

Report Type

Query

Prompts Required

For information on field values to enter, click the name of the prompt.

• BUSINESS_UNIT
• Fiscal Year
• Accounting Period 

Data Fields Generated

Tables Used

• UM_GLQ_REPRTING - Ledger Data

Criteria Used

• PROGRAM_CODE NOT in list ('80072','80073','80074')
• A.UM_PROG_CAT1= CAMPUS_PGMS AND FUND_CODE =10 OR UM_PROG_CAT1 = ENDOW OR UM_PROG_CAT1 = GIFTS
  
• FUND_CODE NOT in ('11','21','27','28','31','50','51','90')
• ACCOUNT between 30000 AND 89999
  
• STATISTICS_CODE = ' '

• (CASE WHEN A.DEPTID >= '1000010' AND A.DEPTID <= '1000100' THEN 'Y' 
  WHEN A.DEPTID >= '2000010' AND A.DEPTID <= '2000099' THEN 'Y' 
  WHEN A.DEPTID >= '3000010' AND A.DEPTID <= '3000100' THEN 'Y' 
  WHEN A.DEPTID >= '4000010' AND A.DEPTID <= '4000099' THEN 'Y' 
  WHEN A.DEPTID >= '5000010' AND A.DEPTID <= '5000099' THEN 'Y' 
  WHEN A.DEPTID >= '6000010' AND A.DEPTID <= '6000099' THEN 'Y' 
  WHEN A.DEPTID >= '7000010' AND A.DEPTID <= '7000100' THEN 'Y' 
  WHEN A.DEPTID >= '8000010' AND A.DEPTID <= '8000099' THEN 'Y' 
  ELSE 'N' END) = 'N'