Search Tags: gift, annuity
JIRA Reference:
DM-533
-
YREND.CGA's
Closed
Report Purpose
This report provides shares, gains, market values, and other information for charitable gift annuities by program by month.
Report Location
MyCampus > MaineStreet > Enterprise Applications > Financials > Main Menu > Reporting Tools > Query > Query Manager or Query Viewer
Report Name
UMS_DTS_CHAR_GIFT_ANNUITY
Report Type
Query
Prompts Required
For information on field values to enter, click the name of the prompt.
- Fiscal Year
- ACCOUNTING_PERIOD
- Business Unit (Leave it blank to get data from all institution)
Data Fields Generated
| FISCAL_YEAR | ACCOUNTING_PERIOD | BUSINESS_UNIT | DEPTID | FUND_CODE | PROGRAM_CODE | PROG_DESCR | PROG_CAT3_D | PROG_RESTR_1_D | SHARES | INITIAL_INVESTMENT | REALIZED_GAINS | UNREALIZED_GAINS | MARKET_VALUE | LIABILITIES_CURRENT | LIABILITIES_HFO | LIABLITIES_TOTAL | CAL_NET_ASSETS | BOY_NET_ASSETS | CY_GIFTS | SPLIT_INTERST_44003 | CY_DIST_REAL_GAIN_44091 | CY_DIST_UNREAL_GAIN_44092 | CY_ENDOW_INC_DIST_44099 | BOY-CY_ACTIVITY |
|---|
Tables Used
Criteria Used
- PROGRAM_CODE <> 80073
- FUND_CODE in list ('11','21','31','51')
- UM_PROG_CAT3 in list ('ENDOW_CGA','ENDOW_DF_CGA')
New to PeopleSoft Query?
Click on Getting Started and begin with the Query Basics video
Need help running a report?
Click on Running Reports with Query Viewer & Query Manager or How to Run an SQR for simple how-to guides for running reports. If you've followed the path to an SQR location and cannot see the report, your PeopleSoft settings may need adjustments. Please see Security Questions (PS Query/Discoverer).
HELP IS AT HAND!
Question, comment, critique? We are here to help and we strive to make our site a comprehensive, user friendly experience. Contact us at DARTS@maine.edu.