earch Tags: UM Foundation, Financial aid
JIRA Reference:
DM-266
-
UMS Endowment Shares, Book Value, and Market Value
Closed
Report Purpose
This report provides beginning of the year balance, revenue budget, and current balance amounts by program for UM Foundation funded student financial assistance.
Report Location
MyCampus > MaineStreet > Enterprise Applications > Financials > Main Menu > Reporting Tools > Query > Query Manager or Query Viewer
Report Name
UMS_DTS_FA_UM_FOUNDATION
Report Type
Query
Prompts Required
For information on field values to enter, click the name of the prompt.
Data Fields Generated
FISCAL_YEAR | ACCOUNTING_PERIOD | BUSINESS_UNIT | FUND_CODE | DEPTID | PROGRAM_CODE | PROG_DESCR | PROG_RESTR_1_D | BOY_BALANCE | REV_BUDGET | CURRENT_BALANCE |
---|
Tables Used
Criteria Used
- ACCOUNT between 30000 and 89999
- UM_PROG_RESTR_1_D - Program Restriction 1 in ('UM Foundation Financial Aid', Other UMS Found Financial Aid')
- FUND_CODE in ('00','10','20','27')
- And the below is the case statement to select certain DEPTID or PROGRAM_CODE
(CASE WHEN A.DEPTID = '8100107' THEN 'Yes'
WHEN A.DEPTID = '8100108' THEN 'Yes'
WHEN A.PROGRAM_CODE = '10001' THEN 'Yes'
WHEN A.PROGRAM_CODE = '10002' THEN 'Yes'
WHEN A.PROGRAM_CODE = '10081' THEN 'Yes'
WHEN A.PROGRAM_CODE = '10082' THEN 'Yes'
WHEN A.PROGRAM_CODE = '10083' AND ( A.FUND_CODE = '20' OR A.FUND_CODE = '31' ) THEN 'Yes'
WHEN A.PROGRAM_CODE = '10610' THEN 'Yes'
WHEN A.PROGRAM_CODE = '14401' THEN 'Yes'
WHEN A.PROGRAM_CODE = '16001' THEN 'Yes'
WHEN A.PROGRAM_CODE = '20001' THEN 'Yes'
WHEN A.PROGRAM_CODE = '20002' THEN 'Yes'
WHEN A.PROGRAM_CODE = '24401' THEN 'Yes'
WHEN A.PROGRAM_CODE = '30001' THEN 'Yes'
WHEN A.PROGRAM_CODE = '30002' THEN 'Yes'
WHEN A.PROGRAM_CODE = '34401' THEN 'Yes'
WHEN A.PROGRAM_CODE = '40001' THEN 'Yes'
WHEN A.PROGRAM_CODE = '40002' THEN 'Yes'
WHEN A.PROGRAM_CODE = '50001' THEN 'Yes'
WHEN A.PROGRAM_CODE = '50002' THEN 'Yes'
WHEN A.PROGRAM_CODE = '50095' THEN 'Yes'
WHEN A.PROGRAM_CODE = '50175' THEN 'Yes'
WHEN A.PROGRAM_CODE = '50222' THEN 'Yes'
WHEN A.PROGRAM_CODE = '52223' THEN 'Yes'
WHEN A.PROGRAM_CODE = '50230' THEN 'Yes'
WHEN A.PROGRAM_CODE = '50237' AND A.FUND_CODE = '31' THEN 'Yes'
WHEN A.PROGRAM_CODE = '50237' THEN 'Yes'
WHEN A.PROGRAM_CODE = '50240' AND A.FUND_CODE = '31' THEN 'Yes'
WHEN A.PROGRAM_CODE = '50240' THEN 'Yes'
WHEN A.PROGRAM_CODE = '50258' THEN 'Yes'
WHEN A.PROGRAM_CODE = '50277' THEN 'Yes'
WHEN A.PROGRAM_CODE = '50362' THEN 'Yes'
WHEN A.PROGRAM_CODE = '50566' THEN 'Yes'
WHEN A.PROGRAM_CODE = '52103' THEN 'Yes'
WHEN A.PROGRAM_CODE = '52189' THEN 'Yes'
WHEN A.PROGRAM_CODE = '52206' THEN 'Yes'
WHEN A.PROGRAM_CODE = '52254' THEN 'Yes'
WHEN A.PROGRAM_CODE = '52306' THEN 'Yes'
WHEN A.PROGRAM_CODE = '52445' THEN 'Yes'
WHEN A.PROGRAM_CODE = '52491' THEN 'Yes'
WHEN A.PROGRAM_CODE = '52492' THEN 'Yes'
WHEN A.PROGRAM_CODE = '52677' THEN 'Yes'
WHEN A.PROGRAM_CODE = '52679' THEN 'Yes'
WHEN A.PROGRAM_CODE = '52697' THEN 'Yes'
WHEN A.PROGRAM_CODE = '52714' THEN 'Yes'
WHEN A.PROGRAM_CODE = '52844' THEN 'Yes'
WHEN A.PROGRAM_CODE = '52859' THEN 'Yes'
WHEN A.PROGRAM_CODE = '53051' THEN 'Yes'
WHEN A.PROGRAM_CODE = '53126' THEN 'Yes'
WHEN A.PROGRAM_CODE = '53235' THEN 'Yes'
WHEN A.PROGRAM_CODE = '53254' THEN 'Yes'
WHEN A.PROGRAM_CODE = '53269' AND A.FUND_CODE = '20' THEN 'Yes'
WHEN A.PROGRAM_CODE = '54401' THEN 'Yes'
WHEN A.PROGRAM_CODE = '54467' THEN 'Yes'
WHEN A.PROGRAM_CODE = '54474' THEN 'Yes'
WHEN A.PROGRAM_CODE = '59575' THEN 'Yes'
WHEN A.PROGRAM_CODE = '60001' THEN 'Yes'
WHEN A.PROGRAM_CODE = '60002' THEN 'Yes'
WHEN A.PROGRAM_CODE = '60131' THEN 'Yes'
WHEN A.PROGRAM_CODE = '64401' THEN 'Yes'
WHEN A.PROGRAM_CODE = '64458' THEN 'Yes'
WHEN A.PROGRAM_CODE = '64611' THEN 'Yes'
WHEN A.PROGRAM_CODE = '64613' THEN 'Yes'
WHEN A.PROGRAM_CODE = '70001' THEN 'Yes'
WHEN A.PROGRAM_CODE = '70002' THEN 'Yes'
WHEN A.PROGRAM_CODE = '70145' THEN 'Yes'
WHEN A.PROGRAM_CODE = '74401' THEN 'Yes'
WHEN A.PROGRAM_CODE = '80052' THEN 'Yes'
WHEN A.PROGRAM_CODE = '80053' THEN 'Yes'
WHEN A.PROGRAM_CODE = '80054' THEN 'Yes'
WHEN A.PROGRAM_CODE = '80055' THEN 'Yes'
WHEN A.PROGRAM_CODE = '80056' THEN 'Yes'
WHEN A.PROGRAM_CODE = '80057' THEN 'Yes'
WHEN A.PROGRAM_CODE = '80058' THEN 'Yes'
WHEN A.PROGRAM_CODE = '80059' THEN 'Yes'
WHEN A.PROGRAM_CODE = '80060' THEN 'Yes'
WHEN A.PROGRAM_CODE = '80061' THEN 'Yes'
WHEN A.PROGRAM_CODE = '80062' THEN 'Yes'
WHEN A.PROGRAM_CODE = '80063' THEN 'Yes'
WHEN A.PROGRAM_CODE = '80064' THEN 'Yes'
WHEN A.PROGRAM_CODE = '80065' THEN 'Yes'
WHEN A.PROGRAM_CODE = '80066' THEN 'Yes'
WHEN A.PROGRAM_CODE = '80067' THEN 'Yes'
WHEN A.PROGRAM_CODE = '80069' THEN 'Yes'
WHEN A.PROGRAM_CODE = '80070' THEN 'Yes'
WHEN A.PROGRAM_CODE = '80079' THEN 'Yes'
WHEN A.PROGRAM_CODE = '80080' THEN 'Yes'
WHEN A.PROGRAM_CODE = '80081' THEN 'Yes'
WHEN A.PROGRAM_CODE = '80082' THEN 'Yes'
WHEN A.PROGRAM_CODE = '80083' THEN 'Yes'
WHEN A.PROGRAM_CODE = '80084' THEN 'Yes'
WHEN A.PROGRAM_CODE = '81501' THEN 'Yes'
WHEN A.PROGRAM_CODE = '82102' THEN 'Yes'
WHEN A.PROGRAM_CODE = '82103' THEN 'Yes'
WHEN A.PROGRAM_CODE = '82104' THEN 'Yes'
WHEN A.PROGRAM_CODE = '82105' THEN 'Yes'
WHEN A.PROGRAM_CODE = '84452' THEN 'Yes'
WHEN A.PROGRAM_CODE = '84453' THEN 'Yes'
WHEN A.PROGRAM_CODE = '84456' THEN 'Yes'
WHEN A.PROGRAM_CODE = '84457' THEN 'Yes'
WHEN A.PROGRAM_CODE = '84458' THEN 'Yes'
WHEN A.PROGRAM_CODE = '84460' THEN 'Yes'
WHEN A.PROGRAM_CODE = '84461' THEN 'Yes'
WHEN A.PROGRAM_CODE = '84462' THEN 'Yes'
WHEN A.PROGRAM_CODE = '84471' THEN 'Yes'
WHEN A.PROGRAM_CODE = '84473' THEN 'Yes'
WHEN A.PROGRAM_CODE = '84476' THEN 'Yes'
ELSE 'No' END) = 'Yes'
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!
