| Report ID | Title | Description | Columns Included | Records Included | Developer | Requestor | Comments | Shared with | Technical Specifications |
|---|---|---|---|---|---|---|---|---|---|
| CU_BAR_SF_00001 | Item Type Table Detail | This is a dump of the Item Type Table. Prompt on SetID. | SetID, Item Type, Eff Date, Status, Descr, Short Desc, Currency, Min Amt, Max Amt, Item Code, Sec Grp, Adj Cal, Pay Terms, Pay Prior., Charge Lst, Encumber, Encmbr Pct, State, Specific, Category, All/None, Enrolled, Key Word, Key Word 2, Key Word 3, Days, Days, Days Past, Days Until, Enroll Req, Refund Ind, Earn Code, Taxable, Tuit Dep, Required, Default Amt, Earnings, Recv. from Chrg, Priority, Pmt. Priority, NRA Tax Pay FLG, NRA Tax Type, Match Charges, Local Offset, Local Payment, State Offset, State Payment, Course Class, Code, T4A Eligible, WageLossPl, T2202A Eligible, T2202A Percent, T2202A Offset, Pmt Overall Pri, Control, Acctg Dt ID, 1098-T Eligible, DEST Tuit Type, Award Type, Source, Program Code, Global Invoice | ITEM_TYPE_TBL - Item Type Table Hierarchy Join | Michael McGovern | New report | C Keck, T.Lodhi, P.Ackerman | ||
| CU_BAR_SF_00002 | Students w/Account Balances | This query pulls all students who owe money for the term - account balance, minus anticipated aid. Prompt on Business Unit and Term. | Last Name, First Name, Middle Name, Empl ID, Phone, Email, Balance, Anticipated Aid, Net Difference | ACCOUNT_SF - Account (Student Financials) Hierarchy Join CU_BIO_VW - Biographical Information View Hierarchy Join | Michael McGovern | Dorothy Himes | New report | D Himes, S Ho, C Keck, A Kamruzzaman, P. Sunda, T.Lodhi, P.Ackerman | |
| CU_BAR_SF_00003 | Voided Transactions | This is a list of voided transactions for a certain date. Prompt on the Business Unit and Transaction Date. | Name, Cashier, Register, Void Code, Receipt #, Curr Date, Total, Appr Stat | CSH_OFF_RECEIPT - Cashier Office Receipts Hierarchy Join NAMES - Person Names Hierarchy Join | Michael McGovern | Dorothy Himes | New report | D Himes, S Ho, C Keck, A Kamruzzaman, T.Lodhi, P.Ackerman | |
| CU_BAR_SF_00004 | Revenue | This query totals item types by term. Prompt on Business and Account Term. | Acct Term, Item Type, Description, Key Word, Total Amount | ITEM_SF - Item Record Hierarchy Join ITEM_TYPE_TBL - Item Type Table Hierarchy Join | Michael McGovern | Maple Liu | New report | C Keck, A Kamruzzaman, T.Lodhi, P.Ackerman | |
| CU_BAR_SF_00005 | Revenue Detail | This query totals item types by Career, Program, Residency, Full/Part-time and Term. It also counts credits and the number of students per category. Prompt on Business and Account Term. | Career, Prim Prog, Resident?, Full/Part, Item Type, Description, Key Word, Student Count, Credits, Total Amount | ITEM_SF - Item Record Hierarchy Join ITEM_TYPE_TBL - Item Type Table Hierarchy Join STDNT_CAR_TERM - Student Career Term Table Hierarchy Join | Michael McGovern | Maple Liu | New report | C Keck, A Kamruzzaman, A. Cox, T.Lodhi, P.Ackerman | |
| CU_BAR_SF_00006_1 | Item Type Totals | This is a list of item types for a term with the totals for charged and applid amounts and the difference. Prompt on Institution, Term and Item Type (optional). | Session, Item Type, Acct Type, Item Code, Descr, Key Word, Acct Nbr, Item Type Total, Applied Total, Difference | ITEM_SF - Item Record Hierarchy Join ITEM_TYPE_TBL - Item Type Table Hierarchy Join | Michael McGoverm | Dorothy Himes | New report | D Himes, S Ho, C Keck, A Kamruzzaman, T.Lodhi, P.Ackerman | |
| CU_BAR_SF_00007 | Student Account Detail | This is a detail of the student's account activity for a term. Prompt on Institution, Term, and Emplid (optional). | Last Name, First Name, Middle Name, Empl ID, Item Type, Item Description, Item Amt, Applied, Balance | ITEM_SF - Item Record Hierarchy Join CU_BIO_VW - Biographical Information View Hierarchy Join ITEM_TYPE_TBL - Item Type Table Hierarchy Join | Michael McGovern | Dorothy Himes | New report | D Himes, S Ho, C Keck, A Kamruzzaman, P. Sunda, T.Lodhi, P.Ackerman | |
| CU_BAR_SF_00008 | Acct Bals & Service Indicators | This report lists students with the prompted service indicator and their account balances. Prompt on Institution, Service Indicator and Reason Code (optional). | Last Name, First Name, Middle Name, Empl ID, Service Indicator, Reason Code, Active Term, Active Dt, Balance | SRVC_IND_DATA - Service Indicator Data Hierarchy Join CU_BIO_VW - Biographical Information View Hierarchy Join ACCOUNT_SF - Account (Student Financials) Hierarchy Join | Michael McGovern | Dorothy Himes | New report | D Himes, S Ho, C Keck, A Kamruzzaman, T.Lodhi, P.Ackerman | |
| CU_BAR_SF_00009 | Exec Program Detail | This is a list of student data and charges for those students in an executive program. Prompt on Institution, Career, Term and Student Group. | Empl ID, Last Name, First Name, Middle Name, Program, Plan, Preferred Email, Preferred Phone, Sex, Country, Mail Address 1, Mail Address 2, City, State, Postal, Status, Admit Term, Take Prgrs, Total, GPA, Strt Level, Subject, Catalog, Session, Section, Descr, Unit Taken, Grade, Item Type, Item Amt, Applied, Descr | TERM_TBL - Term Definition Table Hierarchy Join ACAD_PROG - Student Academic Program Hierarchy Join ACAD_PLAN - Student Academic Plan Table Hierarchy Join STDNT_GRPS_HIST - Student Groups History Hierarchy Join CU_BIO_VW - Biographical Information View Hierarchy Join SF_STDNT_PRS_VW - SF Student Personal Data View Hierarchy Join ADDRESSES4_VW - Addresses View for Curr EffDT Hierarchy Join STDNT_CAR_TERM - Student Career Term Table Hierarchy Join CLASS_TBL_SE_VW - Class Table Student Enrl View Hierarchy Join ITEM_SF - Item Record Hierarchy Join ITEM_TYPE_TBL - Item Type Table Hierarchy Join | Michael McGovern | Vijay Sood | New report | P Sunda, C Keck, A Kamruzzaman, P. Sunda, T.Lodhi, P.Ackerman | |
| CU_BAR_SF_00010C | Charges and Related Payments | This query pulls all charges for a prompted iterm type and all related payments within a promted date range. Prompt on Institution, Term, Item Type, Date range and Emplid (optional). | Last Name, First Name, Middle Name, Empl ID, Charge Item Type, Charge Description, Charge Amount, Effective Date, Payment Item Type, Payment Description, Payment Amount | ITEM_SF - Item Record Hierarchy Join ITEM_XREF - Item Cross Reference Hierarchy Join ITEM_SF - Item Record Hierarchy Join ITEM_TYPE_TBL - Item Type Table Hierarchy Join ITEM_TYPE_TBL - Item Type Table Hierarchy Join CU_BIO_VW - Biographical Information View Hierarchy Join | Michael McGovern | Sandy Ho | New report | D Himes, S Ho, C Keck, A Kamruzzaman, T.Lodhi, P.Ackerman | |
| CU_BAR_SF_00010P | Payments and Related Charges | This query pulls all payments for a prompted iterm type and all related charges within a promted date range. Prompt on Institution, Term, Item Type, Date range and Emplid (optional). | Last Name, First Name, Middle Name, Empl ID, Payment Item Type, Payment Description, Payment Amount, Effective Date, Charge Item Type, Charge Description, Charge Amount | ITEM_SF - Item Record Hierarchy Join ITEM_XREF - Item Cross Reference Hierarchy Join ITEM_SF - Item Record Hierarchy Join ITEM_TYPE_TBL - Item Type Table Hierarchy Join ITEM_TYPE_TBL - Item Type Table Hierarchy Join CU_BIO_VW - Biographical Information View Hierarchy Join | Michael McGovern | Sandy Ho | New report | D Himes, S Ho, C Keck, A Kamruzzaman, T.Lodhi, P.Ackerman | |
| CU_BAR_SF_00011 | Student Acct Dtl by Item Type | This is a listing of all students who have had account activity for a prompted item type by term. Prompt on Institution, Term and Item Type. | Last Name, First Name, Middle Name, Empl ID, Item Type, Item Description, Last Activ, Item Amt, Applied, Difference | ITEM_SF - Item Record Hierarchy Join CU_BIO_VW - Biographical Information View Hierarchy Join ITEM_TYPE_TBL - Item Type Table Hierarchy Join | Michael McGovern | Dorothy Himes | New report | D Himes, S Ho, C Keck, A Kamruzzaman, T.Lodhi, P.Ackerman |
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