Financial Statement Inquiry - Select Report

Screen ID:  IGLFIN-01
Screen Title: Financial Statement Inquiry
Panel ID: 6196
Tool Number: 377
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Access this screen by selecting Tool #377 Financial Statement Review.

This is the first of several screens used to view a financial statement report. While this is similar to the Print CU Financials feature (Tool #640 Print CU Financials), the options available are limited. You may choose the report and select which columns appear on the screen, but it is not possible to alter the settings used to create the report. This feature is ideal for employees who simply need to view the results of financial statements already run.

IMPORTANT: Reports will be listed here only after a financial report is viewed on the screen using the Print CU Financials feature.

Notice the date and time in the Generated column. This shows when the report was last run (must have been viewed on the screen) using the Print CU Financials feature (Tool #640 Print CU Financials). Select a report in the list and choose Review (or press Enter) to proceed to the next screen.

  •  To delete an old report no longer used, select it in the list and use the Delete option. A confirmation window will appear. (If this is done by mistake, simply re-run the financial report using Tool #640 Print CU Financials.)