IU Financial System Reports and Procedures
Click to review the below IU financial system reports and procedures related to the fund balance:
Fund Balance by Fund Group Report and Instructions
The fund balance by fund group report was introduced to help monitor, analyze, and compare fund balances across all fund groups at Indiana University. The report is designed to allow comparative measurement and identification of fund balances at the department, responsibility center, campus, and the consolidated university level on a fiscal year basis. Review the fund balance by fund group report instructions prior to running the report. Both the instructions and the report can be found by clicking the below links:
Multi-Year Fund Balance Report and Instructions
The multi-year fund balance report was introduced to help monitor and analyze fund balances within an entity. The multi-year fund balance report provides users the ability to track fund balances for 3 or 5 years with an option to include or exclude current balances. The report is designed to allow comparative measurement and identification of fund balances at the department, responsibility center, campus, and the consolidated university level. Review the multi-year fund balance report instructions prior to running the report. Both the instructions and the report can be found by clicking the below links:
- Multi-Year Financial Statements Report Instructions
- Multi-Year Fund Balance Report Location
Financial Statements Report and Instructions
The financial statements report is designed to help users obtain quick and easy access to all financial statements. Financial statements are formal records of financial activities and the overall financial position of an entity. There are three major financial statements utilized at Indiana University: the income statement, balance sheet, and cash flow statement. The financial statements report pulls all three of these reports simultaneously. Review the financial statements report instructions prior to running the report. Both the instructions and the report can be found by clicking the below links:
Multi-Year Financial Statements Report and Instructions
The multi-year financial statements report was introduced to help users obtain quick and easy access to historical financial statement information. This report provides users the ability to summarize and compare income statement and balance sheet balances over multiple years. This will enable users to easily analyze trends and make informed decisions. Review the multi-year financial statements report instructions prior to running the report. Both the instructions and the report can be found by clicking the below links:
- Multi-Year Financial Statements Report Instructions
- Multi-Year Financial Statements Report Location