PeopleSoft Student Financials Reports: A to Z
These tables list the Student Financials reports:
Operational Reports table, sorted alphanumerically by report ID.
Setup Table Reports table, sorted alphanumerically by report ID.
Note: On June 1, 2011, Oracle discontinued distribution of SAP’s Business Objects Enterprise and Crystal Reports with PeopleTools. Existing customers may use Business Objects Enterprise and Crystal Reports licenses previously received from Oracle. Customers who wish to use future versions of Business Objects and Crystal Reports products with PeopleSoft will need to obtain appropriate license and support directly from SAP/Business Objects.
See the product documentation for PeopleTools: Process Scheduler.
Report ID and Report Name |
Description |
Navigation |
Run Control Page |
---|---|---|---|
SF707 Group Summary Report |
Group posting summary report of student financial system. Reporting Tool: Crystal or Oracle BI Publisher |
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RUNCTL_SF707 |
SF708 Fee Calculation Errors Report |
This report lists all error messages for a batch ID. Reporting Tool: Crystal or Oracle BI Publisher |
|
RUNCTL_SF708 |
SF709 Fees After Calculation Report |
This report lists all tuition and fees for a student. Reporting Tool: Crystal |
|
RUNCTL_SF709 |
SF710 Fees Prior to Posting Report |
This report lists a student's tuition and fees prior to posting. Reporting Tool: Crystal |
|
RUNCTL_SF710 |
SF711ABI Crystal Bill for Student Financials |
This report generates a student bill for print using Crystal. Reporting Tool: Crystal |
|
RUNCTL_SF711AB |
SF726 Daily Activity |
Summary of daily posting activity, by Item type Code. Reporting Tool: Crystal or Oracle BI Publisher |
|
RUNCTL_SF726 |
SF727 Daily Posting Activity |
Daily posting activity by Posting Oprid and Date Posted Reporting Tool: Crystal |
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RUNCTL_SF727 |
SF728 Enrollment Cancellation Report |
This report lists all students who have been processed for enrollment cancellation for term or class cancellations. Reporting Tool: Crystal or Oracle BI Publisher |
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RUNCTL_SF728 |
SF732 Refund Customers Rpt |
This report lists information on individual refunds. Reporting Tool: Crystal or Oracle BI Publisher |
|
RUNCTL_SF732 |
SF736 Run Organization Report |
Refund External Organization Report by business unit. Reporting Tool: Crystal |
|
RUNCTL_SF732 |
SF750 Receipts per Business Day |
This report lists all information about receipts processed on a specific business date in cashiering. Reporting Tool: Crystal or Oracle BI Publisher |
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RUNCTL_SF750 |
SF750R Receipt by Number |
This report generates a cashiering receipt for print using Crystal. It lists all receipt information. Reporting Tool: Oracle BI Publisher |
|
RUNCTL_SF750R |
SF753ABI Crystal Org Bill for SF |
This report generates an external organization bill for print using Crystal. Reporting Tool: Crystal |
|
RUNCTL_SF753AB_ORG |
SF754 Students in Collections |
This report lists students placed in collections. Reporting Tool: Crystal |
|
RUNCTL_COLLECT_SF |
SF755 Organizations in Collections |
This report lists all organizations placed in collections. Reporting Tool: Crystal |
|
RUNCTL_COLLECT_SF |
SF756 Group Detail Report |
Group posting detail report. Reporting Tool: Crystal or Oracle BI Publisher |
|
RUNCTL_SF707 |
SF783 Late Fees Report |
This report lists all individuals who were assessed late fees for a given batch ID. Reporting Tool: Crystal |
|
RUNCTL_SF783 |
SF800 Business Unit Permission List |
SF security listing of business units secured by a permission list. Reporting Tool: Crystal |
|
PRCSRUNCNTL_SF |
SF801 Business Unit User ID |
SF security listing of business units secured by a single user ID. Reporting Tool: Crystal |
|
PRCSRUNCNTL_SF |
SF802 Cashier Office Permission List |
This report lists any permission lists with security for specified cashier offices. Reporting Tool: Crystal |
|
PRCSRUNCNTL_SF |
SF803 Cashier Office User ID |
This report lists all user IDs with security for specified cashier offices. Reporting Tool: Crystal |
|
PRCSRUNCNTL_SF |
SF804 Credit Card Permission List |
This report lists any permission lists with credit card security. Reporting Tool: Crystal |
|
PRCSRUNCNTL_SF |
SF805 Credit Card User ID |
This report lists any user IDs with credit card security. Reporting Tool: Crystal |
|
PRCSRUNCNTL_SF |
SF806 Company Permission List |
SF security listing of companies secured by a permission list. Reporting Tool: Crystal |
|
PRCSRUNCNTL_SF |
SF807 Company User ID |
SF security listing of companies secured by a single user ID. Reporting Tool: Crystal |
|
PRCSRUNCNTL_SF |
SF809 Item Type Permission List |
SF security listing of item types secured by a permission list. Reporting Tool: Crystal |
|
PRCSRUNCNTL_SF |
SF810 Item Type User ID |
SF security listing of item types secured by a single user ID. Reporting Tool: Crystal |
|
PRCSRUNCNTL_SF |
SF811 SetID Permission List |
SF security listing of setIDs secured by a permission list. Reporting Tool: Crystal |
|
PRCSRUNCNTL_SF |
SF812 SetID User ID |
SF security listing of setIDs secured by an individual user ID. Reporting Tool: Crystal |
|
PRCSRUNCNTL_SF |
SF815E Trial Bal by Acct (Eff Dt) |
This report lists the trial balance by account by item effective date. Reporting Tool: Crystal or Oracle BI Publisher |
|
RUNCTL_SF815 |
SF815P Trial Bal by Acct (Post Date) |
This report lists trial balances by account by posted date. Reporting Tool: Crystal or Oracle BI Publisher |
|
RUNCTL_SF815 |
SF816E Trial Bal by Stud Itm (Eff Dt) |
Trial balance by student item (item effective date). Reporting Tool: Crystal or Oracle BI Publisher |
|
RUNCTL_SF815 |
SF816P Trial Bal by Stud Itm (Pst Dt) |
Trial balance by student item (post date). Reporting Tool: Crystal or Oracle BI Publisher |
|
RUNCTL_SF815 |
SF817E Trial Bal by Student (Eff Dt) |
Trial balance by student (item effective date). Reporting Tool: Crystal or Oracle BI Publisher |
|
RUNCTL_SF815 |
SF817P Trial Bal by Student (Post Dt) |
Trial balance by student (post date). Reporting Tool: Crystal or Oracle BI Publisher |
|
RUNCTL_SF815 |
SF818E Trl Bal Corp by Acct (Eff Dt) |
Trial balance corporation by account (item effective date). Reporting Tool: Crystal or Oracle BI Publisher |
|
RUNCTL_SF815 |
SF818P Trl Bal Corp by Acct (Pst Dt) |
Trial balance organization by account (post date). Reporting Tool: Crystal or Oracle BI Publisher |
|
RUNCTL_SF815 |
SF819E Trial Bal by Corp Itm (Eff Dt) |
Trial balance by corporation item (item effective date). Reporting Tool: Crystal or Oracle BI Publisher |
|
RUNCTL_SF815 |
SF819P Trial Bal by Corp Itm (Pst Dt) |
Trial balance by corporation item (post date). Reporting Tool: Crystal or Oracle BI Publisher |
|
RUNCTL_SF815 |
SF820E Trial Bal by Corp (Eff Date) |
Trial balance by corporation (item effective date). Reporting Tool: Crystal or Oracle BI Publisher |
|
RUNCTL_SF815 |
SF820P Trial Bal by Corp (Post Date) |
Trial balance by corporation (post date). Reporting Tool: Crystal or Oracle BI Publisher |
|
RUNCTL_SF815 |
SF821 Credit History for All Students |
Credit history for all students, for a specified business unit and effective date. Reporting Tool: Crystal |
|
RUNCTL_SFBU_ASOFDT |
SF822 Credit History for One Student |
Credit history for one student, for a specified business unit and effective date. Reporting Tool: Crystal or Oracle BI Publisher |
|
RUNCTL_SF822 |
SF823 Credit History for All Corporations |
Credit history for all corporations, for a specified business unit and effective date. Reporting Tool: Crystal |
|
RUNCTL_SF823 |
SF824 Credit History for One Corporation |
Credit history for one corporation, for a specified business unit and effective date. Reporting Tool: Crystal |
|
RUNCTL_SF824 |
SF825 Credit History Student by Acct |
Credit history for all students, by account, for a specified business unit and effective date. Reporting Tool: Crystal |
|
RUNCTL_SF825 |
SF826 Credit History by Account for Corporations |
Credit history for all corporations, by account number, for a specified business unit and effective date. Reporting Tool: Crystal |
|
RUNCTL_SF826 |
SF828 Open Refunds |
Open refunds, sorted by student name. Reporting Tool: Crystal or Oracle BI Publisher |
|
RUNCTL_SF828 |
SF829 Refunds by Date |
This report lists all refunds processed for a certain date. Reporting Tool: Crystal or Oracle BI Publisher |
|
RUNCTL_SF829 |
SF830 Completed Refunds by Date |
This report lists all completed refunds by date. It also lists information on paycheck gross, taxes and net amounts. Reporting Tool: Crystal |
|
RUNCTL_SF830 |
SF847 Group Post Suspended Report |
Detailed list of transactions that have not been posted through the Group Post process. Reporting Tool: Crystal or Oracle BI Publisher |
|
RUNCTL_SF847 |
SF853 Batch Refund |
This report lists all refunds processed within a specified Batch ID. Reporting Tool: Crystal or Oracle BI Publisher |
|
RUNCTL_SF853 |
SF854 Batch Refund Messages |
This report lists all error or warning messages encountered during a specified Batch ID. Reporting Tool: Crystal or Oracle BI Publisher |
|
RUNCTL_SF854 |
SF856 Account Audit Statement |
Detail transaction listing for an individual or external organization. Reporting Tool: Crystal |
|
RUNCTL_SF856 |
SF859 Tax Assessment Summary Report |
The tax assessment summary report for a given period by business unit and tax authority. Reporting Tool: Crystal |
|
RUNCTL_SF859 |
SF860 Individual tax detail |
Individual tax detail report for a given reporting period. Reporting Tool: Crystal |
|
RUNCTL_SF860 |
SF861 Organization Tax Detail |
Organization tax detail report for a given reporting period. Reporting Tool: Crystal |
|
RUNCTL_SF861 |
SF862 Batch Credit Card Detail Rpt |
This report lists all the relevant credit card details per batch ID from the Refund Credit Card − Web process. Reporting Tool: Crystal |
|
RUN_CNTL_SF862 |
SF1098RP Print 1098-T Forms |
This process prints 1098-T forms and creates electronic transmission files. Reporting Tool: SQR |
|
RUNCTL_SF_SF1098RP |
SF1098VP 1098-T Validation and Audit |
The 1098-T Validation Report lists any records with invalid data and assigns a validation status to records on the 1098-T Audit report. The Audit report lists all records generated in the 1098-T generation process for review before printing or transmitting the file. Reporting Tool: SQR |
|
RUNCTL_SF_SF1098VP |
SFBILLIV Print Non-Extract File Invoice |
This report generates bills for printing. (XML Publisher) (SQR) Reporting Tools: SQR, BI Publisher |
|
RUN_CNTL_PBILL RUN_CNTL_PBILL_ORG |
SFBKPOST SF Backup Post |
This process purges the QUICK_POST_TBL and consolidates the transactions into a posting group for review. A listing of these transactions may be generated. Reporting Tool: SQR |
|
RUN_CNTL_SFBKPOST |
SFCALTUI Tuition Residency Calculation |
This report lists all students for whom tuition residency calculation has been processed. Reporting Tool: SQR |
|
RUNCTL_CALC_TUIT_R |
SFCOLLEC Collections |
This report lists each student or corporation that has been assigned to collections. This includes the past due categories and amounts. Reporting Tool: SQR |
|
RUNCTL_COLLECT_SF |
SFCOLLTR Collections Dunning Letter |
This is a process that creates communication records in PeopleSoft Campus Community for each collection letter requiring generation. Reporting Tool: SQR |
|
RUNCTL_SFBU |
SFCPTMFE Copy Term Fees |
This program copies term fees from one term or one session to another. The report shows the details of the added term fees. Reporting Tool: SQR |
|
RUNCTL_SFCPTMFE |
SFDONAT Generate Donation Receipts |
This program generates the information for receipts for donations received by Universities from third parties. Reporting Tool: SQR |
|
RUN_PARM_DONAT |
SFGENT4 SF Generate T4A Data |
Generates T4A data in preparation for printing T4A slips. Reporting Tool: SQR |
|
RUNCTL_SF_GENT4 |
SFGLVAL1 Invalid GL Interface Chartfield Report |
Lists invalid chartfields in SF targets, tenders, class/course fees and item types by term. Reporting Tool: SQR |
|
RUNCTL_SFGLVAL1 |
SFGT2202 SF Generate T2202 Data |
Generates T2202A data in preparation for printing T2202A forms. Reporting Tool: SQR |
|
RUNCTL_SF_SFGT2202 |
SFJT2202 Process T2202A Report File |
This process generates the T2202A information. It will either update the tables in preparation for printing, or generate a report for review. Reporting Tool: SQR |
|
RUNCTL_SF_SFJT2202 |
SFLOCKIN Lock In Tuition and Fees |
This report lists students who have had their tuition locked in. Reporting Tool: SQR |
|
RUNCTL_LCK_IN_TUIT |
SFPENRDP SF Enrollment Deposits |
Creates and releases service indicators based on student payment of enrollment deposits. Reporting Tool: SQR |
|
RUNCTL_ENRL_DPST RUNCTL_ENRL_DPST2 |
SFPR2202 Print T2202A Tax Forms |
This process prints T2202A tax forms. Reporting Tool: SQR |
|
RUNCTL_SFPR2202 |
SFPRGPLD SF External File Load |
The process to load external files. A detail listing of the transactions loaded may be generated. Reporting Tool: SQR |
|
RUNCTL_SFGPLOAD |
SFRCRCPT Print Receipt |
This program prints student payment/department receipts. It generates income tax receipts for students enrolled in non degree courses (Canadian). Reporting Tool: SQR |
|
RUNCTL_SFRECEPT |
SFRSCVW SF Load Security Views |
Listing of table views used in SF security. Reporting Tool: SQR |
|
RUNCTL_SFSCRTY |
SFRVRGRP Group Reversal |
Used to reverse a group after it has been posted. Reporting Tool: SQR |
|
RUNCTL_SFRVRGRP |
SFTBLVAL Table Validation Report |
This process reports on, and/or corrects any referential integrity issues within SF tables. Reporting Tool: SQR |
|
RUN_CNTL_SFTBLVAL |
SFTRMCPY Copy Term Session |
This process copies chartfield information by Item Type Classification from one Term to another. Reporting Tool: SQR |
|
RUNCTL_SFGL_FEE |
SFWRTOFF Batch Write off |
Detailed listing of accounts flagged to be written off. Reporting Tool: SQR |
|
RUNCTL_WRITE_OFF |
Report ID and Report Name |
Description |
Navigation |
Run Control Page |
---|---|---|---|
SF701 Term Fees Table |
This report lists all information from the Term Fees Table. Reporting Tool: Crystal |
|
RUNCTL_SFSETID |
SF702 Term Sub Fees Report |
This report lists information from the Term Subfees Table. Reporting Tool: Crystal |
|
RUNCTL_SF703 |
SF703 Class Fees Report |
This report lists all information from the Class Fees Table. Reporting Tool: Crystal |
|
RUNCTL_SF704 |
SF704 Course Fees Report |
This report lists all information from the Course Fees Table. Reporting Tool: Crystal |
|
RUNCTL_SF705 |
SF705 Course Rates Table |
This report lists all information from the Course Rates Table. Reporting Tool: Crystal |
|
RUNCTL_SFSETID |
SF712 Billing and Due Calendars |
This report lists all information from the Billing and Due Calendars Table. Reporting Tool: Crystal |
|
RUNCTL_SF712 |
SF713 Keyword Table |
This report lists all information in the Keyword Table. Reporting Tool: Crystal |
|
RUNCTL_SFSETID |
SF714 Account Type Table |
Detailed setup report of the institution's SF account types. Reporting Tool: Crystal |
|
RUNCTL_SF714 |
SF717 Fee Class Table |
This report lists all information in the Fee Class Table. Reporting Tool: Crystal |
|
RUNCTL_SF717 |
SF718 Item Reason Table |
Listing of item reason values created. Reporting Tool: Crystal |
|
RUNCTL_SF718 |
SF719 Charge Priority List |
Listing of values defined in the Charge Priority List setup. Reporting Tool: Crystal |
|
RUNCTL_SF719 |
SF720 Business Unit Table |
Business Unit Table. Reporting Tool: Crystal |
|
RUNCTL_SF720 |
SF721 Group Type Table |
Listing of the Group Type Table. Reporting Tool: Crystal |
|
RUNCTL_SF721 |
SF722 Origin Table |
Listing of values defined the origin table setup. Reporting Tool: Crystal |
|
RUNCTL_SF722 |
SF730 Selection Criteria |
This report lists information in the Criteria Table. Reporting Tool: Crystal |
|
RUNCTL_SF730 |
SF733 Cash Offered Table Report |
This report lists information relative to cashiering offices. Reporting Tool: Crystal |
|
RUNCTL_SF733 |
SF734 Tender Key Table Report |
Report for the Tender Key Table. Reporting Tool: Crystal |
|
RUNCTL_SF734 |
SF735 Target Key Table Report |
Report for the Target Key Table. Reporting Tool: Crystal |
|
RUNCTL_SF735 |
SF740 Cashier Message Business Date |
This report lists all cashiering office messages. Reporting Tool: Crystal |
|
RUNCTL_SF740 |
SF741 Cashier Message Tender |
This report lists any Cashier Tender messages within a cashiering office. Reporting Tool: Crystal |
|
RUNCTL_SF741 |
SF742 Cashier Message Target |
This report lists any Cashier Target messages within a cashiering office. Reporting Tool: Crystal |
|
RUNCTL_SF742 |
SF743 Valid Cashiers Per Office |
Report of the valid cashiers for each office. Reporting Tool: Crystal |
|
RUNCTL_SF743 |
SF769 Waiver Form Table |
This lists all information on the Waiver Form Table. Reporting Tool: Crystal |
|
RUNCTL_SFASOFDT |
SF773 Application Fee |
List of application fee codes with subfees for each term. Reporting Tool: Crystal |
|
RUNCTL_SFSETID |
SF774A Course List |
This report contains the Course List Details. Reporting Tool: Crystal |
|
RUNCTL_SFASOFDT |
SF774B Course List Fees |
This report lists all information from the Course List Fee and Course List Subfee Table. Reporting Tool: Crystal |
|
RUNCTL_SFSETID |
SF775 Deposit Fees |
This report lists all information from the Deposit Fee Table. Reporting Tool: Crystal |
|
RUNCTL_SFSETID |
SF776 Minimum Maximum Fee |
This lists all information on the Minimum Maximum Fee Table. Reporting Tool: Crystal |
|
RUNCTL_SFSETID |
SF777 Optional Fee Table |
This report lists all values in the Optional Fee Table. Reporting Tool: Crystal |
|
RUNCTL_SFASOFDT |
SF778 Optional Fee Term |
This report lists all valid values in the Optional Fees per Term Table. Reporting Tool: Crystal |
|
RUNCTL_SFSETID |
SF779 Transaction Fees |
This report lists all information on the Transaction Fee Table. Reporting Tool: Crystal |
|
RUNCTL_SF779 |
SF779 Transaction Fee Table |
Transaction Fee Table. Reporting Tool: Crystal |
|
RUNCTL_SFSETID |
SF780 Calc Control Table |
List of careers in use for each term and the parameters (auto calc tuition/waivers, term and transaction wash periods). Reporting Tool: Crystal |
|
RUNCTL_SF771 |
SF781 Waiver Table |
This report lists all information on the Waiver Table. Reporting Tool: Crystal |
|
RUNCTL_SFSETID |
SF784 Billing Aging Messages |
This report lists all billing aging messages set up for a business unit. Reporting Tool: Crystal |
|
RUNCTL_SFBU_ASOFDT |
SF785 Billing Message Table |
Billing Message Table.Reporting Tool: Crystal |
|
RUNCTL_SFASOFDT |
SF786 Billing Scan Line |
This report lists all information from the Billing Scan Line table. Reporting Tool: Crystal |
|
PRCSRUNCNTL_SF |
SF787 Billing Type Table |
This report lists all information from the Billing Type Table. Reporting Tool: Crystal |
|
RUNCTL_SFASOFDT |
SF788 Billing Messages for Students |
This report lists information from the Billing Messages page. Reporting Tool: Crystal |
|
RUNCTL_SFBU_ASOFDT |
SF789 Billing Messages for Corp |
This report lists information from the Corporate Messages page. Reporting Tool: Crystal |
|
RUNCTL_SFBU_ASOFDT |
SF790 Billing Messages for Customers |
This report lists information from the Customer Messages page. Reporting Tool: Crystal |
|
RUNCTL_SFBU_ASOFDT |
SF791 Invoice Layout |
This report lists all information from the Invoice Layout component. Reporting Tool: Crystal |
|
RUNCTL_SFSETID |
SF792 Invoice Number |
This report lists all information from the Invoice Number page. Reporting Tool: Crystal |
|
PRCSRUNCNTL_SF |
SF793 Messages by Item Type |
Messages by item type. Reporting Tool: Crystal |
|
RUNCTL_SFBU_ASOFDT |
SF794 Billing Message Category |
This report lists information from the Billing Message Category page. Reporting Tool: Crystal |
|
RUNCTL_SFBU_ASOFDT |
SF795 Billing Standard Request |
This report lists all information from the Billing Standard Request table based on setID. Reporting Tool: Crystal |
|
RUNCTL_SFASOFDT |
SF855 Adjustment Calendars |
List of detail for all adjustment codes in the database. Includes adjustment options, adjust reasons, terms, and line data for each category. Reporting Tool: Crystal |
|
RUNCTL_SF855 |
SF858 Tuition Group Report |
This report lists all information for tuition groups. Reporting Tool: Crystal |
|
RUNCTL_SF858 |