PeopleSoft Student Financials Reports: A to Z

Group posting summary report of student financial system.

Reporting Tool: Oracle BI Publisher

select Student Financials, then select Charges and Payments, then select Group Processing, then select Group Summary

RUNCTL_SF707

This report lists all error messages for a batch ID.

Reporting Tool: Oracle BI Publisher

select Student Financials, then select Tuition and Fees, then select Calculate Batch Tuition, then select Tuition Calc Error Report

RUNCTL_SF708

Summary of daily posting activity, by Item type Code.

Reporting Tool: Oracle BI Publisher

select Student Financials, then select Charges and Payments, then select Posting Reports, then select Daily Activity

RUNCTL_SF726

This report lists all students who have been processed for enrollment cancellation for term or class cancellations.

Reporting Tool: Oracle BI Publisher

select Student Financials, then select Tuition and Fees, then select Cancellation, then select Report Cancellation

RUNCTL_SF728

This report lists information on individual refunds.

Reporting Tool: Oracle BI Publisher

select Student Financials, then select Refunds, then select Reports, then select Individual Refunds

RUNCTL_SF732

This report lists all information about receipts processed on a specific business date in cashiering.

Reporting Tool: Oracle BI Publisher

select Student Financials, then select Cashiering, then select Balance by Business Day, then select Receipts By Business Date

RUNCTL_SF750

This report generates a cashiering receipt for print using Crystal. It lists all receipt information.

Reporting Tool: Oracle BI Publisher

select Student Financials, then select Cashiering, then select Balance by Business Day, then select Receipts By Number Summary

RUNCTL_SF750R

Group posting detail report.

Reporting Tool: Oracle BI Publisher

select Student Financials, then select Charges and Payments, then select Group Processing, then select Group Detail

RUNCTL_SF707

This report lists third party contracts.

Reporting Tool: Oracle BI Publisher

select Student Financials , then select Payment Plans , then select Third Party Contract , then select Third Party Contract Report

RUNCTL_SF814

This report lists the trial balance by account by item effective date.

Reporting Tool: Oracle BI Publisher

select Student Financials, then select GL Interface, then select Trial Balance Reports, then select By Account

RUNCTL_SF815

This report lists trial balances by account by posted date.

Reporting Tool: Oracle BI Publisher

select Student Financials, then select GL Interface, then select Trial Balance Reports, then select By Account

RUNCTL_SF815

Trial balance by student item (item effective date).

Reporting Tool: Oracle BI Publisher

select Student Financials, then select GL Interface, then select Trial Balance Reports, then select By Student Item

RUNCTL_SF815

Trial balance by student item (post date).

Reporting Tool: Oracle BI Publisher

select Student Financials, then select GL Interface, then select Trial Balance Reports, then select By Student Item

RUNCTL_SF815

Trial balance by student (item effective date).

Reporting Tool: Oracle BI Publisher

select Student Financials, then select GL Interface, then select Trial Balance Reports, then select By Student

RUNCTL_SF815

Trial balance by student (post date).

Reporting Tool: Oracle BI Publisher

select Student Financials, then select GL Interface, then select Trial Balance Reports, then select By Student

RUNCTL_SF815

Trial balance corporation by account (item effective date).

Reporting Tool: Oracle BI Publisher

select Student Financials, then select GL Interface, then select Trial Balance Reports, then select By Corporate Account

RUNCTL_SF815

Trial balance organization by account (post date).

Reporting Tool: Oracle BI Publisher

select Student Financials, then select GL Interface, then select Trial Balance Reports, then select By Corporate Account

RUNCTL_SF815

Trial balance by corporation item (item effective date).

Reporting Tool: Oracle BI Publisher

select Student Financials, then select GL Interface, then select Trial Balance Reports, then select By Corporate Item

RUNCTL_SF815

Trial balance by corporation item (post date).

Reporting Tool: Oracle BI Publisher

select Student Financials, then select GL Interface, then select Trial Balance Reports, then select By Corporate Item

RUNCTL_SF815

Trial balance by corporation (item effective date).

Reporting Tool: Oracle BI Publisher

select Student Financials, then select GL Interface, then select Trial Balance Reports, then select By Corporation

RUNCTL_SF815

Trial balance by corporation (post date).

Reporting Tool: Oracle BI Publisher

select Student Financials, then select GL Interface, then select Trial Balance Reports, then select By Corporation

RUNCTL_SF815

Credit history for one student, for a specified business unit and effective date.

Reporting Tool: Oracle BI Publisher

select Student Financials, then select Collections, then select Credit History, then select One Customer Report

RUNCTL_SF822

Open refunds, sorted by student name.

Reporting Tool: Oracle BI Publisher

select Student Financials, then select Refunds, then select Reports, then select Open Refunds

RUNCTL_SF828

This report lists all refunds processed for a certain date.

Reporting Tool: Oracle BI Publisher

select Student Financials, then select Refunds, then select Reports, then select Refunds by Date

RUNCTL_SF829

Detailed list of transactions that have not been posted through the Group Post process.

Reporting Tool: Oracle BI Publisher

select Student Financials, then select Charges and Payments, then select Group Processing, then select Group Post — Suspended

RUNCTL_SF847

This report lists all refunds processed within a specified Batch ID.

Reporting Tool: Oracle BI Publisher

select Student Financials, then select Refunds, then select Process Batch Refunds, then select Report Batch Refunds

RUNCTL_SF853

This report lists all error or warning messages encountered during a specified Batch ID.

Reporting Tool: Oracle BI Publisher

select Student Financials, then select Refunds, then select Process Batch Refunds, then select Report Batch Messages

RUNCTL_SF854

This process prints 1098-T forms and creates electronic transmission files.

Reporting Tool: SQR

select Student Financials, then select Taxes, then select Tax Reports, then select 1098–T Form Print

RUNCTL_SF_SF1098RP

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

select Student Financials, then select Taxes, then select Tax Reports, then select 1098–T Audit Report

RUNCTL_SF_SF1098VP

This report generates bills for printing. (XML Publisher) (SQR)

Reporting Tools: SQR, BI Publisher

• select Student Financials, then select Bill Customers, then select Student Bills, then select Print Invoice

• select Student Financials, then select Bill Customers, then select Corporate Bills, then select Print Invoice

RUN_CNTL_PBILL

RUN_CNTL_PBILL_ORG

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

select Student Financials, then select Charges and Payments, then select Group Processing, then select Purge Posting Table

RUN_CNTL_SFBKPOST

This report lists all students for whom tuition residency calculation has been processed.

Reporting Tool: SQR

select Student Financials, then select Tuition and Fees, then select Calculate Batch Tuition, then select Calculate Terms in Residency

RUNCTL_CALC_TUIT_R

This report lists each student or corporation that has been assigned to collections. This includes the past due categories and amounts.

Reporting Tool: SQR

select Student Financials, then select Collections, then select Process Collections

RUNCTL_COLLECT_SF

This is a process that creates communication records in PeopleSoft Campus Community for each collection letter requiring generation.

Reporting Tool: SQR

select Student Financials, then select Collections, then select Letter Generation, then select Generate Dunning Letters

RUNCTL_SFBU

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

select Set Up SACR, then select Product Related, then select Student Financials, then select Tuition and Fees, then select Copy Term Fees

RUNCTL_SFCPTMFE

This program generates the information for receipts for donations received by Universities from third parties.

Reporting Tool: SQR

select Student Financials, then select Taxes, then select Generate Donation Receipts

RUN_PARM_DONAT

Lists invalid chartfields in SF targets, tenders, class/course fees and item types by term.

Reporting Tool: SQR

select Set Up SACR, then select Product Related, then select Student Financials, then select General Ledger Interface, then select ChartField Validation

RUNCTL_SFGLVAL1

Generates T2202A data in preparation for printing T2202A forms.

Reporting Tool: SQR

select Student Financials, then select Taxes, then select Generate T2202A

RUNCTL_SF_SFGT2202

This process generates the T2202A information. It either updates the tables in preparation for printing, or generates a report for review.

Reporting Tool: SQR

select Student Financials, then select Taxes, then select Create T2202A Extract File

RUNCTL_SF_SFJT2202

This report lists students who have had their tuition locked in.

Reporting Tool: SQR

select Student Financials, then select Tuition and Fees, then select Process Tuition Lock In

RUNCTL_LCK_IN_TUIT

Creates and releases service indicators based on student payment of enrollment deposits.

Reporting Tool: SQR

select Student Financials, then select Charges and Payments, then select Enrollment Deposits

RUNCTL_ENRL_DPST

RUNCTL_ENRL_DPST2

This process prints T2202A tax forms.

Reporting Tool: SQR

select Student Financials, then select Taxes, then select Print T2202A

RUNCTL_SFPR2202

The process to load external files. A detail listing of the transactions loaded may be generated.

Reporting Tool: SQR

select Student Financials, then select Charges and Payments, then select Group Processing, then select External Files

RUNCTL_SFGPLOAD

This program prints student payment/department receipts. It generates income tax receipts for students enrolled in non degree courses (Canadian).

Reporting Tool: SQR

select Student Financials, then select Taxes, then select Generate Tax Receipts

RUNCTL_SFRECEPT

Listing of table views used in SF security.

Reporting Tool: SQR

select Set Up SACR, then select Security, then select Secure Student Financials, then select Process, then select Set Security

RUNCTL_SFSCRTY

Used to reverse a group after it has been posted.

Reporting Tool: SQR

select Student Financials, then select Charges and Payments, then select Group Processing, then select Reverse Groups

RUNCTL_SFRVRGRP

This process reports on, and/or corrects any referential integrity issues within SF tables.

Reporting Tool: SQR

select Student Financials, then select Charges and Payments, then select Validate Tables

RUN_CNTL_SFTBLVAL

This process copies chartfield information by Item Type Classification from one Term to another.

Reporting Tool: SQR

select Set Up SACR, then select Product Related, then select Student Financials, then select General Ledger Interface, then select Copy Term

RUNCTL_SFGL_FEE

Detailed listing of accounts flagged to be written off.

Reporting Tool: SQR

select Student Financials, then select Collections, then select Write Offs, then select Run Write-off Process

RUNCTL_WRITE_OFF

This report lists all information from the Term Fees Table.

select Reporting Tools, then select Query, then select Query Manager

This report lists all information from the Class Fees Table.

select Reporting Tools, then select Query, then select Query Manager

This report lists all information from the Course Fees Table.

select Reporting Tools, then select Query, then select Query Manager

This report lists all information from the Course Rates Table.

select Reporting Tools, then select Query, then select Query Manager

This report lists all information from the Billing and Due Calendars Table.

select Reporting Tools, then select Query, then select Query Manager

This report lists all information in the Keyword Table.

select Reporting Tools, then select Query, then select Query Manager

Detailed setup report of the institution's SF account types.

select Reporting Tools, then select Query, then select Query Manager

This report lists all information in the Fee Class Table.

select Reporting Tools, then select Query, then select Query Manager

This report lists information in the Criteria Table.

select Reporting Tools, then select Query, then select Query Manager

List of application fee codes with subfees for each term.

select Reporting Tools, then select Query, then select Query Manager

This report contains the Course List Details.

select Reporting Tools, then select Query, then select Query Manager

This report lists all information from the Course List Fee and Course List Subfee Table.

select Reporting Tools, then select Query, then select Query Manager

This report lists all information from the Deposit Fee Table.

select Reporting Tools, then select Query, then select Query Manager

This lists all information on the Minimum Maximum Fee Table.

select Reporting Tools, then select Query, then select Query Manager

This report lists all values in the Optional Fee Table.

select Reporting Tools, then select Query, then select Query Manager

This report lists all valid values in the Optional Fees per Term Table.

select Reporting Tools, then select Query, then select Query Manager

This report lists all information on the Transaction Fee Table.

select Reporting Tools, then select Query, then select Query Manager

Transaction Fee Table.

select Reporting Tools, then select Query, then select Query Manager

List of careers in use for each term and the parameters (auto calc tuition/waivers, term and transaction wash periods).

select Reporting Tools, then select Query, then select Query Manager

This report lists all information on the Waiver Table.

select Reporting Tools, then select Query, then select Query Manager