PeopleSoft Student Financials Reports: A to Z

SF707

Group Summary Report

Group posting summary report of student financial system.

Reporting Tool: Oracle BI Publisher

Student Financials > Charges and Payments > Group Processing > Group Summary

RUNCTL_SF707

SF708

Fee Calculation Errors Report

This report lists all error messages for a batch ID.

Reporting Tool: Oracle BI Publisher

Student Financials > Tuition and Fees > Calculate Batch Tuition > Tuition Calc Error Report

RUNCTL_SF708

SF726

Daily Activity

Summary of daily posting activity, by Item type Code.

Reporting Tool: Oracle BI Publisher

Student Financials > Charges and Payments > Posting Reports > Daily Activity

RUNCTL_SF726

SF728

Enrollment Cancellation Report

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

Reporting Tool: Oracle BI Publisher

Student Financials > Tuition and Fees > Cancellation > Report Cancellation

RUNCTL_SF728

SF732

Refund Customers Rpt

This report lists information on individual refunds.

Reporting Tool: Oracle BI Publisher

Student Financials > Refunds > Reports > Individual Refunds

RUNCTL_SF732

SF750

Receipts per Business Day

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

Reporting Tool: Oracle BI Publisher

Student Financials > Cashiering > Balance by Business Day > Receipts By Business Date

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

Student Financials > Cashiering > Balance by Business Day > Receipts By Number Summary

RUNCTL_SF750R

SF756

Group Detail Report

Group posting detail report.

Reporting Tool: Oracle BI Publisher

Student Financials > Charges and Payments > Group Processing > Group Detail

RUNCTL_SF707

SF814

Third Party Contract

This report lists third party contracts.

Reporting Tool: Oracle BI Publisher

Student Financials > Payment Plans > Third Party Contract > Third Party Contract Report

RUNCTL_SF814

SF815E

Trial Bal by Acct (Eff Dt)

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

Reporting Tool: Oracle BI Publisher

Student Financials > GL Interface > Trial Balance Reports > By Account

RUNCTL_SF815

SF815P

Trial Bal by Acct (Post Date)

This report lists trial balances by account by posted date.

Reporting Tool: Oracle BI Publisher

Student Financials > GL Interface > Trial Balance Reports > By Account

RUNCTL_SF815

SF816E

Trial Bal by Stud Itm (Eff Dt)

Trial balance by student item (item effective date).

Reporting Tool: Oracle BI Publisher

Student Financials > GL Interface > Trial Balance Reports > By Student Item

RUNCTL_SF815

SF816P

Trial Bal by Stud Itm (Pst Dt)

Trial balance by student item (post date).

Reporting Tool: Oracle BI Publisher

Student Financials > GL Interface > Trial Balance Reports > By Student Item

RUNCTL_SF815

SF817E

Trial Bal by Student (Eff Dt)

Trial balance by student (item effective date).

Reporting Tool: Oracle BI Publisher

Student Financials > GL Interface > Trial Balance Reports > By Student

RUNCTL_SF815

SF817P

Trial Bal by Student (Post Dt)

Trial balance by student (post date).

Reporting Tool: Oracle BI Publisher

Student Financials > GL Interface > Trial Balance Reports > By Student

RUNCTL_SF815

SF818E

Trl Bal Corp by Acct (Eff Dt)

Trial balance corporation by account (item effective date).

Reporting Tool: Oracle BI Publisher

Student Financials > GL Interface > Trial Balance Reports > By Corporate Account

RUNCTL_SF815

SF818P

Trl Bal Corp by Acct (Pst Dt)

Trial balance organization by account (post date).

Reporting Tool: Oracle BI Publisher

Student Financials > GL Interface > Trial Balance Reports > By Corporate Account

RUNCTL_SF815

SF819E

Trial Bal by Corp Itm (Eff Dt)

Trial balance by corporation item (item effective date).

Reporting Tool: Oracle BI Publisher

Student Financials > GL Interface > Trial Balance Reports > By Corporate Item

RUNCTL_SF815

SF819P

Trial Bal by Corp Itm (Pst Dt)

Trial balance by corporation item (post date).

Reporting Tool: Oracle BI Publisher

Student Financials > GL Interface > Trial Balance Reports > By Corporate Item

RUNCTL_SF815

SF820E

Trial Bal by Corp (Eff Date)

Trial balance by corporation (item effective date).

Reporting Tool: Oracle BI Publisher

Student Financials > GL Interface > Trial Balance Reports > By Corporation

RUNCTL_SF815

SF820P

Trial Bal by Corp (Post Date)

Trial balance by corporation (post date).

Reporting Tool: Oracle BI Publisher

Student Financials > GL Interface > Trial Balance Reports > By Corporation

RUNCTL_SF815

SF822

Credit History for One Student

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

Reporting Tool: Oracle BI Publisher

Student Financials > Collections > Credit History > One Customer Report

RUNCTL_SF822

SF828

Open Refunds

Open refunds, sorted by student name.

Reporting Tool: Oracle BI Publisher

Student Financials > Refunds > Reports > Open Refunds

RUNCTL_SF828

SF829

Refunds by Date

This report lists all refunds processed for a certain date.

Reporting Tool: Oracle BI Publisher

Student Financials > Refunds > Reports > Refunds by Date

RUNCTL_SF829

SF847

Group Post Suspended Report

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

Reporting Tool: Oracle BI Publisher

Student Financials > Charges and Payments > Group Processing > Group Post — Suspended

RUNCTL_SF847

SF853

Batch Refund

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

Reporting Tool: Oracle BI Publisher

Student Financials > Refunds > Process Batch Refunds > Report Batch Refunds

RUNCTL_SF853

SF854

Batch Refund Messages

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

Reporting Tool: Oracle BI Publisher

Student Financials > Refunds > Process Batch Refunds > Report Batch Messages

RUNCTL_SF854

SF1098RP

Print 1098-T Forms

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

Reporting Tool: SQR

Student Financials > Taxes > Tax Reports > 1098–T Form Print

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

Student Financials > Taxes > Tax Reports > 1098–T Audit Report

RUNCTL_SF_SF1098VP

SFBILLIV

Print Non-Extract File Invoice

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

Reporting Tools: SQR, BI Publisher

• Student Financials > Bill Customers > Student Bills > Print Invoice

• Student Financials > Bill Customers > Corporate Bills > Print Invoice

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

Student Financials > Charges and Payments > Group Processing > Purge Posting Table

RUN_CNTL_SFBKPOST

SFCALTUI

Tuition Residency Calculation

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

Reporting Tool: SQR

Student Financials > Tuition and Fees > Calculate Batch Tuition > Calculate Terms in Residency

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

Student Financials > Collections > Process Collections

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

Student Financials > Collections > Letter Generation > Generate Dunning Letters

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

Set Up SACR > Product Related > Student Financials > Tuition and Fees > Copy Term Fees

RUNCTL_SFCPTMFE

SFDONAT

Generate Donation Receipts

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

Reporting Tool: SQR

Student Financials > Taxes > Generate Donation Receipts

RUN_PARM_DONAT

SFGLVAL1

Invalid GL Interface Chartfield Report

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

Reporting Tool: SQR

Set Up SACR > Product Related > Student Financials > General Ledger Interface > ChartField Validation

RUNCTL_SFGLVAL1

SFGT2202

SF Generate T2202 Data

Generates T2202A data in preparation for printing T2202A forms.

Reporting Tool: SQR

Student Financials > Taxes > Generate T2202A

RUNCTL_SF_SFGT2202

SFJT2202

Process T2202A Report File

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

Reporting Tool: SQR

Student Financials > Taxes > Create T2202A Extract File

RUNCTL_SF_SFJT2202

SFLOCKIN

Lock In Tuition and Fees

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

Reporting Tool: SQR

Student Financials > Tuition and Fees > Process Tuition Lock In

RUNCTL_LCK_IN_TUIT

SFPENRDP

SF Enrollment Deposits

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

Reporting Tool: SQR

Student Financials > Charges and Payments > Enrollment Deposits

RUNCTL_ENRL_DPST

RUNCTL_ENRL_DPST2

SFPR2202

Print T2202A Tax Forms

This process prints T2202A tax forms.

Reporting Tool: SQR

Student Financials > Taxes > Print T2202A

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

Student Financials > Charges and Payments > Group Processing > External Files

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

Student Financials > Taxes > Generate Tax Receipts

RUNCTL_SFRECEPT

SFRSCVW

SF Load Security Views

Listing of table views used in SF security.

Reporting Tool: SQR

Set Up SACR > Security > Secure Student Financials > Process > Set Security

RUNCTL_SFSCRTY

SFRVRGRP

Group Reversal

Used to reverse a group after it has been posted.

Reporting Tool: SQR

Student Financials > Charges and Payments > Group Processing > Reverse Groups

RUNCTL_SFRVRGRP

SFTBLVAL

Table Validation Report

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

Reporting Tool: SQR

Student Financials > Charges and Payments > Validate Tables

RUN_CNTL_SFTBLVAL

SFTRMCPY

Copy Term Session

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

Reporting Tool: SQR

Set Up SACR > Product Related > Student Financials > General Ledger Interface > Copy Term

RUNCTL_SFGL_FEE

SFWRTOFF

Batch Write off

Detailed listing of accounts flagged to be written off.

Reporting Tool: SQR

Student Financials > Collections > Write Offs > Run Write-off Process

RUNCTL_WRITE_OFF

SF701

Term Fees Table

This report lists all information from the Term Fees Table.

Reporting Tools > Query > Query Manager

SF703

Class Fees Report

This report lists all information from the Class Fees Table.

Reporting Tools > Query > Query Manager

SF704

Course Fees Report

This report lists all information from the Course Fees Table.

Reporting Tools > Query > Query Manager

SF705

Course Rates Table

This report lists all information from the Course Rates Table.

Reporting Tools > Query > Query Manager

SF712

Billing and Due Calendars

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

Reporting Tools > Query > Query Manager

SF713

Keyword Table

This report lists all information in the Keyword Table.

Reporting Tools > Query > Query Manager

SF714

Account Type Table

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

Reporting Tools > Query > Query Manager

SF717

Fee Class Table

This report lists all information in the Fee Class Table.

Reporting Tools > Query > Query Manager

SF730

Selection Criteria

This report lists information in the Criteria Table.

Reporting Tools > Query > Query Manager

SF773

Application Fee

List of application fee codes with subfees for each term.

Reporting Tools > Query > Query Manager

SF774A

Course List

This report contains the Course List Details.

Reporting Tools > Query > Query Manager

SF774B

Course List Fees

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

Reporting Tools > Query > Query Manager

SF775

Deposit Fees

This report lists all information from the Deposit Fee Table.

Reporting Tools > Query > Query Manager

SF776

Minimum Maximum Fee

This lists all information on the Minimum Maximum Fee Table.

Reporting Tools > Query > Query Manager

SF777

Optional Fee Table

This report lists all values in the Optional Fee Table.

Reporting Tools > Query > Query Manager

SF778

Optional Fee Term

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

Reporting Tools > Query > Query Manager

SF779

Transaction Fees

This report lists all information on the Transaction Fee Table.

Reporting Tools > Query > Query Manager

SF779

Transaction Fee Table

Transaction Fee Table.

Reporting Tools > Query > Query Manager

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 Tools > Query > Query Manager

SF781

Waiver Table

This report lists all information on the Waiver Table.

Reporting Tools > Query > Query Manager