Page 38 - GC Using the Reports Dashboard_eBook(SDL)

LESSON 4: REFERENCE REPORTS

Learning Objectives
• Identify the types of data available in each of the reporting sections
• Generate reports from the Reports Dashboard
• Select report criteria options based on desired data output

Introduction
The Reference reports dashboard contains a variety of built-in reports based on the
Unanet license type and roles assigned to you. Reference reports can be utilized for
quick insight into comprehensive data for use by select roles.

FINANCIALS
REPORT NAME DESCRIPTION REQUIRED ROLE(S)
Displays account hierarchies as Administrator
defined in Admin Setup in a P&R Administrator
Account Tree View “Financial” or “Cost Pool” view GL Viewer
AP Viewer
AR Viewer

Provides a detailed view of the Administrator
Indirect Cost Rates by Fiscal Year as P&R Administrator
defined by the Administrator, Project Manager + Cost Rate Manager
including Target, Provisional, and Project Lead + Cost Rate Manager
Indirect Cost Rates (T&E) Actual rates by Indirect Cost pool Project Approver + Cost Rate Manager
Project Viewer + Cost Rate Manager
Resource Requestor + Cost Rate
Manager

Displays an organization hierarchy Administrator
using an “Organizational”, P&R Administrator
“Financial”, “Cost Pool”, or GL Viewer
Organization Tree Views “Consolidation” Tree View AP Viewer
AR Viewer

PROJECT
REPORT NAME DESCRIPTION REQUIRED ROLE(S)
Displays details of selected Labor Administrator
Categories as configured in Admin P&R Administrator
Setup Project Manager
Labor Category
Project Lead
Project Approver
Manager (or alternates)

Presents a list of Project Administrator
Administrators organized by Person P&R Administrator
Project Administrators Organization, including roles, org HR Administrator

LESSON 4: REFERENCE REPORTS
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