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In this section

  • KFS
    • Set Up and Manage Accounts
    • Balance Inquiries
    • Finding Account Documentation in KFS
    • Financial Processing e-doc Attachment Guidelines
    • Accounts Payable e-docs
    • Capital Assets e-docs
    • Financial Processing e-docs
      • Advance Deposit (AD)
      • Distribution of Income and Expense (DI)
      • Disbursement Voucher (DV)
        • Disbursement Voucher Payees
        • DV Payment Reason Codes
        • Standard Operating Procedure
      • General Ledger Transfer (GLT)
      • Internal Billing (IB)
      • Procurement Card Document (PCDO)
      • Pre-Encumbrance (PE)
      • Transfer of Funds (TF)
    • Labor Distribution e-docs
    • Purchasing e-docs
      • e-SHOP
      • Purchase Order (PO)
      • Purchase Order Amendment (POA)
      • Line-Item Receiving (RCVL)
      • Requisition (REQS)
      • Vendor (PVEN)
  • KDW/Reporting
    • Dashboard Guides and Tutorials
    • Answers Overview
  • FAQ
  • Glossary
  • Acronyms

KDW/Reporting

Related Information

  • KDW Database Direct Connect Accounts
  • Annual Certification Instructions
  • Request OBIEE Answers Access
  • Kuali Data Model (PDF, 104 KB)

Dashboards and Other Tools | Reporting

Data from the Kuali Financial System (KFS) will be extracted nightly, Monday through Friday, and placed in a data warehouse. To get information from there, most staff will use KFS dashboards, which make use of Cornell’s centrally supported, Web-based business intelligence system. The home page of each dashboard provides the date of the last data load, in the top right-hand side of the page in the Data Load section.

Contact the Financial Information Services team at kfs-idr@cornell.edu.

Dashboards and Other Tools

How can I get information in the Kuali Financial System?

You can access information through standalone KFS dashboards or balance inquiry screens inside the KFS application—you’ll use a Web browser in both cases. KFS dashboards will provide various standard query capabilities for the Kuali Data Warehouse (KDW), and were designed to meet business-critical requirements identified by campus subject matter experts.

What kind of reporting is possible from within the KFS system, not using dashboards?

The KFS application provides limited reporting capability through balance inquiries. For each inquiry type, the user can enter an account number and time period or search for lists of possible values. Some inquiries include budget as well as actual activity and calculate variances. Some inquiries allow you to click a summary value and see more detail—transaction detail in some cases. All inquiries allow you to include or exclude pending general ledger entries. You can download the results of all inquiries.

Is there custom search and query functionality?

Within the KFS application, users can perform custom document searches that include pre-defined filters for certain types of e-docs (transaction types). Several other search criteria are available for each screen, allowing users to filter by date range, initiator, chart code, etc. Take the KFS Basics tutorials in CU Learn to understand how to use search screens.

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Reporting

Is it possible to show a range of fiscal periods?

Yes, you can choose a date range in KFS dashboards. Summary level requests provide YTD, inception-to-date (ITD), or individual month data. Transaction requests allow the user to identify a range of fiscal periods.

Can I query and download information, and then use it in Excel?

Yes, you will be able to export from KFS dashboards and balance inquiries.

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Division of Financial Services

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Ithaca, NY 14850

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