A legacy reporting tool called Brio-Hyperion was used before the KFS implementation to access the Accounting Data Warehouse (ADW). This tool was used to create queries, analyze data, and develop reports. This tool is for historical reference only.
Accounting Data Warehouse Login
Note: This application is secure and can only be accessed by authorized application users.
Request access to financial information in the ADW through the Financial Information Access Request form.
Monthly Accounting Statements is a legacy reporting tool that delivered reports to campus users via the Brio/Hyperion software tool. This tool is for historical reference only.
Note: This application is secure and can only be accessed by authorized application users.
Once you have accessed the system, from the left navigation pane, select Accounting, and then Monthly Accounting Statements. In the right pane, you'll see links for each accounting statement.
Reports currently available include the following: Accounts Receivable, Analysis Multiyear, Analysis University Fiscal Year, Commitment, Department Balance, Invested Funds by Month, and Transactions by Month. The following additional reports are updated at fiscal year-end only: Transaction Year-to-date, Accounts Receivable Year-to-date, and Invested Funds Year-to-date.
Account Type determines what activity shows on each report:
Account Type | Account Type Description |
---|---|
1 | Operating Accounts |
2 | Accounts Receivable |
3 | Long-Term Investment Pool (LTIP) |
4 | Living Trust - CU High Yield Pooled Life Inc Fund (PLIF A) |
5 | Living Trust - CU Balanced Pooled Life Inc Fund (PLIF B) |
6 | Living Trust - CU Life Income Fund Pool (PLIF C) |
7 | Separately Invested Funds |
8 | Short-Term Investment Pool (STIP) |
The monthly account statements information is provided in two formats within one Brio-Hyperion Dashboard. The month and year (accounting period) determines in which format the report will be presented.
If you have any questions regarding the new Brio Monthly Accounting Statements, email us.
The Web Financials (WebFin) reporting system is a legacy reporting tool that provided access to university accounting data that is in ADW, as well as local WebFin data such as “local” notes (i.e., comments) and commitments entered by authorized users. These local updates allow up-to-the-minute data to be available on the WebFin reports and are available to all users with the appropriate access. WebFin provides transaction and analysis reports by accounting period and year-to-date, as well as the functionality to search transactions over time using multiple criteria. The ADW data is updated nightly from the university's general ledger, while the WebFin data is real-time. This tool is for historical reference only.
Note: This application is secure and can only be accessed by authorized application users.
If you have any questions regarding the new Brio Monthly Accounting Statements, email us.
Request access to the financial information in the Web Financials (WebFin) system through your department, organization, or service center WebFin administrator.