Reporting Services

We are hosting various training sessions throughout the month of May 2025 for Financial Reports. Each session will focus on different report categories, with an in-depth review of each report.  Video recordings will be made available on our SharePoint site as soon as possible.

📅 AU Reports & Detail Reports (Agency, Operating, Gift, Endowment, Carryforward, Service Agreement, ITS Project Funding)

📅 Sponsored Program Reports & Detail Reports (Grants & Contracts, RFC, RSE, Research Incentives, Start-ups, etc.)

📅 Gift & Endowment Reports & Detail Reports  

📅 Capital Reports & Detail Reports  

Attendance should be based on your access level and reporting needs. Please review the attached Financial Reports Selection Guide to determine which sessions are most relevant to you. 

Please register for you preferred session(s) here.

The reports currently emailed from Grntcon@luc.edu and FinancialSystems@luc.edu via WebFOCUS will be transitioned to the new platform as soon as possible. Until the transition is complete, reports will continue to be delivered through the WebFOCUS reporting platform. While we do not have a specific timeline for this transition, we will provide updates as they become available. 

As part of this transition, the WebFOCUS BI Reports for most Finance areas will be retired after the 2025 fiscal year-end. We encourage all users to familiarize themselves with the new Financial Reports in Microsoft Reporting Services before that time.  

A System Access Request Form (Instructions) should be used to establish new or revised access to the Financial Reports in Reporting Services. For existing users, an AU/Level Access Form (Instructions) can be used to request additional or revised access for one AU or Level.

You can review your access to Financial Reports, Signature Authority, and Lawson Requisition Center by using the My Access Report in Financial Reports.

To request access to Financial Reports, submit an access form to FinancialSystems@luc.edu. 

A System Access Request Form (Instructions) should be used to establish new or revised access to the Financial Reports in Reporting Services. For existing users, an AU/Level Access Form (Instructions) can be used to request additional or revised access for one AU or Level.

When accessing Reporting Services off-campus, you must connect to Loyola’s network using  GlobalProtect.