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View Financial Reports in PeopleSoft

Automated financial reports for G- and RS- funds are sent out monthly via email to fund holders. Payroll expense reports (if any) are attached. While we try to verify the accuracy of these reports, we encourage you to contact your Grants and Contracts Administrator if you notice any unexpected activity or discrepancies in any of your funds.

Please understand that you will not have the ability to drill down in these reports to access detailed transaction data as you would using the Data Warehouse financial reporting tool associated with PeopleSoft.

 

Need access or require training?

Request PeopleSoft access and attend Data Warehouse training by contacting Maria Reyes.
Phone: (562) 985-8051
Email: Maria.Reyes@csulb.edu
Location: FO5-Room 111

View Data Warehouse Training Schedule

FAQ: PeopleSoft Conversion and Data Warehouse Reports

 

I have access and completed the mandatory training

If you have access and have attended the mandatory PeopleSoft training, these guides provide concise steps for viewing your Sponsored Programs expenditures and financial reports of G/RS and C funds:

If you have access and have attended the mandatory PeopleSoft training you may also follow the training videos provided below. The training videos provide a step-by-step process for accessing and viewing you your RS, C, and C fund expenditures in the CFS Data Warehouse.

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Direct access to the CFS Data Warehouse.