Argos Reports
Here you can find instructions on how to access various reports available to employees with Finance access. If you have any questions, please feel free to reach out to us at FinanceSecurityRequest@usu.edu.
If you’d like a 30 minute, 1 on 1 training, please contact sharyn.bradfield@usu.edu.
Instructions
- Login to Argos
- Go to banner.usu.edu
- Click on the Evisions link (on the left hand side, about half way down)
- Click Argos Web Viewer or Argos - either one is fine - you can determine your preference
- Argos Web Viewer - if you are on a mac or mobile device, you will need to use the Argos Web Viewer
- Argos - this involves a small desktop install
- Click on the Finance folder and then the desired DataBlock
FIN Monthly Review Instructions
- Click on FIN Monthly Review
- If you are using the Argos client, click Run Dashboard
- The Home page should now be displayed. This page is where selections can be made to filter down the information you would like to see in various reports.
fa-info Guided TourIf this is your first time using this DataBlock, check out the guided tour by clicking the red Help button in the upper right corner. 
- Select the period you would like to review in the Statement End Date section.
- Select what indexes you want to review by checking one of the following in the Index to View section.
- View all Indexes I have access to - best option if you want to see all your indexes at the same time.
- Select subset of Indexes – best option if you have multiple unit codes you are over or want to see only the indexes or unit codes you select.
- Let's view some data now - click the Online View button
- The Online View page is now displayed - you should see all the indexes you selected from the Home page.
- View Options - The Available Balance Summary is the default view and will show you balances for all non-endowment indexes. Endowment Summary is the other view option for endowment indexes only.
- Sorting - Each of the columns can be sorted ascending or descending by clicking on the header title. The column width can be changed by dragging the line to the right of the title to the desired width. These changes will not be permanent.
- Filtering - Filters can be turned on/off by changing the radio buttons and check boxes.
- Exporting - You can export. On the desktop client version you can right click anywhere on the data and select “copy all” then paste into an excel sheet. On the web version there is a gear cog in the bottom right hand corner that you can click on and export all to CSV.
- To view additional information on an index, select the index by clicking anywhere on that line. Once it is selected, the reports at the bottom will reflect the selected index. The default report is Transaction History.
- Only one index can be selected at a time in the Available Balance Summary.
- If there is no data the report will be blank.
- As a way to show you have reviewed an index you can click on Mark Index as Reviewed, add any comments, then click Click here to mark as reviewed.
- Please work with your Business Services team for specific practices in your department.
- If you need to run specific reports for an entire unit, department, college, or maybe you just want a PDF version, follow these instructions
- From the Reports drop down at the top of the screen (above the Utah State University logo), select the desired report.
- The Indexes that produce a report is from what is selected on the Home page. This could be one index or an entire department.
- Click Run
- Follow the prompts
Reports and Examples
Below are the different Online/PDF reports with a short description and example screenshots.
Available Balance Summary
| Argos Datablock | ePrint Report | ePrint Description |
|---|---|---|
| FIN Monthly Review | — | — |
The Available Balance Summary report provides Year-to-date totals (for grants, Inception-to-date totals). Budget, Current Month Expended, Total Expended, Commitments and Available Balance are the columns available on this report. If the Index is a grant the Sponsor, Budget Start Date, Budget End Date and PI are also listed.
Current Funds
| Argos Datablock | ePrint Report | ePrint Description |
|---|---|---|
| FIN Monthly Review | ZFRCFDN | Current Funds by Department (Non-Grants) |
| FIN Monthly Review | ZFRCFCN | Current Funds by College (Non-Grants) |
| FIN Monthly Review | ZFRCFDG | Current Funds by Department (Grants) |
| FIN Monthly Review | ZFRCFCG | Current Funds by College (Grants) |
The Current Funds Report is grouped by fund type and provides Year-to-date totals, or for grants, Inception-to-date totals. Budget, Current Month Expended, Total Expended, Commitments and Available Balance, and % Budget by Index.
Distribution Invoices
| Argos Datablock | ePrint Report | ePrint Description |
|---|---|---|
| FIN Monthly Review | ZFRDISTR | — |
The Distribution Invoices report shows charges from distribution like post office and delivery fees.
Facilities Invoices
| Argos Datablock | ePrint Report | ePrint Description |
|---|---|---|
| FIN Monthly Review | ZFRFACL | — |
The Facilities Invoices report shows charges from facility work orders.
General Ledger Fund / Account Activity
| Argos Datablock | ePrint Report | ePrint Description |
|---|---|---|
| General Ledger DataBlocks > FIN General Ledger Fund/Account Activity | FGRFAAC | Fund/Account Activity Report |
The Fund/Account Activity report provides general ledger beginning balances, debits, credits, and ending balances.
General Ledger Transactions
| Argos Datablock | ePrint Report | ePrint Description |
|---|---|---|
| General Ledger DataBlocks > FIN General Ledger Transactions | FGRGLTA | General Ledger Detail Transact |
The General Ledger Transactions report is used to view the postings that occurred on a fund for the selected month for GL account codes.
Index Summary
| Argos Datablock | ePrint Report | ePrint Description |
|---|---|---|
| FIN Monthly Review | FGRBDSC | Budget Status Report |
| FIN Monthly Review | FRRGITD | Grant Inception to Date Report |
The Index Summary report provides Year-to-date totals, or for grants, Inception-to-date totals. Budget, Current Month Expended, Total Expended, Commitments and Available Balance by Index and account code are available on the report.
IT Invoices
| Argos Datablock | ePrint Report | ePrint Description |
|---|---|---|
| FIN Monthly Review | ZFRITINV | — |
The IT Invoices report shows charges from central IT such as telephone and IT service tickets.
Lab Gas Invoices
| Argos Datablock | ePrint Report | ePrint Description |
|---|---|---|
| FIN Monthly Review | ZFRLABG | — |
The Lab Gas invoices shows charges for lab gas.
Labor Distribution
| Argos Datablock | ePrint Report | ePrint Description |
|---|---|---|
| FIN Monthly Review | — | — |
The Labor Distribution report is used to view salaries and wages by employee by Index. The months corresponds to the month of service not the month the expense posted.
Motor Pool
| Argos Datablock | ePrint Report | ePrint Description |
|---|---|---|
| FIN Monthly Review | ZFRMOTPS | Motor Pool Vehicle Service and Repair Charges |
| FIN Monthly Review | ZFRMOTPR | Motor Pool Vehicle Rental Charges and Record of Fuel |
The Motor Pool report show charges from Motor Pool for Services and Reservations.
Open Encumbrances
| Argos Datablock | ePrint Report | ePrint Description |
|---|---|---|
| FIN Monthly Review Open Encumbrances |
ZFROPNE | Open Encumbrances |
The Open Encumbrances report shows all commitments or encumbrances for the period selected.
- This report allows you to monitor your TA/TR’s that are still holding encumbrances.
- You can view F&A for grant indexes.
- You'll see any salary that has been allocated and therefore encumbering funds.
- It also allows you to see any open PO's that haven't been paid out.
Over Budget Report
| Argos Datablock | ePrint Report | ePrint Description |
|---|---|---|
| FIN Monthly Review | — | — |
The Over Budget report provides Year-to-date totals (for grants, Inception-to-date totals). Budget, Current Month Expended, Total Expended, Commitments and Available Balance are the columns available on this report.
Personnel Services
| Argos Datablock | ePrint Report | ePrint Description |
|---|---|---|
| FIN Monthly Review | ZFRPSRV | Personnel Services |
The Personnel Services report is used to view labor totals by employee. This report is grouped by month, account code, and employee. This report will reconcile to the period. Different payrolls and redistribution entries are shown.
Service Center Working Capital Analysis
| Argos Datablock | ePrint Report | ePrint Description |
|---|---|---|
| Service Center Tools > FIN Service Enterprise Working Capital Analysis | ZFRWCA | Service Enterprise Working Capital Analysis |
The Service Center Working Capital Analysis report is used to review working capital compliance and surplus/deficit balances for the past 5 years..
Transactions
| Argos Datablock | ePrint Report | ePrint Description |
|---|---|---|
| FIN Monthly Review | ZFRTRANS | Monthly Transactions |
| FIN Monthly Review | ZGRODTA | Organization Detail Activity |
The Transactions report is used to view the postings that occurred on an Index for the selected month.
- If the document has an attachment in either Xtender or ServiceNow, a button appears on the right that when clicked on will open the document.
- The Create Journal Voucher and Business Services Inquiry buttons both open ServiceNow forms. Please coordinate with your Business Services staff to find out if you should use these buttons.