Questica Financial Reports

Overall Aim:

This session aims to inform about basic Questica report operations and to teach you how to run the financial reports in Questica.

Session Length: 120 minutes

Intended Audience: Budget Analysts

Prerequisite: Familiarity with Questica

Format: Direct Instruction, Guided Practice, and Independent Practice

Session Objectives

At the end of the session, the participants will be able to:

  • Articulate the function and purpose of  the 3 types of financial reports
  • Access Questica and navigate to the financial reports
  • Run and read the Expense Projection, Fund Balance, and Financial Summary reports
  • Expand sections to view detail
  • Search within reports
  • Save parameter sets
  • Drill down and up to other reports
  • Distinguish between different export options
  • Download  and print reports
  • Identify the connection between Questica, CFS, and FDW  
  • Use Autofill
  • Schedule reports
  • Use Report Tools to manage parameters and schedules

Session Documents

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Budgeting at its best