How to Read a Mobius Report

3. Click on
For
Employees
4. Reports

1. USE EXPLORER!
2. Start at Campus
Connect
5. Financials has salary info, too.

Click on a database to open

1) Make sure to pick the correct year (if you have that option) by
clicking the blue + box.
2) Open the database by
clicking on the barrel next to
it.

Click on Your Report(s)

Choose your
report by
department
number, project
grant number and
Cost Share (CS)
if applicable.
Click the
to open your
report in a new
Excel window.

Parts of Your Report:

Header

Project Grant ID (If Cost Share

it will say CS after ID #).

Title and Start

and end dates.

Parts of Your Report:

Categories
Category descriptions:
6 digit codes are expense
categories only.
3 digit and one letter are
budget categories only
Total of category (budgetexpenses)

Hint: Click on buttons to

remove line item detail
and see only subtotals

Specific positions (expenses) within

full time salary (budget category)

Parts of Your Report:

Project to Date & Current Available
Q. What about
the other
columns that
you are not
showing?

PTD Budget=Budget from day 1 of your grant to today

Actuals=Expenses
PRE-ENCUM[bered]=Pending purchase requisitions
Encumbered=Pending purchase orders
Current Available= Balance

A. Project-toDate is simply
the most
straightforward
to understand.

Other Tabs on Mobius

Hint: Click these arrows to see more/less
tabs left or right

Report starts on summary page

AP Jrnl Line Detail: Checks made to vendors outside DPU (consultants)
GL Jrnl Line Detail: Internal transactions like payroll, employee reimbursements,
telephone
Rev Jrnl Detail: Reimbursements from sponsor deposited into account.
Final Budget Line Detail: Original budget and modifications.
Pre-Encumbered/Encumbered Detail: Itemized list of encumbrances.

Which ones should I check on a regular basis? GL

Detail, AP Detail, Encumber Detail

Other Stuff
Q. What is my grand total left in the grant?
R. Check the bottom right corner row= Grand Total
Expenses, column=Current Available.
Q. Where can I see detailed expenses?
A. Check the GL or AP Detail Tabs.
Q. Can I use this report to submit financial reports to
my sponsor?
A. You should not. Only the Controllers Office should
submit financial report for you. They will share them
with you in advance and they should match up with
the Mobius Reports.