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To: Major Organizational Unit (MOU) Financial Leads, University Business Managers, Finance Staff, Research Administrators Support Group (RASG)

From: ConnectCarolina Team

As we shared in December, a new set of reports for State funds will be made available beginning Friday, Jan. 6.  The reports will provide a snapshot to help with reconciling your accounts. These reports are created right after Accounting Services closes a month and are delivered as PDF and Excel (CSV format) files.

To view and download the reports, log into InfoPorte and follow this menu path: Finance > Monthly Reports > use the filters to find the reports for your department. Whether you look at a report right after a month is closed or several months later, the report does not change. October and November 2016 reports are currently available, and the December 2016 report will be available once the month is officially closed.

To learn more about these reports, check out the guide, webinar slides and webinar recording now posted on  The path to finding the materials is: > Resources Tab > Search Resources. Or use this direct link with the keywords “monthly report”: The direct link to the webinar recording is:

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