MyFinancial.desktop users can create and run ad-hoc reports using the Query tool. Queries run against the Transaction Detail Report using user specified criteria and budget numbers. The Query tool provides templates for some of the most commonly run queries, as well as a blank template for users that want to create a query from scratch.

Note: The Query tool ONLY queries against the Transaction Detail Report; fields such as PI Name, or Budget Status cannot be queried.

Query Tutorial--Available Now!

The MyFD Customer Support Team has created a short e-Learning introduction to using the Query templates. Find the tutorial on the Training Opportunities page, under the e-Learning section.

Need More Information?

See our FAQs on Queries.