Skip to main content
Blink

System Status: 

How to Get Reports by Account Code

Follow the instructions on this page to get reports by account code in FinancialLink.

Note: You must have a Business Systems account and authorization to access FinancialLink.

1. Go to the Reports screen in FinancialLink.

  • Access FinancialLink.
  • Choose the Account Code Summary option under Summary Reports.

2. Create the report.

  • Select an accounting period from the drop-down list.
  • Enter any combination of fund, index, organization, and program.
  • You have the option of entering an account code or partial account code to refine the selection.
  • Click the submit form button.
  • A list of financial information for the index or fund entered will be returned, summarized by account code.
Find answers, request services, or get help from our team at the UC San Diego Services & Support portal