CMS Fund Accounting - How to Create a Report Queue in Fund Accounting

PROBLEM:  You have a group of reports with special selections that you need to print out on a regular basis, and printing them out individually takes up too much time.

SOLUTION:  Create a Report Queue!  A Report Queue is a convenience that will allow you to set up your reports once, then each time you need to print that group of reports, it's just a few clicks.

The Report Queue feature is available in the Fund Accounting System for Ledger & Payables and Payroll.  You may want to set up a report queue for:

You can even set up a report queue to quickly print reports for those special groups or committees that frequently ask to see very specific reports.

Here's how you can create a new queue and add reports to the queue...

Open the Report Selection screen of the first report you'd like to add to the new queue.  Click the Add to Queue button on the right side of the display.



You can choose to either add this report to an existing queue, or click the New Queue button on the right and create a brand new queue.  We're going to use the End of Month Reports queue as an example.  Since this report queue hasn't been set up before, we'll click New Queue.



Give the report queue a name and click OK.



Your new queue will be added to the list of existing report queues.  Highlight your newly named Report Queue and click Select.


The system will ask if you're sure you want to add this report to the queue, answer Yes.



The system will let you know that your report was successfully added to that report queue, click OK.


Click Close to exit the report (no, you don't need to actually print the report!).



Now go to the Report Selection screen of the next report you'd like to add to this queue.  Click the Add to Queue button.



Since the queue has already been created, simply highlight that report queue and click Select.  

The system will ask if you're sure you want to add this report to the queue, answer Yes.



The system will let you know that your report was successfully added to that report queue, click OK.


Click Close to exit the report (again, you don't need to actually print the report!).



Repeat these steps until you get all of the reports into the report queue.

When you've added all the reports, you can now print the report queue!  Click Reports | Queued Reports.  Highlight the report queue you'd like to print and click the Print Queue Button.

NOTE:  We recommend that you print the report queue directly to the printer rather than attempting to print the reports to screen.


Each week/month/year that you need to print this group of reports, simply go to the Queued Reports, select that queue and click Print Reports.  The system will update the information on the report so you're always printing the most recent informaiton!

Here are some examples of Report Queues you may want to create:

End of Month Report Queue:

  • Deposit Register
  • Journal Entry
  • Check Register
  • Bill List
  • Statement of Activities
  • Statement of Financial Position
  • Dedicated Accounts
  • General Ledger

End of Fiscal Year Report Queue:

  • Statement of Financial Position for Each Fund
  • Statement of Financial Position for All Funds
  • Statement of Activities for Each Fund
  • Statement of Activities for All Funds
  • Statement of Dedicated Accounts for Each Fund
  • Statement of Dedicated Accounts for All funds
  • General Ledger for the Entire Year
  • Vendor List
  • vendor 1099 Forms (if applicable)
  • Annual Report Statement (if applicable)
  • Statement of Cash Flow
  • Monthly Budget/History
  • Vendor Audit for All or Particular Vendors


Paycycle Report Queue:

  • Current Earnings
  • Payroll Summary
  • Gross and Taxable Pay
  • Finance Distribution
  • Pay Distribution
  • Detailed Deductions
  • Retirement Wages
  • Paycheck Register
  • State Withholding
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