Possible action required: Account Holder Report and Financial Activity and Balances reports

September 13, 2023

To maintain an accurate and more efficient list of monthly Account Holder Report (AHR) and Financial Activities and Balances (FAB) report subscriptions, the Finance Reporting and Analytics Team is requesting that report owners review all subscriptions in a “Disabled” status before October 4, 2023. Any “Disabled” subscriptions that have not been run since July 31, 2021, will be deleted during the Month of October. This will ensure the accuracy of financial information for reporting.

If you have a report subscription that meets the above criteria and you do not wish for it to be deleted, please act by running the report from your subscription list to update the last run date.  This can be done by clicking the check box for the report and choosing the ‘Run Now’ option at the top of the screen.  Any report that remains in a “Disabled” status with a run date of July 31, 2021, or older will be deleted after October 4, 2023.

Need help?

Should you have any questions, concerns, or feedback regarding this cleanup effort, please contact askfinance@yale.edu.