Fundriver is Northwestern University's web-based endowment management and reporting platform. It supports the administration of funds invested in the Long-Term Balance Pool (LTBP) and provides departments with access to endowment balances, activity, spending distributions, and reporting tools through the Fund Reporting User role.
This feature allows you to select reports to auto-run for delivery when a period is closed. If you have reports that you run on a recurring basis, (e.g. monthly, quarterly, and annually) you may now set a rule for these reports to run automatically when the period is closed. You will receive an email notification that your reports are available including a link to access your report.
This report takes new activity into consideration and calculates an updated Fiscal Year income estimate that will aid in more accurate and current budgeting.
September 11: The twelfth and final income distribution may be viewed via Cognos reporting on September 11th.
October 8: Reporting for the August Period in Fundriver may be viewed October 8th.
How to Request
Email Alex Stegman and your Office of Budget & Planning analyst (if unsure, we will forward for you) as soon as information is available but no later than Friday, September 11th.
Required Details
Requests should include the chartstrings involved, dollar amount to be reinvested or withdrawn (option for quasi’s only), and a brief description of the need for this action.
Processing
Following approval at both the department and central levels, you can see the journal posted within 2 business days.
How to Request
Email Alex Stegman to request changes to endowment spending chartstrings.
Deadline Note
Requests received after October 5th are not guaranteed to take effect beginning with the September distribution.