Transcript Departmental Sales - Georgia Regents University

PeopleSoft Financials
Reports and Inquiry Training
Janice Chancey
Mgr, Financial Information Systems & Reporting
Controller’s Division
1
Agenda
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Run Controls
Process Scheduler and Process Monitor
My Reports Pagelet
Reports and Inquiry Training
2
Run Controls
• A Run Control is the driver that needs to be created to run
reports and processes.
• The idea of a run control is to create and save them so you
can use them again without having to create the same criteria
every month or week for the same data you want a report.
• A separate Run Control should be saved for each report and
process that you run.
• DO NOT use the same Run Control with all your reports and
processes.
• The names cannot include spaces.
• They can not be renamed or deleted.
3
Creating a Run Control
• When you first go to run a
report, you will need a Run
Control ID (since you have never
created one at this point you
will have to Add a New Value)
• Once you click Add a New Value,
then you will have to name your
Run Control. I recommend
starting the name with the
report name or process.
• If you already have a existing Run
Control then you just need to
click the name listed below
search results.
Add A New Value
Find an Existing Value
Saved Run Control
Listing
4
Process Monitor
•Navigation: PeopleTools > Process Scheduler >Process Monitor
•The only fields that should have information in them is: User ID – Your User
ID; LAST and # of days you want to search on.
•Refresh button updates the status of your reports and processes
5
Process Scheduler Request
1.
You no longer have to Choose a Server from the Server Name drop-down.
2.
Change the Format for the type of Output that you want to receive.
3.
If you are scheduling the report to run Monthly, then change the Run Date to the first date you
want it to run, and choose a Monthly recurrence from the drop-down box.
4.
To start running the report, click OK button.
Adding My Reports Menu to Home
Page in PS Financials
1.
Click on Content hyper link on top of the menu by Personalize.
2.
Check the box by My Reports under PeopleSoft Applications.
3.
Click on the Save button.
4.
You will then see your My Reports menu under your Menu. To move it to the side: click on Layout
by Personalize.
5.
Click once on the My Reports under the Left Column, and then click on the right arrow to move it
to the Right Column.
6.
Click on the save button.
Ledger Group Selection for
Reports
• APPROP – If your Chartfield Combination does
not have a Project ID
• PROJ_GRT – If your Chartfield Combination
HAS a Project ID
• DETAIL – If your Chartfield Combination
generates revenue (Will show revenue as a
negative expense.) – Do not use with Budget
Status report
Account codes
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Personnel Services – 5xxxxx
Travel – 6xxxxx
Operating Expenses – 7xxxxx
Equipment (> $5,000) – 8xxxxx
• Revenue – 4xxxxx
Report and Inquiry Training
• Budget Status – Good summary report
• Budget Transaction Detail – Good
reconciliation tool
• Comprehensive Financial Report – Summary
and transaction detail
• Open Encumbrance Report – View Open POs
• Budget Overview Inquiry
How to Read a Budget Transaction
Detail Report
Requisition
PO
AP Voucher
P-Card
Journal
If You Need Help
• Financial Information Systems and Reporting
– Problem resolution and general questions
• Janice Chancey – 706-721-3288
– Requisition Workflow Approvals and Security forms
• Tina Fletcher – 706-721-0018
– Department ID creation/editing & Authorized Signature
forms
• Gordon Prettelt – 706-721-2046
• [email protected] -- email to our area
• ITS Help Desk -- 721-4000
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Questions
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