Breadcrumb
About Finance Reports
Reports are print-formatted documents produced by running a pre-written program. Users can run reports in PS at any time, and then print, save, or distribute the output as desired.
Available Reports
| Navigation | Report ID | Print Title | Description |
|---|---|---|---|
| General Ledger-General Reports-Trial Balance | GLS7012 | Trial Balance | Trial Balance snapshot for a specific ledger. Flexible chartfield selection and inclusion (don't forget to press Refresh button to get Chartfield Selection template). |
| General Ledger-General Reports- Ledger Activity | GLS7002 | Ledger Activity | Journal line-level activity detail. Flexible chartfield selection and inclusion (don't forget to press Refresh button to get Chartfield Selection template). |
| Purchasing-Purchase Orders-Reports-Req and PO Budgetary Activity | POS801 | Procurement Budgetary Activity Report | Purchase order balances outstanding. Can be run by dept. |
| Purchasing-Purchase Orders-Reports-Req and PO Budgetary Activity | POS802 | Requisition Budgetary Activity Report | Requisition balances outstanding. Can be run by dept. |
| Purchasing-Purchase Orders-Reports-CSU - PO Detail Activity Rpt | CSUPO051 | Open Purchase Order Activity Report | See Procurement Reports. |
| Purchasing-Purchase Orders-Reports-CSU - PO Detail Activity Rpt | CSUPO052 | Purchase Order Activity Report | See Procurement Reports. |
Running Reports
When you run a report, you are submitting and running a process in the PS Process Scheduler. The following steps are required to run any report process:
| Step # | What | How |
|---|---|---|
| 1 | Navigate to report run page | via the navigation Menu |
| 2 | Specify a run control ID | Find an Existing Value, Search, select; or, Add a New Value, type in, Add |
| 3 | Specify report request parameters | type in or look up to enter values, press Run |
| 4 | Verify and submit Process Scheduler parameters | change Run Date/Time if desired, press OK |
| 5 | Verify process submission | note Process Instance number on report request parameters page (you do not need to press Run button again!) |
Viewing Report Output
Most report processes are designed to send output to the Report Repository, a Web area where users can access their own output online. The most common output format is Adobe Acrobat PDF.
These are two ways to access the Report Repository to view reports:
- via Process Monitor, which shows report processes you have run or are running.
- via Report Manager, which shows report output that has been produced for you by these processes.
| Step # | What | via Process Monitor | via Report Manager |
|---|---|---|---|
| 1 | Navigate to process or report queue | use Process Monitor link on report parameters page | use Report Manager link on report parameters page |
| 2 | Update queue status | press Refresh button until process status=Success (or Error) | on Administration tab. If Refresh button is grayed out, select Archive tab, then reselect Administration tab. press Refresh button until report appears and status=Posted |
| 3 | Go to report output | Details, View Log/Trace, PDF link for report (opens Acrobat in new browser window) | View, PDF link for report (opens Acrobat in new browser window) |
| Step # | What | via Process Monitor | via Report Manager |
|---|---|---|---|
| 1 | Navigate to process or report queue | People Tools - Process Scheduler - Process Monitor | Reporting Tools - Report Manager |
| 2 | Locate desired process/report in queue | shown by date/time (most recent first) | select Administration tab. shown by date/time (most recent first) |
| 3 | Go to report output | Details, View Log/Trace, PDF link for report (opens Acrobat in new browser window) | View, PDF link for report (opens Acrobat in new browser window) |
Reports are retained in the Report Repository for 35 days. During that time, you may:
- View a report online, per the above
- Print a report (File-Print, or Print icon)
- Save a report to your desktop (Save icon)
- Send a report as an email attachment to anyone (File-Send-Page by Email...)