1 / 12

March 17, 2008 FM Report Parameter Standardization

Focus on Reports. To print: Right click Choose “Print” Change option “Print What?” from “slides” to “note pages” Click ok. March 17, 2008 FM Report Parameter Standardization. Starting March 17, 2008. FM report parameters will be expanded Parameters provide additional options

torgny
Download Presentation

March 17, 2008 FM Report Parameter Standardization

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Focus on Reports • To print: • Right click • Choose “Print” • Change option “Print What?” from “slides” to “note pages” • Click ok March 17, 2008 FM Report Parameter Standardization

  2. Starting March 17, 2008 • FM report parameters will be expanded • Parameters provide additional options • New selection options added • “Hidden” parameters are made visible • Parameters presented in consistent order • May reduce the need to make/maintain customizations • All existing custom reports will continue to work with no change required.

  3. Features • Expanded Selection Options • Individual Project or Award • MBU • Dept • miscellaneous others based on report • Enter the parameters you want to use • Use wild card character, “%”, in those you don’t want to use • “Default to prior period” option for scheduled reports.

  4. email: ODSADMIN@Virginia.edu for scheduling privileges.

  5. NOTE: Use of Wild Card The ability to select multiple values, and the wild card character, “%”, are mutually exclusive. Select Multiple Wild Card Character

  6. Note: Default to prior period • Cannot select multiple periods when the default to prior period is included in the report parameters. • Multi-Period Expense Only New tab added to FM_Expenditure Detail by Project and Award: • Select/enter one or more periods • Shows only expenses – no commitments

  7. New Page Items • MBU • Dept • Added on the right. • Drag to the left to use as page item.

  8. No Parameter changes made to the following reports: FM_Labor Suspense Project Status FM_PI… reports (all) FM_SP…reports (all) FM_Usages and Unbalanced Usages reports

  9. No MBU or Dept option included on these reports • FM_Active and Inactive Award-Project-Task Combinations • FM_OTPS Suspense Report Balance • FM_Award BBA by Award Manager

  10. Scheduled Reports Reminder – after March 17, 2008 • When you schedule a report it stores a copy of the report in the scheduler. • You must delete any current scheduled reports and reschedule after March 17 to pick up the new report changes.

More Related