1 / 8

Banner Reports

Banner Reports. Getting the Information You Need. Topics of Discussion. Finding Useful Reports & Processes Running Reports & Processes Formatting Reports Extracting Data into Excel . Finding Your Reports & Processes. My Banner Folder -Organize (Build) -Type: Job Submission Object

torgny
Download Presentation

Banner Reports

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. Banner Reports Getting the Information You Need

  2. Topics of Discussion • Finding Useful Reports & Processes • Running Reports & Processes • Formatting Reports • Extracting Data into Excel

  3. Finding Your Reports & Processes • My Banner Folder -Organize (Build) -Type: Job Submission Object • Common Reports -FGRODTA (FBM 091) -FGRBDSC (FBM 090)

  4. Finding Your Reports & Processes (cont.) • Common Reports (cont.) • FGRIDOC (Incomplete Doc. Report) • FGRJVLR (JV Listing Report) • FGROPNE (Open Encumbrance Report) • FGRTBAL (Trial Balance Report)

  5. Running Reports & Processes • Selecting the process or report • Printer control • Parameters • Submission • Finding the process that has been run

  6. Formatting Reports • Pulling the file in a browser format • Copying to Word • Formatting for Word

  7. Extracting Data to Excel • Common forms used to extract - FGITRND (Transactional Detail) - FGIBDST (Organization Budget Status) - FGITBAL (GL Trial Balance) - FRIGTRD (Grant Transaction Detail) - FRIGITD (Grant Inception to Date)

  8. Extracting Data to Excel (cont.) • Pulling the data into excel • Header information/Template • Saving as excel from CSV file

More Related