Banner Reports Getting the Information You Need. Topics of Discussion Finding Useful Reports & Processes Finding Useful Reports & Processes Running Reports.

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Presentation transcript:

Banner Reports Getting the Information You Need

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

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

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

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

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

Extracting Data to Excel Common forms used to extract 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)

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

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