Nextgen Reporting Presented by: Julie Carroll Local Government Corporation 2014.

Slides:

Advertisements

Similar presentations

IPS of Boston Checks On Demand! ® Welcome! To navigate this presentation, first click in this window, then use the arrow keys on your keyboard. Welcome!

Advertisements

SERVICE MANAGER 9.2 VIEWS AND REPORTS July, 2011.

Hello, my name is Abacus Owl! I’ll be popping in throughout the presentation today to see how things are going. Welcome! Please have a seat and login to.

Indistar® Leadership Team Meetings. Where can we plan a meeting? Choose ‘Plan Your Meeting’ from the main menu screen Click on Meeting Agenda Setup.

1 NewSouth HR Inquiries Account Code Translation.

NextGen Budgeting Presented by: Julie Carroll Local Government Corporation Resource 2014.

Accessing Your Data Using Reports, Grids and Queries.

GALVESTON COUNTY, TX P-CARD TRAINING GALVESTON COUNTY.

NextGen Trustee Reports This class will review NextGen Trustee reports and how to run them. We will cover which reports are best suited for various needs.

OnBase E-Forms and Workflow

Excel Tutorial 6 Managing Multiple Worksheets and Workbooks

Excel application for accounting principles. Contents (1) The content of Excel screen. (2) The Excel ribbon. (3) How to create new workbooks. (4) Excel.

Student Manager Catalog Builder An ACEware Webinar.

6 th Annual Focus Users’ Conference 6 th Annual Focus Users’ Conference Scheduling Requests and Request Reports Presented by: Sara Sayasane Presented by:

6 th Annual Focus Users’ Conference 6 th Annual Focus Users’ Conference Accounts Receivable Presented by: Robert Myers Presented by: Robert Myers.

Copyright 2007, Paradigm Publishing Inc. POWERPOINT 2007 CHAPTER 1 BACKNEXTEND 1-1 LINKS TO OBJECTIVES Create Presentation Open, Save, Run, Print, Close,Delete.

Microsoft Excel 2003 Illustrated Complete Excel and Advanced Worksheet Management Customizing.

NextGen Reporting Basics

Accessing BANNER. From “Benefits” Tab, Click on “Internet Native Banner”

Creating a list of Accelerated Reader Quizzes to export as a.pdf document.

Nextgen Bank Reconciliation Resource Bank Reconciliation Menu Financial Management Bank Reconciliation –Import Bank Statements –Reconcile Bank Accounts.

Using the EBSCOhost Research Databases ACCESS EFFECTIVE SEARCHES PRINT AND SAVE AND CITE.

Nextgen Bank Reconciliation Presented by: Carol Newton Resource 2014.

Student Employment Student Training Note: This is a template that can be utilized to create your own institutional specific Student Employment Student.

NextGen Trustee Department Disbursements This class will cover the various methods of handling department disbursements. Whether entering them manually.

Nextgen GL ACCOUNT CREATE, EDIT,& SEARCH. GL Account Creation Adding the account to the COA Creating & adding the account to the GL Nextgen.

Session 8-1 Session 8 The Power and Flexibility of EDExpress.

Kyocera Driver Installation Basic instruction to add a printer to computer using standard defaults.

NextGen Budgeting Presented by: Julie Carroll Local Government Corporation Resource 2015.

NextGen Month End & Fiscal Year End Local Government Corporation.

State of Kansas Travel Authorizations Statewide Management, Accounting and Reporting Tool Entering a Travel Authorization Navigation: Employee Self Service.

Nextgen Transactions Presented by Bridget Clayton Local Government Corporation Resource 2015.

1 ADVANCED MICROSOFT POWERPOINT Lesson 9 – Importing and Exporting Information Microsoft Office 2003: Advanced.

NextGen Dataviewer Local Government Corporation. Dataviewer Dataviewer is a tool used to create spreadsheet style reports exportable to Excel, HTML and.

Aid Management Platform (AMP) Advanced User Training, Module Creating AMP Reports and Analyzing Data.

Change default view to GHS format Sign into ChemWatch as an Administrator Click on the Settings button on the top left of your screen Click on MSDS Settings.

Nextgen Transactions Presented by Bridget Clayton Local Government Corporation Resource 2014.

Initial Ribbon when you log in Clubs Officers can be edited each year Can also be edited each year Click on the bar graph to have it expand General Information.

How to Run Reports in PeopleSoft By Jennifer Kepler Edited by Melodee Powers.

An electronic document that stores various types of data.

Nextgen Bank Reconciliation Resource Bank Reconciliation Menu Financial Management Bank Reconciliation –Import Bank Statements –Reconcile Bank Accounts.

NextGen – Fiscal Year End Resource 2016 Local Government Corporation.

NextGen Financial Management Transactions & Account Inquiry Presented by Local Government Corporation Resource 2016 Presented by Local Government Corporation.

Microsoft Excel 2007 Noris Bt. Ismail Faculty of Information and Communication Technology Tel : (Ext 8408) BCOMP0101.

NextGen Trustee GL/Accounting This class will cover NextGen Financial Management for Trustee Offices. We will look at GL accounts, Transactions, Bank Reconciliation,

NextGen Budgeting Resource 2016 Local Government Corporation.

Local Government Corporation Resource 2016 NextGen Trustee Year End.

Philosopher’s Index Manual

Reconciling to the Trustee or Bank

NextGen Purchasing Refresher Course

NextGen Trustee Class Fiscal Year End

LGC Website, Software updates, Documentation, and Videos

NextGen Business License

NextGen Purchasing Calendar Year End 1099 Process

Local Government Corporation

NEXTGEN ACCOUNTS pAYABLE

NextGen Purchasing 1099 Handling & Reporting

NextGen Trustee Class Reports

NextGen Trustee General Ledger Accounting

New Membership Update Center Tutorial

InControl R2 Overview Running Reports.

Instructions for Windows users:

Local Government Corporation

Creating and Sharing Google Docs

Instructions for Windows users:

Instructions for Windows users:

Mail Merge in Word 2016 © EIT, Author Gay Robertson, 2017.

Using Word templates © EIT, Author Gay Robertson, 2017.

Welcome To Microsoft Word 2016

ADMINISTRATION A guide to setup and manage your innovation platform…

Presentation transcript:

Nextgen Reporting Presented by: Julie Carroll Local Government Corporation 2014

Reporting  Financial Management  Reporting  Reports  Click FIND

Selection Criteria for County Audit Approved Reports  Refer to the document titled Selection Criteria for Standard Reports.  The General Tab settings will vary depending on the time periods and accounts you are running for.  The Account Segment Tab will vary depending on the accounts you are selecting.  The Advanced Tab must be selected correctly for an accurate report to be produced.

Filter Templates  Allows you to save criteria to prevent you from having to select the criteria each time.  LGC’s goal is to set up LGC Standard Templates for county audit approved reports.  Users may set up their own templates for special reports.

Filter Templates Fill in the selection criteria on all tabs. Select Save Filter from the ribbon bar. Fill in the Name and Description Select Save and Close from the ribbon bar

Filter Templates  Filter Templates that were created by the lgadmin user cannot be changed by any other user.  In order to save certain Account Controls on a filter you will have to also save the fiscal year on the template.  Filter templates must be set up in order to use Report Packages

Creating Report Packages System Administration Report Packages Select NEW from the ribbon bar.

Creating A Report Package Description: User Defined Owner: Defaults Edit Access: Public or Private Special Processing: None unless it is a period end package. Output format: Export Printer: None Subject: Blank Export Type: PDF Collated: If checked all reports will print for one fund before switching to next fund. Add the reports in the order you wish them to print, select # of copies and the report filters. Choose Save and Close from ribbon bar.

Running A Report Package Financial Management Reporting Report Packages Click FIND to display report packages. Double Click the package you wish to run.

Running A Report Package  You will have to choose the General Tab and enter the Periods and Account Controls you wish to report.  You do not have to select anything on the other tabs. It will pull from the filter template you have on the report.

This concludes the presentation on Nextgen Reporting.