1. USING REPORTS IN ESCAPE

2. Training Overview Crosswalks from BusinessPlus to Escape
Running Reports in Escape
Report Favorites
ing Reports
Exporting from Escape
Using Grids
Customizing Reports
Tracking Requisitions/Purchase Orders
Vendor Payment Lookup
Quick Starts

3. Numbers, Numbers, Numbers!
Org Key Crosswalk
BCOE website >> Menu >> Documents >> Fiscal Services Documents >> Escape Tech >> BCOE_Org_Key-Account_Crosswalk
Cost Center Crosswalk
BCOE website >> Menu >> Documents >> Fiscal Services Documents >> Escape Tech >> Cost_Center_Crosswalk

4. IFAS vs. Escape Report Equivalents
IFAS Report
Escape Report
Cost Center by Fiscal Year for One Year (no org key details)
Fiscal01
(object summary only)
Super Cost Center by Project Year
(no org key details)
Cost Center by Fiscal Year for One Year
(with org key details)
Fiscal02
(object totals by account)
Actual Transactions by Key and Object
Fiscal03 (with journal details)
Fiscal20 (without journal details)
PB Employee by Record Type and Key CDH Summary
Budget05
(sorted by account)
Budget06
(sorted by employee)
Alpha EMPPAY Summary
POS02

5. Running Reports in Escape
Report Sampler
Selecting Criteria
Records between selection
Records beginning with
Multiple records
Any data
Sorting Options
Go Command
Drilling Down
Finding Your Reports
Identifying Report Criteria

6. Date mnemonics BCM ECM BLM ELM BFY EFY ECQ ELQ TDY
Beginning of current month End of current month Beginning of last month End of last month Beginning of fiscal year End of fiscal year End of current quarter End of last quarter Today

7. Setting up report favorites

8. SCHEDULE FROM REPORT FAVORITES*
ing reports
SEND From
Document viewer
SCHEDULE FROM REPORT FAVORITES*
*This option not currently set up

9. Exporting Data Option 1: REPORTS Multiple sources
WYSIWYG – almost exact replica of report
Data only for spreadsheet analysis
Launches Excel automatically

10. Exporting Data Option 2: LISTS Export what is loaded on the list
Form must be closed
Does not include totals
Launches Excel automatically

11. Exporting Data Option 3: GRIDS Add/remove columns
WYSIWYG – includes totals, subtotals, etc.
Does not include detail records
Launches Excel automatically
Available on all lists

12. Data grids Grids allow for data flexibility and customization
Sorting Columns
Filtering Data
Selecting Columns
Freezing Columns
Grouping Data by Columns
Grids can be exported to Excel or viewed as a report
Grids are snapshots of information when a report is ran

13. Customizing reports
Applicable to the Comparative Account Summary by Object (Fiscal04) and Comparative Object Summary (Fiscal06) Reports
Section 4 of the Report Request is for column customization
Sample column lookups are available through drop downs
Each column has 5 parameters separated by a semi-colon:
Source or formula
Project year
Fiscal year
First column header
Second column header

14. Sample customization OB;;;Adopted;Budget A E
Selection criteria
REPORT OUTPUT
OB;;;Adopted;Budget A E
C2+C3;;;Projected;Expenses
C1-C4;;;Available;Balance
;;;Manager;Comments
2017/18 Adopted Budget
2017/18 Actuals
2017/18 Encumbrance
2017/18 Projected Expenses
2017/18 Available Balance
Manager Comments header with lines for each row

15. SAMPLE CUSTOMIZATION COMPARING FISCAL YEARS*
Selection criteria
REPORT COLUMN OUTPUT (Limited characters)
1. A;;2016;Actuals
/16 Actuals
2. A;;2017;Actuals
/17 Actuals
3. A;;2018 YTD;Actuals
/18 YTD Actuals
4. E;;;Encumbrance
/18 Encumbranc
5. C3+C4;;;Estimated;Actuals
/18 Estimated Actuals
6. C5/3;;;3-YR;Average
/18 3-YR Average
* Note: Data prior to 2017/18 is not available in Escape

16. How to track requisitions and purchase orders
Select Finance from Activity Tree
Select Vendor Requisitions
Add Selection Criteria
Select Requisition or Purchase Order from the list
Columns may be sorted or moved around for easier search
Click on History tab to view all activities for that Requisition or Purchase Order

17. Vendor payment lookup Select Finance from Activity Tree
Select Vendor Requisitions
Add Selection Criteria
Select Vendor or Purchase Order from list
Click on Payments tab for all payments made to that vendor for that Purchase Order

18. Quick start shortcuts to purchase order balances
QUICK SEARCH CRITERIA
SEARCH OUTPUT
VR FY 2018
Vendor requisitions for Fiscal Year 2018
VR ST OP
Vendor requisitions in Open status
VR ST SU
Vendor requisitions in Submitted status
VR VE _______
(fill in all or part of vendor name)
Vendor requisitions for a specific vendor.
Drop down will be available if more than one
VR D _______
(fill in department number or name)
Vendor requisitions for a specific department.
VR S APPROVED
Vendor requisitions in Approved status
VR S SUBMITTED
Vendor requisitions in Submitted Status
By adding a semi-colon and question mark at the end of the quick search criteria, you will be allowed to enter additional search criteria

19. Escape Support Escape Online 5 Help in menu bar
Tutorials in Online Resources
Tools: How-to and Tutorial
System Support at

20. It’s not over yet… projects we’re still working on
GOING LIVE ISN’T THE END OF IMPLEMENTATION
PROJECT:
STATUS:
Inventory
In process
Employee Portal
TBD – Escape brainstorming setup
Electronic Timecards
Security Permissions
for changes
Scanning
Accounts Receivable
TBD
ing Reports

21. THE ROAD AHEAD
Procedures
Changes
Comments