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March 17, 2008 FM Report Parameter Standardization

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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

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Presentation Transcript
slide1

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
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.
features
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.
note use of wild card
NOTE: Use of Wild Card

The ability to select multiple values, and the wild card character, “%”,

are mutually exclusive.

Select Multiple

Wild Card Character

note default to prior period
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
new page items
New Page Items
  • MBU
  • Dept
  • Added on the right.
  • Drag to the left to use as page item.
no parameter changes made to the following reports
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

no mbu or dept option included on these reports
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
scheduled reports
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.
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