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Training for Running an UltraQuest Published Report Central Departments

Training for Running an UltraQuest Published Report Central Departments. Please Note. This presentation is also available From the CFB Portal http://cfbportal.org/ Under Presentations. Click Here: Region Ten (UltraQuest). 1 Click Here. 2 Please note directions for Hours of

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Training for Running an UltraQuest Published Report Central Departments

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  1. Training for Running an UltraQuest Published ReportCentral Departments

  2. Please Note • This presentation is also available • From the CFB Portal • http://cfbportal.org/ • Under Presentations

  3. Click Here: Region Ten (UltraQuest)

  4. 1 Click Here 2 Please note directions for Hours of use and Authorization for use

  5. Published Click Here

  6. 1 Click Here: Website 2 Enter your CAFB # here 3 Enter your Region Ten Password here

  7. Click on the Report you want to run The reports will be listed Alphabetically soon

  8. You can choose To View your report Via a Browser Or to Print Your Report

  9. An Example Of a Browser View

  10. 2 You will need to Select your Region Ten Printer 1 If you choose To Print your Report

  11. Other Information • Let me know {Bonnie Halsey} know via e-mail (halseyb@cfbisd.edu) if you need format changes to your report(s) • Let me know {via e-mail) if you have additional reports that your would like to have

  12. The system has the capability for me to develop reports that will show detail as of the end-of-month End-of-month is defined as the last day of the month after the Accounting Department has posted all detail (transactions) to that month If you are interested in having an End-of-Month report, please let me know {via e-mail} End-of-Month Report

  13. Transaction Detail Reports • Currently, if you need to see the detail behind a balance on your report, you will need to use the 9 screen on the Region Ten System • Directions for the 9 screen begin on the next slide 9 Screen

  14. Choose FINA Finance Caution: Your FINA may notbe 01 on the list

  15. Choose 9 Transactions (Current – History)

  16. Choose Either C, B, H

  17. Enter your code Caution: If you do not want detail from 9/01 until the current date, use the Date From & Date To fields

  18. Here is an Example of the Screen that comes up You can print the entire Detail on your Printer by entering F6 and

  19. List your Printer Number Here

  20. This is an example of a printed report showing all the Detail for transactions and ending balances

  21. You can also do a search by any of these categories

  22. You can also do Wildcard searches by entering only a Partial Code to “find” the one you want.

  23. Here is an example of a Wildcard Search

  24. Questions??

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