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Banner FGRODTA Report

This report displays detail transactions for a specified fiscal year, and organization.  The information that will display is expense budget and encumbrance activity for the specified period.  This report sorts by account within the organization. 

Step by step instructions on how to run the Organization Detail Activity (FGRODTA). 

Printer Control

Printer– Enter printer name or DATABASE.  (Database will allow you to view the information on the screen before printing the report). 

Banner FGRODTA Report

 

Parameter Values

Line 01 Fiscal Year – Enter 2 digits for year (example 09 = 2009)

Line 02 Chart of Accounts – Enter letter for the chart of accounts (E)astern, (F)oundation, (R)Arlington

Line 03 From Organization Code – Enter organization number (example 200201)

Line 04 To Organization Code – Enter organization number (example 200201).  If you have a range of org code that you would like to see you can enter the last org code on line 04 (example 200201 – 200206 enter 200206.)

Line 05 From Fund Code – Enter fund number (example 110000).  This field can be left blank in order to capture all of the fund numbers that are associated with the org number.

Line 06 To Fund Code – Enter fund number (example 110000).  This field can be left blank in order to capture all of the fund numbers that are associated with the org number.  If you have a range of fund codes that you would like to see you can enter the last fund code on line 05 (example 110000-110005 enter 110005.)

Line 07 From Account Code - Enter account number (example 700100).  This field can be left blank in order to capture all of the account numbers that have been expensed to the org number.

Line 08 To Account Code – Enter account number (example 700100).  This field can be left blank in order to capture all of the account numbers that have been expended to the org number.  If you have a range of account codes that you would like to see you can enter the last account code on line 08 (example 00100 – 700300 enter 700300).

Line 09 From Date – Enter date range that you want the report to start. (Example 01-May-2007)

Line 10 To Date – Enter date range that you want the report to end. (Example 31-May-2007)

Line 11 Include Accrual for Last Prd – To view accrual for last prd enter (Y)es , otherwise enter (N)o

Line 12 Print Organization Totals – To view a total by organization enter (Y)es , otherwise enter (N)o

Line 13 Commitment Type – Enter (B)oth

Banner FGRODTA Report

Banner FGRODTA Report

 

Submission

Save Parameters Set as – “Check” the box if you want your parameter information to be saved as your default.  If you check the box and go to the toolbar and click “SAVE” a message will appear stating “Saving current parameter values as user level defaults”.   Click on “OK”. 

If you do not want your parameter information to be saved as your default, then go to the toolbar and click “SAVE”.   

Banner FGRODTA Report

 

Proceed to review output if you did not print the report to a printer.

Review Output

Go to the toolbar and click on options, then click on Review Output (GJREVO)

Banner FGRODTA Report

 

File Name: Double click within this space.

Banner FGRODTA Report

 

Highlight the file extension .lis and click “OK”

Banner FGRODTA Report

 

If your parameters are correct a report will appear on the screen. (See below)

Banner FGRODTA Report

 

In order to print go to the toolbar select “Options”, then select “Show Document (Save & Print File)”.  A message will appear “You have selected to Show File (fgrota_XXXXX.lis) in Browser.  Do you wish to continue?”  Click “Yes”.

The report will open in a web browser and you can then click on the printer icon and your report will print to your printer.

If you have more than one organization, you will need to repeat the process for each organization in order to view the Organization Detail Activity Report. 

Banner FGRODTA Report

Banner FGRODTA Report

Banner FGRODTA Report