10/26&27/2009 presented by laura putz & terry shoebotham (updated for reserves 11/8/11)

Hyperion & Banner ePrint Reporting

10/26&27/2009Presented by Laura Putz & Terry

Shoebotham

(Updated for reserves 11/8/11)

Refreshed nightly Can be exported into Excel 65 current reports available in Banner

Finance Other reports available in other repositories Fast Info #1602 gives Banner Form Naming

Conventions that are also incorporated into ePrint report naming logic

Banner ePrint Reports

Accessing Banner ePrint Reports

Accessing Banner ePrint Reports

Accessing Banner ePrint Reports

Changing Repositories

Changing Repositories

Changing Repositories

Changing Repositories

Exporting Banner ePrint Data

Exporting Banner ePrint Data

Importing to Excel

Importing to Excel

Importing to Excel

Importing to Excel

Importing to Excel

FGRACCI-Account Index Report

To find data, use the drill down function

FRSP0923 Account Statement & Transactions Report

FRSP0923 Account Statement & Transactions Report

FRSP0923 Account Statement & Transactions Report

FRSP0923 Account Statement & Transactions Report

x

FRSP0923 Account Statement & Transactions Report

FRSP0923 Account Statement & Transactions Report

FRSP0923 Account Statement & Transactions Report

1-01382

FRSP0923 Account Statement & Transactions Report

Refreshed nightly Can be easily exported into Excel 33 reports currently available in Banner

Finance Production & HSC folders You select criteria for the report

Hyperion Reports

Accessing Hyperion Reports

Accessing Hyperion Reports

Accessing Hyperion Reports

Accessing Hyperion Reports

Exporting Hyperion Report Data

Exporting Hyperion Report Data

Exporting Hyperion Report Data

Exporting Hyperion Report Data

Exporting Hyperion Report Data

Exporting Hyperion Report Data

These Hyperion reports are useful to all departments

For each, we will go over:

◦ How the report can be used

◦ Tips on selection criteria when running the report

◦ Show you a sample page of the report

General Reporting

Used when salary detail is needed◦ During index reconciliations◦ The budget process◦ To verify labor redistributions have occurred

Can be run by employee Can be run by index Can be run by organization

FSH0001 – Salary Labor Benefits & Encumbrance Report

FSH0001 – Salary Labor Benefits & Encumbrance Report

Relatively new report Used to identify NSF status Used to determine how to fix NSF status

◦ Fringes are frequently not included; add them as needed.

◦ 30% of salaries is a good “rule of thumb” amount

F0H0009 – Budget Availability For Unrestricted Funds-Indices

F0H0009 – Budget Availability For Unrestricted Funds-Indices

Shows how an employee’s labor is currently being distributed (Active)

Shows how an employee’s labor used to be distributed (Historical)

Can be run by:◦ Employee◦ Index◦ Fund◦ Grant

FSH0002 – Labor Distribution Report

FSH0002 – Labor Distribution Report

Sample Page One

123000000 Smith, Roger123000000 Smith, Roger123000000 Smith, Roger

FSH0002 – Labor Distribution Report

Sample Page Two

123000000 Smith, Roger

Detail information by:◦ Index◦ Banner User ID◦ Organization◦ Document Number

For:◦ Purchase Orders◦ Pcards◦ DPIs

F0RH003 – Purchase Order/Pcard/ DPI Accounting Detail

F0RH003 – Purchase Order/Pcard/ DPI Accounting Detail

F0RH003 – Purchase Order/Pcard/ DPI Accounting Detail

F0RH003 – Purchase Order Accounting Detail

F0RH003 – Pcard by Index

F0RH003 – Pcard by Index

Many Hyperion Reporting Options FOH0001= Detail FOH0002 = Summary Available in Production and HSC

folders Report in HSC folder is formatted

differently and has additional segment options

Unrestricted Reporting

FOH0001 &2Operating Ledger Reports

FOH0001 &2Operating Ledger Reports

Fund Level Reporting

FOH0001 &2Operating Ledger Reports

FOH0001 &2Operating Ledger Reports

FOH0001 &2Operating Ledger Reports

FOH0001 &2Operating Ledger Reports

FOH0001 &2HSC Directory

FOH0001 &2HSC Directory

Inception to Date reporting◦ FRH0001 & 2; Contract & Grant Ledger

Summary Provides a list of all the grants

(that produce F & A) for a PI or department to be developed◦ FRH0004 F & A Generated by PI

Restricted Reporting

FRH0001&2-Contract and Grant Ledger Summary

FRH0001&2-Contract and Grant Ledger Summary

FRH0001&2-Contract and Grant Ledger Summary

FRH0004-F&A Generated by PI

FRH0004-F&A Generated by PI

FRH0004-F&A Generated by PI

Questions?