Running Reports on Skyward Web

The reports in the PAC version of Skyward are on the web. The only difference is that instead clicking on the “reports” button as the PAC version you will now select “Data Mining”

Go to Account Manager

Select Budgetary Data Mining – DM (reports in the web version are called data mining)

The reports you have access will appear. If you see more than the reports you use you may have to modify your filters.

Views: Select “Revenue and Expense Reports-Detail and SummaryFilters: My Reports – the view will be your reports only. The option to View All Users reports. If you are wanting to clone a report from another user you will need to have this option selected. To create a new Report Select Add

The system will prompt you to go through the fields required to create a new report. The first field is the REPORT NAME. Use a name that clearly defines the report

Then select the report type. Either a summary or a detail report. Keep in minda summary report provides the account codes but no detail. A detail report will Provide the vendor, check number, amount paid and open purchase orders etc.

For this class we will be setting up a detail report.

After naming the report and selecting revenue/expense detail select Save and Add Parameters

Notes: You may add notes to assist you in determining what information is included in the report.

Consolidate Funds: If the report includes more than one fund and yes is selected it will add all the activity in those funds together.

Budget States: All Accounts – over budget may be selected but then only the accounts over budget will appear you will primarily use all accounts.

Print Detail: If yes is selected will show the entire account code. If no, is selected then the only portion that will appear is what you have your report totaled by. This field will typically be yes.

Detail Spacing: Select Single Double or Triple

Print Totals: Yes for all Totals

Suppress Zero Amounts: If there is no activity in account it will not appear on the report

Save and Add Breaks

Breaks determines where you want your totals at. Should you want your totals by function then object select function object underSEQUENCE

Then check the boxes you would like the report to total.

BREAK LEVEL ATTRIBUTES: After selecting where you want the report to total you have the option to print the heading of that break. i.e. The report may break function then the title of that function will appear. You can determine the spacing, to include a separator and double Underline as well at the break.

Select Save Breaks and Add Ranges

Here you will determine what funds you want in your report. Under OPERATING STATEMENT ACCOUNTS:Check Expense. (Typically will not need Revenue checked unless the reports are for federal funds)

Enter the fund range and any other elements you want to reflect in your report.

Save Ranges and Add Fields

This is where you select the fields you want in your reports

Go to Select Fields – Select the fields of information you want in your report. After all fields are selected click save.

See Right side – you may revise the title.

Select Save and Add Sources

You will then select the fields of information to be included. You may include all fields or specific fields. i.e. Should you only want to see purchases from the warehouse you would only select “IV=Inventory”. Select the fields desired and check the box for detail. Then select Save.

Then select Print. Enter the date ranges for the information desired. A sample report of travel activity for Finance from Jan 1 until May 15.