version 1.x jan 2010

© 2011 Ivy Tech Community College. All rights reserved. This documentation is proprietary information of Ivy Tech Community College and is not to be copied, reproduced, lent or disposed of, nor used for any purpose other than that for which it is specifically provided without the written permission of Ivy Tech Community College. The unauthorized possession, use, reproduction, distribution, display or disclosure of this material or the information contained herein is prohibited. Prepared By: Ivy Tech Community College 50 West Fall Creek Parkway North Drive Indianapolis, Indiana 46208 www.ivytech.edu Release Version 2.0 April 2011

Finance

E~Print

Training

http://www.ivytech.edu/

Ivy Tech Community College Training

Finance – e~Print

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Banner Finance e~Print 2 v 2.0 April 2011

Contents

INTRODUCTION........................................................................................................... 3

Workbook goal .............................................................................................................................. 3

Intended audience ......................................................................................................................... 3

Workbook revision history ........................................................................................................ 3

TERMS & CONCEPTS ................................................................................................. 4 OVERVIEW .................................................................................................................... 4 ACCESSING E-PRINT .................................................................................................. 5 VIEWING A REPORT .................................................................................................. 5

Sample Report in Text format: .............................................................................................. 7

SEARCHING A REPORT ............................................................................................. 8

Search Field ................................................................................................................................ 11

Range Field ................................................................................................................................. 13

Printing Your Reports ............................................................................................................ 14

USING MY E~PRINT .................................................................................................. 15

Configure Report Groups ...................................................................................................... 15

Modify Groups........................................................................................................................... 16

Reorder Groups ........................................................................................................................ 16

Create Group .............................................................................................................................. 16

Reorder Search Settings ........................................................................................................ 16

Set List Length .......................................................................................................................... 16


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Introduction

Workbook goal

The goal of this training is to provide you with the knowledge and practice to use E-print to view

finance reports at Ivy Tech.

Intended audience

Staff members who may need to review reports should complete this workbook and use it for

reference.

Workbook revision history

VERSION DATE REVISION

1.0 Jan. 2010 New

2.0 Apr. 2011 New document format, images, added instructions for my e~Print


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Terms & Concepts

Fund An alpha/numeric designation for a self-balancing set of accounts in

which transactions are recorded.

Organization A numeric designation for departmental/budgetary subdivisions. This

refers to the department or office that controls the budget.

Commonly referred to as Org Code.

Account A numeric or alpha/numeric designation for individual asset, liability,

fund balance, revenue, expenditure and transfer account

classifications.

Program Within Chart of Accounts structure, refers to the functional

classification of a transaction i.e. instructional, academic support, etc.

Determined by the Organization code.

Activity Alpha/numeric designation to allow for more detailed

reporting/tracking than an account code provides. Typically only

used by specific user group(s). Optional code: not required for

transaction processing.

Location Used in Fixed Asset module to track where assets are located. Not

used for transaction processing.

E~Print Repository A repository is a directory containing a folder for each report. Within

each folder there can be multiple iterations of a report with different

creation dates. The Latest Date column displays the date and time the

report was created or processed by e~Print. Within the repository,

you can select either the current version of the report, or you can

“drill down” to see all available versions of that report.

Overview

Banner e~Print is a web-based system designed to distribute reports securely and quickly to

authorized recipients. Using a web browser, authorized users can view reports in a user-friendly

format. A user may have access to view different reports than another user.

The Banner Finance e~Print repository contains reports delivered with the Banner software and

custom reports written by Ivy Tech. Custom finance reports start with “FZ”.

Reports can be selected and viewed in 2 formats, PDF or text.

Report titles have 7 characters, just like Banner forms. For example, FABCHKR is the Batch

Check Register report listed above.


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Accessing E-print

The Finance e~Print Repository is accessed through Campus Connect. Once logged in to

Campus Connect, in the MY IVY TECH channel, click on the Finance SSB Menu link. Click on

e~Print Repository.

This screen will display once you click on e~Print Repository. This screen will show the reports

you are able to view based on your security access.

Viewing a Report

Select different report dates in the inventory using the drill feature shown below.


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A listing of the reports by run date will be available for view. Select the report date you would

like to review.

To view the selected report in Adobe format, click the PDF button.

Below is the Budget Status report (FGRBDSC) in Adobe format.


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To view the selected report in text format, click the text icon. An example of the text format is

illustrated below.

Sample Report in Text format:


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Searching a Report

Using the FGRBDSC report as an example, click on the magnifying glass icon and the Pick

Pages screen appears with three different ways to select the pages you would like to view.

In this sample report the Page Key is Organization:

If you select the option of “Pick Values Manually”, a table of options will be displayed. You can

select the organization codes you wish to be displayed on your report (see below).


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Check the boxes beside the fund or organization codes you would like to view and click “Get the

Report”. The following screen will be displayed next.


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Click PDF or Text to view the report selected. The following screens show output results.


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In this sample report the Page Key is Fund:

Search Field

The search field will allow you to enter a specific fund, or organization if that page key is

selected, to view. In our example, we will enter G18100. You will get the following prompt.


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Select to view in PDF format and you will see the following report:


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Range Field

You also have the option of entering a Fund or Organization Range. These parameters would be

entered into the “Range From” and “Range To” fields.

Click PDF or Text to view range of reports.


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Printing Your Reports

The user may elect to print these reports to a local or network printer by clicking the printer icon.

Please note that some of these reports will be large. Check Print Pages “From” and “To” to

ensure you need to print the entire report.

Below is an example of a PDF report. Use the print icon in the toolbar.

Next is an example of a TEXT report. Use the print icon next to the page tabs:


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Using My e~Print

Using the My e~Print function, you can customize the way you interact with Banner e~Print.

You can determine how many reports you view on a page, customize the order of your search

settings, and group reports in various ways for ease of use.

To open My e~Print, click the link at the top of the page. The link is located next to the About

Banner e~Print and FAQ links.

There are three main tab functions:

• Configure Report Groups

• Reorder Search Settings

• Set List Length

Configure Report Groups

The Configure Report Groups area provides three function tabs: Modify Groups, and Reorder

Groups, Create Group.


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Modify Groups

Once your groups are created, you can adjust them from time to time as needed. You can change

the name of the report group by updating the Group Name field. You can add or remove reports

using the same procedure with which you created the group, and you can adjust the order in

which to display the reports.

You can also set a report group to be your default group, a subset of the reports in the repository

that you wish to see when you first log in to Banner e~Print. Select the desired group and click

Default. To remove a default setting from a group, select the group and click Default. Click Save

to save your changes.

Remember that you can always view the entire list of reports by selecting the repository name

from the navigation bar.

Reorder Groups

Once you have defined multiple groups, you can adjust the order in which the tabs display.

Select the group whose display position you wish to adjust and use the up and down arrows to

modify the order to your preference.

Create Group

The Create Groups tab allows you to assemble your accessible reports into work-related groups.

Working with the list of reports that are available to you, highlight those reports that you would

like to group, and use the right arrow button to “move” them to the Selected reports area. You

can also adjust the display order of the reports within the group.

Select a report and use the up/down buttons to reorder its position. Reports can appear in more

than one group. You can speed the process of creating a group by using an existing group as

your starting point. Select your reference group from the Copy this group drop-down list.

Supply an identifier for the group of reports and save your entry. The group name will appear as

the tab name with your repository list page.

Reorder Search Settings

Use this tab to reorder the drop-down list of your saved search settings for a given report and the

page key within that report. Select the report and the page key from the list of reports for which

you have saved search settings. Using the up and down button, select a setting name and position

it in the order that you prefer. This creates the drop-down list of settings that display when you

perform the Pick Pages function of the report. Click Save to save your changes.

Set List Length

You can set the number if reports to include in your list of viewable reports. You can set up to

eight reports. Click Save to save your changes.

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