1. Begin by signing in to Oracle Fusion Cloud (OFC) from myboisestate.edu.
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1 Running and Scheduling an Account Analysis Report Purpose: This report can be used to retrieve transaction detail by account segment. It can be run using hierarchies, the date range is specified by the user, and it can be scheduled to run on an interval. 1. Begin by signing in to Oracle Fusion Cloud (OFC) from myboisestate.edu. 2. To access the Home Screen in OFC, click the house icon at the top right hand corner. 4. Click the Scheduled Processes icon. 5. Select from the tool bar in the middle of the page, click the dropdown menu to the right of the Name field, and select Search. Last Updated: Page 1
2 6. Enter Account Analysis Report in the Name field and click Search. Select Account Analysis Report from the list and click OK. Note: This is a case sensitive search. 7. Click OK again to view and enter Process Details. Last Updated: Page 2
3 8. Select the parameters for the requested report. a. Subledger Application: Select blank to include all subledger detail. b. Ledger: Select the appropriate ledger. OPERATIONS: Includes all transaction details including actual and encumbrance. BUDGET: Includes all budget related transactions. c. From and To Accounting Period: Budget will allow the specific fiscal year. Operations will allow specific accounting periods. d. Balance Type: Select blank to include both actual and encumbrance data. e. Encumbrance Type: Select blank to include all encumbrance data. 9. Add filters by clicking and selecting the segments that will be filtered. Note: At least one filter must be entered. Last Updated: Page 3
4 10. Select the dropdown next to each field to change the operator, enter the value for each field selected, and click OK. Common Operators: Starts with: Pulls all segments that begin with what is entered. Is A descendant of: Pulls all segments related to a hierarchy. Equals: Pulls the exact segment that is entered. Between: Pulls values in a range that is entered. ProTip! ProTip! You may select more than one segment, as necessary. Hierarchies may be used to view groups of related segment values on the Operations ledger, for more information reference Hierarchies for Reporting. Use the four-letter descriptor in the filter of the AAR and change the operator to Is a descendent of to gather data for multiple segment values. Last Updated: Page 4
5 12. Enter Submission Notes, including search parameters. Note: This will allow you to search on previously run reports and rerun. 11. For scheduling options, click Advanced in the upper right corner of the Process Details screen to select additional reporting options. 13. Select the Output tab to enter output details. Click, Enter Name, Select Layout: Excel output - campus and Format: Excel (*.xlsx) from dropdown. ProTip! Name the file using parameters of report to easily identify what report was sent. 14. Click the Add Destination field shown in the lower right hand field and select to have report delivered to an address. 15. Enter appropriate and subject in the fields. Note: You may reports to yourself without setting a schedule. Last Updated: Page 5
6 16. Select the Schedule tab to enter schedule details. Click Using a schedule radio button, Select the Frequency from the drop down and provide details as requested, including a Start and End Date ProTip! If you are running an FY18 year to date report, run it through month end of June Select to run the report. A confirmation notification will appear, select, and select. Select to refresh scheduled process screen. Once the process has moved to Succeeded under Status, it is ready to be viewed. 19. Select the appropriate report by clicking on the row. Last Updated: Page 6
7 20. The Account Analysis Report, Details information will appear below the search results rows. Select Default Document to open Excel document. 21. To rerun a previously run report, open the Search options at the top by clicking on the chevron. Remove Submission Time, enter Submission Notes, and click Search. 22. Select the appropriate row and click Resubmit. This will regenerate the report! 23. End of Procedure. Last Updated: Page 7
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