SETON HALL UNIVERSITY. E~print for Banner Finance User Guide. Controller s Office Revised on 05-Mar-2008

Transcription

1 SETON HALL UNIVERSITY E~print for Banner Finance User Guide Controller s Office Revised on 05-Mar-2008

2 Contents Page Preface Account Set-Up 3 Background 9 e~print Login 10 Report Directory 12 Security 15 Anatomy of a Report 16 Report Storage 19 Printing reports 20 Export to Excel 21 3/6/2008 2

3 Account Set-Up If you have an active Internet Native Banner (INB) user id, go directly to page 9. If you do not have an active INB id, go through this one-time account set-up process to activate your Banner account for access to e~print. From the Banner TAB on MyWeb, click the link for: Banner Production INB (PROD) 3/6/2008 3

4 Account Set-Up Two browser windows will open, the Oracle Developer Forms Runtime - Web, with a Logon box where you enter your shortname in the Username field and in the Password field, then click the Connect button. The second window that opens, Oracle Application Server Forms Services Windows Internet Explorer, needs to stay open in the background. 3/6/2008 4

5 Account Set-Up A notice box will indicate that the password has expired. Click the OK button. 3/6/2008 5

6 Account Set-Up A new box will appear, Changing password for your shortname : 1. Enter the old password which is your shortname in the first box. 2. Then in the New Password box type a new password. 3. Next, re-type that same new password in the third box 4. Click the OK button. 5. Make a special note of this password. This is the password that will be used to log into e~print. shortname 3/6/2008 6

7 Account Set-Up Most University Department Staff ids will not have Finance access in INB. However, depending on your access in other modules, you will either be logged into INB, or you will get the Notice box indicating restricted access that will not allow you to completely log into INB. Click OK and the window will close. shortname 3/6/2008 7

8 Account Set-Up Remember, there is a second window that needs to be closed manually Oracle Application Server Forms Services Windows Internet Explorer 3/6/2008 8

9 Background e~print is the report repository for Banner Finance standard reports. e~print is a web-based application Use your Internet Native Banner (INB) username and password to log in 3/6/2008 9

10 E~Print Login From the MyWeb Banner TAB, click the e~print Log In LINK in the Financial Services section 3/6/

11 E~Print Login A new browser window will open. Enter your User ID, which is your shortname (8 character ID) And enter your Password, which is the Banner INB password. 3/6/

12 Report Directory Upon successful login, you will be brought to the repository report directory. The directory displays the most recent version of each report. 3/6/

13 Report Directory The FGRBDSC, Budget Status Report provides summary comparative data for: Adjusted Budget, Current & YTD Activity, Encumbrances and Available Balance The FGRODTA, Organization Detail Activity displays expense, budget and encumbrance activity within a specified time period. This report is run monthly and is sorted by account. 3/6/

14 Report Directory There are two viewing options for reports, PDF and TEXT. The PDF link opens the current version of the report in the browser with all the Adobe Reader features. You must use the BACK button to return to the report directory. The TEXT link opens the current version of the report in the browser, without viewer features. You must use the BACK button to return to the report directory. The Drill link will open a subset directory of historical versions of that report. 3/6/

15 Security Report Security is user specific and will govern what reports are displayed in the directory Fund / Org Security will govern what pages are displayed in all standard reports Any changes that are required must be submitted through MyWeb, Banner tab, Banner Security User Request link to the Finance Team Leader. 3/6/

16 Anatomy of a Report FGRBDSC, Budget Status Report provides summary comparative data by account for: Adjusted Budget Current & YTD Activity, Encumbrances and Available Balance Hint: Close the Bookmarks tab to get a larger view of the page. 3/6/

17 Report Directory When you select the TEXT view, you will get a warning about downloading large reports. Please heed this warning as many reports can be thousands of pages. The TEXT view does not offer the bookmark feature of the PDF, so to move to another department use the SEARCH feature Ctrl+F. This will open the Find box where you can enter either the department org number or descriptive text. 3/6/

18 Anatomy of a Report The FGRODTA, Organization Detail Activity displays budget, revenue/expense and encumbrance activity within a specified time period. This report is run monthly and is sorted by account. It also displays the Beginning and Ending Balance for each account for the specified period. 3/6/

19 Report Storage The Drill link will open a new page that lists the Report Detail. This is a subdirectory of historical versions of the report. Each standard report will be run after the accounting month is closed. 3/6/

20 When you click the Print Icon a Print Window will open. Watch the Print Range and be sure to print only the pages you need before you click the OK button. 3/6/

21 Export to Excel To save a report to Excel, open the TEXT version of the report. From the File Menu, select Save As... The Save Webpage window will open. Here, change the File Name and make sure the File Type is Text File (*.txt) 3/6/

22 Export to Excel Open Microsoft Excel application and from the File Menu, select Open As long as you have navigated to the proper folder in the Look In pull down menu, you should see the file you just saved. 3. Be sure the Files of Type pull down indicates Text Files (*.prn; *.txt; *.csv) 3/6/

23 Export to Excel The Microsoft Excel Text Import Wizard will initiate. 2. Leave the Original data type default as Fixed width. 3. Click the Next button 3. 3/6/

24 Export to Excel 1. the Data preview window to ensure that each column will break in the right place. If there is an extra break that you don t want, double click over it and it will be deleted. You can also add an additional break with a single click in the area that you want the break. You can also click and drag a break that already exists. 2. Click the Next button /6/

25 Export to Excel 1. This screen lets you select each column and set the Data Format. General converts numeric values to numbers, date values to dates and all remaining values to text. It is the most common setting to use Click the Finish button 2. 3/6/

26 Export to Excel Now you have the budget report in an Excel Workbook that you can modify as needed. Adjust the column widths, fix the column headings, insert formulas, sort and manipulate data as necessary. 3/6/

27 The success of this pilot depends on your feedback. Please submit your comments to Thank You! The Banner Financial Team 3/6/