FASgov Asset Accounting Software Topic 11: Generating Reports

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Cecily Alexander
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1 FASgov Asset Accounting Software Topic 11: Generating Reports May 17, :29 PM Page 1 of 21

2 A. Generating Reports Reports can be run from the FASgov Reports Menu or from the canned i.e., preprogrammed reports. Custom reports can also be created using the FASgov Report Writer. NOTE: Depreciation must be calculated before you run any report containing a depreciation figure. The calculation is performed twice, once for the period beginning depreciation and again for the period ending depreciation. Depreciation can be determined either for a single asset or for a group of assets. FASGOV STANDARD REPORTS Standard Reports 1) Select Reports (Report Type). May 17, :29 PM Page 2 of 21

3 2) Click on the drop-down selection icon in the Group field to select the appropriate group. 3) Verify the appropriate financial book is selected by clicking once in the selection box to the left of Financial, Budgetary 1 or Budgetary 2. 4) Click on the radio button to the left of Detail, subtotals and totals or Subtotals and totals only to define the manner in which you wish the results to be displayed. 5) Click on the selection box to the left of Include partial disposal supplement? to display partial disposal information where applicable. 6) Click once in the selection box to the left of Window (Display results online), Printer (Print the results to a Printer), or File (Export results to a file), to define the output destination. 7) Click Execute. May 17, :29 PM Page 3 of 21

4 8) Your report is now generated. May 17, :29 PM Page 4 of 21

5 CANNED CRYSTAL REPORTS 1) Select Reports Report Writer Launch. May 17, :29 PM Page 5 of 21

6 2) Select the appropriate report type and click Launch. Refresh/ Lightening Bolt icon May 17, :29 PM Page 6 of 21

7 3) Click the Refresh/lightning bolt icon to refresh and display your data. 4) Select your parameters by clicking on the option(s) within the Parameter Fields area where applicable. May 17, :29 PM Page 7 of 21

8 5) Your report will now be displayed. May 17, :29 PM Page 8 of 21

9 CUSTOM CRYSTAL REPORTS 1) Select Reports Report Writer New. May 17, :29 PM Page 9 of 21

10 2) Click Next. 3) Click Next. May 17, :29 PM Page 10 of 21

11 4) Specify the layout of your results by clicking on the radio button to the left of Portrait or Landscape. 5) Click Next. May 17, :29 PM Page 11 of 21

12 6) Enter the title of your report in the What title do you want at the top of your report? field. May 17, :29 PM Page 12 of 21

13 7) Select the fields you wish to be included in your report by clicking on the selection box to the left of FAS Gov. Unit Name, Page Numbers and/or Date of the Report. 8) Click Next. 9) Select the field(s) you wish to include in the report by clicking once on the field name within the Available Fields column and clicking on Add. This process must be repeated for each field you want included on your report. 10) To change the order the fields are displayed on the report: Within the Field Order on Report column, click once on the appropriate field name and click on either Move Up or Move Down. 11) Click Next. May 17, :29 PM Page 13 of 21

14 12) Select the field(s) you wish the results to be sorted on by clicking once on the field name within the Available Fields column and clicking on Add. This process must be repeated for each sort field. 13) Click Next. May 17, :29 PM Page 14 of 21

15 14) Select the attributes for the sort field(s) by clicking once in the appropriate column s selection box. 15) Click Next. May 17, :29 PM Page 15 of 21

16 Operator field. Selection Criteria field. Data Selector field. 16) Select the appropriate search criteria for your report by clicking on the dropdown selection icon in the Selection criteria, Operator and Data Selector fields and click Add. This process is completed for each search criterion. 17) Click Next. May 17, :29 PM Page 16 of 21

17 18) You may use the defaulted font settings or select the appropriate fonts for the Title and Column by clicking on Fonts appropriate font, and clicking on OK., selecting the 19) Click Next. May 17, :29 PM Page 17 of 21

18 20) Click Finish. May 17, :29 PM Page 18 of 21

19 Refresh/ Lightening Bolt icon. 21) The report s template will be displayed. Click the Refresh/lightning bolt icon to refresh and display your data. May 17, :29 PM Page 19 of 21

20 22) Your data will be displayed. 23) Follow normal Crystal Reports formatting requirements to apply formats to your report if necessary. May 17, :29 PM Page 20 of 21

21 B. Contacting the Technology Services Help Desk If you need assistance with generating reports or with the information provided within this document, contact the Technology Services Help Desk by Lotus Notes at, by telephone at (800) or by Fax at (404) May 17, :29 PM Page 21 of 21

PCGenesis Financial Accounting and Reporting (FAR) System Operations Guide Section L: General Ledger Account Processing Topic 3: PCGenesis and FASgov

PCGenesis Financial Accounting and Reporting (FAR) System Operations Guide Topic 3: PCGenesis and FASgov Capital Asset Processing, Version 1.1 Revision History Date Version Description Author 07/11/2006