project_by_dept_report.doc - Job Aid The UMB Project By Department Report lists ALL chartstrings associated with the Owner Department specified as you

project_by_dept_report.doc - Job Aid The UMB Project By...

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Job Aid The UMB Project By Department Report lists ALL chartstrings associated with the Owner Department specified as you run the report. Use this report to view any chartstring “owned” by your department – including newly established grants . The step-by-step instructions below will guide you through running and printing a paper copy of the report (steps 1–22) OR through running and downloading an electronic copy of the report to Microsoft Excel (steps 23–51). The downloadable (.txt) version of the UMB Project By Department Report contains both the department ID and a department description. This addition will be useful when downloading data for a department made up of more than one department ID. The addition of a department description will ease reading, sorting and filtering data in Excel. It will be especially useful to those who review downloaded data using Excel’s Pivot Tables. A sample of the report is displayed at the end of this handout. Displaying Chartstrings: The UMB Project By Department Report 1. Begin by navigating to the UMB Project By Department Report on the General Ledger menu in e UMB Financials. Click the General Ledger link. 2. For easier viewing, you may want to maximize your Internet Explorer window. Continue navigating to the UMB Project By Department Report . Click the General Reports link. 3. Click the UMB Project by Department Rpt link. 4. A Run Control ID is required to run a report in e UMB Financials. The system uses Run Control IDs to track your report request through all stages of its creation. The following statements are true in e UMB Financials: - Run Control IDs can be used to run any report within eUMB Financials. - They can be re-used. You do not need to create a new Run Control ID each time you run a report. - A Run Control ID manages one report request at a time. - To run more than one report at the same time, create more than one Run Control ID. - Run Control IDs cannot be deleted. Last Updated: 01/11/2010 Page 1
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Job Aid 5. If you haven't set up any Run Control IDs in e UMB Financials, you will need to Add a New Value . (Otherwise, you can click the Search button on Find an Existing Value tab, then select from the list that's returned.) Click the Add a New Value tab. 6. Run Control ID names can contain uppercase, lowercase or mixed characters. They cannot contain spaces. Insert an underscore if you wish to separate words. Name your Run Control ID . Enter the desired information into the Run Control ID field. Enter a valid value e.g. " project_by_dept ". 7. Click the Add button. 8. The UMB Project By Department Report can retrieve by...
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