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About Finance Reports

Reports are print-formatted documents produced by running a pre-written program. Users can run reports in PS at any time, and then print, save, or distribute the output as desired.

Available Reports

NavigationReport IDPrint TitleDescription
General Ledger-General Reports-Trial BalanceGLS7012Trial BalanceTrial Balance snapshot for a specific ledger. Flexible chartfield selection and inclusion (don't forget to press Refresh button to get Chartfield Selection template).
General Ledger-General Reports- Ledger ActivityGLS7002Ledger ActivityJournal line-level activity detail. Flexible chartfield selection and inclusion (don't forget to press Refresh button to get Chartfield Selection template).
Purchasing-Purchase Orders-Reports-Req and PO Budgetary ActivityPOS801Procurement Budgetary Activity ReportPurchase order balances outstanding. Can be run by dept.
Purchasing-Purchase Orders-Reports-Req and PO Budgetary ActivityPOS802Requisition Budgetary Activity ReportRequisition balances outstanding. Can be run by dept.
Purchasing-Purchase Orders-Reports-CSU - PO Detail Activity RptCSUPO051Open Purchase Order Activity ReportSee Procurement Reports.
Purchasing-Purchase Orders-Reports-CSU - PO Detail Activity RptCSUPO052Purchase Order Activity ReportSee Procurement Reports.

Running Reports

When you run a report, you are submitting and running a process in the PS Process Scheduler. The following steps are required to run any report process:

Steps required to run a report in PS Process Scheduler.
Step #WhatHow
1Navigate to report run pagevia the navigation Menu
2Specify a run control IDFind an Existing Value, Search, select; or, Add a New Value, type in, Add
3Specify report request parameterstype in or look up to enter values, press Run
4Verify and submit Process Scheduler parameterschange Run Date/Time if desired, press OK
5Verify process submissionnote Process Instance number on report request parameters page (you do not need to press Run button again!)

Viewing Report Output

Most report processes are designed to send output to the Report Repository, a Web area where users can access their own output online. The most common output format is Adobe Acrobat PDF.

These are two ways to access the Report Repository to view reports:

  • via Process Monitor, which shows report processes you have run or are running.
  • via Report Manager, which shows report output that has been produced for you by these processes.
Use the following steps to view output from a process just submitted.
Step #Whatvia Process Monitorvia Report Manager
1Navigate to process or report queueuse Process Monitor link on report parameters pageuse Report Manager link on report parameters page
2Update queue statuspress Refresh button until process status=Success (or Error)on Administration tab. If Refresh button is grayed out, select Archive tab, then reselect Administration tab. press Refresh button until report appears and status=Posted
3Go to report outputDetails, View Log/Trace, PDF link for report (opens Acrobat in new browser window)View, PDF link for report (opens Acrobat in new browser window)
Use the following steps to view output from a process previously submitted.
Step #Whatvia Process Monitorvia Report Manager
1Navigate to process or report queuePeople Tools - Process Scheduler - Process MonitorReporting Tools - Report Manager
2Locate desired process/report in queueshown by date/time (most recent first)select Administration tab. shown by date/time (most recent first)
3Go to report outputDetails, View Log/Trace, PDF link for report (opens Acrobat in new browser window)View, PDF link for report (opens Acrobat in new browser window)

Reports are retained in the Report Repository for 35 days. During that time, you may:

  • View a report online, per the above
  • Print a report (File-Print, or Print icon)
  • Save a report to your desktop (Save icon)
  • Send a report as an email attachment to anyone (File-Send-Page by Email...)