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Banner Reports

Banner Reports. Getting the Information You Need. Topics of Discussion. Finding Useful Reports & Processes Running Reports & Processes Formatting Reports Extracting Data into Excel . Finding Your Reports & Processes. My Banner Folder -Organize (Build) -Type: Job Submission Object

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Banner Reports

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  1. Banner Reports Getting the Information You Need

  2. Topics of Discussion • Finding Useful Reports & Processes • Running Reports & Processes • Formatting Reports • Extracting Data into Excel

  3. Finding Your Reports & Processes • My Banner Folder -Organize (Build) -Type: Job Submission Object • Common Reports -FGRODTA (FBM 091) -FGRBDSC (FBM 090)

  4. Finding Your Reports & Processes (cont.) • Common Reports (cont.) • FGRIDOC (Incomplete Doc. Report) • FGRJVLR (JV Listing Report) • FGROPNE (Open Encumbrance Report) • FGRTBAL (Trial Balance Report)

  5. Running Reports & Processes • Selecting the process or report • Printer control • Parameters • Submission • Finding the process that has been run

  6. Formatting Reports • Pulling the file in a browser format • Copying to Word • Formatting for Word

  7. Extracting Data to Excel • Common forms used to extract - FGITRND (Transactional Detail) - FGIBDST (Organization Budget Status) - FGITBAL (GL Trial Balance) - FRIGTRD (Grant Transaction Detail) - FRIGITD (Grant Inception to Date)

  8. Extracting Data to Excel (cont.) • Pulling the data into excel • Header information/Template • Saving as excel from CSV file

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