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SETA Southeast Conference

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SETA Southeast Conference. Banner Reports: Getting the Information You Need. Bryan Elmore ... Please turn off your cell phone/beeper ... – PowerPoint PPT presentation

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Title: SETA Southeast Conference


1
SETA Southeast Conference
  • Banner Reports
  • Getting the Information You Need
  • Bryan Elmore
  • Monday, March 7, 215pm

2
Session Rules of Etiquette
  • Please turn off your cell phone/beeper
  • If you must leave the session early, please do so
    as discretely as possible
  • Please avoid side conversation during the
    presentation
  • Thank you for your cooperation!

3
Introduction
  • The purpose of the session is to give a brief
    overview on reports and processes within Banner.
  • After attending this session, you will have a
    general idea of how to pull information from the
    system that is beneficial to your area or
    department.

4
Topics of Discussion
  • Finding Useful Reports Processes
  • Running Reports Processes
  • Formatting Reports
  • Extracting Data into Excel

5
Finding Your Reports Processes
  • My Banner Folder
  • -Organize (Build)
  • -Type Job Submission Object
  • Common Reports
  • -FGRODTA (FBM 091)
  • -FGRBDSC (FBM 090)

6
Finding Your Reports Processes (cont.)
  • Common Reports (cont.)
  • FGRIDOC (Incomplete Doc. Report)
  • FGRJVLR (JV Listing Report)
  • FGROPNE (Open Encumbrance Report)
  • FGRTBAL (Trial Balance Report)

7
Running Reports Processes
  • Selecting the process or report
  • Printer control
  • Parameters
  • Submission
  • Finding the process that has been run

8
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11
Formatting Reports
  • Pulling the file in a browser format
  • Copying to Word
  • Formatting for Word

12
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13
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)

14
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15
Extracting Data to Excel (cont.)
  • Pulling the data into excel
  • Header information/Template
  • Saving as excel from CSV file

16
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17
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18
Questions
  • Im not going to promise I can answer every one.
    ?

19
Presenter Information
  • Bryan Elmore
  • 123 Ingram Hall Auburn, AL 36849
  • 334-844-2157
  • elmorbj_at_auburn.edu
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