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ePrint Training

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Adobe Acrobat (PDF) Word (txt) Excel (xls) ... Opens the report in Adobe Acrobat Reader ... Additional Adobe Acrobat (full version) features ... – PowerPoint PPT presentation

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Title: ePrint Training


1
ePrint Training
  • Business Financial Services
  • Training Organizational Development

2
ePrint Training
  • Introduction
  • Reports
  • Login
  • Navigation
  • Saving Viewing Reports
  • PDF
  • Word
  • Excel

3
Introduction
  • What is ePrint
  • Secure website for report viewing
  • When to use ePrint
  • To view monthly FRS financial reports
  • You will have access to the same accounts in
    ePrint as you have in FRS
  • You should continue to use FRS for daily
    balancing and inquiries
  • Which reports are available in ePrint
  • FBM092 month-end reports (FBM090/91s)
  • FBM040 chart of accounts
  • FBM097 subcode list
  • User requirements
  • FRS Operator ID and Password
  • Web browser (Preferred - Internet Explorer)
  • Adobe Acrobat 5.0 (or later)
  • Acrobat Reader 5.0 (or later)

4
Extract and format
Request a report
Options to save or print a report.
5
Introduction
  • Benefits
  • Access to month end reports immediately
  • Reports are easy to view, search, and print
  • Access to older reports average of 3 years,
    depends on report
  • Reduce paper use
  • Can access your reports from any machine with a
    web browser and Acrobat Reader installed
  • Reports are secure only those with access to
    your accounts can view your reports

6
Introduction
  • ePrint Login page
  • https//hermes.is.colostate.edu/cgi-bin/eprint.cgi
  • ePrint Information website
  • http//busfin.colostate.edu/guides.aspx

7
Report
Description
Unique reports
8
Reports FBM090
  • Displays balances on SL accounts only
  • Report is split into 5 versions
  • FBM090a Acct range 100000-261009
  • FBM090b Acct range 640000-999999
  • FBM090cf Acct range 26xxxx
  • FBM090cg Acct range 53xxxx
  • FBM090d Acct range 269701-299999
  • Can be viewed in 3 different formats
  • Adobe Acrobat (PDF)
  • Word (txt)
  • Excel (xls)
  • This report is set up to download data into an
    excel spreadsheet

9
Reports FBM091
  • Displays GL transactions and account balances
  • Displays SL transactions
  • Can be viewed in 3 different formats
  • Adobe Acrobat (PDF)
  • Word (txt)
  • Excel (xls)
  • This report is set up to download data into an
    excel spreadsheet

10
Reports FBM092
  • Recommended way to view your reports
  • Displays the GL and SL accounts interleaved
  • Report is split into 3 versions
  • FBM092a SL and corresponding GLs in acct range
    100000-299999
  • FBM092b SL and corresponding GLs in acct range
    640000-999999
  • FBM092cg SL and corresponding GLs in acct
    range 53xxxx

11
Reports FBM040
  • Chart of Accounts 2 versions
  • FBM040a - Chart of accounts sorted by acct number
  • FBM040d Chart of accounts sorted by department
    number then by account number
  • Chart of Account Uses
  • Determine if account is valid
  • View listing of valid department accounts
  • Assist in closing out accounts that are no longer
    used or valid
  • Determine if account titles or responsible person
    needs to be updated
  • Note the Delete column If there is a 1 or 2
    in that column, the acct is in the process of
    being deleted

12
Reports FBM097
  • Subcode List
  • Account controls used in GL - 0xxxxx accounts
  • Subcodes used in SL accounts
  • Subcode List Uses
  • Determine the correct subcode to use when coding
    a document
  • An overview of subcodes and their descriptions
    can be found in the FRS manual Appendix C
  • http//busfin.colostate.edu/frs/frsmanual.pdf

13
Login
4 digit FRS operator number and password
Select the FRS repository
Click on Enter
14
EPrint Navigation Bar
  • Drill down to select reports from a repository
  • Once the report is selected you can pick values
  • Values are keys to accessing an individual
    page. A report will have a key defined that
  • describes how the report is structured.
    Examples are Department or Account.
  • The Navigation Bar is Active and you can click
    on any of the topics to go directly to it.

15
Navigation
  • (1) There is a bar under the main header that
    displays where you are in the ePrint module
  • (2) Once you login you are at the Select Report
    from Repository FRS screen and a list of reports
    that you have access to are displayed
  • (3) The Latest Date column indicates the last
    time the report was run
  • (4) Scroll through the list of reports by using
    the Next and Previous navigation buttons
  • (5) Select your report from the combo box at the
    bottom of the screen
  • (6) Click on the Drill icons to view the Report
    Detail screen
  • (7) Click on the PDF or Text icons to view the
    most current version of the report

16
Navigation Select Report
(2)
(3)
(6)
(1)
(7)
(4)
(5)
17
Navigation - Icons
Opens the report in Adobe Acrobat Reader
Right clicking on the Text icon will let you save
the file to be opened as a text document
Right clicking on the data icon will let you save
the file in a spreadsheet format
Drill down to the Report Detail screen where
you can view all available reports by date
Takes you to the Pick Pages screen where you can
select a report by account number
Get the report icon is used to retrieve the
report after you have selected a range of accounts
Use navigation button to scroll through report
lists
Use combo boxes to select a report
18
Picking Pages
This brings up this page where you can click on
the magnifying icon.
19
1 - Selecting allows you to individually
select values 2 - Input an account number and
select to find just this value. Note that
the Account field requires a format of x-xxxxx if
by account. 3 - Requires both values and if by
account the format is x-xxxxx.
20
Saving Viewing Reports - PDF
  • All reports are available to view as PDF files
  • Clicking on the PDF icon will open the
    default PDF application that is installed on your
    computer
  • PDF applications
  • Adobe Acrobat full version
  • Acrobat Reader free version

21
Saving Viewing Reports - PDF
  • Click on the Save icon on the toolbar
  • Save the report to your PC
  • Type in a name for your report
  • Click on Save

22
Saving Viewing Reports - PDF
  • Click on the Search icon to search for
    specific words or values in your report
  • Navigate through the pages of your report using
    these icons on the top menu bar
  • -or-
  • these icons on the bottom menu bar
  • Resize the pages of the report using these icons

23
Saving Viewing Reports - PDF
  • Additional Adobe Acrobat (full version) features
  • Some of the most commonly used features include
  • Insert notes
  • Circle text or values
  • Highlight text

24
Saving Viewing Reports PDF cont.
  • Some of the most commonly used features
    continued
  • Search/Find
  • Text

25
Saving Viewing Reports - Word
  • All reports are available to view as text files
  • Right click on the text icon
  • Select Save Target As
  • Save the report to your PC
  • Type in a name for your report
  • Click on Save

26
Saving Viewing Reports - Word
  • With Microsoft Word open find your report
  • The file conversion window may appear
  • Select Windows (Default)

27
Saving Viewing Reports - Word
  • Reformat your document
  • Select File Page Setup from the toolbar
  • Set all margins to .5
  • Set orientation to landscape

28
Saving Viewing Reports - Word
  • Select Edit Select All from the toolbar
  • Select Format Font from the toolbar
  • Font Courier New
  • Font Style Regular
  • Size 8

29
Saving Viewing Reports - Word
  • Save the file to your PC
  • Save as a Word .DOC file

30
Saving Viewing Reports - Excel
  • Only the FBM090 and FBM091 reports are viewable
    as excel spreadsheet files
  • Right click on the data icon
  • Select Save Target As
  • Save the report to your PC
  • Type in a File name for your report
  • Save as a Microsoft Excel Comma Separated Values
    File
  • Click on Save

31
Saving Viewing Reports - Excel
  • You will need to reformat the spreadsheet
  • Click in the upper left hand cell to highlight
    the spreadsheet
  • Format Row (type in a value for the row height)
  • Format Column (type in a value for the column
    width
  • You may have to merge some fields to get the
    appearance you want from the spreadsheet

32
Contact Information
Business Financial Services
Connie MacNaughton Connie.MacNaughton_at_ColoState.E
DU John Hunter John.Hunter_at_ColoState.EDU
Training Organizational Development
Ken Katona Ken.Katona_at_ColoState.EDU Lori
Smith Lori.Smith_at_ColoState.EDU
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