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The following steps are a general guideline to follow when setting up Financial Report access for district personnel via direct access to log in to USAS-R (similar to Classic's FISCWEB). ITCs
ITCs may customize these steps to better suit their district's needsGather report information from the districtIf the district had FISCWEB set up in Classic and had filters created in USASEC that were linked to their FISCWEB reports, the USASEC filters will be imported under Account Filters in the Redesign. If the ITC (or district) has a spreadsheet or something documented on the district’s current FISCWEB setup (including the reports, usernames, USASEC filters), it needs to be reviewed to check for any reports or account filters that are no longer used or are incorrect. Once these are reviewed, make any necessary changes to the Account Filters under Utilities.
User Account
When creating User accounts to be used by district staff to access USAS-R reports, there are two main options that will be discussed below:
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Account filters will determine which account codes are accessible to the user when running reports. If the district had FISCWEB set up in Classic and had filters created in USASEC that were linked to their FISCWEB reports, the USASEC filters will be imported under Account Filters in the Redesign. If the ITC (or district) has a spreadsheet or something documented on the district’s current FISCWEB setup (including the reports, usernames, USASEC filters), it needs to be reviewed to check for any reports or account filters that are no longer used or are incorrect.
If USASEC filters were used in Classic, review the filter on the Utilities > Account filter page to make sure the included accounts are up to date. If USASEC filters were not used in Classic, Account Filters can be created in USAS-R. Click here to view the basics of how to Create an Account Filter.
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- Additional reports can be shared with the financial report role(s) at any time using the
share role icon on the Report Manager grid. It will display a popup listing of all Roles for the district. Select the appropriate role(s) and save. The additional report will be shared with all users who have the selected role(s). If the user wants to see the report at the home page, they need to check the 'Favorites' box in the report grid. - To add a report for one user account (not to all Financial Report users), in the Report Manager grid, find the report and click on the
download report definition icon. Next, log into the users account, go to the Report Manager, and click on Import to import the report. If the user wants to see the report at the home page, they need to check the 'Favorites' box in the report grid.
Financial Reports via Email
The following options allow districts to schedule sending Financial Reports to district personnel via email. Prior to sending reports, the Email Notification Services module will need to be enabled and the appropriate information should be entered in the Email Configuration.
Job Scheduler
The job scheduler can be used to schedule individual reports to send at a regular interval. See the Appendix section Scheduling a Report to run via a Cron Job for details.
Report Bundles
Scheduling a Custom Monthly Report Bundle
benefits of utilizing a report bundle