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For example, for a user that has an account filter that allows them access to both Student Activities and High School related accounts, they may want to be able to easily run a Budget Summary for only one or the other. If a save and recall is created for the report to include the appropriate query parameters then the user will simply choose from their Save and Recall drop down upon login.

Managing Accounts

• •  Notify the District

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Once the accounts have been created, each ITC may determine guidelines for managing the upkeep of financial reports and accounts. 

•  Account Access

• If individual accounts are created for each user, this likely will me handled via the same procedure the ITC uses for creating normal USAS-R accounts. For standardized accounts, the credential may be managed by either the ITC or the district. For example, a spreadsheet with the the User Account usernames, passwords and Filter Names

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• may be provided to a district employee in charge of maintaining this data.  They can then pass the login credentials onto the individuals who will be accessing the Financial Reports.

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•   
• Adding a new Financial Report User
This
• depends on who (ITC or district) is creating the new user account.  For example, if the ITC is responsible,
District
•  District needs to inform ITC of the username and password they would like
createdDistrict
• created District needs to provide ITC an account filter name and the specified account access to that
filterDistricts
• filter Districts needs to provide ITC the reports they would like the user to have access to.  

•  Updating Accounts that appear on the reports

District has
• If an update is needed to accounts that a user can access, the Account Filter associated with the user can be modified. Users with the USAS_FILTER or USAS_FILTERS_UPDATE permission have the ability to modify
the account access for each user
• this. This permission is included in the USAS_MANAGER role. For details on Editing an Account Filter click here.

• Go to UTILITIES/ACCOUNT FILTERS
Search for
• Locate the account filter
you want to edit
• and click on the 'Edit' icon.
• Make any necessary changes and click on Save.
Granting access to a set of Financial Reports
• District can give the login credential to the new individual that should have access to the Financial Reports
If a password needs to be changed, depending on who has the ability to change passwords (ITC or District),
• Go to SYSTEM/USERS
• Search for the user account you want to change the password for
Click on Image Removed to reset the password.

•  Adding a New Report to an existing set of Financial Reports

If you want to add another report for all Financial Report users to see, in the Report Manager grid, find the report and click on
• Additional reports can be shared with the financial report role(s) at any time using the Image Modified share role icon on the Report Manager grid.  It will display a popup listing of all Roles for the district. 
Checkmark
• Select the
Financial Reports custom role that was created and click on
• appropriate role(s) and save.  The additional report will be shared with all users who have the
custom
• selected role(s).  If the user wants to see the report at the home page, they need to
checkmark
• check the 'Favorites' box in the report grid.
If you want one to add another
• 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 Image Modified download report definition icon.  Next, log into the users account
and
• , go to the Report Manager, and click on Import to import the report.
  Checkmark it as a favorite so that is display on their home page
•   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

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