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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 (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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Once the accounts have been enable/created. The users should be assigned a role to allow them access to run reports. While the standard USAS_RO role will allow this access, this also gives additional view access. To assign access to only the reports needed for that user, a custom role can be created. Click here to view the basics of how to Create a Role. The permissions added to the role depends on the reports you want them to have access to. Districts may grant a standard Financial Reports role to give all users the same set of reports to run (which will then be filtered to their accounts) or unique roles depending on which reports certain users may need. Once a Reports Role is created, assign the role(s) to User accounts that were enabled/created in the previous section.
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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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- 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 this. This permission is included in the USAS_MANAGER role. For details on Editing an Account Filter click here.
- Go to UTILITIES/ACCOUNT FILTERS
- Locate the account filter and click on the 'Edit' icon.
- Make any necessary changes and click on Save.
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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 to district personnel via email at a regular interval. See the Appendix section Scheduling a Report to run via a Cron Job for details.
To send reports to district personnel, follow the process to schedule the report to run via Cron Job and enter the email address of the employee that should receive the report. Reports will be sent on the specified interval and will not require the employee to log into USAS-R (no USAS-R user account required). Jobs can be viewed in the Job Scheduler by the user that scheduled them and any Admin users. To stop a scheduled Job, delete the row from the Job Scheduler.
Report Bundles
Report Bundles can be used to schedule a group of reports to send to district personnel via email at a regular interval or upon a specific system event. Details on how to Create a Report Bundle can be found on the Report Bundles page.
To send reports to district personnel, follow the process to create and schedule the report bundle and enter the email address of the employee that should receive the report. Report bundles will be sent on the specified interval or event and will not require the employee to log into USAS-R (no USAS-R user account required). Jobs related to report bundles can be viewed in the Job Scheduler by the user that scheduled them and any Admin users. To stop a scheduled report bundle, disable or delete the bundle in the Report Bundles grid. Report bundles can be modified as needed to add, edit, or remove reports. The reports within the bundle can also be modified to update report parameters. If the email address for the employee that should receive the report bundle changes, this can also be updated by using the scheduling icon
to edit the scheduling information.
Financial Reports via Link
A direct report link can be generated by users in USAS to allow them to generate real time reports. For details on the Report Direct Link see the Report Manager page.