SSDT Canned Reports | Classic Comparison | Replaces Template Report | Definition |
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BUDLED / REVLED | SSDT Budget Account Activity Report | Generates a detailed report of transactions that make up the amounts in either the Budget accounts or the Revenue accounts per selection. Canned report version of the Budget/Revenue Account Activity Report to increase performance. | |
PAYABL | Generates a report listing all accounts payable | ||
ACCSTS | Contains both budget and revenue activity on a single report | ||
AUDITS | SSDT Audit Trail | Produces a report showing the 'audit trail' of transactions when adding, deleting, or making modifications while using the programs in USAS-R | |
BUDSUM | SSDT Budget Summary | Produces a report of budget account information including expendable amount, actual expenditures, current encumbrances and unencumbered balances | |
CHEKPY | SSDT Disbursement Detail | Produces a report of disbursements which have been processed. | |
FINDET | SSDT Financial Detail Report | Produces a detailed report of the transactions that make up the amounts in the cash accounts. The report includes both receipt and expenditure data | |
FUNDSUMM | Contains the general fund accounts listed by function or object and the remaining accounts are listed by fund totals only | ||
N/A | Generates a report listing all Group Chains with the option to include Archived group chains. | ||
PODETL | SSDT Purchase Order Detail Report | Detailed purchase order report containing information on individual purchase order items | |
VENHIRE | Contains independent contractors data meeting the Ohio New Hire reporting requirements | ||
FNDREVEX | Contains MTD and FYTD activity for each Fund/Fund-SCC with calculated difference between Revenue and Expenditures | ||
Generates a report listing the requisition approval audit trail for those requisitions in the Workflow process. This information is also available on each requisition. |
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Snapshot of the report in pdf PDF format.
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Snapshot of the report in Excel-data format.
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Account Status Report
The Account Status Report combines both budget and revenue activity on a single report. The report shows receipt, expenditure, purchase order, and invoice information.
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The Vendor New Hire program allows for reporting of independent contractors to the Ohio New Hire reporting center. Requirements and specifications can be found here: https://newhire-reporting.com/OH-Newhire/default.aspx. New Hire Reporting Center. The program will create a report listing all vendors with payments of at least $2,500.00 for the calendar year based off the reported date entered. Vendors must have the "Report Status" field set to 'reportable' under the 'New Hire' section of the vendor record in order for the Vendor New Hire report to include them. Other Vendor fields that may be filled in include:
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Report By: Select to subtotal report by Cash Account or Fund.
Include Fund-SCC(s): Use to filter report to show specific Fund-SCC(s). When entering multiple Fund-SCCs use commas (no space) to separate.
Collapse Revenue
Y: collapse account to 4-digit receipt code level
N: do not collapse accounts
A: Collapse accounts to 2-digit receipt code level
Collapse Expenditure
Y: collapse account to object code level
N: do not collapse accounts
A: collapse all accounts to 1-digit object code level
Collapse Salary/Benefit
Checked: collapse all salary to single line and all benefit accounts to single line
Unchecked: do not collapse salary/benefit accounts
Track PTD Amounts
Checked: Include PTD amounts on the report
Unchecked: Excludes PTD amounts on the report
Exclude Zero Amount Accounts
Checked: Report will exclude accounts that have no activity within the Fiscal Year
Unchecked: Report will include all accounts
Filter Name: filter the report based on an existing Account Filter
Report for specific posting period (blank means current period) i
Date format acceptable. i.e. MM/YYYY MM-YYYY MM/DD/YY
Show Report Options: This option will include a cover page showing options chosen for generating the report.
Format: Select format for output report. Defaults to PDF.
Report for a specific posting period (leaving it blank will default to the current period)
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Requisition Approval Report
The Requisition Approval Report is available when the Workflows module is enabled. The report will display the requisition audit trail for all requisitions that are currently in the Workflow Approval process based on the parameters the user chooses.
Save and Recall: Can be used to save report parameters and recall options later
Report Format: Select the format for report. The report defaults to PDF.
Show Options: This option will include a cover page showing options chosen for generating the report.
Select Actions: Select and drag the Actions available (Submitted, Approved, Rejected, Recalled, Cancelled) from left to right or leave blank to include all Actions. To deselect, drag from right to left.
Select Statuses: Select and drag the Statuses available (InProgress, Approved, Rejected, Cancelled, Undefined) from left to right or leave blank to include all Statuses. To deselect, drag from right to left.
Starting & Ending Requisition #: A range of requisition numbers can be selected if desired.
Select Users: Select and drage drag the available User from left to right or leave blank to include all Users. To deselect, drag selection from right to left.
Generate: Generates the report.
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