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6.  Once the year is selected a filter is applied, data will populate on the right side of the screen.  Cost pools are denoted by a “U” (Umbrella) to the left of the general ledger account number

7. To further filter the data, 

6. Clicking on the carrot Clicking on the drop caret next to the "U" will reveal the individual account numbers that are within the cost pool.  These line items are denoted by a “P” (Pooled) to the left the general ledger account number.7. This screen will appear, no action is needed, simply click Save then Update.

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8. To drill into transaction details, click the GL number you’d like to research

9. A summary screen will display showing blanket and open purchase orders.  The next section lists actual transactions.  Document numbers that are underlined can may be clicked on to drill even further into the transaction.

By clicking on the blanket purchase order, we will see:Image Added

10. This The detailed screen provides a nice helpful summary of the blanket purchase order activity.  Please note that Note, all of the associated documents (vouchers) are hyper-linked for review.

Navigating back to the GL account summary, let’s click on a voucher in the actual activity section.  By doing so, we are brought to this screen:

Please notice Also, when detailing in on a Blanket Purchase Order, you will find that the blanket purchase order is linked to the voucher and that the line items within the voucher are displayed.

11. When presented with the task of analyzing information or creating an ad-hoc report, it may be useful to export the data within Self-Service Financial Management to a .csv file.  To do so, click the “Export” button in the top right of display:ou have .

12. There are two options:   Download CSV or Detail CSV.  The Download CSV will provide a report similar to a the Colleague GLBR report.   The Detail CSV will provide a report similar to a the Colleague GLBS report.