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5. Select the fiscal year. The query can be set to retrieve data for the current year, the next fiscal year, or the past five closed fiscal years (Jennifer, I don't see next fiscal year on the menu)years
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. 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).
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10. The detailed screen provides a helpful summary of the activity. Note, all of the associated documents (vouchers) are hyper-linked for review. Also, when detailing in on a Blanket Purchase Order, you will find that the blanket purchase order is linked to the voucher and the line items within the voucher are displayed. (I cannot see this screen, will add screenshot when access has been udpated)
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. There are two options: Download CSV or Detail CSV. The Download CSV will provide a report similar to the Colleague GLBR report. The Detail CSV will provide a report similar to the Colleague GLBS report.
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