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4. Click "Filter" to filter information by the general ledger account number(s) to which you have access
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
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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.
| Tip |
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Filters can be saved to make retrieving data more efficient in the future. Multiple filters can be saved. |
7. Clicking on the drop down 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).
8. To drill into transaction details, click the GL number you’d like to research
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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.
12. Click on the option you prefer and the report will download to your computer.
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Before exporting the Excel file in step 12, please remember financial data is for University purposes only. It is not to be shared or stored outside the University. | ||
| Tip | ||
Filters can be saved to make retrieving data more efficient in the future. Multiple filters can be saved. |