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- Fund - First two digits of the GL number (i.e. 10-xxxxxxx-xxxxx)
- Department - Second group of digits in GL number (i.e. xx-0965000-xxxxx) *Note: Must be seven numbers.
- Object - Last five digits of the GL number (i.e. xx-xxxxxxx-50312)
- Project - Leave blank; project accounting is not in use at this time
- Include Active Accounts With No Activity - Yes
Click "Apply Filter." Once the filters are 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.
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Filters can be saved to make retrieving data more efficient in the future. Multiple filters can be saved. Remember to click "Apply Filter" when using saved filter criteria or changing criteria selections. |
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).
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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. For reference, the Download CSV (GLBR) option will provide a high-level summary of actual and budget information. While the Detail CSV (GLBS) option will provide transaction details.
Note: If the object code parameter is left blank, all object codes will be pulled into the report. If the object code 50900 is entered, all of the pooled accounts are shown on the screen. However, when downloading the csv detail, the information for the pooled accounts is not provided. There are two options: 1) leave the object code parameter blank to pull all of the accounts, export the csv detail, and then delete the line items not needed or 2) enter all of the object codes within the operating expense pool and then export the csv detail. If using option 2, remember to save your filter criteria.
12. Click on the option you prefer and the report will download to your computer.
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