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Predefined SSDT template report definitions as well as user-created reports are displayed under Report Manager. A template report is basically a 'starter' report available for you to generate as is or customize to your specifications.  Previously saved report definitions may be generated, viewed, renamed, deleted, downloaded and shared with specific roles.  The SSDT template reports may be generated, viewed and downloaded only.  However, when a user views a SSDT template report definition, it will take them to the 'Custom Report Creator' option where they can edit the report options, allowing them to save the edited report definitions, enter filters and save it under a new report name.  Their username will be tied to the newly created report.  Here is the grid of the SSDT's available template reports.

SSDT Reports Definitions

SSDT has provided several template reports (listed above).  All SSDT created reports are displayed with the username 'SSDT'.  You won't be able to change the report name, delete or have the ability to share the reports with users with a specific role because these reports are available to everyone The list of SSDT created reports will continue growing as we add more template report definitions.

Generate and Download Report

Automatically generates the report as is, allowing you to select the format, orientation and name of the report before it is generated.

  1. From the Report menu, select 'Report Manager'.
  2. Click on beside the desired report. is the 'Generate and Download Report' option which automatically generates the report as is, allowing you to select the format, orientation, name of the report and query parameters before it is generated.
     

View Saved Report

Opens the report definition details in order for you to see all of the options chosen for the report.  You can then customize it by adding, changing or deleting properties or filters so you get the report you want.  You can save your changes under a new report name in order to re-generate it as needed.

  1. From the Report Menu select 'Report Manager'
  2. Click on beside the desired report to make any changes.  To save the changes under a new report name, enter a report name in the 'Save As' box and click on .

  3. Your report will be found in the 'Home menu' and in 'Report Manager'.

Edit Report Name, Description and tags

Click on any report you created in order to rename it, edit the description of the report or the edit the tag names associated with the report.

  1. From the Report Menu, select 'Report Manager' 
  2. Click on to edit the name, description or tags of the report you created.
  3. Your report will be found in the 'Home menu' and in 'Report Manager'.

Delete Saved Report

Allows you to delete the report definition you created.

  1. From the Report Menu select 'Report Manager'
  2. Click on beside the desired report
  3. The user will be given a confirmation box to confirm the deletion. 

Download Report Definition

Allows you to  download the report definition to your computer so it can be sent to others via email where they can then import it into the Report-Detail to be generated as well as save the report to show in their 'Report Manager' grid.

  1. From the Report Menu select 'Report Manager'
  2. Click on  beside the desired report
  3. Save the report on your computer.  Enter a filename but leave the 'save as type' in .RPD-JSON format.
  4. Email it as an attachment.

Share Saved Report via a Role 

Allows you to share a saved report definition with users who have a specific role.  For example, if you create a Budget Summary Report for grant accounts and want to share the report with your building principals (who all have an existing role called "Principals"), you will select the 'Principal" role in this option and your report will be displayed under each of the principal's Report Manager.

  1. From the Report Menu select 'Report Manager'
  2. Click on beside the desired report. A window will open listing all the Roles currently on the user's system
  3. Check beside the desired Roles to grant access to this saved report.
  4. Click on to save the change and click on to return to the Report Manager grid and not assign the report to a role.
    1. Any user with the checked Role will now see the report in their 'Report Manager'.

Favorite

If you use a report frequently, checkmark the box in the 'Favorite' column. When you log into USAS-R, it displays your "Favorites" on your home page so you can quickly and easily access them

Template SSDT Reports

SSDT Predefined Report NameClassic Report ComparisonDefinition
Appropriation SummaryAPPSUMProduces a summary report for one, several, or all of the appropriation accounts. It includes the expendable amount, actual expenditures, current encumbrances, unencumbered balance, and percentage spent/encumbered.
Audit TrailAUDITSProduces an 'audit trail' report when adding, deleting, or making modifications while using the programs in USAS-R
Budget SummaryBUDSUMProduces a summary report for one, several, or all of the budget accounts. It includes the expendable amount, actual expenditures, current encumbrances, unencumbered balance, and percentage spent/encumbered.
Cash SummaryFINSUMMProduces a summary report for one, several, or all of the cash accounts. It includes the fund beginning balance, MTD and FTD expenditures and receipts, current fund balance, current encumbrances and the unencumbered fund balance.
Classic Carry Over ReconciliationN/AProduces a report of differences from importing carryover encumbrances from Classic and Redesign calculated carryover encumbrances.
Disbursement SummaryCHEKPYProduces a listing of disbursements (checks) which have been processed.
Financial Report by Forecast Line NumberUSASFFProduces a report containing the forecast line numbers and totals. The report will contain three prior year's actual values. It also includes the current FYTD expendable/receivable values as the first year estimate.
Monthly Balance ReportBALMONProduces a report of ending monthly cash balance for one, several or all funds for a particular month(s) or fiscal year(s).
Negative Budget ReportNEGBUDProduces a report displaying budget accounts that have a FYTD Unencumbered Balance less than zero.
OPU ListingOPULSTProduces a report of operational units.
Outstanding Invoices by Vendor NameOutstanding INVLSTProduces a report of used of outstanding invoices, default sorting by vendor name. 
Purchase Order DetailPODETLProduces a detailed purchase order report containing information on individual purchase order items
Purchase Order SummaryPOSUMMProduces a report summarizing purchase order transactions.
Requisition DetailREQDETProduces a detailed requisition report containing information on individual requisition items
Requisition SummaryREQSUMProduces a report summarizing requisition transactions
Revenue SummaryREVSUMProduces a summary report for one, several, or all of the revenue accounts. It includes the receivable amount, actual receipts, balance receivable, and FYTD percent received.
Summary of Cash Balances by FundFNDCASH

Produces a summary of cash by fund and includes Fund, Description, FY Beginning Balance, FYTD Activity, MTD Activity and Current Fund Balance.

Summary of Expenditures by FundFNDEXPProduces a summary of cash by fund and includes Fund, Description, FYTD Expendable, FYTD Expended, MTD Expended, Fiscal Year Encumbrances, FYTD Remaining Balance and FYTD Percent Expended
Summary of Revenues by FundFNDREVProduces a summary report for one, several, or all of the cash accounts. It includes the receivable amount, actual receipts, balance receivable, and FYTD percent received.
Transaction Ledger - Vendor ActivityTRNLEDProduces a transaction ledger report sorted by vendor activity.
Transfer Advance SummaryTRANADVProduces a report of transfers and advances.

Query Parameters

When generating a report, the 'Generate Report' box contains a section called "Query Parameters' allowing the user to enter one or more parameters to filter their reports on.  For example, the Purchase Order Summary contains query parameters to select outstanding POs and/or entering a PO number or date range or selecting POs for specific vendors.  The Query Parameters section is very similar to the options available on Classic's POSUMM report.

Example of Purchase Order Summary Generate Report Options:

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