Predefined SSDT template report definitions as well as user-created reports are displayed under Report Manager. A predefined template report is basically a template '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 predefined 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 report reports will continue growing as we add more template report definitions.
- From the Report Menu select 'Report Manager'
- Click on beside the desired report. A window will open listing all the Roles currently on the user's system
- Check beside the desired Roles to grant access to this saved report.
- Click on
to save the change and click on to return to the Report Manager grid and not assign the report to a role.
- Any user with the checked Role will now see the report in their 'Report Manager'.
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 Name||Classic Report Comparison||Definition|
|Appropriation Summary||APPSUM||Produces 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 Trail||AUDITS||Produces an 'audit trail' report when adding, deleting, or making modifications while using the programs in USAS-R|
|Budget Summary||BUDSUM||Produces 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 Summary||FINSUMM||Produces 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 Reconciliation||N/A||Produces a report of differences from importing carryover encumbrances from Classic and Redesign calculated carryover encumbrances.|
|Disbursement Summary||CHEKPY||Produces a listing of disbursements (checks) which have been processed.|
|Financial Report by Forecast Line Number||USASFF||Produces 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 Report||BALMON||Produces a report of ending monthly cash balance for one, several or all funds for a particular month(s) or fiscal year(s).|
|Negative Budget Report||NEGBUD||Produces a report displaying budget accounts that have a FYTD Unencumbered Balance less than zero.|
|OPU Listing||OPULST||Produces a report of operational units.|
|Outstanding Disbursement Summary||Outstanding CHEKPY||Produces a listing of outstanding checks which have been processed.||Outstanding Invoices by Vendor Name||Outstanding INVLST||Produces a report of used of outstanding invoices, default sorting by vendor name.|
|Outstanding PO Purchase Order Detail||Outstanding PODETL||Produces a detailed outstanding purchase order report containing information on individual purchase order items|
|Outstanding PO Purchase Order Summary||Outstanding POSUMM||Produces a report summarizing outstanding purchase order transactions.|
|Requisition Detail||REQDET||Produces a detailed requisition report containing information on individual requisition items|
|Requisition Summary||REQSUM||Produces a report summarizing requisition transactions|
|Revenue Summary||REVSUM||Produces 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 Fund||FNDCASH|
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 Fund||FNDEXP||Produces 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 Fund||FNDREV||Produces 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 Activity||TRNLED||Produces a transaction ledger report sorted by vendor activity.|
|Transfer Advance Summary||TRANADV||Produces a report of transfers and advances.|
When generating a report
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: