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Query Parameter

Definition

1099 Types

Enter one or more of the following types to include on the report; separate multiple types with a comma

Types include:

Non 1099, Non Employee Compensation, Rents, Other Income, Medical and Health Payments, Royalty Payments, Attorney Gross Proceeds

Account(s)

Enter the full account on the report.

Example: PO Detail report, enter the full budget account (001-2510-640-0000-000000-300-00-000)

Active only (True/False)'T' or 'True' to include only active account; 'F' or 'False' to include both active and inactive
Exclude Accounts with Zero Amounts? (true/false)'T' or 'True to include only accounts where all relevant MTD, YTD, and FYTD amounts are not zero; 'F' or 'False' to include only accounts where all relevant MTD, YTD, and FYTD amounts are not  zeroamounts are zero. Leaving this parameter blank will include all accounts whether amounts are zero or not. This parameter is included on the Cash Account Summary, Budget Account Summary, Appropriation Account Summary, Revenue Account Summary template reports.
Amended only (true/false)'T' or 'True' to include only amended Purchase Orders; "F' or 'False' to exclude amended Purchase Orders;
Converted (true/false)'T' or 'True' to include requisitions converted to a purchase order; 'F' or 'False' to include only outstanding requisitions
Created Start/End Date

Enter a starting and/or ending date the transaction was posted to the system;

Examples: 010118, 01012018,01/01/2018, 1/1/18,

Example: 'm' for first day of current period and 'h' for last day of current period

Example: 'f' for first day of fiscal year and 'l' for last day of fiscal year

Example: 't' for today

Created Users(s)Enter the username(s) of who created the requisition. Use a comma to enter more than one username
Default Payment Types

Enter the vendor's default payment type. Choose between 'check' or 'electronic'.

Exclude Full Account Code(s)Must enter the full account code you want to exclude; can't use partial codes or wildcards (%)
Filter NameEnter a filter name (what was created in Utilities/Account Filters).  The filter name is case sensitive.
Fiscal Year(s)Fiscal year data to include on the report. Use a comma to enter more than one FY; leave blank to include all FYs
Full Account Code(s)

Must enter the full account code; can't use partial codes or wildcards (%)

Cash Example: 006-0000

Appropriation Example: 006-3100-500-0000

Budget Example: 006-3120-560-0000-000000-000-00-000

Revenue Example: 006-1511-0000-000000-000

Fund

Func

Rcpt

Obj

SCC

Subj

OPU

IL

Job

Enter the account code dimension to include on the report

  • use a comma to select more than one fund Example: 200,300
  • use % for a wildcard Example: 5%2
  • leave blank to include all funds
Invoiceable (true/false)True or 'T' to include transactions that are invoiceable; Enter false or 'F' to include transactions that aren't invoiceable; leave blank to include both
Total As of Period (If a date is specified FYTD, MTD and Encumbrance amounts will be calculated as of that period)

Enter a date (mm/dd/yyyy) you would like to run the report for for a certain posting period. When used, the As of Period entered will show on the header of the report.

NOTE: This parameter is relevant to account based reports. The as of period parameter will return amounts as of a specific period (ex. FYTD or MTD totals), but will not limit transactions on accounts. If using with a report that is transaction based, this parameter will need to be used in combination with Start and Stop dates to filter the transactions that are included.

Start Date/End Date

Enter a starting and/or ending date Click here for complete list of date shortcuts. When used, the dates entered will show on the header of the report.

Examples: 010118, 01012018,01/01/2018, 1/1/18

Example: 'm' for first day of current month and 'h' for last day of current month

Example: 'p' for first day of current period and 'd' for last day of current period

Example: 'f' for first day of fiscal year and 'l' for last day of fiscal year

Example: 't' for today

Starting/Ending Transaction #Enter a beginning and/or ending transaction number albeit a check, purchase order, requisition, etc.
Status(es): Outstanding, Reconciled or VoidEnter the full status name or first letter of the status to include on the report; use a comma to select more than one status
Type(s): Accounts Payable, Refund or Payroll,Enter the full name of the 'type(s)' to include on the report; use a comma to select more than one type
Username(s)Enter system username to filter specific user's transactions
Vendor Default Payment Type(s)Enter 'Check' or 'Electronic' to select type of vendor to include on report; leave blank to include both types
Vendor #(s)Enter the vendor number(s) to include on the report; use a comma to enter more than one vendor number.
YTD Total greater thanEnter an amount to generate a report with Year-to-Date amounts greater than what is entered

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