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, tagged, deleted, downloaded and shared with specific roles. The SSDT template reports may be generated, tagged, 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.
The Create Forms option allows the user to create alternate versions of forms like Direct Deposit Notices or Payroll Checks, they can add their own "Form" and then the dropdown will show these. The "how" of setting this up is in the works in the future.
Listed below is the Report Manager grid with some of the SSDT's available template reports. Please click on SSDT Template Reports for a complete listing of all available template reports.
Automatically generates the report as is, allowing you to save or recall desired report settings, select the format, orientation, and name of the report before it is generated.
The Report Generation Options are split into three separate tabs - Report Options, Query Options, and Sort Options. These options can be updated when generating report to define format, filters, sort and subtotals on the report. Information entered and/or updated in all three tabs will be saved in the 'Most Recent' Save and Recall and can be saved when creating a custom Save and Recalls. Users can navigate through these three tabs by clicking the tab names across the top or by using the left and right arrows below the options.
Page Break- When checked for a property, the report will advance to a new page each time the property changes.
The following reports include Forecast Line # as an optional Sortable Property. Since this field is suppressed on the standard template report, the Control Break option should be used so that the line numbers appear as headers.
Opens a template or existing custom report definition details in order for you to see all of the options chosen for the report. You can then modify it by adding, changing or deleting properties or filters so you get the report you want. Save the changes you made under a new report name in order to create a customer report. You can then regenerate the new report as needed.
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 .
Step-by-Step Instructions on how to create a custom report from a template report can be found in the Appendix.
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.
The "Tag" is a field you can use to categorize your reports. You can enter as many values as you want, just separate them by commas; see example below.
You can tag both custom reports and SSDT Template reports.
You can easily filter the report manager grid by a tag to limit the grid to help you find the reports you're looking for faster.
Allows you to delete the report definition you created.
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.
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.
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
To schedule a template or custom report to run for a specific day and/or time, the job scheduler icon can be used in the 'Generate Report' window. This is a one-time setup which will then generate the report based on the cron expression and automatically email it to a specified recipient. You can use a free online cron expression generator to generate your cron expression.
Example: Generate a Financial Summary report for the cafeteria fund to be emailed to the Cafeteria manager every Monday morning.
Click to open the Generate Report window for the Cash Summary Report
Job Name: Defaults to what is displayed in the 'Name' parameter. You can overwrite the default job name.
|The Job Name must be unique for each scheduled cron job. For example, if I'm creating several Cash Summary reports, each one based on a different FUND-SCC, the Job Name cannot be the same for each Cash Summary report. If I create separate Cash Summary reports for the Cafeteria Manager and Band Director, the Job Name for the Cafeteria Manager may be 'Cash Summary Report - Cafeteria' and the Job Name for the Band Directory may be 'Cash Summary Report - Band'.|
The job is stored under UTILITIES/Job Scheduler. It will be displayed here until the job completes (if there is an end time specified in the cron expression) or if the job is deleted using .
In order to use the Cron job you must have the Email Notification Services Module installed System/Modules. Once it is installed the Email Configuration must be completed, System/Configuration. If you are unsure of what to enter in the configuration please consult your IT dept.
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. Each template report offers different query parameters. The following query parameters are available:
Enter one or more of the following types to include on the report; separate multiple types with a comma
Non 1099, Non Employee Compensation, Rents, Other Income, Medical and Health Payments, Royalty Payments, Attorney Gross Proceeds
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 zero; 'F' or 'False' to include only accounts where all relevant MTD, YTD, and FYTD amounts are not zero. 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 Name||Enter 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
Enter the account code dimension to include on the report
|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 Void||Enter 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 than||Enter an amount to generate a report with Year-to-Date amounts greater than what is entered|
SSDT has provided several template reports. A full list of reports can be found on the SSDT Template Reports page. 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.
The Public USAS Reports Library contains USAS template reports created and shared by other users which can be downloaded and used in your local application. A link to the Public USAS Reports Library can be found under the Help menu in USAS-R.
The Public Shared USAS-R Reports Library contains downloadable rpd-json file definitions, a PDF example of each report, and a description of each report.
To download a .rpd-json file, click on the file name and save to your desktop or file. Once saved, you can then import this file into your Report Manger using the 'Import Report' option in the Report Manager.