|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
||||||||||||
|
|
|
|
|
|
|
|
|
|
|
|
||
|
home > purchasing > flexcard > reports | |
|
||||||||||
|
|
|
|
|
|
||||||||
|
|
||||||||||||
FLEXCARD REPORTS A number of reports have been created to provide Department Administrators, and other FlexCard Program participants and department personnel, with access to FlexCard information, both financial and organizational. Financial Reporting information is available through a report that has been created in the Data Warehouse. Organizational information (participants, card information, exam authorizations, exam takers and exam results) have been created within the FlexCard Management Module. DATA WAREHOUSE REPORT Previously, departments wishing to view FlexCard transactions as they appear on the General Ledger could use one of the current Data Warehouse General Ledger Detail reports and add a limit on Type Entry code, restricting the displayed rows to those whose TE Code was 46. But these results did not indicate which Cardholder had made the purchase, a fact which may be of interest and importance in departments with multiple Cardholders. In order to provide departments with this added information, within the Data Warehouse environment with its ability to re-sort data and/or export into Excel and incorporate it into existing departmental report formats, FlexCard Administration has added the UCSB Employee ID to the data fields exported from the FlexCard Allocation Module to the General Ledger: this modification allows the Employee (Cardholder) Name to be appended to each transaction. Working with the Data Warehouse, we have created the DEPT FLEXCARD TRANSACTIONS REPORT. It may be run from the month of August 2008 forward. Since the Employee ID / Employee (Cardholder) Name were not included in the General Ledger data before that month, attempting to run the report for prior periods produces a report in which all transactions appear under a blank Cardholder Name. The FLEXCARD TRANSACTIONS REPORT MANUAL provides information on the report, with instructions on how to access and process it via Brio Desktop, Brio Insight (web version) and EZ Access. FLEXCARD MANAGEMENT MODULE REPORTS REPORTS MANUAL COMING SOON ! |
|
|
|
|
|
|
|
|
|
|
|
|
 |
|
||||||||||
 |
 |
 |
 |
 |
 |
 |
 |
 |
 |
 |
|
 |
 |
 |
 |
 |
|
||||||
