UAB Report Viewer

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UAB Report Viewer

• Sandi Ginter, Instructor
• Administrative Systems Instruction and Development

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Topics

• UAB Report Viewer
• Who Can Use the UAB Report Viewer
• Using the UAB Report Viewer
• Quick searches
• Custom searches
• Finance Do Not Deliver Reports
• Oracle Reports in the UAB Report Viewer
• Email Notice for UAB Report Viewer Update

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UAB Report Viewer

• Central repository providing access to reports at
  any time
• Offers several search criteria to facilitate
  locating a specific report
• A permanent repository for the Oracle finance
  month end reports
• Transfer employees will have access to finance
  reports that were generated prior to their
  employment in that organization

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Who Can Use the UAB Report Viewer

• Access to the UAB Report Viewer
• Based on user access to Oracle and Banner reports
• Individuals who currently receive burst reports
  will have access to UAB Report Viewer
• Oracle Financeset up as Award Manager,
  Deliver-to Person, Secondary Recipient, etc.
• Oracle HRset up as HR Organization Contact, DEO,
  etc.
• Additional recipients can be set up for finance
  reports with the Electronic Distribution
  Assignment Form

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Using the UAB Report Viewer

• Default View Last 31 Days REPORTS

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Reports can be located using Quick Searches or
parameter searches
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Several options are available with Quick
Searches. Option selected is displayed above
list of reports
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Date range associated with certain Quick Searches
is displayed. Date is Report Run Date.
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Parameter searches offer additional search
options. Note that date field may need to be
cleared or changed.
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Options display based on user access
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Sub System may be selected if System option is
chosen
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Report Name may be selected if System option is
chosen. Report Name allows users to limit search
to a specific report.
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After clicking Find for a parameter search, the
search parameter is Custom Search
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Three sort options are available.
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Finance Do Not Deliver Reports

• Users may view finance reports set to Do Not
  Deliver
• Must be set up manually
• Each account string must be entered separately
• It is an overnight process
• Must check box to view Do Not Deliver reports
• Access to Do Not Deliver reports based on user
  security
• GL Do Not Deliver account strings must be in
  users UAB GL End User org
• Grants is open for users with UAB GA End User
  responsibility

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Finance Do Not Deliver Reports
Select Manage Do Not Deliver Accounts to add
Do Not Deliver reports to viewer. This is an
option only if user has access to GL or GA
reports.
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Finance Do Not Deliver Reports
GL or GA account string must be entered
Message indicate account added successfully, and
report status is Pending. Overnight process adds
it to viewer.
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Finance Do Not Deliver Reports

• User receives a message indicating account added
  successfully
• Note that the report status is Pending
• Report can be viewed after an overnight process
  adds it to viewer

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Finance Do Not Deliver Reports
Check Include Do Not Deliver to include those
reports in search
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Oracle Reports in the UAB Report Viewer

• Finance Reports
• RPTGL259_GL_MASB -- GLUAB University Monthly
  Account Balances MASB
• GA_ENCUMBRANCE -- GAUAB Report GA Encumbrance
• GL_ENCUMBRANCE -- GLUAB Report GL Encumbrance
• RPTGL259_GA_MASB -- GAUAB Grant Monthly Account
  Balances MASB
• RPTGL259_MASB_HOSPITAL -- GLUAB Hospital Monthly
  Account Balances MASB
• RPTGL259_MAST_UNIVERSITY -- GLUAB University
  Monthly Account Transactions RECAP MAST
• RPTGL259_MAST_HOSPITAL -- GLUAB Hospital Monthly
  Account Transactions MAST
• RPTGL259_GA_MAST -- GAUAB Grant Monthly Account
  Transactions RECAP MAST
• Primary and secondary recipients

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Oracle Reports in the UAB Report Viewer

• HR Reports
• RPTSS004 -- HRUAB Report Departmental Budget
  Position Summary RPTSS004
• RPTRM012V3 -- RMUAB Report Citizenship Code Other
  Than US RPTRM012 Bursting Report
• HR Organization Contact

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Oracle Reports in the UAB Report Viewer

• These reports will no longer be burst to your
  Personal Worklist
• RPTGL259_GL_MASB -- GLUAB University Monthly
  Account Balances MASB
• GA_ENCUMBRANCE -- GAUAB Report GA Encumbrance
• GL_ENCUMBRANCE -- GLUAB Report GL Encumbrance
• RPTGL259_GA_MASB -- GAUAB Grant Monthly Account
  Balances MASB
• RPTGL259_MASB_HOSPITAL -- GLUAB Hospital Monthly
  Account Balances MASB
• RPTGL259_MAST_UNIVERSITY -- GLUAB University
  Monthly Account Transactions RECAP MAST
• RPTGL259_MAST_HOSPITAL -- GLUAB Hospital Monthly
  Account Transactions MAST
• RPTGL259_GA_MAST -- GAUAB Grant Monthly Account
  Transactions RECAP MAST
• RPTSS004 -- HRUAB Report Departmental Budget
  Position Summary RPTSS004
• RPTRM012V3 -- RMUAB Report Citizenship Code Other
  Than US RPTRM012 Bursting Report

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Email Notice

• One email per day

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Add Finance Report Recipients

• Electronic Distribution Assignment Form
• Menu option in UAB FN Document Entry/Approval
  responsibility
• Instructions found at http//www.uab.edu/adminsyst
  ems/documentation/finance/fn_document/doc_electron
  ic_distribution.html

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https//uabreportviewer.uab.edu

• Must log in with VPN if accessing UAB Report
  Viewer off campus