SETA Southeast Conference

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SETA Southeast Conference

• Banner Reports
• Getting the Information You Need
• Bryan Elmore
• Monday, March 7, 215pm

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Session Rules of Etiquette

• Please turn off your cell phone/beeper
• If you must leave the session early, please do so
  as discretely as possible
• Please avoid side conversation during the
  presentation
• Thank you for your cooperation!

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Introduction

• The purpose of the session is to give a brief
  overview on reports and processes within Banner.
• After attending this session, you will have a
  general idea of how to pull information from the
  system that is beneficial to your area or
  department.

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Topics of Discussion

• Finding Useful Reports Processes
• Running Reports Processes
• Formatting Reports
• Extracting Data into Excel

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Finding Your Reports Processes

• My Banner Folder
• -Organize (Build)
• -Type Job Submission Object
• Common Reports
• -FGRODTA (FBM 091)
• -FGRBDSC (FBM 090)

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Finding Your Reports Processes (cont.)

• Common Reports (cont.)
• FGRIDOC (Incomplete Doc. Report)
• FGRJVLR (JV Listing Report)
• FGROPNE (Open Encumbrance Report)
• FGRTBAL (Trial Balance Report)

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Running Reports Processes

• Selecting the process or report
• Printer control
• Parameters
• Submission
• Finding the process that has been run

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Formatting Reports

• Pulling the file in a browser format
• Copying to Word
• Formatting for Word

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Extracting Data to Excel

• Common forms used to extract
• - FGITRND (Transactional Detail)
• - FGIBDST (Organization Budget Status)
• - FGITBAL (GL Trial Balance)
• - FRIGTRD (Grant Transaction Detail)
• - FRIGITD (Grant Inception to Date)

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Extracting Data to Excel (cont.)

• Pulling the data into excel
• Header information/Template
• Saving as excel from CSV file

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Questions

• Im not going to promise I can answer every one.
  ?

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Presenter Information

• Bryan Elmore
• 123 Ingram Hall Auburn, AL 36849
• 334-844-2157
• elmorbj_at_auburn.edu