HOW TO RUN A SKYWARD FINANCIAL REPORT

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10 Νοε 2013 (πριν από 3 χρόνια και 5 μήνες)

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HOW TO RUN A SKYWARD FINANCIAL REPORT


NUMEROUS REPORTS ARE ALREADY SET UP IN
SKYWARD
FOR
MANY
PROGRAMS, DEPARTMENTS OR TRUSTS
. THESE
ARE LISTED UNDER THE REPORTING ICON

(FINANCIAL MANAGEMENT
\
ACCOUNT MANAGEMENT
\
REPORTING)


. YOU
HAVE ACCESS TO
,

AND CAN RUN ANY REPORT THAT IS LISTED UNDER A
NY

SKYWARD USER NAME
.
ONCE YOU CHOOSE
TO RUN A SUMMARY OR DETAIL REPORT, CHECK THE “VIEW ALL REPORTS” TO

SEE ALL AVAILABLE
USER NAMES
.

TO
VIEW THE LIST OF REPORTS UNDER A USER NAME, CLICK ON THE “+” SIGN NEXT

TO THE USER NAME.

THERE ARE SEVERAL TYPES OF REPORT OPTIONS
.



THE MOST POPULAR ARE
:



REVENUE/EXPENSE


SUMMARY. THIS REPORT WILL GIVE Y
OU TOTALS
FOR A

CODE

OR SET OF CODES
AND IS
THE BEST REPORT TO OBTAIN AN ACCOUNT BALANCE OR REMAINING BUDGET
.
THESE REP
ORTS SHOW TOTALS
FOR YTD AND THE MONTH YOU CHOOSE.
THERE ARE MANY REPORTS ALREADY SET UP
IN SKYWARD
TO
SHOW

THE BALANCE IN A PARTICULAR PROGRAM, DEPARTMENT OR TRUST.






REVENUE/EXPENSE


DETAIL .
THIS REPORT WILL LIST ALL THE TRANSACTIONS FOR A CODE OR SET
OF CODES

AND IS THE BEST REPORT IF YOU WANT TO REVIEW ACTIVITY

SUCH AS DEPOSITS OR PAYMENTS
.

THESE
REPORTS SHOW ACTIVITY FOR ANY TIME FRAME YOU CHOOSE.

THERE ARE MANY REPORTS ALREADY SET UP IN
SKYWARD TO SHOW THE ACTIVITY IN A PARTICULAR PROGRAM, DEPARTM
ENT OR TRUST.




BALANCE SHEET


SUMMARY. THIS REPORT

WILL GIVE YOU TOTALS FOR A CODE OR SET OF CODES
FOR A
BALANCE SHEET ACCOUNT
AND IS THE BEST REPORT TO OBTAIN AN ACCOUNT BALANCE. MOST BUILDINGS
ONLY USE
THIS REPORT
IF THEY HAVE A STUDENT ACTIVITY ACCOUNT (21
-
XXX
-
XX).




BALANCE SHEET


DETAIL. THIS REPORT

WILL LIST ALL THE TRANSACTIONS FOR A CODE OR SET OF CODES
FOR A
BALANCE SHEET ACCOUNT
AND IS THE BEST REPORT IF YOU WANT TO REVIEW ACTIVITY
SUCH AS DEPOSITS OR
PAY
MENTS
. MOST BUILDINGS ONLY USE
THIS REPORT

FOR A STUDENT ACTIVITY ACCOUNT (21
-
XXX
-
XX).

TO RUN A
REVENUE/EXPENSE SUMMARY
REPORT:

GO TO FINANCIAL MANAGEMENT
\
ACCOUNT
M
ANAGEMENT
\
REPORTING
\
REVENUE/EXPENSE

DOUBLE
-
CLICK ON SUMMARY OR HIGHLIGHT AND CLICK

RUN



MAKE SURE THE “VIEW ALL REPORTS” IS CHECKED TO SEE ALL AVAILABLE REPORTS


EXPAND THE REPORT LIST FOR ANY NAME BY CLICKING ON THE “+” NEXT TO THE NAME


ONCE YOU SEE THE REPORT YOU WANT TO RUN, HIGHLIGHT THE REPORT AND CLICK

RUN



CHOOSE THE REPORTING
MO
NTH

AND CLICK “PRINT”.


ALL REPORTS ARE SET UP TO PRINT TO SCREEN, CLICK “OK”
.


WAIT FOR REPORT TO
LOAD;

THE TIME TO LOAD VARIES

DEPENDING ON THE SIZE OF THE REPORT
. (THE HOURGLASS OR
OTHER PROCESSING INDICATOR MAY NOT APPEAR RIGHT AWAY WHILE THE REPORT

IS LOADING).

ONCE THE REPORT IS LOADED, YOU CAN VIEW

ON THE SCREEN

OR PRINT BY CLICKING ON THE PRINTER ICON
.


TO CLOSE REPORT, CLICK “CLOSE”


DO
NOT

CLOSE USING THE X IN UPPER RIGHT CORNER
.


TO RETURN TO REPORTING MENU, CLICK “CLOSE”, “CLOSE”


TO RUN A

REVENUE/EXPENSE DETAIL REPORT:

GO TO FINANCIAL MANAGEMENT
\
ACCOUNT MANAGEMENT
\
REPORTING
\
REVENUE/EXPENSE
\

DOUBLE
-
CLICK

ON DETAIL OR HIGHTLIGHT AND CHOOSE “RUN”
.


MAKE SURE THE “VIEW ALL REPORTS” IS CHECKED TO SEE ALL AVAILABLE REPORTS
.


EXPAND THE REPORT
LIST FOR ANY NAME BY CLICKING ON THE “+” NEXT TO THE NAME
.


ONCE YOU SEE THE REPORT YOU WA
NT TO RUN, HIGHLIGHT THE REPORT.


YOU CAN VIEW THE ACCOUNT CODES THAT WILL APPEAR IN THE REPORT NEXT TO THE FILTER ICON
.


CLICK “
RUN

.


CHOOSE THE REPORTING PERIOD
BE
GINNING AND ENDING DATES

AND CLICK “PRINT”.


ALL REPORTS ARE SET UP TO PRINT TO SCREEN, CLICK “OK”
.


WAIT FOR REPORT TO LOAD, THIS MAY TAKE SEVERAL MINUTES DEPENDING ON THE SIZE OF THE REPORT
. (THE
HOURGLASS OR OTHER PROCESSING INDICATOR MAY NOT APPEAR RI
GHT AWAY WHILE THE REPORT IS LOADING).

ONCE THE REPORT IS LOADED, YOU CAN VIEW
ON THE SCREEN
OR PRINT BY CLICKING ON THE PRINTER ICON
.


USE THE ARROW BUTTONS TO PAGE BACK OR FORWARD

WITHIN THE REPORT
.


TO CLOSE REPORT, CLICK “CLOSE”


DO
NOT

CLOSE USING TH
E X IN UPPER RIGHT CORNER
.


TO RETURN TO REPORTING MENU, CLICK “CLOSE”, “CLOSE”