UITS Financial System VU Application Online Help

VU Financial Reporting Application

    Selecting Report Criteria   


Selection Overview

Using the Drop Down Boxes

Using the Tree Structure

Other Selection Options

Other Report Criteria

Report Options

Other Features

Main Help Menu



Selection Overview:

    There are several different ways to select the criteria that will define your report. A panel across the top of the selection form contains drop down boxes to select account, sub account, etc. One or more of these drop downs can be used to select report criteria. The main body of the form contains a tree structure showing the consolidation of UITS from detail level sub accounts, up through reporting codes, sub divisions and divisions to the top level of UITS. Selecting a node from this tree will select the appropriate criteria to report at that level. To the right of the form is a list of the account/sub account combinations currently selected for the report. The final and most desperate way to select report criteria is to edit this list directly.   

    In addition to selection of accounts, sub accounts, etc., there are various other options that can be used to customize a report.     <top>
 


Using the Drop Down Boxes:

    There are 6 drop down boxes, for Chart, Account, Sub Account, Report Code, Manager and Fund Type. Activating the drop down will display a scrollable list of available values for that item. Typing one or more character(s) into the text box will scroll the list to a matching value. A selection can be made by a mouse click on a value in the drop down list, or by typing a valid value in the text box. The selection will be made immediately in the case of a mouse click, or in the case of typing directly, the selection will be made upon pressing enter or activating any other control.

    When a selection is made, several things happen. The list on the right side of the form is updated to show what chart/account/sub accounts would be included in a report, given the selections made. All of the drop down boxes are filtered to only include values that are valid given the selections already made. Selections made are displayed in the text boxes of the drop downs. When appropriate, the tree structure will be expanded and scrolled to show the location of the selection (or the first element of a selection) in the hierarchical structure.

    Pressing the "Clear" button will remove all selections, or an individual selection can be removed by choosing the option "<all>" from the drop down list.    <top>


 

Using the Tree Structure:

    Nodes of the tree can be expanded or collapsed by clicking on the plus and minus signs in boxes to the left of the nodes. Drilling down into the tree reveals finer levels of detail. Any node can be selected with a mouse click on the text of the node. The selected node is highlighted, the account/sub account combinations that roll up to that node are displayed in the list to the right of the form, and when possible, the values in the drop down list are also updated to match the selection.

    Choosing the root node of the tree, the top VPIT node, will clear all selections.  If you wish to report on all of UITS, click on the second node, the VPIT Sub Accounts node, and select the Include radio button in the Report Code Hierarchy box.  Be aware that running a report or a query on all UITS sub accounts will take about 3 minutes. 

    The tree can also be expended or collapsed by use of the buttons located lower left, or from the Tree menu. Each selection from the tree completely supersedes previous selections, unless the selection "lock" box is checked.    <top>



Other Selection Options:

Clear and Lock Options:

    The "Clear" button at the top right of the form clears all selections, and resets all the drop down boxes. If the "Lock" check box is checked, then "Clear" retains the current selections, and only resets the drop down and the tree. The "Lock" option can be used to create more complex reports, by choosing some selections, locking them in place, and then adding additional selections. Only unique selections will be added to the list.

    When using the Lock feature to add multiple selections, remember to use the Clear button to reset the dropdown boxes between selections.  If you try to clear a dropdown box by selecting <all>, you will add unwanted items to your selection criteria.


Direct Editing of Selections:

   
The selection list to the right of the screen is normally read only. In unusual cases where there may be no other alternative to create the combination of selections for a desired report, the list can be made editable by right mouse clicking and choosing "Editable" from the pop-up menu. Other pop-up options allow the export and import of selection lists.

Running the Report:

    Two buttons midway down the right side of the form allow you to select either the print image report, or the interactive drill-down report. Either choice will open a new window where the data can be viewed, printed or exported.    <top>
 


Other Report Criteria:

Time Period:

    A time period must be selected for the report. The default is the current month and year. The month and year can be selected from drop down lists to the right of the form, just below the selection list. Months are fiscal months, so July is month 01 and June is month 12. 00 and 13 are also valid selections, representing beginning budget (00) and Year End (13). Month 13 may contain adjustments made beyond the end of June.

Active Sub Accounts:

    Radio buttons near the bottom right of the form can be used to select only active, only inactive, or all sub accounts. The default is active only. Sub accounts may be inactivated once they are no longer used, but it is still possible for activity to hit inactive sub accounts.  Keep in mind that there is no effective data on sub account inactivation, subs currently flagged as inactive may have been valid in prior periods.  When running historical reports, select all sub accounts to be sure to capture all activity.

Report Code Hierarchy:

    Radio buttons near the bottom right of the form can be used to include or exclude account/sub account combinations that roll up to reporting codes which report to the selected level. Choosing the "Include" option will select the current level and all lower levels, choosing the "Exclude" option will select the current level only.      <top>  

 

Report Options:

    Report options can be selected from the "Options" section of the main menu.  There are nine user-selectable options that determine how data will be presented in the requested report.  A check mark displayed in the menu to the left of an option indicates that option is selected or active.  There are also menu options to save your options, as selected, to be your default, to be reloaded each time you use the program, or to reset all options to the program's default value.  The options and their meanings are as follows:



Other Features, Other Information:

Status Bar:

    The status bar at the bottom of the screen contains 4 panels. Each panel displays some aspect of the applications status. The leftmost or first panel displays the applications current task. If there is no current task, it displays "ready". The second panel displays the time in milliseconds required to run the last completed task. The Third panel displays the currently logged in user. The final panel displays the server connection status.

Server Connect/Disconnect:

    If the application is not connected to the server, the Server "Connect" button and menu items are active. You can choose these options to establish or re-establish a connection.     <top>