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Banner ePrint Reports
February 10, 2010
Penney Doughtie
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Banner ePrint
What’s New in Release 4.0
•New Name
•Sort Report List
•New Feature ~ Save Search Settings
•New Feature ~ My ePrint
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New Name
Old Name..e~Print Reports
New Name…..
Banner ePrint
(effective June 11, 2009)
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Sort Banner ePrint Reports
(If Banner ePrint reports are not in alphabetical order follow these steps.)
•Banner ePrint reports can be sorted by “Report” or “Latest Date”
•Click the desired sort and the reports will sort by ascending or
descending order.
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Save Search Settings
•Pick Pages
•Name the report in the “Search Name” field
•Click Save
•SAVE SEARCH SETTINGS
PICK PAGE
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Retrieve Saved Searches
•Select the desired ePrint report
•Click the drop down arrow beside “Saved Searches” field
•Select desired search
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Create “My ePrint”
(A personal directory of the most helpful ePrint reports)
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My ePrint – Create Group
•Enter the name the group of reports in the “Group Name” field
•Select the most used reports from “Available reports:” list by double clicking
•After selecting all desired reports, click the “Save” button
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My ePrint
Modify Groups
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My ePrint
Reorder Groups
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My ePrint
Set Default login group
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My ePrint
Set Default login group
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My ePrint
Reorder Search Settings
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My ePrint
Set List Length
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Banner ePrint Training
• Banner Finance Users can attend upcoming ePrint
Training
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February 11, 2010
March 11, 2010
April 15, 2010
May 13, 2010
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If you have questions regarding ePrint, please contact Penney Doughtie,
Systems Coordination. [email protected] or 328-2706
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ODS and Quick Queries
February 10, 2010
Penney Doughtie
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ODS Excel Settings
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Open a new Excel Spreadsheet
Click the Microsoft Office Button (in the left corner)
Click “Excel Options” at the bottom
Click “Trust Center” on the left menu
Click “Trust Center Settings” button
Click “Macro Settings”
Check “Disable all macros with notification”
Click “Add-Ins” on the left menu
Check “Require applications Add-ins to be signed by Trusted
Publisher”
Click “External Content” on the left menu
Click “Prompt user about Data Connections”
Click “OK”
Click “OK”
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Open a new Excel Spreadsheet
Click the Microsoft Office Button (in the left corner)
Click “Excel Options” at the bottom
Click “Add-Ins” on the left menu
Click “Go”
Check “Analysis ToolPak”
Check “Analysis ToolPak VBA”
Click “OK”
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Verify that REPT database is setup on PC
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Click Start (left bottom corner)
Click Control Panel
Click Administrative Tools
Click Data Sources (ODBC)
Click 2nd tab (System DSN)
“REPT” should be listed, if not listed
Request “REPT” installation at the ITCS Helpdesk
https://ithelp.ecu.edu/Default.asp
Click ok
Close out of Admin Tools_____________________________________________
Click Start (left bottom corner)
Click Control Panel
Click Folder Options
Click 3rd tab (File Types)
Scroll down and click “XLS Microsoft Excel 97-2003 Worksheet”
Click Advanced
No check beside “Browse in same window”
Click ok
Close out of Folder Options
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Click Start
Click Control Panel
Click Internet Options
Click Advance Tab
NO CHECK beside “Reuse windows for launching
shortcuts”
• Click OK
• Shut down PC and restart
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How Do I Get Security Access?
• Security access to Banner Finance will provide access to
ODS.
• User id = PirateID
• Password = Ban_XXXX (last four digits of Banner ID). If this
does not work call 328-9866 ITCS Helpdesk and request
“REPT” password reset.
• An automated email will be sent to each user when Banner
Finance security access is granted.
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What data is available?
• Transaction Detail History
• General ledger balance data
• Operating ledger balance data
• Encumbrance Ledger
• Finance data starting 07/01/1995
• Payroll History
thru last night
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ODS Finance Data
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Banner Finance Data
July 1, 2005 to present
Database = REPT
Owner= ECU
Table = FS_Transactions_with Check
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FRS Finance Data
July 1, 1995 to January 31, 2006
Database = Rept
Owner = ECUHIST
Table = FRS_Transactions
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ODS Human Resources Data
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FRS HR Data
July 1, 1995 to January 31, 2006
Database = Rept
Owner = ECUHIST
Table = FRS_Payroll_Trans
*******Payroll data from February 1, 2006 to June 30, 2007 can be
requested by contacting Systems Coordination 328-2706.
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Banner HR Data
July 1, 2007 to present
Database = Rept
Owner = ECU
Table = PY_PAYROLL_HISTORY
Use transaction date
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ODS Quick Queries located on the Systems
Coordination website (www.ecu.edu/syscoord)
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Banner Vendor History Search
Banner Journal Voucher Search
Banner Operating Balances (with Pool Account Subtotals)
Banner Revenue/Expense Transactions
Banner Grant Ledger Balances
Payroll History
Banner Cash Balances by Orgn
(for Foundations and Special Funds)
• Banner Account Description
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Go to the Systems Coordination
website (www.ecu.edu/syscoord)
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Scroll down to the Quick Query List
Click “Banner Vendor History Search”
Click “Options”, beside Security Warning
Click “Enable” in two places in the pop up window
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Click “Options”, beside Security Warning
Click “Enable” in two places in the pop up
window
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Enter the Banner Vendor Number and Fiscal
Year
Tab to cell A9, then click REFRESH
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Service name will default to REPT, enter
PirateID in the “User Name” field , enter REPT
password. Click OK.
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Query Results
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Go to the Systems Coordination
website (www.ecu.edu/syscoord)
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Scroll down to the Quick Query List
Click “Banner Journal Voucher Search”
Click “Options”, beside Security Warning
Click “Enable” in two places in the pop up
window
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Click “Options”, beside Security Warning
Click “Enable” in two places in the pop up
window
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Enter the Journal Voucher Number,
Tab to cell A7, click REFRESH
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Service name will default to REPT, enter PirateID in the
“User Name” field, enter REPT password. Click OK.
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Query Results
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Go to the Systems Coordination
website (www.ecu.edu/syscoord)
• Scroll down to the Quick Query List
• Click “Banner Operating Ledger Balances”
(with Pool Account Subtotals)
• Click “Options”, beside Security Warning
• Click “Enable” in two places in the pop up
window
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Click “Options”, beside Security Warning
Click “Enable” in two places in the pop up
window
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Enter Fund, Orgn, Program, Fiscal Year and
Calendar Month, Tab to cell A9,
click REFRESH
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Service name will default to REPT, enter PirateID in the
“User Name” field, enter REPT password. Click OK.
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Query Results
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Go to the Systems Coordination
website (www.ecu.edu/syscoord)
• Scroll down to the Quick Query List
• Click “Banner Revenue/Expense Transactions”
(does not include budget and encumbrance transactions)
• Click “Options”, beside Security Warning
• Click “Enable” in two places in the pop up
window
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Click “Options”, beside Security Warning
Click “Enable” in two places in the pop up
window
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Enter Fund, Orgn, Program, Beg Transaction
Date, End Transaction Date, Fiscal Year, Tab to
cell A9,
click REFRESH
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Service name will default to REPT, enter in the
“User Name” field, enter REPT password. Click
OK.
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Query Results
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ODS and Quick Query Training
• Banner Finance Users can create customized ODS
queries, to learn more attend an upcoming ODS training
session
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February 18, 2010
March 18, 2010
April 22, 2010
May 20, 2010
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If you have questions regarding ODS or Quick Queries, please contact
Penney Doughtie, Systems Coordination.
[email protected]
or
328-2706
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