Keyword: Reporting

Slides from the State Monthly Management Reports Webinar held 12/15. The State Monthly Management Reports are a static snapshot of the previous month’s transactions, taken the night that Accounting Services closes the month, to help with your department’s month-end reconciliation.

The Monthly Management Reports are a static snapshot of the previous month’s transactions, taken the night that Accounting Services closes the month, to help with your department’s month-end reconciliation.  

This document covers how to run a query in SLATE and export it as a Deliver Mailing.

This document provides information on how to run the four basic queries that have been created to cover a large percentage of the most used queries.  Queries included are General Admissions Report, General Admissions Report, more filters, General Admissions Report, Simplified, and General Admissions Reports, Simplified, more filters.

This document covers the steps for how to navigate in SLATE, including logging in, finding your applicants, navigating the student record, retrieving queries and reports and accessing the reader, for application evaluation.

This is a guide to the changes and fixes for InfoPorte release 6.7.2.

This is the PowerPoint deck used for the Suspense Management Reports webinar. The content contains: the importance of managing suspense particularly for Project Closeout, the Funding End Date Notification Report, the Suspense Analysis Report, and queries for managing open transactions for Project Closeout.

The Suspense Management Reports webinar demonstrates the importance of managing suspense particularly for Project Closeout, the Funding End Date Notification Report, the Suspense Analysis Report, and queries for managing open transactions for Project Closeout.

This procedure explains and demonstrates the GL Activity tab in InfoPorte. This tab shows journals for all account types: assets, liabilities, expenses, revenue, and fund balance. This document explains what each line on the tab represents and how it is different from the InfoPorte Transactions tab.

This procedure contains the steps for running the Suspense Analysis Report, which shows payroll charges already in suspense. The procedure also discusses the practices surrounding the management of suspense. The procedure also shows the report results, which include the chartfield string causing the charge to go to payroll suspense, and aging.