Run an FSG Report using the Publish FSG Report Program

The “Program – Publish FSG Report” feature gives you the option to publish your reports in the following formats: PDF (the default), Excel, or HTML. Using this feature allows you to run your FSG reports without having to connect to a printer in the Oracle printer network.

Objective:
In this lesson you will learn how to create and run a statement using the “Publish FSG Report” function.

Directions: Request an FSG Report

• At the “RIT – GL – COS RPT & INQ – 67000-67099” Navigator screen, make sure “Reports” is highlighted. Click on “Open”.

• Select “Single Request” and click the “OK” button.

• In the “Submit Requests” window click on the LOV field to the right of the “Name” field.

• In the “Reports” screen that appears, click on “Program-Publish FSG Report”.
• Click on the “OK” button.

• Complete the “Parameters” window with the following information:
  • Report: RIT- Dept Statement
  • Period: JUN-15
  • Click on the Segment Override and enter: Dept:67000; project:00000

NOTE: The data keyed into the Segment Override must be accurate in order to get the correct output.

• Click the “OK” button.

• Back into the “Parameters” window click the “OK” button.

The Submit Requests screen appears on your terminal.

• Click on the “Options” button within the “Upon Completion…” section.

• Place your cursor in the “Format” field in the “Layout” section of the “Upon Completion” screen.

You have the option to format these reports in PDF, Excel, or HTML. Since the format defaults to PDF, if you decide to save the report in that format then skip this step.

• The “Format Type LOV” screen opens, select “Excel” and click the “OK” button.

• Click on the “OK” button.

• Click on the “Submit” button.

• Click on the “Refresh” button.

• Click on the “View Output” button.

• Click on the “Open” button.

The report opens up in Excel within a new browser window. From the “File” menu’s drop down list, Sam selects “Save As…”

• Click on “File” and select “Save As…” from the drop down menu.
• Save the report in a folder on one of your department’s shared drive.

Summary of Steps to Request an FSG Report using the Publish FSG Report Program

1. When the Submit Request screen opens the “Single Request” option will be automatically selected. Click the “OK” button.
2. The Submit Request screen will open. Click on the LOV field located to the right of the “Name” field. The Report screen comes into view.
3. Click on “Program – Publish FSG Report” to be able to publish your report to Excel.
4. Click on the “OK” button. The Parameters screen will appear.
5. Press the Tab key once to get to the “Report” field.
6. With your cursor blinking in the “Report” field, click on the LOV field located to the right of the “Report” field. The Reports screen will appear.
7. Type “RIT-%” in the “Find” field and click on the “Find” button.
8. The Parameters screen will reappear, with the “Period” field highlighted.
9. The system automatically defaults to the current accounting period. If you would like to view your department statement for a different period:
   • Making sure the “Period” field is highlighted, click on the LOV field to the right of the “Period” field.
   • A Period screen will appear. Scroll down to view the desired period. Click on your selection.
   • Click on the “OK” button to return to the Parameters screen.
10. Press the Tab key until the Chart of Accounts screen appears. Enter the department number in the “DEPARTMENT” field for the statement you wish to view using a project of “00000”.
    • To request statements for a range of departments, tab past the “Segment Override” field.
11. Click on the “OK” button. This returns you to the Parameters screen.
12. Click on the “OK” button.
13. Click on the “Options” button in the “Upon Completion…” section to change the format of your report.
14. In the Upon Completion screen, place your cursor in the “Format” field in the “Layout” section. Select “Excel” from the drop down menu.
15. Click the “OK” button to return to the Submit Request screen.
16. Click the “Submit” button to submit your “Publish FSG Report” request.
17. Once your request has completed, click on the “View Output” button in the Requests screen. The report output will publish in Excel within a browser window. From here you can save the report to your server.