Archives—November 2016

Transaction Detail reports

We made changes to a couple of the FZGDET003 reports found in the Department folder.

We added the month drop down parameters where you previously had to enter the fiscal period (01, 02, etc). Every once in a while someone would enter a date instead of a fiscal period so we wanted to avoid that issue.

FZGDET003B was identical to FZGDET003, except that FZGDET003 didn’t have the fiscal period drop down menu. We deleted FZGDET003, so if you had it bookmarked, re-book mark using FZGDET003B.

One of the advantages of entering 01, 02, etc instead of July, August, etc. was that you could use key strokes instead of mouse clicks. Turns out you can use key strokes on the drop down menus too. Enter M once and you get March. Enter M again and it changes to May. Likewise, entering J repeatedly toggles through all the months that start with the letter J.


Grant Reports

Two reports are available to show budget vs actual activity by grant.

First if you need to find a grant code, run report FZGCHT002C – Index Reference List by Grant. Enter an index and it will give you the grant code and list all the other indexes on that grant.

For research grants, run FZROPL210 – Budget vs Actual by Grant and Index. If you know the grant code, enter % for the contract number. (Note: reports that start with FZR are for research funds.)

The results of the report automatically go to Excel. When the Excel workbook is opened, there are two worksheets – one consolidated by grant and the other with the individual indexes in the grant.

For non-research grants, run FZGOPL210 – PTD Budget vs Actual by Grant and Index.


Fellowship Reports

There are two Web Focus reports that can be run to show who has been paid Fellowships:

FZACHK005 – Fellowships Paid
FZACHK005A – Fellowships Paid Summary (was named Fellowships Paid by Semester)

They can be run by Department or by Student ID for a check date range. The first one shows the detail by check number. The second one is one line per student. In Discoverer is also had a column for semester. If that is a feature of the report that you need and used, leave a comment here or email fis@mtu.edu.