Tips for Creating and Managing Report Filters
Managing Saved Report Filters:
1. In the search bar type “Manage My Saved Filters” and select it once it renders.
2. In the reports field, search for the report name that contains the saved filter you wish to manage.
3. The next screen will show all the saved filters you have associated with your report.
View and Save a copy of a ‘Saved Filter’
1. Hover over the name of a saved filter. When a button with three dots appears (the related actions button) click the Related Actions button.
2. A saved filter pop up will display. You can click on the Excel or PDF indicators to download a copy of your saved filter.
Edit your ‘Saved Filter’
1. To edit your saved filter, select edit next to the filter you wish to modify
2. Make the appropriate changes
3. Click ok.
Delete a ‘Saved Filter’
1. To delete a filter, select delete button next to the filter you wish to remove.
2. Click the confirm checkbox that acknowledges you wish to delete the filter
3. Click OK
| Report | Purpose |
|---|---|
| Find Journal Lines – OSU - Posted Journals by Amount Type | Find details from the columns in Income Statement reporting |
| Find Journal Lines – OSU - Posted Journals by Amount Type | Find revenue and expense entries for Internal Service Providers |
| Internal Service Provider Billing | Search for purchase orders of internal suppliers with uninvoiced amounts or quantities |
| Find Requisition Summary - OSU | Track the progress of a requisition containing a new supplier request |
| Find Supplier Invoice Details – OSU | View Supplier Invoice Details for invoices that have expensed on your General Ledger |
| Find Miscellaneous Payment Summary – OSU or Find Miscellaneous Payment Details – OSU | View Miscellaneous Payments for an OSP grant by the Requester’s Cost Center |
| Topic | Report to Use |
|---|---|
| For Internal Service Providers to view Internal Service Delivery (ISD) General Ledger Activity | Find Journal Lines – OSU |
| Find revenue and expense entries for Internal Service Providers | Find Journal Lines – OSU - Posted Journals by Amount Type |
| Find details from the columns in Income Statement reporting | Find Journal Lines – OSU - Posted Journals by Amount Type |
| Track the progress of a requisition containing a new supplier request | Find Requisition Summary - OSU |
| View Supplier Invoice Details for invoices that have expensed on your General Ledger | Find Supplier Invoice Details – OSU |
| View Miscellaneous Payments for an OSP grant by the Requester’s Cost Center | Find Miscellaneous Payment Summary – OSU or Find Miscellaneous Payment Details – OSU |