Reporting Tips

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.
Tips by Report
ReportPurpose
Customer Invoice Lines with Cost CenterUsing Customer Invoice Lines with Cost Center for Accounts Receivable Reporting and Reconciliation
Find Customer Invoices for CompanyUsing Find Customer Invoices for Company for Accounts Receivable Reporting and Reconciliation
Find Customer Payments - OSUUsing Find Customer Payments - OSU for Accounts Receivable Reporting and Reconciliation
Find Journal Lines - OSUUsing Find Journal Lines - OSU for Accounts Receivable Reporting and Reconciliation
Find Journal Lines – OSU - Posted Journals by Amount TypeFind details from the columns in Income Statement reporting
Find Journal Lines – OSU - Posted Journals by Amount TypeFind revenue and expense entries for Internal Service Providers
Find Miscellaneous Payment Summary – OSU or Find Miscellaneous Payment Details – OSUView Miscellaneous Payments for an OSP grant by the Requester’s Cost Center
Find Requisition Summary - OSUTrack the progress of a requisition containing a new supplier request
Find Supplier Invoice Details – OSUView Supplier Invoice Details for invoices that have expensed on your General Ledger
General Ledger BalanceUsing General Ledger Balance for Accounts Receivable Reporting and Reconciliation
Internal Service Provider BillingSearch for purchase orders of internal suppliers with uninvoiced amounts or quantities

 

Tips by Topic
TopicReport 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 ProvidersFind Journal Lines – OSU - Posted Journals by Amount Type
Find details from the columns in Income Statement reportingFind Journal Lines – OSU - Posted Journals by Amount Type
Track the progress of a requisition containing a new supplier requestFind Requisition Summary - OSU
View Supplier Invoice Details for invoices that have expensed on your General LedgerFind Supplier Invoice Details – OSU
View Miscellaneous Payments for an OSP grant by the Requester’s Cost CenterFind Miscellaneous Payment Summary – OSU or Find Miscellaneous Payment Details – OSU
Using Customer Invoice Lines with Cost Center for Accounts Receivable Reporting and ReconciliationCustomer Invoice Lines with Cost Center
Using Find Customer Invoices for Company for Accounts Receivable Reporting and ReconciliationFind Customer Invoices for Company
Using Find Customer Payments - OSU for Accounts Receivable Reporting and ReconciliationFind Customer Payments - OSU
Using Find Journal Lines - OSU for Accounts Receivable Reporting and ReconciliationFind Journal Lines - OSU
Using General Ledger Balance for Accounts Receivable Reporting and ReconciliationGeneral Ledger Balance