U.S. Bank Access Online User Guide. Program Administrator. Creating and Running Flex Data Reports Revision 1.2

Size: px
Start display at page:

Download "U.S. Bank Access Online User Guide. Program Administrator. Creating and Running Flex Data Reports Revision 1.2"

Transcription

1 U.S. Bank Access Online User Guide Program Administrator Creating and Running Flex Data Reports Revision 1.2

2 Contents Introduction to Flex Data Reporting... 4 Report Creation Overview... 5 Create a Report... 6 Additional Filtering Options Account Number: Cardholder Accounts Account Number: Managing and Diversion Accounts Cycle Close Date Disputed Status ESI Merchant State MCC MCCG Description Merchant State Order Amount Order Creation Date Order Date Order Matching Status Order Source Order Status Order Type Posting Date Posting Type Transaction Merchant Name Transaction Review Status Transaction Type Modify an Existing Report Run a Flex Data Report U.S. Bancorp Program Administrator 2

3 Icons As you read this document, you will notice the following icons: Tip! Tips contain additional information to help you complete your work more efficiently. Learn More: Additional information explains a business concept in more detail. Web Addresses Live System You can easily access the live system at U.S. Bank Access Online or by typing the following address into your web browser: Web-based Training Make sure you have the most current version of this user guide (and access additional training content) by checking this guide s version number against the user guide on the webbased training (WBT) site. You can also type the following address into your web browser: CIO Magazine s Enterprise Value Award Winner U.S. Bank s Access Online system earned this award for leveraging information technology to help our clients achieve their business objectives and produce solid returns on their investments U.S. Bancorp Program Administrator 3

4 Introduction to Flex Data Reporting You can easily create and save customized ad hoc reports in Access Online using the flex data function. By setting up a report exactly as you need, organized they way you want, with only the data you need, you can pinpoint the information you need to manage your unique program. You can create and save reports to: Support program compliance, vendor relationships and negotiations Identify and prevent card misuse Track and manage your program s success You can access only the information you need without wading through information that you do not need. In this user guide, you will learn how to create, save, modify and run a custom report using the flex data function U.S. Bancorp Program Administrator 4

5 Report Creation Overview Creating a report is simple and efficient. You create a report in three major steps: One Select the report s primary template and/or additional data template. You currently have two basic report templates to select from: Transaction Detail or Transaction with Order Detail. These two templates include the data elements for your report, as well as default report settings (e.g., which data elements to include, which to filter by). You can also select to include an additional data template that contains allocation, merchant, order, or transaction data. Two Specify report parameters. You specify the parameters of your custom report on a series of four tabs: Select Report Data tab On this tab, you specify which data elements (columns) to include, which data elements to filter by, and which data elements to total. Filter for Content tab On this tab, you specify the filtering parameters for the data elements you selected to include on the Select Report Data tab. For example, if you selected to include transaction amount, you specify a transaction amount range. (e.g., include only transactions over $500). Sort by Criteria tab On this tab, you select up to four sorting orders for the data in your report (e.g., first sort by accounting number ascending, and then sort by transaction date descending). Set Report Layout tab On this tab, you can change the default column order for your report by selecting a column and moving it up or down (left or right) in the final report display. Three Preview, save and run the report. You can preview the report display and then select to save the report. Once you save the report, you can modify the report and/or run it any time. You can modify an existing report and save the modified version as the same report or as a new report (thus using an existing report as a template). Learn More: For information on running standard reports, refer to the Access Online: Running Reports User Guide and Access Online: Standard Report Samples User Guide. Learn More: Also, keep in mind that you cannot use the flex data reporting function to create extract files. You should only use the flex data function as a reporting tool. If you need to create an extract file, you should work your relationship management team to set up the type of extract file you need. For information on file types and marking transactions for extract, refer to the Access Online: Marking Transactions for Extract User Guide U.S. Bancorp Program Administrator 5

6 Create a Report In this section, you will learn now to access the flex data function, select a template, set your report parameters on the four tabs, and save the report. To learn how to modify an existing report, refer to Modify an Existing Report on page 54. To learn how to run an existing report, refer to Run a Flex Data Report on page To create a flex data report: 1. Select the Reporting high-level task from the Left-Column Navigation Bar. 2. Click the Flex Data Reporting sub-task or link on the screen. The Flex Data Reporting: Please select a report from the list below screen displays U.S. Bancorp Program Administrator 6

7 3 3. Select the Create a New Report tab. The Create a New Report tab displays U.S. Bancorp Program Administrator 7

8 Select a report template radio button from the Primary Report Data column. 5. If desired, select one additional data template from the Additional Data column. 6. Click the Create button. The Flex Data Reporting screen displays the report template you selected as well the four tabs on which you set your parameters U.S. Bancorp Program Administrator 8

9 Tip! You cannot select the same primary and additional data. If you do, an error message displays. Learn More: Keep in mind that a report template is not identical to any similarly named standard report. The report templates simply contain data elements that you can select to include in your report. Each template also contains default, but editable, parameter settings. For a detailed list and description of each data element available in each template, refer to the Access Online: Data Dictionary for Flex Data Reporting User Guide U.S. Bancorp Program Administrator 9

10 Creating and Running Flex Data Reports 7 You should not create reports as Excel files in order to use them as extract files. Instead, use the Extract function Click the Save button at any time to save your work so far. If you have already saved the report, then you can click the Revert to Last Saved button to discard your changes since your last save. 11a 11b Because you must define which data to include in some basic way, you must select a single filtering option radio button. 7. Type a new report name in the Report Name field, if desired. 8. Type a new report description in the Report Description field, if desired. 9. Select an output type from the Output Type drop-down list. 10. If you selected PDF output, then select parameter page placement from the Output Parameter Page Placement drop-down list. 11. Use the Select Report Columns feature: a. Select the Check All check box to include all the listed data elements in your report. And/Or b. Select the Show Only Selected check box to display only your selected data elements on the screen as you work U.S. Bancorp Program Administrator 10

11 Some data elements and filtering options are already selected for you as part of the template Select the check box in the Select Report Columns column for each data element to include. Each data element becomes a column in your finished report. 13. Type a new column label, if desired, in the Rename Report Columns field. 14. Type the number of column inches to wrap the field in the Wrap Data field. 15. Select a quantitative data element s Total check box to total that element s column. 16. Select an element s Filter radio button or check box to filter by that data element. Tip! You must define at a basic level which data to include; therefore, you must select at least one filtering option radio button (account number, processing hierarchy position, reporting hierarchy position). You do not have the option to not filter your report in some way. If you want to include all account numbers, all processing hierarchies, or all reporting hierarchies, simply select to filter by that option and then select to include all account numbers or hierarchy positions on the Filter for Content tab. Tip! Click the Save button at any time to save your work so far. Also, if you have already saved the report, then you can click the Revert to Last Saved button to discard your changes since your last save U.S. Bancorp Program Administrator 11

12 Learn More: The processing hierarchy controls how transactions are processed for billing and accounting purposes. The processing hierarchy includes bank, agent, company, division, and department only. Not all organizations use all levels of the processing hierarchy. For example, an organization may use only the bank, agent and company levels. The reporting hierarchy is a seven-level hierarchy customized for your organization for reporting purposes only. We work with you to establish the reporting hierarchy in a system outside Access Online and include that hierarchy in Access Online. The reporting hierarchy enables you to break down data solely for reporting purposes. You must be properly set up with the hierarchy levels for both processing and reporting hierarchies. If you have difficulty, then please contact the technical support desk to verify your reporting and processing hierarchy U.S. Bancorp Program Administrator 12

13 Select the Filter for Content tab. The Filter for Content tab displays U.S. Bancorp Program Administrator 13

14 The screen updates with your new report description. You must run the report at the company level or lower. 18a 18b Tip! The filtering criteria that display depend on which data elements you selected to filter in Step 11 on the Select Report Data tab. In our sample report, we will include processing hierarchy position, transaction amount, and date range. For additional filtering options, refer to Additional Filtering Options on page 33. Tip! Also, for a flex data report, you must run the report at the Company level or lower. 18. To specify a processing hierarchy position to filter by: a. Type the exact values in the Bank, Agent, Company, Division and/or Department fields. For example, if you know you want to include only accounts in Company 2222, then type 2222 in the Company field. Or b. Click the Search for Position or Add Multiple link. The Search & Select Processing Hierarchies: Select a Processing Hierarchy Position screen displays U.S. Bancorp Program Administrator 14

15 18c 18d 18e c. Select a level from the Hierarchy Level drop-down list. d. Type full or partial search criteria, if desired, in the Bank, Agent, Company, Division and/or Department fields. e. Click the Search button. Hierarchy positions that match your search criteria display at the bottom of the screen U.S. Bancorp Program Administrator 15

16 18f 18g f. Select the check box for each position to filter by. g. Click the Select Position button. The positions move from the Found Hierarchy Positions list to the Selected Hierarchy Positions list on the right U.S. Bancorp Program Administrator 16

17 18h Tip! To remove a position, select the position s check box in the Selected Hierarchy Positions list on the right and the click the Remove Positions button. The positions move from the right-hand list back to the Found Hierarchy Positions list on the left. h. When you are done, click Select Hierarchy button. You return to the Flex Data Reporting screen and your selected positions display on the Filter for Content tab. Tip! You select reporting hierarchy positions to filter by in the same way U.S. Bancorp Program Administrator 17

18 Click the Edit link to change your selected hierarchy positions. 19a 19b Tip! To modify which hierarchy positions to include, click the Edit link and repeat Steps 18c 18h. 19. To filter by transaction amount: a. Type the lower value in XX.X format in the left-hand Transaction Amount field. b. Type the greater value in XX.X format in the right-hand Transaction Amount field U.S. Bancorp Program Administrator 18

19 Click the Edit link to modify the processing hierarchy positions to filter your report by. 20a 20b 20. To specify a date range: a. Type the beginning and ending dates in MM/DD/YYYY format in Transaction Date fields. Or b. Click the Calendar icon. An interactive calendar displays that lets you select a date U.S. Bancorp Program Administrator 19

20 20c 20d 20e c. Select a month from the Month drop-down list. d. Select a year using the Arrow icons. e. Select a day of the month by clicking the day s link. As soon as you click the day s link, the system saves your date selection and you return to the Flex Data Reporting screen s Filter for Content tab and your date displays U.S. Bancorp Program Administrator 20

21 21 20f f. Repeat Steps 15a-15e to specify an end date. 21. Select the Sort By Criteria tab. The Sort By Criteria tab displays on which you specify your sorting preferences. Tip! For sample purposes, we have included only a few of the possible filtering options in our sample report. For detailed steps on specifying additional filtering options, refer to Additional Filtering Options on page U.S. Bancorp Program Administrator 21

22 Select a field to sort by in the Sort 1 drop-down list. Tip! If you have renamed a column heading, then that renamed column heading displays in the list. 23. Select the Ascending or Descending radio button. Ascending will sort your selected data element upward from smallest to greatest (e.g., A Z, 1 100). Descending will sort your report downward from greatest to smallest (e.g., Z A, 100 1). 24. Select the Break/Subtotal Level radio button to have your report include a page break and a subtotal after the each change in the selected sort field. Tip! Keep in mind that you can only set break/subtotal preferences for the PDF output and you can select only one break/subtotal option or the no break/subtotal option. You cannot select multiple break/subtotal options for the sort options. 25. Repeat steps to set additional sorting parameters in the other three sort fields U.S. Bancorp Program Administrator 22

23 Learn More: If you select the Break/Subtotal option for a sort field, then your report will put a visible break with a subtotal each time the value of the sort field changes. For example, if you select to sort by and have a break/subtotal for the Merchant State field and include the transaction amount in your report, then your report will put a break after each merchant state and will include a subtotal of the number of transactions for each state, as shown in the illustration below. Alabama: Transaction 1-$80 Transaction 2-$30 Transaction 3-$100 Subtotal for Alabama: 3 records Arkansas: Transaction 1-$50 Transaction 2-$100 Subtotal for Arkansas: 2 records 2008 U.S. Bancorp Program Administrator 23

24 Tip! As you set your preferences in the sort fields from left to right, the selections become subordinate to the selection to the left. For example, if you sort by Post Date ascending in the far left field and Merchant Name ascending in the second-left sort field, then your report will display transactions sorted first by post date (all transactions listed oldest to newest) and then for each post date, the merchants in alpha order A Z (e.g., April 1, 2007, transactions listed including Alpha Cleaners, Brown s Copy Repair, and Colt Office Supplies). Conversely, if you choose Merchant Name ascending in the far left sort field and Posting Date ascending in the second-left sort field, then your report will display transactions sorted first by merchant name in alpha order A Z, and then for each merchant, the transactions sorted by least recent to most recent (e.g., for Alpha Cleaners, the transactions on April 1, April 2 and April 3, 2007). The display is always in the same field layout order, regardless of which sorts you select. If you want to, you can change the display order on the Set Report Layout tab. Keep in mind that you can select only one Break/Subtotal radio button and that the system will include breaks and subtotals for the sort field you select and all higher-level sort fields. For example, if you select to break/subtotal at the Sort 3 field, then the system will also add breaks and subtotals to the Sort 1 field and the Sort 2 field U.S. Bancorp Program Administrator 24

25 When you have your sorting, page break and subtotal options set, select the Set Report Layout tab. The Set Report Layout tab displays on which you can adjust the column display in your report U.S. Bancorp Program Administrator 25

26 27 28a 28b 28c 28d 28e 27. Review the order of the columns. The top-most column will display on the far left of your report. The listed from top to bottom display from left to right in your report, with the bottom-most column displayed on the far right. 28. To move a column: a. Select the column name from list. b. Click the Top link to move the column to the far left. c. Click the Up link to move the column one position to the left. d. Click the Down link to move the column one position to the right. e. Click the Bottom link to move the column to the far right U.S. Bancorp Program Administrator 26

27 To preview the report layout before you save the report, click the Preview Layout button. A message displays that lets you know your report is loading U.S. Bancorp Program Administrator 27

28 Learn More: If you have made a mistake in creating your report, then an error message displays. Follow the error message instructions to fix the error and then select to preview or save your report again U.S. Bancorp Program Administrator 28

29 Wait for the report preview to load. The report preview opens in a new Adobe Acrobat window. The preview shows the display and organization of your report, but does not include any data. By not including data, the preview can run much faster and you can get a quick idea of what your final report will look like Review the preview. 32. Use any function in your version of Acrobat, such as adding comments, sending for review, or saving to your computer. Refer to Acrobat documentation for detailed steps. 33. Close the preview window when you are done U.S. Bancorp Program Administrator 29

30 If you need to make any changes, repeat the steps in this section to make changes on any of the tabs. 35. Click the Save button when you are ready to save the report. A confirmation message displays and Access Online adds your report to the list of reports U.S. Bancorp Program Administrator 30

31 Click the Back to Flex Data Reporting link to see your report listed U.S. Bancorp Program Administrator 31

32 You are the only user who can access, run, or modify the saved report. You are the only user who can access, run, or modify the saved report. From this screen, you can modify the report as described in Modify an Existing Report on page 54. You can also run the report as described in Run a Flex Data Report on page U.S. Bancorp Program Administrator 32

33 Additional Filtering Options In addition to the examples covered in the sample report we created in Create a Report on page 6, you may need to specify additional filtering options if you selected to filter additional data elements on the Select Report Data tab. These filtering parameters display on the Filter For Content tab. The screen below shows some sample additional filtering options. On the following pages, you will learn how to specify the parameters for each of these filtering options U.S. Bancorp Program Administrator 33

34 Account Number: Cardholder Accounts You can filter by cardholder account number, managing account number or diversion account number. 1 2 To select cardholder account numbers to filter by: 1. Type the 16-digit account numbers (separated by commas, without spaces) in the Account Number field. Or 2. Click the Search for Accounts link. The Reporting: Flex Data Reporting - Search and Select Account screen displays 2008 U.S. Bancorp Program Administrator 34

35 3a 3b 3c 3d 3. Specify search criteria: a. Type a complete 16-digit cardholder account number in the Account Number field. Or b. Type a cardholder last name in the Last Name field and/or a cardholder first name in the First Name field. Or c. Type a nine-digit social security number in XXXXXXXXX format (no spaces or hyphens) in the Social Security Number field. d. Click the Search button. Cardholder accounts that match your search criteria display at the bottom of the screen U.S. Bancorp Program Administrator 35

36 3e 3f e. Select one or more cardholder account checkboxes. f. Click the Select button. You return to the Filter for Content tab and your selected cardholder account numbers display in the Account Number field U.S. Bancorp Program Administrator 36

37 The upper link lets you search and filter by a managing account. 4a The lower link lets you search for a managing account s associated cardholder accounts and then filter by the selected cardholder account. 4. To search for cardholder accounts by searching and selecting a managing account to find associated cardholder accounts: a. Click the Searching for a Managing Account link. The Reporting: Flex Data Reporting - Search and Select Accounts screen displays with managing account search fields U.S. Bancorp Program Administrator 37

38 4b 4c 4d 4e b. Type a complete managing account number in the Managing Account Number field. c. Type a full or partial managing account name in the Managing Account Name field. Or d. Type a complete company number in the Company Number field. e. Click the Search button. Managing accounts that match your search criteria display in a list at the bottom of the screen U.S. Bancorp Program Administrator 38

39 4f f. Click a managing account number link. A list of associated cardholder accounts displays U.S. Bancorp Program Administrator 39

40 4g 4h g. Select the checkboxes for the cardholder accounts you want to filter by. h. Click the Select button. You return to the Filter for Content tab and your selected cardholder account numbers display in the Account Number field. Account Number: Managing and Diversion Accounts You can also filter your report by managing or diversion accounts. 1 2 To filter by managing or diversion accounts: 1. Type the 16-digit account numbers, separated by commas, in the Account Number field. Or 2. Search and select managing or diversion accounts by clicking the Search for Accounts link. The Reporting: Flex Data Reporting - Search and Select Account screen displays U.S. Bancorp Program Administrator 40

41 3 3. Click the Search for Managing Accounts link. The Reporting: Flex Data Reporting - Search and Select Account screen updates with managing account search fields. Tip! If you already have cardholder or other accounts selected, then if you select to search again, an error message displays. Click the Yes, Remove button to continue with your search and lose account numbers you have already selected. Or click the No button to halt the search process and maintain your already-selected accounts U.S. Bancorp Program Administrator 41

42 4a 4b 4c 4d 5 Some organizations use general managing account names (e.g., Acme Southeast Sales) and some assign and use a person s name (e.g., Jane Smith). These search fields let you search by either naming convention. 4. Specify search criteria: a. Type a complete 16-digit managing account number in the Managing Account Number field. Or b. Type a full or partial managing account name in the Managing Account Name field. Or c. Type a full or partial last name and/or first name in the Last Name field and/or the First Name field. Or d. Type a company number in the Company Number field. 5. Click the Search button. Managing accounts that match your search criteria display at the bottom of the screen U.S. Bancorp Program Administrator 42

43 Select the check boxes for the managing accounts that you want to filter your report by. 7. Click the Select button. You return to the Filter for Content tab and your selected managing accounts display in the Account Number field U.S. Bancorp Program Administrator 43

44 Learn More: To filter by diversion account, click the Search for Diversion Account link and repeat steps to search and select a diversion accounts. A diversion account steers specified charges away from card accounts. You generally set up a diversion account for high-dollar-amount transactions, such as airline charges. By diverting these charges away from cardholder accounts to the diversion account, you can prevent cardholders going over their credit limits, when, for example, they travel. Cycle Close Date To filter your report by cycle close date: 1. Specify a starting date by typing the date in MM/DD/YYYY format or by clicking the Calendar icon and selecting a date. 2. Specify an ending date by typing the date in MM/DD/YYYY format or by clicking the Calendar icon and selecting a date. Disputed Status To filter by disputed status: 1. Select a the All option from the Disputed Status drop-down list to include both disputed and not disputed transactions. Or 2. Select the Disputed Only option to include only disputed transactions. Or 3. Select the Not Disputed option to include only transactions that have not been disputed. Tip! The Disputed Only option includes transactions for which cardholders have cancelled disputes. In the same way, the Not Disputed option does not include transactions for which cardholders have cancelled disputes U.S. Bancorp Program Administrator 44

45 ESI Merchant State To filter your report by Enhanced Supplier Information (ESI) merchant state: 1. Select ALL to include all states in your report. Or 2. Select the state(s) you want to include from the list. MCC 1 2 To filter your report by merchant category code (MCC): 1. Type five-digit MCCs (separated by commas, without spaces) in the MCC field. Or 2. Click the Search for Codes link. The Reporting: Flex Data Reporting - Select Merchant Category Codes screen displays U.S. Bancorp Program Administrator 45

46 3 3. Select a group from the Merchant Category Code Group drop-down list. The MCCs in that group display in the Available Codes window Select the MCCs to filter by in the Available Codes window. 5. Click the Add Code button. The MCCs move from the Available Codes window to the Selected Codes window U.S. Bancorp Program Administrator 46

47 6 6. Click the Continue button. You return to the Filter for Content tab and your selected MCCs display in the MCC field. MCCG Description To filter your report by MCCG description, select the description(s) from the scroll box U.S. Bancorp Program Administrator 47

48 Merchant State To filter your report by merchant state: 1. Select ALL to include all merchant states. Or 2. Select the state(s) you want to include. Order Amount To filter your report by order amount: 1. Type the lower value in XX.X format in the left-hand Order Amount field. 2. Type the greater value in XX.X format in the right-hand Order Amount field. Order Creation Date To filter your report by the date a user created the order: 1. Specify a starting date by typing the date in MM/DD/YYYY format or by clicking the Calendar icon and selecting a date. 2. Specify an ending date by typing the date in MM/DD/YYYY format or by clicking the Calendar icon and selecting a date U.S. Bancorp Program Administrator 48

49 Order Date To filter your report by order date: 1. Specify a starting date by typing the date in MM/DD/YYYY format or by clicking the Calendar icon and selecting a date. 2. Specify an ending date by typing the date in MM/DD/YYYY format or by clicking the Calendar icon and selecting a date. Order Matching Status To filter your report by order match status: 1. Select the All option to include both matched and unmatched transactions. Or 2. Select the Unmatched option to include only transactions that are not matched to orders. Or 3. Select the Matched option to include only transactions that are matched to orders. Order Source To filter your report by order source: 1. Select the All option to include both manually created and electronically created orders. Or 2. Select the Manual option to include only orders that cardholders created manually. Or 3. Select the Electronic option to include only orders that entered Access Online in electronic format (e.g., from an electronic purchasing system, such as U.S. Bank s Access Purchase or U.S. Bank s ecommerce Suite) U.S. Bancorp Program Administrator 49

50 Order Status To filter your report by order status: 1. Select the All option to include all orders, regardless of status. Or 2. Select the Open option to include open orders. And/Or 3. Select the Fulfilled option to include fulfilled orders. Tip! The system designates an order as fulfilled when the value of transactions matched against the order meet the tolerance level you set during order management setup. And/Or 4. Select the Partial option to include partially fulfilled orders (the tolerance level is not met). And/Or 5. Select the Suspended option to include orders that cardholders have selected to suspend from matching. And/Or 6. Select the Cancelled option to include only orders that cardholders have cancelled. Order Type To filter your report by order type: 1. Select Orders to include all orders. Or 2. Select Credit Orders to include only credit orders U.S. Bancorp Program Administrator 50

51 Posting Date To filter your report by posting date: 1. Specify a starting date by typing the date in MM/DD/YYYY format or by clicking the Calendar icon and selecting a date. 2. Specify an ending date by typing the date in MM/DD/YYYY format or by clicking the Calendar icon and selecting a date. Posting Type To filter your report by posting type: 1. Select the All option to include all transactions, regardless of which type of account they are associated with. Or 2. Select the Memo option to include only memo-posted transactions. Or 3. Select the Posted option to include only posted (non-memo posted) transactions. Learn More: When a transaction occurs on a specific account, but is billed to another account, the memo-posted account is the account where the transaction originally occurred. A non-memo posted account is the account that the transaction was actually billed to, e.g., a managing account is a non-memo posted account and a cardholder account is a memo-posted account. So, for example, if you want to include cardholder transaction detail, you need to select the Memo option or the All option U.S. Bancorp Program Administrator 51

52 Transaction Merchant Name 1 To filter your report by merchant name: 1. Type a full or partial merchant name in the Enter Text field to add to list field. Tip! For example, if you are not sure if the merchant s name is Jensen Supply, Jenson Supply or Jensyn Supply, you can simply type jen and your report will include the merchant Click the Add to List button. The merchant name displays in the Selected values window. 3a 3b 3. To remove a merchant name: a. Select the name in the Selected values window. b. Click the Remove Selected button. The merchant name no longer displays Repeat Steps 1 3 until you have all the merchant names listed that you want to filter by U.S. Bancorp Program Administrator 52

53 Transaction Review Status To filter your report by transaction review status: 1. Select the All option to include all transactions, regardless of review status. Or 2. Select the Reviewed status to include only transactions that cardholders have designated as reviewed. Or 3. Select the Not Reviewed option to include only transactions that cardholders have not designated as reviewed. Transaction Type To filter your report by transaction type: 1. Select the All option to include all transactions, regardless of type. Or 2. Select the Payments option to include payment transactions. And/Or 3. Select the Fees option to include fee transactions. And/Or 4. Select the Cash Advance option to include cash advance transactions. And/Or 5. Select the Other option to include transactions not classified as any of the other options U.S. Bancorp Program Administrator 53

54 Modify an Existing Report You can easily modify a saved report. After you make changes to the report, you can save the modified report as a new report or as the same report To modify an existing report: 1. Select the Reporting high-level task. 2. Select the Flex Data Reporting sub task or screen link. The Flex Data Reporting: Please select a report from the list below screen displays. 3. Click the report s name link to modify the report U.S. Bancorp Program Administrator 54

55 Make any changes on the Select Report Data tab (e.g., select different columns to include, select different total and filter options, type alternate report column names). 5. Select the Filter for Content tab. The Filter for Content tab displays. Tip! Click the Save button at any time to save your work so far. Also, if you have made any changes, then you can click the Revert to Last Saved button to discard your changes since your last save (either since your last set of saved changes or the original, unmodified report) U.S. Bancorp Program Administrator 55

56 Make any changes on the Filter for Content tab (e.g., click the Edit link to change the hierarchy positions included, specify a new date range). 7. Select the Sort By Criteria tab. The Sort By Criteria tab displays U.S. Bancorp Program Administrator 56

57 Make any changes on the Sort By Criteria tab (e.g., select a different Sort 1 preference, change a sort from ascending to descending, select a different break/subtotal preference). 9. Select the Set Report Layout tab. The Set Report Layout tab displays U.S. Bancorp Program Administrator 57

58 15a 15b c Make any changes on the Set Report Layout tab (e.g., move a column left or right in the display order). 11. Select a different report output from the Output Type drop-down list, if desired. 12. Select a different parameter page placement (PDF only) from the Output Parameter Page Placement drop-down list, if desired. 13. Click the Preview Layout button to preview the report, if desired. 14. Click the Save button to save the report as the same report. 15. To save the report as a new report: a. Type a new report name in the Report Name field. b. Type a new report description in the Report Description field. c. Click the Save button. Access Online saves your report and lists the new report on the report list U.S. Bancorp Program Administrator 58

59 2008 U.S. Bancorp Program Administrator 59

60 Run a Flex Data Report Once you create and save a flex data report, you can easily run the report To run a flex data report: 1. Select the Reporting high-level task. 2. Select the Flex Data Reporting sub-task or screen link. The Flex Data Reporting: Please select a report from the list below screen displays. 3. Click the report s name link in the Name column to access the report. The Flex Data Reporting screen displays with the report parameters displayed U.S. Bancorp Program Administrator 60

61 4 4. Click the Run Report button. A message displays that to let you know that your report is loading U.S. Bancorp Program Administrator 61

62 5 5. Wait for the report to finish loading. The report displays in a new Acrobat window U.S. Bancorp Program Administrator 62

63 6 7 Tip! Depending on how many columns you select to include, each page of the report may actually display running across two pages. For example, if you have 10 columns of data in your report, six columns may display on page 1 and the remaining four columns display on page Use any function in your version of Acrobat, such as adding comments, sending for review, or saving to your computer. Refer to Acrobat documentation for detailed steps. 7. Go to the output page to review your output parameters, if desired U.S. Bancorp Program Administrator 63

64 2008 U.S. Bancorp. All rights reserved. U.S. Bank Corporate Payment Systems is a division of U.S. Bank National Association ND. All other trademarks are the property of their respective owners. You may not reproduce this document, in whole or in part, without written permission from U.S. Bank U.S. Bancorp Program Administrator 64

U.S. Bank Access Online User Guide. Cardholder. Transaction Approval Process Revision 1.3

U.S. Bank Access Online User Guide. Cardholder. Transaction Approval Process Revision 1.3 U.S. Bank Access Online User Guide Cardholder Transaction Approval Process Revision 1.3 Contents Introduction... 4 TAP Overview Flow Chart... 5 Cardholder Transaction Approval Process... 6 View-Only Access...

More information

Transaction Management

Transaction Management Access Online Transaction Management User Guide Version 3.6 Cardholder and Program Administrator Contents Introduction... 2 Transaction Management Variables by Organization... 2 Procedures in This Guide...

More information

Access Online Cardholder Transaction Approval Training

Access Online Cardholder Transaction Approval Training Access Online Cardholder Transaction Approval Training The Website is https://access.usbank.com 1 Contents Introduction.3 Cardholder Transaction Approval.5 View Transactions... 6 Reallocate a Transaction.....11

More information

Access Online. Transaction Approval Process User Guide. Approver. Version 1.4

Access Online. Transaction Approval Process User Guide. Approver. Version 1.4 Access Online Transaction Approval Process User Guide Approver Version 1.4 Contents Introduction...3 TAP Overview...4 View-Only Access... 5 Approve Your Own Transactions...6 View Transactions... 7 Validation

More information

Netmail Search for Outlook 2010

Netmail Search for Outlook 2010 Netmail Search for Outlook 2010 Quick Reference Guide Netmail Search is an easy-to-use web-based electronic discovery tool that allows you to easily search, sort, retrieve, view, and manage your archived

More information

Word 2007: Mail Merge Learning Guide

Word 2007: Mail Merge Learning Guide Word 2007: Mail Merge Learning Guide Getting Started Mail merge techniques allow you to create a document which combines repetitive text elements with data drawn from an external data document. To perform

More information

Section 4. Mastering Folders

Section 4. Mastering Folders Section 4 Mastering Folders About This Section Section 3: Working with Receipts introduced you to the Receipts Grid area of the Receipt Organizer window (the lower of the two grids). In the Receipts Grid,

More information

Tableau Quick Tips Guide November 2015

Tableau Quick Tips Guide November 2015 Tableau Quick Tips Guide November 2015 Fannie Mae Connect uses Tableau software to enable data display and analysis. This document provides guidance on how to get the most out of Tableau reports. The reference

More information

Custom Reporting System User Guide

Custom Reporting System User Guide Citibank Custom Reporting System User Guide April 2012 Version 8.1.1 Transaction Services Citibank Custom Reporting System User Guide Table of Contents Table of Contents User Guide Overview...2 Subscribe

More information

Unemployment Insurance Data Validation Operations Guide

Unemployment Insurance Data Validation Operations Guide Unemployment Insurance Data Validation Operations Guide ETA Operations Guide 411 U.S. Department of Labor Employment and Training Administration Office of Unemployment Insurance TABLE OF CONTENTS Chapter

More information

Great! You sold some Lexmark devices. Now you need to file for the associated rebates.

Great! You sold some Lexmark devices. Now you need to file for the associated rebates. Great! You sold some Lexmark devices. Now you need to file for the associated rebates. How do you do that today? Fill out a spreadsheet, email it to someone at Lexmark and wait How do you know if they

More information

Checkout User Guide. Salesforce, Spring '12. @salesforcedocs

Checkout User Guide. Salesforce, Spring '12. @salesforcedocs Checkout User Guide Salesforce, Spring '12 @salesforcedocs Last updated: July 7, 2015 Copyright 2000 2015 salesforce.com, inc. All rights reserved. Salesforce is a registered trademark of salesforce.com,

More information

Query 4. Lesson Objectives 4. Review 5. Smart Query 5. Create a Smart Query 6. Create a Smart Query Definition from an Ad-hoc Query 9

Query 4. Lesson Objectives 4. Review 5. Smart Query 5. Create a Smart Query 6. Create a Smart Query Definition from an Ad-hoc Query 9 TABLE OF CONTENTS Query 4 Lesson Objectives 4 Review 5 Smart Query 5 Create a Smart Query 6 Create a Smart Query Definition from an Ad-hoc Query 9 Query Functions and Features 13 Summarize Output Fields

More information

Indiana Campaign Finance System Secure Site

Indiana Campaign Finance System Secure Site Indiana Campaign Finance System Secure Site Overview The Indiana Campaign Finance System is provided by the Indiana Election Division to enable campaign committees to manage contributions and expenditures,

More information

CBHI Export/File Import to MS Excel Reference Guide

CBHI Export/File Import to MS Excel Reference Guide Executive Office of Health and Human Services Virtual Gateway CBHI Export/File Import to MS Excel Reference Guide February 2015 R3.0 v1 CBHI Export/File Import to MS Excel Reference Guide Table of Contents

More information

SAP Business Intelligence (BI) Reporting Training for MM. General Navigation. Rick Heckman PASSHE 1/31/2012

SAP Business Intelligence (BI) Reporting Training for MM. General Navigation. Rick Heckman PASSHE 1/31/2012 2012 SAP Business Intelligence (BI) Reporting Training for MM General Navigation Rick Heckman PASSHE 1/31/2012 Page 1 Contents Types of MM BI Reports... 4 Portal Access... 5 Variable Entry Screen... 5

More information

CONTENTS MANUFACTURERS GUIDE FOR PUBLIC USERS

CONTENTS MANUFACTURERS GUIDE FOR PUBLIC USERS OPA DATABASE GUIDE FOR PUBLIC USERS - MARCH 2013 VERSION 5.0 CONTENTS Manufacturers 1 Manufacturers 1 Registering a Manufacturer 2 Search Manufacturers 3 Advanced Search Options 3 Searching for Manufacturers

More information

WHAT YOU OWN HOME INVENTORY SOFTWARE

WHAT YOU OWN HOME INVENTORY SOFTWARE WHAT YOU OWN HOME INVENTORY Version 4.19 Copyright 2013 M- One Studio, LLC www.m-onestudio.com Contents Getting Started... 1 About WHAT YOU OWN HOME INVENTORY SOFTWARE... 1 Download and Install the Software...

More information

Applicant Tracking System Job Aids. Prepared by:

Applicant Tracking System Job Aids. Prepared by: Applicant Tracking System Job Aids Prepared by: Contents System Navigation and My Setup Information for Users... 1 Creating Requisitions... 4 Duplicating Requisitions... 6 Requesting an Approval... 7 Viewing

More information

Presentation Reporting Quick Start

Presentation Reporting Quick Start Presentation Reporting Quick Start Topic 50430 Presentation Reporting Quick Start Websense Web Security Solutions Updated 19-Sep-2013 Applies to: Web Filter, Web Security, Web Security Gateway, and Web

More information

RIFIS Ad Hoc Reports

RIFIS Ad Hoc Reports RIFIS Ad Hoc Reports To retrieve the entire list of all Ad Hoc Reports, including the Base reports and any additional reports published to your Role, select Ad Hoc for the Type under Filter Report By and

More information

PROCUREMENT CARD US BANK ACCESS ONLINE SYSTEM USER GUIDE

PROCUREMENT CARD US BANK ACCESS ONLINE SYSTEM USER GUIDE PROCUREMENT CARD US BANK ACCESS ONLINE SYSTEM USER GUIDE Contracts and Procurement Procurement Card Program September 2011 Contents Web Browser Security Settings... 3 Internet Explorer Security Settings...

More information

Brokerage Payment System (BPS) User Manual

Brokerage Payment System (BPS) User Manual Brokerage Payment System (BPS) User Manual December 2011 Global Operations Education 1 Table of Contents 1.0 ACCESSING BPS...5 2.0 LOGGING INTO BPS...6 3.0 BPS HOME PAGE...7 4.0 FIRMS...8 5.0 BROKERS...10

More information

The "Reports" section is where reports can be scheduled or viewed.

The Reports section is where reports can be scheduled or viewed. REPORTS The "Reports" section is where reports can be scheduled or viewed. In Box Once the "Reports" button is clicked, a screen like the one below will appear, which would list any pre-scheduled reports

More information

SonicWALL GMS Custom Reports

SonicWALL GMS Custom Reports SonicWALL GMS Custom Reports Document Scope This document describes how to configure and use the SonicWALL GMS 6.0 Custom Reports feature. This document contains the following sections: Feature Overview

More information

Invoices & Statements

Invoices & Statements Welcome to My Account a fast and easy way to manage your WinWholesale account online! This tutorial will provide you with step-by-step instructions for accessing and navigating the Invoices and Statements

More information

Electronic Payments & Statements User Guide

Electronic Payments & Statements User Guide Electronic Payments & Statements User Guide Contents Welcome to Electronic Payments & Statements (EPS) This guide will show you how to: 4 Get More Information about EPS on the Welcome Page The EPS Welcome

More information

MICROSOFT ACCESS 2003 TUTORIAL

MICROSOFT ACCESS 2003 TUTORIAL MICROSOFT ACCESS 2003 TUTORIAL M I C R O S O F T A C C E S S 2 0 0 3 Microsoft Access is powerful software designed for PC. It allows you to create and manage databases. A database is an organized body

More information

Managing Expense Reports Program Administrators and Approvers

Managing Expense Reports Program Administrators and Approvers CentreSuite Quick Reference Guide May 2015 Managing Expense Reports Program Administrators and Approvers On the Manage Expense Reports page, you can manage the expense reports you create, and, if you are

More information

Mail Chimp Basics. Glossary

Mail Chimp Basics. Glossary Mail Chimp Basics Mail Chimp is a web-based application that allows you to create newsletters and send them to others via email. While there are higher-level versions of Mail Chimp, the basic application

More information

Online Requesting and Receiving. Training Manual

Online Requesting and Receiving. Training Manual Online Requesting and Receiving Training Manual 1 Table of Contents Introduction 3 Logging In.3 Creating a Profile...3 Modifying a Ship to Address...3 FOAPAL and Commodity Codes 3 Code Favorites...3 Understanding

More information

Resolve Disputes User Guide

Resolve Disputes User Guide Resolve Disputes User Guide Online Merchant Services Copyright Statement Copyright 2012 by American Express Travel Related Services Company, Inc. All rights reserved. No part of this document may be reproduced

More information

Creating tables in Microsoft Access 2007

Creating tables in Microsoft Access 2007 Platform: Windows PC Ref no: USER 164 Date: 25 th October 2007 Version: 1 Authors: D.R.Sheward, C.L.Napier Creating tables in Microsoft Access 2007 The aim of this guide is to provide information on using

More information

SAP Business Intelligence ( BI ) Financial and Budget Reporting. 2nd Edition. (Best Seller Over 1,000,000 copies sold)

SAP Business Intelligence ( BI ) Financial and Budget Reporting. 2nd Edition. (Best Seller Over 1,000,000 copies sold) SAP Business Intelligence ( BI ) Financial and Budget Reporting 2nd Edition (Best Seller Over 1,000,000 copies sold) August 2009 Table of Contents Log In... 1 Initial Variable Screen... 4 Fund Center Hierarchy

More information

Novell ZENworks Asset Management 7.5

Novell ZENworks Asset Management 7.5 Novell ZENworks Asset Management 7.5 w w w. n o v e l l. c o m October 2006 USING THE WEB CONSOLE Table Of Contents Getting Started with ZENworks Asset Management Web Console... 1 How to Get Started...

More information

UF Health SharePoint 2010 Document Libraries

UF Health SharePoint 2010 Document Libraries UF Health SharePoint 2010 Document Libraries Email: training@health.ufl.edu Web Page: http://training.health.ufl.edu Last Updated 2/7/2014 SharePoint 2010 Document Libraries 1.5 Hours 1.0 Shared Network

More information

Launch Create Store. Import Orders Enter Orders Manually Process Orders. Note: Ctrl+click on a number to jump to that topic.

Launch Create Store. Import Orders Enter Orders Manually Process Orders. Note: Ctrl+click on a number to jump to that topic. Order Manager Version 5 QUICK START GUIDE Updated 1/6/11 About the Quick Start Guide This Quick Start Guide is designed to help users get started with the Order Manager as rapidly as possible. Although

More information

Getting Started with Mamut Online Desktop

Getting Started with Mamut Online Desktop // Mamut Business Software Getting Started with Mamut Online Desktop Getting Started with Mamut Online Desktop Contents Welcome to Mamut Online Desktop... 3 Getting Started... 6 Status... 23 Contact...

More information

INFORMATION SERVICES TECHNOLOGY GUIDE RHS STUDENT EMPLOYMENT WEB APPLICATION

INFORMATION SERVICES TECHNOLOGY GUIDE RHS STUDENT EMPLOYMENT WEB APPLICATION Overview The RHS Student Employment Web Application provides a central system where MSU students can apply for RHS jobs and where RHS Administrators can review and process those applications. System Access

More information

Implementing Mission Control in Microsoft Outlook 2010

Implementing Mission Control in Microsoft Outlook 2010 Implementing Mission Control in Microsoft Outlook 2010 How to Setup the Calendar of Occasions, Not Doing Now List, Never Doing Now List, Agendas and the Vivid Display In Outlook 2010 Handout Version 3

More information

How To Create A Report On A Pc Or Macbook

How To Create A Report On A Pc Or Macbook TheFinancialEdge Reports Guide for Accounts Payable 041813 2013 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or mechanical,

More information

emarketing Manual- Creating a New Email

emarketing Manual- Creating a New Email emarketing Manual- Creating a New Email Create a new email: You can create a new email by clicking the button labeled Create New Email located at the top of the main page. Once you click this button, a

More information

MicroStrategy Tips and Tricks

MicroStrategy Tips and Tricks MicroStrategy Tips and Tricks 1. If a prompt is required, it will have a red (Required) note. 2. If a prompt has been answered, it will have a green flag on the left-hand side of the screen. 3. You can

More information

user guide This user guide can be used as a whole manual, or sections, depending on the user s access permissions to AgendaOnline.

user guide This user guide can be used as a whole manual, or sections, depending on the user s access permissions to AgendaOnline. user guide This user guide can be used as a whole manual, or sections, depending on the user s access permissions to AgendaOnline. home page...3 General Features... 3 Other Features... 4 navigating agendas...5

More information

The Welcome screen displays each time you log on to PaymentNet; it serves as your starting point or home screen.

The Welcome screen displays each time you log on to PaymentNet; it serves as your starting point or home screen. PaymentNet Cardholder Quick Reference Card Corporate Card ffwelcome to PaymentNet The Welcome screen displays each time you log on to PaymentNet; it serves as your starting point or home screen. PaymentNet

More information

Creating Custom Crystal Reports Tutorial

Creating Custom Crystal Reports Tutorial Creating Custom Crystal Reports Tutorial 020812 2012 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or mechanical,

More information

Old National Online Trust Getting Started Guide

Old National Online Trust Getting Started Guide Old National Online Trust Getting Started Guide July 2011 Table of Contents Introduction... 3 Key Features... 3 Accessing your Account... 4 New Client Log In... 4 Existing Client Log In... 9 Subsequent

More information

Colorado Medical Assistance Program Web Portal Dental Claims User Guide

Colorado Medical Assistance Program Web Portal Dental Claims User Guide Colorado Medical Assistance Program Web Portal Dental Claims User Guide The Dental Claim Lookup screen (Figure 1) is the main screen from which to manage Dental claims. It consists of different sections

More information

Results CRM 2012 User Manual

Results CRM 2012 User Manual Results CRM 2012 User Manual A Guide to Using Results CRM Standard, Results CRM Plus, & Results CRM Business Suite Table of Contents Installation Instructions... 1 Single User & Evaluation Installation

More information

Data Export User Guide

Data Export User Guide Data Export User Guide Copyright 1998-2006, E-Z Data, Inc. All Rights Reserved. No part of this documentation may be copied, reproduced, or translated in any form without the prior written consent of E-Z

More information

Working with Access Tables A Continuation

Working with Access Tables A Continuation Working with Access Tables A Continuation This document provides basic techniques for working with tables in Microsoft Access by setting field properties, creating reference tables, sorting and filtering

More information

WWW.OFFICEMAXSOLUTIONS.COM Shopping Application Overview

WWW.OFFICEMAXSOLUTIONS.COM Shopping Application Overview WWW.OFFICEMAXSOLUTIONS.COM Shopping Application Overview 1. LOGIN... 3 2. GETTING STARTED WITH MANAGE ORDERS... 3 2.1 Creating an order using Create New Order... 4 2.1. Creating an order using Repeat Orders...

More information

NYS OCFS CMS Manual CHAPTER 1...1-1 CHAPTER 2...2-1 CHAPTER 3...3-1 CHAPTER 4...4-1. Contract Management System

NYS OCFS CMS Manual CHAPTER 1...1-1 CHAPTER 2...2-1 CHAPTER 3...3-1 CHAPTER 4...4-1. Contract Management System NYS OCFS CMS Manual C O N T E N T S CHAPTER 1...1-1 Chapter 1: Introduction to the Contract Management System...1-2 Using the Contract Management System... 1-2 Accessing the Contract Management System...

More information

for Sage 100 ERP Business Insights Overview Document

for Sage 100 ERP Business Insights Overview Document for Sage 100 ERP Business Insights Document 2012 Sage Software, Inc. All rights reserved. Sage Software, Sage Software logos, and the Sage Software product and service names mentioned herein are registered

More information

General Instructions and Tips for New HR/Payroll Forms

General Instructions and Tips for New HR/Payroll Forms Table of Contents General Instructions and Tips... 1 General Navigation... 2 Form Windows... 2 Required Fields... 2 Auto-complete... 3 Dates... 3 Attachments... 4 Messages... 4 PDFs... 5 Browser Zoom Functionality...

More information

Designing and Running Reports. Applicable to 7.144 onwards

Designing and Running Reports. Applicable to 7.144 onwards Designing and Running Reports Applicable to 7.144 onwards Revision History Version Change Description Date 7.144-1.0 Initial release. 23/01/2012 7.144-1.1 Instruction for setting up the report scheduler

More information

Decision Support AITS University Administration. Web Intelligence Rich Client 4.1 User Guide

Decision Support AITS University Administration. Web Intelligence Rich Client 4.1 User Guide Decision Support AITS University Administration Web Intelligence Rich Client 4.1 User Guide 2 P age Web Intelligence 4.1 User Guide Web Intelligence 4.1 User Guide Contents Getting Started in Web Intelligence

More information

Software Application Tutorial

Software Application Tutorial Software Application Tutorial Copyright 2005, Software Application Training Unit, West Chester University. No Portion of this document may be reproduced without the written permission of the authors. For

More information

Charleston Southern University Procurement Card (P-card) User Guide

Charleston Southern University Procurement Card (P-card) User Guide Charleston Southern University Procurement Card (P-card) User Guide Index Overview. 3 Concepts. 3 Terms.. 4 Processing cycle... 4 Contacts... 4 Logging in 5 Home Page.. 6 Customizing Columns 7 Email Notification

More information

HDAccess Administrators User Manual. Help Desk Authority 9.0

HDAccess Administrators User Manual. Help Desk Authority 9.0 HDAccess Administrators User Manual Help Desk Authority 9.0 2011ScriptLogic Corporation ALL RIGHTS RESERVED. ScriptLogic, the ScriptLogic logo and Point,Click,Done! are trademarks and registered trademarks

More information

Extension Course -9006 Notes, Attachments, and Document Management Version 9.0

Extension Course -9006 Notes, Attachments, and Document Management Version 9.0 Extension Course -9006 Notes, Attachments, and Document Management Version 9.0 Information in this document is subject to change without notice and does not represent a commitment on the part of Technical

More information

EXCEL 2007. Using Excel for Data Query & Management. Information Technology. MS Office Excel 2007 Users Guide. IT Training & Development

EXCEL 2007. Using Excel for Data Query & Management. Information Technology. MS Office Excel 2007 Users Guide. IT Training & Development Information Technology MS Office Excel 2007 Users Guide EXCEL 2007 Using Excel for Data Query & Management IT Training & Development (818) 677-1700 Training@csun.edu http://www.csun.edu/training TABLE

More information

Introduction to Microsoft Access 2010

Introduction to Microsoft Access 2010 Introduction to Microsoft Access 2010 A database is a collection of information that is related. Access allows you to manage your information in one database file. Within Access there are four major objects:

More information

Search help. More on Office.com: images templates. Here are some basic tasks that you can do in Microsoft Excel 2010.

Search help. More on Office.com: images templates. Here are some basic tasks that you can do in Microsoft Excel 2010. Page 1 of 8 Excel 2010 Home > Excel 2010 Help and How-to > Getting started with Excel Search help More on Office.com: images templates Basic tasks in Excel 2010 Here are some basic tasks that you can do

More information

Access Online. Glossary. User Guide. Version 1.9 Cardholder and Program Administrator

Access Online. Glossary. User Guide. Version 1.9 Cardholder and Program Administrator Access Online Glossary User Guide Version 1.9 Cardholder and Program Administrator A Accessible A designation for printed and electronic content and interactions that are easy for end users with vision

More information

Resource Online User Guide JUNE 2013

Resource Online User Guide JUNE 2013 Resource Online User Guide JUNE 2013 CHASE PAYMENTECH SOLUTIONS MAKES NO WARRANTY OF ANY KIND, EITHER EXPRESSED OR IMPLIED, WITH REGARD TO THIS MATERIAL, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES

More information

OSP User Guide. 1 P a g e

OSP User Guide. 1 P a g e Online School Payments (OSP) User Guide February, 2014 OSP User Guide Table of Contents Overview...3 Site Information...3 Login to Portal...4 Activity Setup...6 OSP Activity Setup Form...6 Add Activity...7

More information

NEWSTAR Training Guide. Banking, Consolidations and Tax Systems

NEWSTAR Training Guide. Banking, Consolidations and Tax Systems NEWSTAR Training Guide Banking, Consolidations and Tax Systems Document A11 / A12 / A19-0.1 November 2005 NEWSTAR Training Guide: Banking, Consolidations and Tax Systems 2005 Constellation HomeBuilder

More information

TheFinancialEdge. Configuration Guide for Accounts Payable

TheFinancialEdge. Configuration Guide for Accounts Payable TheFinancialEdge Configuration Guide for Accounts Payable 102312 2012 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic,

More information

1. Click the Site Actions dropdown arrow and select Show Page Editing Toolbar. 2. Click Edit Page to begin changing the page layout

1. Click the Site Actions dropdown arrow and select Show Page Editing Toolbar. 2. Click Edit Page to begin changing the page layout SharePoint Tools Create a Custom List Show Page Editing Tool Bar (If your Editing toolbar is not displaying) 1. Click the Site Actions dropdown arrow and select Show Page Editing Toolbar. 2. Click Edit

More information

FOR WINDOWS FILE SERVERS

FOR WINDOWS FILE SERVERS Quest ChangeAuditor FOR WINDOWS FILE SERVERS 5.1 User Guide Copyright Quest Software, Inc. 2010. All rights reserved. This guide contains proprietary information protected by copyright. The software described

More information

Creating and Using Links and Bookmarks in PDF Documents

Creating and Using Links and Bookmarks in PDF Documents Creating and Using Links and Bookmarks in PDF Documents After making a document into a PDF, there may be times when you will need to make links or bookmarks within that PDF to aid navigation through the

More information

Quick Reference Guide: Corporate Card Changes

Quick Reference Guide: Corporate Card Changes Quick Reference Guide: Corporate Card Changes In the USC Kuali system, every type of transaction is created and submitted in the form of an electronic document referred to as an edoc. This guide presents

More information

2002 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or

2002 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or 041902 2002 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or mechanical, including photocopying, recording, storage

More information

IDEXX Cornerstone Practice Management System

IDEXX Cornerstone Practice Management System IDEXX Cornerstone Practice Management System IDEXX SmartOrder Inventory Solution IDEXX SmartOrder electronic inventory ordering in Cornerstone 8.3 creates a more efficient inventory work flow with real-time

More information

Online School Payments (OSP) User Guide

Online School Payments (OSP) User Guide Online School Payments (OSP) User Guide November, 2013 OSP User Guide Table of Contents Overview...3 Site Information...3 Login to Portal...4 Activity Setup...6 OSP Activity Setup Form...6 Add Activity...7

More information

250.SCH: Uncashed Check Single CNAC Extract

250.SCH: Uncashed Check Single CNAC Extract 250.SCH: Uncashed Check Single CNAC Extract * Return to Quick View List Last Updated: 2/02/2009 Pennsylvania state law requires organizations such as the University of Pennsylvania to report and remit

More information

Strategic Planning Online (SPOL) Users Guide

Strategic Planning Online (SPOL) Users Guide Strategic Planning Online (SPOL) Users Guide Legal and Human Resources Division 2010 TABLE OF CONTENTS Getting Started: Logging into SPOL...3 Getting Started: Planning Section...4 Planning Section Overview:

More information

Online Statements. About this guide. Important information

Online Statements. About this guide. Important information Online Statements About this guide This guide shows you how to: View online statements, including CommBiz Activity Statements (Billing summaries) and online statements for Transaction Accounts, Credit

More information

HRSA Data Warehouse Report Tool Help

HRSA Data Warehouse Report Tool Help HRSA Data Warehouse Report Tool Help Table of Contents Getting Started... 1 Welcome to the HRSA Report Tool... 1 Navigating the HRSA Report Tool... 2 Technical Support... 6 Creating a Report... 7 How

More information

Alpha e-pay v2 Merchant User Manual (v1.9)

Alpha e-pay v2 Merchant User Manual (v1.9) Alpha e-pay v2 Merchant User Manual (v1.9) Overview NOTE: Alpha e-pay, Alpha Bank s e-commerce solution, is currently using the DeltaPAY e- commerce platform. Therefore, Alpha e-pay and DeltaPAY are used

More information

To reuse a template that you ve recently used, click Recent Templates, click the template that you want, and then click Create.

To reuse a template that you ve recently used, click Recent Templates, click the template that you want, and then click Create. What is Excel? Applies to: Excel 2010 Excel is a spreadsheet program in the Microsoft Office system. You can use Excel to create and format workbooks (a collection of spreadsheets) in order to analyze

More information

Version 10.3. End User Help Files. GroupLink Corporation 2014 GroupLink Corporation. All rights reserved

Version 10.3. End User Help Files. GroupLink Corporation 2014 GroupLink Corporation. All rights reserved Version 10.3 End User Help Files GroupLink Corporation 2014 GroupLink Corporation. All rights reserved GroupLink and everything HelpDesk are registered trademarks of GroupLink Corporation. The information

More information

Version 11.0.1. End User Help Files. GroupLink Corporation 2015 GroupLink Corporation. All rights reserved

Version 11.0.1. End User Help Files. GroupLink Corporation 2015 GroupLink Corporation. All rights reserved Version 11.0.1 End User Help Files GroupLink Corporation 2015 GroupLink Corporation. All rights reserved GroupLink and everything HelpDesk are registered trademarks of GroupLink Corporation. The information

More information

rbweb RB Web 8 online office for attorneys, paralegals and secretaries User Guide

rbweb RB Web 8 online office for attorneys, paralegals and secretaries User Guide rbweb RB Web 8 online office for attorneys, paralegals and secretaries User Guide Table of Contents Program Basics Logging in.... 1 Resetting password for security reasons.... 1 Navigating the site...

More information

PALM BEACH STATE COLLEGE APPLICANT TRACKING SYSTEM HIRING ADMINISTRATOR S GUIDE

PALM BEACH STATE COLLEGE APPLICANT TRACKING SYSTEM HIRING ADMINISTRATOR S GUIDE PALM BEACH STATE COLLEGE APPLICANT TRACKING SYSTEM HIRING ADMINISTRATOR S GUIDE TABLE OF CONTENTS INTRODUCTION... 1 GETTING STARTED... 2 CREATING A POSITION VACANCY REQUEST... 3... 3 Attaching Documents...

More information

Table of Contents. Page 1 MLS PIN Customer Support 800 695 3000 Monday Friday 8 am to 7:30 pm, Saturday 9 am to 5 pm, Sunday 9 am to 1 pm

Table of Contents. Page 1 MLS PIN Customer Support 800 695 3000 Monday Friday 8 am to 7:30 pm, Saturday 9 am to 5 pm, Sunday 9 am to 1 pm Table of Contents Activity... 4 Chart Time Frame... 4 Listing Activity Chart... 4 View Price Activity Chart... 4 Archive... 4 Archive Contacts... 4 Unarchiving Contacts... 5 Assign Contacts... 5 Assigned

More information

Intellect Platform - Tables and Templates Basic Document Management System - A101

Intellect Platform - Tables and Templates Basic Document Management System - A101 Intellect Platform - Tables and Templates Basic Document Management System - A101 Interneer, Inc. 4/12/2010 Created by Erika Keresztyen 2 Tables and Templates - A101 - Basic Document Management System

More information

Recruiter s Resource Guide

Recruiter s Resource Guide Recruiter s Resource Guide First Edition 1.29.2015 Contents Section One Recruiting... 3 Accessing Team Georgia Careers... 4 My Setup Preferences... 5 Creating a Requisition... 6 Approving a Requisition...

More information

Accessing and using ClientLine

Accessing and using ClientLine Accessing and using ClientLine ClientLine allows you to view detailed card transaction data and makes it easy to generate reports. It provides valuable insight into your business and customer behaviour.

More information

Document Services Online Customer Guide

Document Services Online Customer Guide Document Services Online Customer Guide Logging in... 3 Registering an Account... 3 Navigating DSO... 4 Basic Orders... 5 Getting Started... 5 Attaching Files & Print Options... 7 Advanced Print Options

More information

Business Reports. ARUP Connect

Business Reports. ARUP Connect Business Reports ARUP Connect User Manual November 2015 Table of Contents Business Reports... 4 Quick Reference... 4 View Reports... 5 My Reports Tab... 5 Open a Report... 5 Save a Report... 5 Modify My

More information

Alliance Payroll Services, Inc. Millennium Report Writer

Alliance Payroll Services, Inc. Millennium Report Writer Alliance Payroll Services, Inc. Millennium Report Writer Introduction to Millennium Table of Contents Table of Contents Symbols Used in this Manual Chapter 1 - Overview of Report Writer Tool Accessing

More information

Module SYSTEM INTRODUCTION & BASIC NAVIGATION. Astra Schedule Training Guide

Module SYSTEM INTRODUCTION & BASIC NAVIGATION. Astra Schedule Training Guide Module 1 SYSTEM INTRODUCTION & BASIC NAVIGATION Astra Schedule Training Guide Table of Contents Introduction... 1 Lesson Audience... 1 Lesson Objectives... 1 Configuration Requirements... 1 Common Practices...

More information

Introduction to Client Online. Factoring Guide

Introduction to Client Online. Factoring Guide Introduction to Client Online Factoring Guide Contents Introduction 3 Preparing for Go live 3 If you have any questions 4 Logging In 5 Welcome Screen 6 Navigation 7 Navigation continued 8 Viewing Your

More information

Basic Pivot Tables. To begin your pivot table, choose Data, Pivot Table and Pivot Chart Report. 1 of 18

Basic Pivot Tables. To begin your pivot table, choose Data, Pivot Table and Pivot Chart Report. 1 of 18 Basic Pivot Tables Pivot tables summarize data in a quick and easy way. In your job, you could use pivot tables to summarize actual expenses by fund type by object or total amounts. Make sure you do not

More information

IST 195 Lab 11: MS Access

IST 195 Lab 11: MS Access Title of lab: Microsoft Access 2010 IST 195 Lab 11: MS Access Learning goal: Databases are collections of information, and database programs are designed to maintain data in structured tables. In this

More information

TheEducationEdge. Export Guide

TheEducationEdge. Export Guide TheEducationEdge Export Guide 102111 2011 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or mechanical, including photocopying,

More information

Creating & Managing Discussion Forums

Creating & Managing Discussion Forums Creating & Managing Discussion Forums This tutorial will step you through creating and managing discussion forums in Blackboard. The tutorial is segmented by feature and where possible links are provided

More information