UM Processes UM Processes and Reports UM Student Financials Process Daily Balancing Reports
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1 It is important and advisable to run daily balancing reports to ensure transactions to student accounts have been properly recorded. The myzou Daily Balancing Report, more commonly known as a D041, pulls together information from myzou based on specific item types used by a cost center or department. The generated report can be saved as either a pdf file or downloaded into Excel should you want to manipulate the data. This manual gives an introduction to setting up and running a Daily Balancing Report. Navigate: UM Processes UM Processes and Reports UM Student Financials Process Daily Balancing Reports To run a Daily Balancing Report, a Run Control ID is used. A Run Control ID is a saved name for a report that can be updated and printed over and over and is unique to you. To Create a Run Control ID Click Add a New Value tab. Enter the name of the report across from Run Control ID. Click Add. When creating a Run Control ID, it is useful to give the report a name that references the report function, like you do when saving a Word document. Spaces are not allowed in the Run Control ID, but underscores are. See example below. 11/09 Office of Cashiers, Payroll & Student Loan Collections Page 1
2 For an existing Run Control ID Once you have created a Run Control ID, you can search for it the next time you want to run a report. Click Find an Existing Value tab. Across from Search by: Run Control ID begins with, enter the report name. Hit Search. You can enter a partial report name and click Search for a list of options and click on the correct report name. 11/09 Office of Cashiers, Payroll & Student Loan Collections Page 2
3 The Daily Balancing Reports screen pops up SetID is always COLUM. Begin Date / End Date date being balanced. Item Type Group combines several item types into a group, thus saving time when running a report regularly. Item Type From / Item Type To enter an individual item type. Term From / Term To defaults to the current term if nothing is entered. Click Run. 11/09 Office of Cashiers, Payroll & Student Loan Collections Page 3
4 The Process Scheduler Request screen pops up Check next to Detail of transaction activity. Under column *Type, Web is the default field. Click to see alternate choices, typically Web is used. Under column *Format, PDF is the default field. Click to see alternate choices. Typically, PDF is used if you just want to print the report. Choose CSV if you want to download the file to Excel and manipulate the data. Click OK. 11/09 Office of Cashiers, Payroll & Student Loan Collections Page 4
5 The Daily Balancing Reports screen pops up If you are entering multiple item types, enter the next item type and click Run. The Scheduler Processor screen pops up. Check Detail of transaction activity and choose PDF or CSV for the report format. Repeat for all item types. Once the group item type or all item types have been entered, click Process Monitor. 11/09 Office of Cashiers, Payroll & Student Loan Collections Page 5
6 The Process List screen pops up This screen shows you the run status of the report. Run Status initially shows as Processing. Click Refresh until Run Status shows as Success and Distribution Status shows as Posted. The report has been generated and is available to view. To see the report(s), click Details across from each report generated. 11/09 Office of Cashiers, Payroll & Student Loan Collections Page 6
7 The Process Detail screen pops up The Process Detail screen provides information on the generated report. You can also access this screen before the report has posted to cancel or delete the request. Under Update Process, click to change the request and click OK. To view the report, click View Log/Trace. The View Log / Trace screen pops up Click the CVS or PDF file you are running. If there are no transactions for the specified item type on the specified date, there is no CVS or PDF line. 11/09 Office of Cashiers, Payroll & Student Loan Collections Page 7
8 Daily Balancing Report The report shows detailed information for the item type entered, such as date, student ID, student name, $$ amount and term. The report shows the total $$ and total count for the item type. If you are running a csv file, your report pops up in Excel and the file can be saved to the computer. If you are running a pdf file, your report will look like the report below. You can save the file to the computer. Congratulations! You have completed 11/09 Office of Cashiers, Payroll & Student Loan Collections Page 8
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