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USAS User’s Manual –
Chapter 13 – Reporting (continued)

Report Subsystem Profiles

The Reporting Subsystem uses the following profiles:

  • D64 Report Control Profile-Centrally maintained
  • 91 Report Request Profile-Agency maintained
  • 25 Agency Control Profile-Agency maintained
  • 95 Report Distribution Profile-Centrally maintained
  • 97 System Management Profile-Centrally maintained

How to Request a Requestable Report

This procedure explains how to request a requestable report.

Step Action
1 Determine the desired report. See the USAS User’s Manual USAS Requestable and Agency Control Reports Guide for a listing of reports by report number and title.

What type of report do you need? For example:

  • General Ledger
  • Appropriation
  • Agency Budget
  • Revenue/Expenditure
  • NACUBO
What do you want to accomplish with the report?
  • Reconciliation
  • Audit Trail
What types of information do you need on the report?
  • General Ledger Accounts and/or Agency General Ledger Accounts
  • Comptroller Objects and/or Agency Objects
  • Organization Codes and/or Program Codes
  • Indexes and/or PCAs
  • Appropriated Funds and/or Agency Funds
  • Appropriation Numbers
Step 2 Logon to USAS.
Step 3 Link To D64 Report Distribution Profile.
Step 4 Type <R> in the Action field and tab to the Report ID field.
Step 5 Type the desired Report ID. For example, DAFR7400.

The D64 Report Control Profile is centrally maintained and determines available options for the Report Request and Report Distribution Profiles. The Comptroller’s office establishes the D64 for each requestable report.

A picture of the Report Control Profile screen 

			TEXAS  SD64       UNIFORM STATEWIDE ACCOUNTING SYSTEM  10/01/95 02:30 PM
			LINK TO:                 REPORT CONTROL PROFILE     
				  ACTION: R (A=ADD,  C=CHANGE,  D=DELETE,  N=NEXT, R=RECALL)
				  REPORT ID: DAFR7400  AGENCY BUDGET ACTIVITY DETAIL 
			REQUESTABLE IND: 2  (0=NOT, 1=CENTRALLY, 2=REQUESTABLE BY ALL) CONF: N
			PRINT REMOTE IND: Y (Y=YES, N=NO) PRINTER TYPE: M  (L=LOW, M=MEDIUM, H=HIGH)
			INTERVAL OPTIONS    (R=REQUIRED, O=OPTIONAL, N=NOT ALLOWED)- 
				TIME FRAME -         AP YEAR: O  PERIOD: R       
				FREQUENCY - MMDDYY: N  DAILY: N  WEEKLY: N  MONTHLY: O QUARTERLY: N ANNUALLY:  N
			LEVEL OPTIONS  (N=NOT ALLOWED OR LOW AND HIGH VALUE ALLOWED)-
			LO - ORG: 2  PGM: 0  OBJ: N  FUND: 3  NACUBO FUND: N  GL ACCT: N  GRANT: 0  PROJ: N   
			HI - ORG: 9  PGM: 9  OBJ: N  FUND: 4  NACUBO FUND: N  GL ACCT: N  GRANT: 2  PROJ: N  
			SPECIAL SELECTS  (R=REQUIRED, O=OPTIONAL, N=NOT ALLOWED)- 
					  AGENCY: R              ORG CODE: O     AE: Y     DF: N     PJ: N           
			    PROGRAM CODE: O           NACUBO FUND: N     AF: N     GL: Y                   
				 APPROP FUND: O                  FUND: O     AB: N     GP: N                   
				 COMP OBJECT: N         AGENCY OBJECT: O     AP: N     IV: N                   
					 GL ACCT: N        AGENCY GL ACCT: N     CC: N     CF: N                   
					   GRANT: O               PROJECT: N        
										 
			SPECIAL SELECT 1: R EDIT: A2    SPECIAL SELECT 2: O EDIT: A1  STATUS CODE: A   
			EFF START DATE: 05011995   EFF END DATE:       LAST PROC DATE:            
			F1-HELP     F3-END     F4-INTERRUPT     F6-PROCESS
Highlighted Elements
Highlighted elements include:
  • Requestable Ind-determines the agencies allowed to request a report. 0-None; 1-Central only (e.g., the Comptroller’s office); or 2-all agencies.
  • Conf-signals a report contains payroll, tort, or other confidential information. N-No; Y-Yes.
  • Interval Options-controls the report requestor's ability to select the appropriation year and period reflected on this report or how often the user wants the report.
  • Level Options-indicates the requestable element level of detail.
  • AE, AF, AB, AP, CC, DF, GL, GP, IV, CF, PJ-used to limit report data. These elements represent what table is going to be used to generate the requestable report.

    Note: Reports at the document level must use the AE table.

  • Special Select 1-indicates additional customizing available to tailor reports for agency use. The Special Select 1 option is not available for all reports.
  • Special Select 2-indicates features available to tailor reports for agency use. The Special Select 2 option is not available for all reports.

Note: Use Report Help (F1) to view a description of the requestable report, including the sort order and the allowable values for Special Selects 1 and 2. The values are:
R-Required; O-Optional; N-Not allowed.
Step 6 View the report optional elements, required elements, and unavailable elements shown below in the D64 Report Control Profile.
  • Who can request this report?
  • What fields are required, optional, or not allowed?
  • What are the customizing features allowed?

    A picture of the Report Control Profile screen 

    			TEXAS  SD64       UNIFORM STATEWIDE ACCOUNTING SYSTEM        05/01/95 02:30 PM 
			LINK TO:                 REPORT CONTROL PROFILE     
				   ACTION: R (A=ADD,  C=CHANGE,  D=DELETE,  N=NEXT, R=RECALL)
				   REPORT ID: DAFR7400  AGENCY BUDGET ACTIVITY DETAIL 
			REQUESTABLE IND: 2  (0=NOT, 1=CENTRALLY, 2=REQUESTABLE BY ALL)  CONF: N
			PRINT REMOTE IND: Y  (Y=YES, N=NO)   PRINTER TYPE: M   (L=LOW, M=MEDIUM, H=HIGH)
			INTERVAL OPTIONS    (R=REQUIRED, O=OPTIONAL, N=NOT ALLOWED)- 
			TIME FRAME -         AP YEAR: R  PERIOD: R       
			FREQUENCY - MMDDYY: N  DAILY: N  WEEKLY: N  MONTHLY: O  QUARTERLY: N  ANNUALLY:  N
			LEVEL OPTIONS  (N=NOT ALLOWED OR LOW AND HIGH VALUE ALLOWED)-
			LO - ORG: 2  PGM: 0  OBJ: N  FUND: 3  NACUBO FUND: N  GL ACCT: N  GRANT: N  PROJ:N
			HI - ORG: 5  PGM: 5  OBJ: N  FUND: 4  NACUBO FUND: N  GL ACCT: N  GRANT: N  PROJ:N
			SPECIAL SELECTS  (R=REQUIRED, O=OPTIONAL, N=NOT ALLOWED)- 
					   AGENCY: R              ORG CODE: O     AE: Y     DF: N     PJ:N
				 PROGRAM CODE: O           NACUBO FUND: N     AF: N     GL: Y
				  APPROP FUND: O                  FUND: O     AB: N     GP: N
				  COMP OBJECT: N         AGENCY OBJECT: N     AP: N     IV: N
					  GL ACCT: N        AGENCY GL ACCT: N     CC: N     CF: N
						GRANT: N               PROJECT: N        
			SPECIAL SELECT 1: R   EDIT: A1    SPECIAL SELECT 2: O EDIT: A1  STATUS CODE: A   
			EFF START DATE: 05011995   EFF END DATE: LAST PROC DATE:
			F1-HELP     F3-END     F4-INTERRUPT     F6-PROCESS
  • What is the frequency desired for this report? How often do you want it generated?

    MMDDYY (specific date) reports will be generated on that particular date following the last daily batch IEU cycle that is run.

    Daily reports will be generated each day following the last daily batch IEU cycle that is run.

    Weekly reports will be generated the weekend following the last daily batch IEU cycle of each week.

    Monthly reports will be generated on the weekend after the last daily batch IEU cycle has been run. Reports with transaction-related (detail level) data must be generated over the weekend.

    Quarterly reports will be generated on the weekend after the last daily batch IEU cycle runs. Reports with transaction-related (detail level) data must be generated over the weekend.

    Annual reports will be generated on the weekend after the last daily batch IEU cycle runs. Reports with transaction-related (detail level) data must be generated over the weekend.

Recommendation: Print the D64 Profile for the desired report to eliminate the need to link back and forth from the D64 Profile to the 91 Report Request Profile.

USAS REQUESTABLE REPORTS-ALL AGENCIES

											  Weekdays      Weekends
											  
			Transaction Level Reports  Daily Activity Only  Open Periods
																   Inactive Periods*
			
			Balance Level Reports      FY96                 No Change
											  PY (FY95)
			
			  * First weekend of the month

Return to Chapter 13 Table of Contents