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Link To the 91 Report Request Profile. The 91 Report Request Profile is used to select only those report options established in the D64
Report Control Profile.
The 91 Report Request Profile enables agencies to customize reports by:
- Time Frame
- Classification Level
- Data Selection
Time Frame enables the following:
- Allows a user to select appropriation year, fiscal year, accounting period, and frequency of reports.
- Allows an agency to control the reporting period and date of generation (specific date-MMYYDD)
for some reports.
- Allows a user to select a report which reflects only quarter data (for example, Q = first quarter).
Classification Level enables the following:
- Allows a user to request reports at different levels of the classification structure.
- Allows a user to choose the Organization, Program, Object, Fund, Grant, Project, and General Ledger Account levels on a
requested report. The availability of level options varies from report to report.
Data Selection enables the following:
- Allows users to limit reports to specific funds, comptroller objects, and other elements.
- Allows users to limit reports to ranges of organization codes, appropriated funds, or agency objects.
- Allows a user to request that some reports be sorted by specific values. Which reports and what values can be selected to sort
the report depend on the allowed Special Select 1 and 2 options.
Note: After the control key information is filled out, the 91 Report Request Profile will mirror the D64 Report
Distribution Profile.
Skip Report Shot
A picture of the Report Request Profile screen
TEXAS S091 UNIFORM STATEWIDE ACCOUNTING SYSTEM 11/21/95 11:52 AM
LINK TO: REPORT REQUEST PROFILE
PROD
ACTION: R (A=ADD, C=CHANGE, D=DELETE, N=NEXT, R=RECALL)
AGENCY: 123 REQUESTOR: JARM REPORT ID: DAFR7400 REQUEST NO: 01
APPN YEAR: 96 PERIOD: PM FY: FREQUENCY: MONTHLY
LEVEL - ORG: 0 PROGRAM: 3 OBJECT: FUND: 3 NACUBO FUND: GL ACCT:
GRANT: PROJECT:
AGENCY GROUP: CONFIDENTIAL INFO: N ( P,T,B,N)
SPECIAL SELECTS -
AGENCY: 123 ORG CODE:
PROGRAM CODE: NACUBO FUND:
APPROP FUND: FUND:
COMP OBJECT: AGY OBJECT:
GL ACCT: AGY GL ACCT:
GRANT: PROJECT:
SPEC SEL 1: C SPEC SEL 2:
LST RUN DATE: LINES: 0000000
STATUS CODE: A
EFF START DATE: 11211995 EFF END DATE:
LAST PROC DATE:
Z01 RECORD SUCCESSFULLY ADDED
F1-HELP F3-END F4-INTERRUPT F6-PROCESS
Highlighted Elements
Highlighted elements include:
- Agency-identifies the agency requesting the report.
- Requestor-identifies the individual requesting the report.
- Report ID-represents the report number.
- Request No-indicates the number of the request to track multiple requests made with the same Agency, Requestor, and Report ID.
- Special Selects-allow a user to limit desired reports to a range of classification elements.
Note: Agency, Requestor, Report ID, and Request No make up the control key for both the 91 Profile and the report
itself.
- Spec Sel 1-allows a user to limit desired reports to a range of elements not defined under special selects and in some case, to specify
the sort order. Special select elements for each requestable report are listed in the 90 News/Help Table. See 'How to Use Report Help' in
Chapter 3-Navigation.
- Spec Sel 2-allows a user to limit desired reports to a range of elements not defined under special selects. Special select elements for
each requestable report are listed in the 90 News/Help Table. See ‘How to Use Report Help’ in Chapter 3-Navigation.
Note: Options for report selection on the 91 Report Request Profile are controlled by the D64 Report Control Profile.
Note: The same report can be requested using varying combinations of customizing options allowed on the D64 Report
Control Profile. These different versions of the same report are identified by the request number.
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| Step 8 |
Add a profile request for each requested report.
Note: Refer to the 91 Report Request Profile in the USAS Coding Instructions Reference Guide for a detailed explanation of the profile. |
| Step 9 |
Press F6 (or enter) after filling in the appropriate required and optional fields to process the request. Screen should display ‘RECORD
SUCCESSFULLY ADDED.’
Note: The level indicators on a report request should not be set at a level more detailed than the level at which the
accounting data is stored. The system cannot generate a report at any level lower than the level stored on the financial table used
for the report. Generally, reports can be requested at higher summary levels. |
| Step 10 |
Link To the 25 Agency Control Profile for the current fiscal year if the requested frequency is monthly, quarterly, or annually. The current
fiscal year is always used, even when running reports for the prior fiscal year. |
| Step 11 |
Type <R> in the Action field. Type your agency number in the Agency field and the current fiscal year.
Skip Report Shot
A picture of the Agency Profile screen
TEXAS S025 UNIFORM STATEWIDE ACCOUNTING SYSTEM 09/17/95 12:24 PM
LINK TO: AGENCY CONTROL PROFILE
ACTION: R (A=ADD, C=CHANGE, D=DELETE, N=NEXT, R=RECALL)
AGENCY: 123 FISCAL YEAR: 96
COST CA RUN: CA TYPE: NO STEPS: LAST STEP:
ALLOCATION- CA BY IDX: CA BY PROJ: CA BY GRANT: CA POST:
CA RANGE FROM: TO:
BILLING DEF- IDX: PCA: EXP COMP/AGY OBJ:
DEFAULT- IDX: PCA: REV COMP/AGY OBJ:
ENC DOC MATCH LVL: (LEVEL of DOCUMENT MATCH:0=NONE,1=APPN,2=ALL)
PRE ENC DOC MATCH LVL: (LEVEL of DOCUMENT MATCH:0=NONE,1=APPN,2=ALL)
ENC INDICATOR: (Y OR N; REDUCE AUTHORITY/CASH)
PRE ENC INDICATOR: (Y OR N; REDUCE AUTHORITY/CASH)
AGENCY OBJECT IND: (R=REV, E=EXP, B=BOTH, N=NONE)
LAST MONTH CLOSED: AGY BUD BY ORG IND: (Y OR N)
LAST YEAR CLOSED: AGY BUD BY PGM IND: (Y OR N)
REPORTING INDS- MO: Y QTR: N YR: N
GRANT/PROJ BILLING RUN: FA DEP RUN: N STATUS CODE: A
EFF START DATE: 09171995 EFF END DATE:
LAST PROC DATE:
F1-HELP F3-END F4-INTERRUPT F6-PROCESS
|
| Step 12 |
Verify that the Reporting Inds field is set for the desired frequency as specified on the 91 Report Request Profile.
Highlighted Elements
Highlighted elements include:
Agencies may set these indicators anytime during the week (not just Friday). The indicators will not default to N until the report cycle is
run on the weekend during the month. The indicators will automatically reset to Y when the period is closed statewide.
Reporting indicators on the 25 Agency Control Profile will be reset to Y statewide, only when a fiscal month, quarter, or year is closed. Agencies
must reset these indicators as needed during the period.
Note: For reporting agencies and institutions of higher education requesting reports that are pulled from the Accounting Event
Table (AE) for month-to-date or year-to-date, the reports must be requested the first weekend of the month when the AE archive records are
uploaded into USAS. |
| Step 13 |
Logoff of USAS.
95 Report Distribution Profile
The 95 Report Distribution Profile controls distribution of financial reports.
A Report Distribution Profile will be centrally established for each agency.
Skip Report Shot
A picture of the Report Distribution Profile screen
TEXAS S095 UNIFORM STATEWIDE ACCOUNTING SYSTEM 05/18/95 11:03 AM
LINK TO: REPORT DISTRIBUTION PROFILE
ACTION: R (A=ADD, C=CHANGE, D=DELETE, N=NEXT, R=RECALL)
AGENCY: REQUESTOR: REPORT ID: REQUEST NO: DIST CODE:
MEDIA TYPE:
DEVICE ID:
COPIES:
NAME:
ADDRESS 1:
ADDRESS 2:
CITY:
STATE: ZIP: MAIL CODE:
PHONE:
INSTRUCTIONS:
STATUS CODE: A
EFF START DATE: 02181995 EFF END DATE: LAST PROC DATE:
F1-HELP F3-END F4-INTERRUPT F6-PROCESS
97 System Management Profile
The 97 System Management Profile controls statewide reports. The 97 Profile is established and maintained by the Comptroller’s office.
Skip Report Shot
A picture of the Control Indicators screen
TEXAS S097 UNIFORM STATEWIDE ACCOUNTING SYSTEM 09/17/95 12:13 PM LINK TO: SYSTEM MANAGEMENT PROFILE
ACTION: C (C=CHANGE) CONTROL INDICATORS
CURRENT INDICATORS: NEXT AVAILABLE WARRANT NO: 100000087
FISCAL YEAR: 96 NEXT DIR DEP SEQ NO: 2000001
MONTH: 02
EFF DATE: 10031995
PRIOR EFF DATE: 10021995 YEAR END CLOSING RUN: N
TIME: 1200 NEW YEAR INITIALIZATION: N
COST ALLOCATION RUN: Y
LAST CLOSED- GRANT/PROJ BILLING RUN: N
FISCAL YEAR: 94 RECURRING TRANS RUN: N
MONTH: 05 FIXED ASSET DEPRECIATION RUN: N
PY OPEN: N FIXED ASSET SUSPENSE RECONC: N
REPORTING INDICATORS: FIXED ASSET SUSPENSE POST: N
WEEK: N YEAR: N ONLINE AVAILABLE: Y
MONTH: N QUARTER: N
--------PROCESSING CYCLE INFORMATION---------
CURRENT: DATE: 10031995 TIME: 12:08 CYCLE: 0626
PRIOR: DATE: 10021995 TIME: 19:14 CYCLE: 0625
F1-HELP F3-END F4-INTERRUPT F6-PROCESS
Highlighted Elements
Highlighted elements include:
- Reporting Indicators-control the production of reports requested on the 91 Report Request Profile.
- Week-determines production of weekly reports requested on the 91 Report Request Profile.
- Year-determines production of yearly reports requested on the 91 Report Request Profile.
- Month-determines production of monthly reports requested on the 91 Report Request Profile.
- Quarter-determines production of quarterly reports requested on the 91 Report Request Profile.
Daily reports are automatically generated each cycle.
Reports requested for a specific date are automatically generated on the requested date.
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