Objective: At the end of this lesson, you should be able to:
Recall available reporting options in IFMIS.
IFMIS Report Classifications
IFMIS reports are run and used on both a periodic and as-needed basis.
The two primary classifications of IFMIS reports are:
Funding reports - provide data on budgeted resources by quarter to date.
Cost posting reports - a series of budget execution reports for commitments through invoices.
Funding and cost posting data is presented by object class and serves as a primary source for most IFMIS reports.
Running Reports
To run a report, you will:
Locate and select the report you want to run.
Enter Y for yes.
Follow the prompts, which may request transaction data captured in the ACCS line or document numbers.
When prompted to run a report, entering N for no will take you to the IFMIS Main Menu.
Reports Display Options
Reports operate as a pop-up within an internet browser. You may choose to have report pop-ups display in an HTML format within a new:
Tab - Displaying reports in a new tab allows you to view the report as it is formatted, provided you have the browser window fully expanded.
Window - Displaying reports in a new window may require you to resize or expand the window to display the report as it is formatted; otherwise, the report data will wrap to fit the smaller window size that may pop up by default.
With reports appearing in a new tab or window, you can navigate between IFMIS and any number of reports you generate and preview.
Searching for Data in a Report
To search for specific data when viewing a displayed report:
Press Ctrl + F to display a search box.
Enter your search criteria; as you type, the system will highlight the information matching the criteria.
Use the Previous and Next buttons to move between items that match the criteria.
Download Report Options
When viewing a report, you can select the Download drop down option on the right side of the page to download a copy to your computer. IFMIS displays the first 100 pages of a report so you must download long reports to view the full report.
Download options include:
PDF - The PDF file preserves the format displayed during the specific run of a report.
Text - The text file allows you to open it within Microsoft Excel, convert it to a spreadsheet, and manipulate, or customize, the information.
Save Report
When downloading an IFMIS report, the system default saves files to the Downloads folder. However, you can:
Navigate to any folder you choose.
Create a meaningful name for the file.
Click Save.
When the download is complete, click Close. The file is now available for viewing and analysis.
Print Report
Once you close the Report tab or window, you will usually be prompted to “Print report? [Y/N]”.
If you choose Y, the report will print according to the options you selected in the Report Output Options and/or Network Printer Selection within the Environmental Utilities folder.
If you choose N, you will return to the IFMIS Main Menu.
Report Acronyms
An IFMIS report may contain some of the following acronyms, or abbreviations, to indicate the nature of the data presented:
