Banner Reports in INB
(Internet Native Banner)
VCU Controller’s Office
On your internet browser’s toolbar, make sure your pop up blocker is turned off. On
the Banner General Menu page, click on the Bookshelf-PDF Reader link.
Click on “I Agree” when license agreement appears.
Click on the plus sign (+) by Banner Finance to expand the menu.
Click on User Guide.
Click on Reports and Processes.
Find the General Ledger Module in the index. For our example, we’ll look at the
Budget Status (Current Period) Report. This is Banner report name, FGRBDSC.
Remember to write down the report name. You’ll need the name to navigate to it in
Banner. Click on the report name to view the description of the report.
View the description of the report. This particular report displays adjusted budget,
current and year to date activity, budget reservations and the available balance for
each account. The description also gives you which fields or parameters you will need
to provide to run the report. You can use this report for funds or organization codes.
You can also specify which accounts you want to include or leave this parameter blank
to view all accounts. You can select the As of Date and whether to display report
totals.
The next page shows a sample report. To Return to the main index for reports, click on
Reports and Processes in the left bookmark pane.
To exit the Bookshelf, click on the X in the upper right corner.
Type the name of your report in the Banner Go To box. FGRBDSC is the Budget Status
(Current Period) report. Press the enter key on your keyboard.
The Report name will populate in the first key block. Click on the next block icon.
Under Parameter Values, you can enter which values you want displayed.
Enter the fiscal year with the last two digits of the year. The chart of accounts will
always be equal to V (for VCU). Make sure you enter a capital V. Specify a fund or
organization code. You can also specify a range of funds or org codes. In this example,
we are specifying one org code, so we have entered it in both the From and To box.
Leave From Account Code and To Account Code blank to see all the accounts in the
organization. Enter the As of Date. Use the format noted (DD-MON-YYYY). Enter Y or N
for Include Accrual Period. Enter Y or N for Print Report and Net Totals. Under
Commitment Type Indicator, leave the field blank. VCU does not use this feature. Click
on the next block icon.
You will enter the Submission key block. Check “Save Parameter Set as”. On to the
toolbar, click on the Save icon.
A pop up window will appear with the message “Saving current parameter values as
user level defaults”. Click OK.
A successful submission will give you a log file and list file number at the bottom of the
screen.
On the Toolbar, click on Options, Review Output.
Click on the drop down arrow next to File name and the output files will appear in the
window. The file ending in .lis is the report. Double click on that file name.
The report will appear in your window. You can use the vertical and horizontal scroll
bars to navigate the report.
To save the file as text for an Excel spreadsheet, click on Options, Show Document
(Save and Print File).
When asked if you would like to continue, click on Yes.
The report will appear in a new window. From the toolbar, select File, Save As. Name
the file and save as a text file to import into Excel.