Producing ChartField Reports

Use the ChartField Reports (FS_CF_REPORT_HOME) component to access reports pages.

Below are listed standard ChartField reports to monitor your progress in implementing ChartFields and related functionality.

To run a report, select it from its menu and enter the necessary parameters. After you entered the report parameters, you use Process Scheduler to run the report. The Process Scheduler manages the processes, tracks the status, and generates the report.

To modify standard reports, create your own reports, or change the report output format, a variety of reporting options are available in PeopleTools. Refer to your PeopleTools documentation for more information.

Page Name

Definition Name

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Usage

Account Types

RUN_FIN0004

Set Up Financials/Supply Chain > Common Definitions > Design ChartFields > Reports > Account Types > Account Types

Specify parameters for running the Account Types report. The Account Types report (FSX0004) displays the account type, the long and short descriptive name and indicates whether the system carries forward the balance for that account type. It is a BI Publisher report and as such, if you have configured ChartFields, you avoid manual changes to the report.

List of Valid SpeedTypes

RUN_FIN0007

Set Up Financials/Supply Chain > Common Definitions > Design ChartFields > Reports > SpeedTypes > Run > Process Scheduler Request > and select List of Valid Speed Types

Set Up Financials/Supply Chain > Common Definitions > Design ChartFields > Reports > SpeedTypes > Run > Process Scheduler Request > and select BI Publisher: List of Valid Speed Types

Specify parameters for running the SpeedTypes report. The SpeedTypes report (FSX0007) produces a list of valid SpeedTypes. A SpeedType enables you to enter shorthand keys to trigger the population of ChartField pre-specified values for one or more fields for a journal entry. It also shows if the SpeedType is to be used by a single user ID or an entire permission list.

FSX0007 is a BI Publisher report and does not require manual changes to support ChartField configuration.

Account

RUN_FIN0010

Set Up Financials/Supply Chain > Common Definitions > Design ChartFields > Reports > Generate CF Reports > Account

Specify parameters for running the List of Valid Accounts report. The List of Valid Accounts Report (FSX0010) is a BI Publisher report that you specify by SetID and as of date and lists all valid account ChartFields.

If you have configured ChartFields, you are able to avoid manual changes to the BI Publisher report.

Department

RUN_FIN0011

Set Up Financials/Supply Chain > Common Definitions > Design ChartFields > Reports > Generate CF Reports > Department

Specify parameters for running the Valid Department Codes report. The Valid Department Codes report (FSX0011) lists department information by SetID. It is a BI Publisher report and, as such, if you have configured ChartFields, you are able to avoid manual changes to the report.

Product

RUN_FIN0012

Set Up Financials/Supply Chain > Common Definitions > Design ChartFields > Reports > Generate CF Reports > Product

Specify parameters for running the Valid Product Codes report. The Valid Product Codes report (FSX0012) lists valid product codes for the specified SetID. It is a BI Publisher report and, as such, if you have configured ChartFields, you are able to avoid manual changes to the report.

Project ID

RUN_FIN0013

Set Up Financials/Supply Chain > Common Definitions > Design ChartFields > Reports > Generate CF Reports > Project > Project ID

Specify parameters for running the Valid Project Codes report. The Valid Project Codes report (FSX0013) lists valid project codes by SetID. It is a BI Publisher report and, as such, if you have configured ChartFields, you are able to avoid manual changes to the report.

Ledger Codes Report

RUN_GLC1001

General Ledger > Ledgers > Ledger Codes Report

The Ledger Codes report (GLX1001) lists active ledger codes and associated book codes by SetID.

It is a BI Publisher report and, as such, if you have configured ChartFields, you are able to avoid manual changes to the report.

Adjustment Type

RUN_GLC4004

Set Up Financials/Supply Chain > Common Definitions > Design ChartFields > Reports > Generate CF Reports > Adjustment Type

Specify parameters for running the Adjustment Types report. The Adjustment Types report (GLX4004) lists adjustment types.

It is a BI Publisher report and, as such, if you have configured ChartFields, you are able to avoid manual changes to the report.

Book Code

RUN_GLC4005

Set Up Financials/Supply Chain > Common Definitions > Design ChartFields > Reports > Generate CF Reports > Book Code

Specify parameters for running the Book Code report. The Book Code report (GLX4005) lists valid book codes.

It is a BI Publisher report and, as such, if you have configured ChartFields, you are able to avoid manual changes to the report.

Accounting Balancing Group

RUN_GLC4006

Set Up Financials/Supply Chain > Common Definitions > Design ChartFields > Reports > Print Acct Balancing Group Rpt

Specify parameters for running the Account Balancing Group report. The Account Balancing Group report (GLX4006) lists your account balancing groups combinations of book code and balance sheet indicator.

It is a BI Publisher report and, as such, if you have configured ChartFields, you are able to avoid manual changes to the report.

Budget Reference

RUN_FIN0024

Set Up Financials/Supply Chain > Common Definitions > Design ChartFields > Reports > Generate CF Reports > Budget Reference

Specify parameters for running the Budget Reference Report. The Budget Reference report (FSX0024) lists valid budget reference values for the specified SetID and as of date. It is a BI Publisher report and, as such, if you have configured ChartFields, you are able to avoid manual changes to the report.

Scenario

RUN_FIN0025

Set Up Financials/Supply Chain > Common Definitions > Design ChartFields > Reports > Generate CF Reports > Scenario

Specify parameters for running the Scenario report. The Scenario report (FSX0025) lists valid budget scenarios. It is a BI Publisher report and, as such, if you have configured ChartFields, you are able to avoid manual changes to the report.

Statistics Code

RUN_FIN0015

Set Up Financials/Supply Chain > Common Definitions > Design ChartFields > Reports > Generate CF Reports > Statistics Code

Specify parameters for running the Valid Statistics Code report. The Valid Statistics Code report (FSX0015) lists the contents of the statistic codes table.

It is a BI Publisher report and, as such, if you have configured ChartFields, you are able to avoid manual changes to the report.

Operating Unit

RUN_FIN0032

Set Up Financials/Supply Chain > Common Definitions > Design ChartFields > Reports > Generate CF Reports > Operating Unit

Specify parameters for running the Valid Operating Units report. The Valid Operating Units report (FSX0032) list the valid operating units for a selected SetID. It is a BI Publisher report and, as such, if you have configured ChartFields, you are able to avoid manual changes to the report.

Alternate Account

RUN_FIN0033

Set Up Financials/Supply Chain > Common Definitions > Design ChartFields > Reports > Generate CF Reports > Alternate Account

Specify parameters for running the Alternate Account report. The Alternate Account report (FSX0033) lists the alternate accounts for a SetID. The account type indicates whether the account is an asset, debit, or other type. A yes or a no under the Open Item heading indicates whether the account has open items. A yes or a no under the Statistics Account heading indicates whether the account is a statistical account. The control flag indicates whether the alternate account with a yes or no is a control account. The effective status indicates the status of the account; the effective date displays when the status became effective.

It is a BI Publisher report and, as such, if you have configured ChartFields, you are able to avoid manual changes to the report.

AltAcct Cross Reference

RUN_FIN0036

Set Up Financials/Supply Chain > Common Definitions > Design ChartFields > Reports > Generate CF Reports > Alternate Account Ref Rpt

Specify parameters for running the Alternate Account Cross Reference report. The Alternate Account Cross Reference report (FIN0036) displays accounts and their corresponding cross-referenced alternate accounts. It is an SQR report.

Chartfield 1

RUN_FIN0037

Set Up Financials/Supply Chain, Common Definitions, Design ChartFields, Reports, Generate CF Reports, Chartfield 1

Specify parameters for running the List of Valid Chartfield 1 report. The report (FSX0037) lists valid values for the specified SetID and as of date.

It is a BI Publisher report and, as such, if you have configured ChartFields, you are able to avoid manual changes to the report.

Chartfield 2

RUN_FIN0038

Set Up Financials/Supply Chain, Common Definitions, Design ChartFields, Reports, Generate CF Reports, Chartfield 2

Specify parameters for running the List of Valid Chartfield 2 report. The report (FSX0038) lists valid values for the specified SetID and as of date.

It is a BI Publisher report and, as such, if you have configured ChartFields, you are able to avoid manual changes to the report.

Chartfield 3

RUN_FIN0039

Set Up Financials/Supply Chain, Common Definitions, Design ChartFields, Reports, Generate CF Reports, Chartfield 3

Specify parameters for running the List of Valid Chartfield 3 report. The report (FSX0039) lists valid values for the specified SetID and as of date.

It is a BI Publisher report and, as such, if you have configured ChartFields, you are able to avoid manual changes to the report.

Fund Code

RUN_FIN0050

Set Up Financials/Supply Chain > Common Definitions > Design ChartFields > Reports > Generate CF Reports > Fund Code

Specify parameters for running the List of Valid Funds report. The List of Valid Funds report (FSX0050) lists valid values for the specified SetID and as of date.

It is a BI Publisher report and, as such, if you have configured ChartFields, you are able to avoid manual changes to the report.

Program Code

RUN_FIN0052

Set Up Financials/Supply Chain > Common Definitions > Design ChartFields > Reports > Generate CF Reports > Program Code

Specify parameters for running the List of Valid Programs report. The List of Valid Programs report (FSX0052) lists valid values for the SetID and as of date you specify.

It is a BI Publisher report and, as such, if you have configured ChartFields, you are able to avoid manual changes to the report.

Class Field

RUN_FIN0053

Set Up Financials/Supply Chain > Common Definitions > Design ChartFields > Reports > Generate CF Reports > Class Field

Specify parameters for running the List of Valid Sub Classes report. The List of Valid Sub Classes report (FSX0053) lists valid values for the SetID and as of date you specify.

It is a BI Publisher report and, as such, if you have configured ChartFields, you are able to avoid manual changes to the report.

ChartField Attributes

RUN_FIN0061

Set Up Financials/Supply Chain > Common Definitions > Design ChartFields > Reports > Print CF Attribute Report

Specify parameters for running the ChartField Attributes report. The ChartField Attributes Report (FIN0061) is an SQR that you run by SetID for a selected ChartField. It lists the ChartField attributes settings.

ChartField Report Options

FS_REPORT_CF_SETUP

Set Up Financials/Supply Chain > Common Definitions > Design ChartFields > Reports > Run ChartField Report Options

Select the ChartFields and define the sequence in which they appear in specific SQR reports for Billing.