Graduate Funding (GF) - Corporate Reports

The Business Objects InfoView Public Folder provides access to pre-defined, prompt-driven reports that you can run to retrieve a standardized perspective on your data.

Using InfoView:

The InfoView web page allows you to view the list of corporate documents in the Business Objects repository and refresh and download those documents via the web. To access the corporate documents using InfoView (Business Objects users only):

1. Point your browser to
   https://bobjprod.isc-seo.upenn.edu/InfoViewApp/logon.jsp
2. Enter your Business Objects ID and password in the User Name and Password fields that appear. Click OK to continue to the InfoView Welcome page.
3. The InfoView web portal allows you to view the list of reports in the Business Objects 'Public Folders', refresh those documents via the web, and if desired, save them to your desktop as Excel or pdf files. The 'Public Folders' are listed in InfoView when you navigate to 'Document List.' You will only be able to view or use reports in the public folders that you have access to. Documents should be renamed and saved to your own 'My Favorites' folder on the portal if you need to edit them using Webi. Documents can only be edited in Webi when placed in your 'My Favorites' folder.

Corporate Reports Listed Alphabetically by Document Name

The Business Objects universe for the collection is GradFunding.  An initial set of Corporate Reports is available in InfoView, under Public Folders/Grad Funding.  They include:

1. Allocated, Distributed, Clearing Account

Prompts for School and Term:

SCHOOL: may be run for one school or multiple schools. Uses the SRS school codes in the prompt. If prompt is not answered, the report will run for all schools.

TERM: may be run for one academic term or multiple terms. Uses the Banner term codes in the prompt. If the prompt is not answered, the report will run for all terms.

Separate reports

Allocated Charges and Distributed amounts can be included in the same query and compared, as in the first two tabs of this document. But Cleraing Account amounts and related data must be in a separate query, and are displayed on the third tab as a separate report.

 

2. Allocations by Fund and Org

   Prompts for School, Division, Major, Term and Fund:

   SCHOOL, DIVISION, and MAJOR ("grad group") use the SRS codes, and may be run for one or many. If prompt is not answered, the report will run for all.

   TERM: may be run for one academic term or multiple terms. Uses the Banner term codes in the prompt. If the prompt is not answered, the report will run for all terms.

   FUND: uses the General Ledger (BEN) fund codes.This prompt is designed to be used to identify specific funds using the wildcard percent sign %. For example, '4%' will return all allocations associated with fund codes that start with 4 (generally, these are endowments).

   Once the report is run, there are "quick filters" that can be used to view the results by Major, Charge Type, Package Year, COA Fund, Org, Program, or CREF.

    

3. Summary Allocations by FY and term

   Prompts for Division, Major, and Fiscal Year:

   DIVISION and MAJOR ("grad group") use the SRS codes, and may be run for one or many. If the prompt is not answered, the report will run for all.

   FISCAL YEAR: each FY starts with the second summer term and runs through the first summer term of the following year. For example, FY 2016 includes Summer 2 of 2015, Fall of 2015, Spring of 2016 and Summer 1 of 2016.

   Once the report is run, there are "quick filters" that can be used to view the results by School, Division, Major, Package Year, Banner Term, and Package Name.