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Transaction Sampling: How to Generate Management Reports Using Queries
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Summary: Follow the steps below to generate management reports for transaction sampling by using Queries in FinancialLink. |
| What to do |
How to do it |
| 1 |
Get to the Queries area of FinancialLink. |
- Go to FinancialLink.
- Click Tools in the left sidebar.
- Under the Reconciliation heading, click Transaction Sampling.
- Go to the Queries section of the menu and click Operating Ledger Sample Activity.
Note: You must have a valid user ID and password and be authorized to use FinancialLink. If you need a user ID, please see How to Get a User ID.
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| 2 |
Select a query. |
- Several pre-formatted queries appear in the Query Options drop-down menu near the bottom of the screen.
- Select Load Query from the drop-down menu.
- At the bottom of the Load Query form, click View Public Queries.
- Select a query with the prefix "PWRuP."
- If the query name has "Global" in it, that query will run only against the global profiles.
- If the query name has "All" in it, the query will run against both global and target profiles.
- Choose a query that most closely matches the information you're looking for, then click Load.
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| 3 |
Select appropriate tabs. |
- On the Period tab, in the Full Accounting Period list, click one or more accounting periods for which you want to view data.
- Click the Org Hierarchy tab if you want a report organized by high-level organization code.
- Click the IFOAPAL tab if you want a report organized by lower-level organization code.
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| 4 |
Choose where to send the data. |
- In the Send Data to Screen drop-down list, select where you want to send the data. (Send Data to Screen is the default for this list.)
- Click Submit.
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| 5 |
View your report. |
- After you click Submit in the preceding step, your data will appear on the screen.
- For more information on customizing queries, go to Query tutorials: basic (PPT) or advanced (PPT).
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Questions? If you have technical questions about the Ledger Reviewer tool, contact Mojgan Amini,(858) 534-1023. For policy questions, contact Debbie Rico, (858) 822-2797. |
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