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Friday April 18, 2014

KFS Adhoc Account Transaction Report

  • Rename to "Account GL Detail Adhoc Report". 
  • Remove "AB" from fiscal period prompt. 
  • Description needed above the navigation drop-down list
  • By default, uncheck 'Show Header' and 'Show Group Header'
  • Minimum field list should mirror the fields that you can toggle from the Account Transaction Report. Whatever fields remaining from that list will be the 'minimum' list for both Account Transaction and adhoc report
  • Take out shading on Actuals column. Instead add a border to the left of the column that starts the money columns
  • Default the 'Select Output' to the minimum

Account Transaction Report

  • PDF output: would like to page break by Account
  • Need the min/max output selections. 
  • Remove '1' from the report name (seen in the top menu bar after the report is run)
  • default to minimum list for output 

Object Summary Report

  • Rename to "Account Summary by Object"

Misc notes: Can we include the filter criteria in the Excel data download?

Link to KFS Adhoc Query should open the Departmental Ledger Detail package and not DSS KFS v4

Friday April 4, 2014

Feedback for Cognos reports.

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