The FGRPDTA report is similar to FWRODTA, except it sorts by Program Code when you have more than one Program Code in your Dept. (For example 21 for Instruction and 24 for Instructional Support.) This report shows Transaction Dates, Document Numbers, Vendor Names or other description, Account Numbers, and Transaction & Encumbrance activity.
1. Type in FGRPDTA and press Go.
2. Click into the first empty field below the Values heading.
3. Type in each parameter value under the Values heading. Optional fields can be left Blank.
|01||Fiscal Year||Enter the Fiscal Year in two digit; for example 18 for FY 2018|
|02||Chart of Accounts||1|
|03||From Orgn Code||Enter the beginning Organization Code; for example A40801|
|04||To Orgn Code||Enter the ending Organization Code; for example A40815|
|05||From Fund Code||Enter the beginning Fund Code; for example 1000|
|06||To Fund Code||Enter the ending Fund Code; for example 3250|
|07||From Program Code||Enter the beginning Program Code; for example 21|
|08||To Program Code||Enter the ending Program Code; for example 27|
|09||From Activity Code||Leave Blank|
|10||To Activity Code||Leave Blank|
|11||From Location Code||Leave Blank|
|12||To Location Code||Leave Blank|
|13||From Account||Leave Blank to see all accounts|
|14||To Account||Leave Blank to see all accounts|
|15||From Date (DD-MON-YYYY)||Enter the beginning date; for example 01-JUL-2017|
|16||To Date (DD-MON-YYYY)||Enter the current date; for example 01-SEP-2018|
|17||Include Accrual for Last Period||Enter N for No. Y for Yes if the report is for a prior fiscal year|
|18||Print Orgn Total||Enter Y for Yes|
|19||Commit Type||Leave as U for uncommitted|
4. Check the Save Parameter Set As box or click on the word Submit in the Submission Block at the bottom of the screen.
5. Click the Save icon or F10 to generate this report in the Report Viewer.
6. Go to the Banner Report Viewer and enter your Banner username only.
7. Leave the Report Name box blank, and click on the Submit button.
8. Choose the blue button under LC for a Landscape Compressed pdf format.
9. You can save it or print it out. The reports will automatically be deleted after approximately a week.
The documentation above is subject to change as Banner is refined and upgraded.