How to Create Report Codes Step by step

How to Create Report Codes Step by step Guide in how to setup report codes for use in consolidating cost centers for your needs Using the DART Application for viewing on web. BASIS

Process • Report Code is created using only one function: - BRVC ( BU Report code Value Center) This function works like the function used to create Employee Sets Two new lists: LRB (List Report codes for a BU) - LBCC (List BU report Code cost centers) -

Possible Uses of Report Codes Creating Report Codes that identify and sort the specific cost centers you define, allows you the flexibility of sorting information for your needs. You may want to segregate a group of cost centers to review the overall balances and totaling up those balances. Prior to setting up your Report Codes you should have a good idea of how you would like to see the cost centers grouped on web. BASIS.

Step 1: Creating a Report Code in DART Before you start defining your Report Code, you need to have a good idea of what you are wanting to track. In this example I am going to group cost centers for which I want to view together and report together for a specific purpose. 1. 2. 3. Type BRVC (BU Report code Value Center) in the Command field with an Action of an ‘A’ (Add) and press ‘enter’. Input your budgetary unit code (BU) in the BU field. If you do not know your BU, you can press the PF 1 help to activate the search facility. For this example I am going to type BASI as I want the report code under my BU. Once you input the BU, tab to the Report Code Field and type what you want to name your report code. (In this example I am typing DCCC Tab to the CCC field and type the first cost center you want to include in your group and press ‘enter’. In the Description field you will type a description to identify your Report. This is an example of the initial screen layout. I am going to type: Donna’s Cost Centers

Step 2: Defining the Report Groupings for the Report Code using a Sort Value This step will define how each Cost Center is grouped within the Report Code. In the Sort Value Field type a code you have defined for the Sort Value. NOTE: If you do not want to define sorts within your Report Code you can name the Sort Value the same for all cost centers you choose to enter for your Report Code. In this example, I do not want to further sort, so I am going to name my Sort Value the same as my Report Cd. Tab to the Description field and type your description (which can be the same as your Report Cd description. Press ‘enter’ to validate. You will receive a message if you entering a new Sort Value letting you know that the new Sort Value will be added. Press PF 10 to save. Repeat these steps for all cost centers you want to include in your Report Cd. This is an example of the screen for this example

LRB: List Report Codes for a BU This list will display all of the Report Codes that have been defined for a specific BU. This is an example of the list.

LBCC: List BU report Code Cost centers LBCC lists the cost centers that are associated with a specific Report Code.

Viewing your Report Codes from web. BASIS Now that you have defined your criteria for the Report Code you created, you are ready to see what your report looks like on the web. 1. 2. 3. 4. 5. Login to web. BASIS via the Administrator Access. Once in web. BASIS, click on the Administrator Menu Click on Financial Data by Report Code link You have the search at the bottom of the page to search for Report Codes for a BU. Type in the BU you have set your report under and click on the ‘new search’ button. Select the Report Code you want to view from the list available.

Report Code Layout from Code Selected

How to Delete a Report Code LBCC – To find the cost centers associated with the report code There will be instances when you want to delete an entire Report Code. Follow these steps: 1. Locate the list of cost centers associated with the Report Code by using the LBCC (List BU report Code Cost centers). Mark each cost center displayed and then press the PF 2 (Suspd) key. The system will take you to the BRVC function. With an Action of D (delete) you will press PF 10 to delete each cost center. Once the last cost center has been deleted the Report Code will be removed. If you only want to delete a cost center associated with the Report Code If you only want to delete a cost center (s) associated with the Report Code, but keep the Report Code, you will follow the same steps, but only delete the cost centers you want to remove.