How can I generate specialized interdepartmental billing reports via the Reports Viewer on FMS Web?

Below are Instructions on how to generate specialized billing reports via the Reports Viewer on the FDRS:

1. Open your Netscape application.
   
   
2. From the FMS home page, select  Financial Data Retrieval Systems (FDRS).
   
   
3. Before using Data Direct you must register for access to financial data and reports. (If you have already done this go to step 4.).
   
   

   Select "Financial Data Retrieval systems (FDRS) . On the Financial Data Retrieval system page, select "FDRS Registration." Read the instructions and fill out the fields on the form. Note that the email address asks for the FULL address (example: yourname@indiana.edu); not just the ID portion (yourname). You will need to choose a secret password and enter it twice (the second time for verification purposes). PLEASE choose a password you will remember. We do not keep a record of your password. If you forget it contact UITS Security Accounts at (812)855-4068. When you have completed the form, click on the "I agree" button at the bottom of the screen. This will begin the process of requesting access to financial data/reports. When access has been granted, you will be notified by e-mail; usually within two or three working days. Once you receive notification that your account has been established, you may begin the FDRS.

4. Select "Financial Data Retrieval systems (FDRS).
   
   
5. Scroll down and select "Reports Viewer." You will then be prompted to enter your user name and password.
   
   
6. Scroll down until you see the "Detail ID Billing" report, and select the appropriate calendar year for the report you wish to generate. This will bring up the "Detail ID Billing" page for the fiscal year you selected.
   
   
7. Select the appropriate report date (the system will default to the most current month available).
   
   
8. Enter the account number.
   
   
9. Scroll down to the "Billing Type" field, and enter the ID# that appears on your Monthly Operating Statement Transaction Listing (example: ID10).
   
   
10. Select the output type you desire (HTML or Rich Text format).
    
    
11. Click on the "OK" button to generate the report.

Document Information:
Filename: kb-202
Date: 04/08/1997
User: bcooper
.