Skip to the content

Kansas State University

FIS Reports and Other Downloads
Training Site

 

Video- Optio eReports: This is a short (10.5 minute) flash video showing how to go into eReports (Option eComPresents) to get to your month end reports

Video - Account Balance Report being Modified: This is a short (3 minute) flash video showing how you can modify the KSU Account Balance report to approximate the look of the Month-End Account Balance report.

EOM Report Formatter : (Version 1.02 Revised 4 Jun 2009) Download this Excel file and save to your hard drive. Please place this either on your desktop or in the same drive location that you will save save your End-Of-Month reports to. You MUST run this from your hard drive, it will error out if run from the web.

  • (6 Sep change: modified MO-END.Encumbrance formatting to handle change in report heading, removal of a blank line. Other report formats remained unchanged)

Instructions for EOM Reports: A short Adobe .pdf document providing written guidance on pulling and formatting the FIS End-Of-Month reports.

  • From the 'List of Reports' select each of the End-Of-Month reports and save them to a single location on your hard drive. Remember the location - you will need to go to it using the Formatter you saved from above.
  • A short video of just a bit over 12 minutes is available to see how this works. Click on the viewer of preference below:

EOM Transaction (Non-Grant) Report in Flash : Must be run in Internet Explorer. This is a little over 12 minute presentation that shows how to prepare the Month-End Transaction (Non-Grant) Report using FIS Reports to export from Discoverer Viewer to Excel, then run the local 'Report Formatter' macro. Finally shows some steps to take before printing and how to change to straight 'Black and White' Print. This does require Microsoft Internet Explorer to be used and also requires the 'Flash' plugin to be installed.

 

Formatting Excel Spreadsheets in Flash: Several Departmental Users have indicated that they don't need the separate pages that the 'Formatter' macro (above) does. They simply need to print their reports but would like to have column headings, page numbers, etc. Hence this video. This video runs in Internet Explorer. A little over 10 minutes in length, its purpose is to demonstrate how you can format the output pages to include column headings on each page. It also demonstrates how to resize wide columns and set the cell format to wrap the text contained. This will allow these reports to print on 8.5 by 14 paper at a minimum.

JInitiator Installation Instructions: Installation of the J-Initiator is not required to view FIS reports using Discoverer Viewer. It is needed when doing inquiries under the 'Invoice', 'Payment', 'Grants', or 'Vendor' option buttons.

Excel Macro Mod Instructions: Instructions showing you how to lower the MACRO security setting in Excel to medium. This will allow the Discoverer export feature to work but still allow you to stop the loading and execution of macros contained in other files.

Discoverer Update Training - 3 March 2006:  Presentation of changes with the new Discoverer reporting tool.  Total length of an hour but you can view it at your leisure.

2006 Space Survey.mwv: This will not stream from this site. To use this you must save this file to your computer (ensuring that the name is correct) and then run it. To view this training file as a streaming video, go the the Sponsored Projects Office's site under space survey information.

2006 Space Survey Lo Bit Rate: This will not stream from this site. To use this you must save this file to your computer (ensuring that the name is correct) and then run it. To view this training file as a streaming video, go the the Sponsored Projects Office's site under space survey information.

Business Procurement Card (BPC) Handout - February 2008: This is the one item of two that was handed out during training conducted 4 through 8 February 2008.

Business Travel Account Handout (BTA) Handout - February 2008: This is the second item of two that was handed out during training conducted 4 through 8 February 2008.