Section 11.3 - Beatson Pebble Appeal
Contents
1. C Open a spreadsheet and select EDIT then PASTE or CTRL V N B When choosing this option all results will be pasted over but does not bring over the formula for subtotals Export the results into a spreadsheet This option allows the user to export all the results of the enquiry into a spreadsheet with the option to view the subtotals in a spreadsheet a Select the report icon The following screen will appear and select double click on Extract XLS ee Defaut Reports LETN Excelerator lt LS E a Report Creator RDF OpenxXml L52 ides New iF Open EP Import Agresso will export the results and open a spreadsheet with the results Version 5 0 553 Section 11 3 April 2012 Page 4 Agresso User Manual Enquiries University SJ of Glasgow When the results are in a spreadsheet the user can select if they wish to view the results by subtotal or all individual transactions Click on the subtotal buttons to select how to view the results Bs taco lceadroeal te 1 23 08 2007 200801 7140 X2400 41744 AS COPIER PAPER P5 2002279237 1 2308 2007 200801 7140 x2400 41744 AS A4 RED REPORT FILES P5 2002292271 1 03 08 2007 200801 7140 X2400 41744 AS STATIONERY 200801 200802 200803 Save the results as a spreadsheet This option allows the user to save the results into a spreadsheet With a Within the Spreadsheet and Select FILE and SAVE AS b Choose a nam2. Agresso User Manual Enquiries University of Glasgow Section 11 3 Balance Table Enquiries A Balance Table is a summary of transaction data that has been entered onto Agresso The summary of transaction data is by account cost centre project The details held are generally actual amounts budgets and commitments Actual amounts are updated as and when transactions are added but budget and commitment values are updated as scheduled jobs that take place at intervals throughout the day If an enquiry is run during an update there is a possibility that the results returned would not be accurate The following balance tables are the main balance tables available for use in the University of Glasgow 11 3 1 BCREL Budget Relations Enquiry This Balance Table will show certain relations attached to a specific project Select the Reports Tab that can be found depending on how the user s individual menu is set up l If menu is shown select I Reports If menu is hidden select Reports t Menu l Reports Search A fa Alert list 24 06 2010 10 23 32 Ready From the reports menu select Global Reports 03 Balance Enquiries GLB7 Project Relations Double click to open 11 3 2 Standard Balance Table Enquiries Project Balance Enquiries Management Accounts Enquiries There are Enquiries available to check Balances on projects These have been set up by the Management accounts t
3. also double click on any row of information to zoom in and find out more information regarding this total When this is done it will show the transactions that made up this total Further double clicking on these rows will allow the user to view more information Please note depending on the account code you wish to double click on you may not see any more information i e Salary account codes budget account codes 11 3 3 1 Subtotals Agresso allows the user to subtotal and totalling when using enquiries When choosing the enquiries the user must select the subtotal option for the particular field required When subtotals are included in the enquiries addition lines y1 amp 2 etc are inserted in the results tab showing the subtotals that have been requested in the set upNab TT TransNo tra jpsedafe Period Account Coste Project TC Tert Amount TB faa 9000004252 _ seer T jogiz007 200801 6530 0205700 41744 O Accruals Nrder No 1001681 Lined 124 55 a AAA 200801 of FOO000964 10 03 09 2007 00802 6530 agZOS700 41744 03 GOO0004 253 4164 31 08 2007 00802 65 30 aUZOS 00 41744 AQU2350267 1 23 08 2007 e082 6210 aUZOS700 41744 WATER AT WORK 05 2 2002293721 1 25105 2007 200802 6210 MOZ05700 41744 WATER AND CLIPS a 2002293722 1 23102 2007 200802 6210 MOZ05700 41744 WATER AND CLIPS 200802 B PS5 2002360822 1 09 10 2007 200803 6940 0205700 41744 AS 2007071211 200803 The user can adjust the level of
4. detail shown in the results tab by using the forward and back video 4 4 gt PE buttons on the toolbar Version 5 0 553 Section 11 3 April 2012 Page 3 Agresso User Manual Enquiries University SJ of Glasgow VIA VERITAS VITA UN TT TransNo tra inv date Period Account Coste Project TC Text Amount 200801 124 5 000z 116 15 20003 25 75 326 46 Related to sub totalling is the aggregated box on the set up window Ticking this box compresses the enquiries output so that only one row appears for each unique column combination however no zoom command is available to extract further detail Aggregated enquiries are very useful if the user wishes to see high level balances of a large number of transaction lines However if doing this type of enquiries it is usually more efficient to use balance table enquiries 11 3 4 Viewing Enquiry Results in a Spreadsheet When the user has created an enquiry with the requested results within Agresso there are various ways in which to view the results in a spreadsheet These are 1 Copy and paste the results into a soreadsheet 2 Export the results into a spreadsheet 3 Save the results as a spreadsheet Copy and Paste results into a spreadsheet This option allows the user to choose which information the want to bring over onto a spreadsheet a The user highlights the results required the want to copy b Select EDIT then COPY or CTRL C
5. e to save the spreadsheet as and also where on the computer where to save the spreadsheet Save As K Save in Desk Desktop 0m0 A fy E To Paa Gm Documefits J F My Computer My Recent ew My Network Places T ee O General stuff Product Coge Work mo AGRESSO MEMO i Shortcut boyy Computer i Z Shortcut to Recycle Bin hy Documents E My Computer i ee File name Training Examples xls My Network ee Places Save as type Microsoft Office Excel Workbook xls Version 5 0 553 Section 11 3 April 2012 Page 5
6. eam within the Finance office Using the above GLB7 Project Relations Enquiry the cost classification should be checked before running the appropriate enquiry E g Version 5 0 553 Section 11 3 April 2012 Page 1 Agresso User Manual Enquiries University eS of Glasgow LTD 100 Research Grants amp Contracts Once you know your cost classification check the spreadsheet given to you along with this handout to check the project classification and the enquiry required to check the Balance on the project For any queries on your results please see the spreadsheet for available contacts Any problems running the enquiry or access to projects contact the Agresso support desk finsup glasgow ac uk Go to your personal menu in Agresso University of Glasgow Menu Items 40 Personal Menu Double click to expand Select Agresso TOOLKIT Select 03 Individual Project Reporting NB Reports held in the folder are updated by the management accounts sections 03 Individual Project Reporting Up General Funds Monthly Report 2 a al Fundrasing Donations Project Query Eil Discretionary Project Query 2 seve Eil YTD Project Transaction Query 2 Eil TD Project Balance Query Eil LTD Project Transaction Query vee Ca LTD Project Balance Query vee Eal Endowment Project Revenue Only Balance Eil Endowment Capital Plus Revenue Project Transac 2 Eil Endowment Rewenue Only Project Transaction Qu 2 Eil E
7. ndowment Project Capital Plus Revenue Balance 3 GLB7 Project Relations ER YTD Project Total Budget Query vee al YTD Project Transaction Subtotal by Account Que 23 LTD PI Project Balance Query Lae Eil YTD Year End Project Balance Query Select the relevant enquiry and enter your project code to run the enquiry YTD Year to Date Enquiries e Report on financial years against budget provided by the College Finance Office e Credit value in variance column is an overspend against budget e Example Cost Classification General Funds 700 or Commercial Trading 530 Version 5 0 553 Section 11 3 April 2012 Page 2 Agresso User Manual Enquiries Wy University eS of Glasgow LTD Life to Date Enquiries e Report on Project basis against project budgets provided from PAF s Project Approval Forms e Credit value in variance column is an overspend against budget e Example Cost Classification Research Grants 100 or Commercial Other Services Rendered 522 Fundraising Discretionary and Endowments Enquiries e Report on a cash basis and credit value is amount left to spend e Example Cost Classification Donations Fund Raising 711 11 3 3 Balance Table Results The Balance Table Results will appear as with any results The difference being is that as itis a Balance Table the user will not see each individual transaction but a total per account code depending on the enquiry The user can
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