7 Banner Navigation Mouse vs. keystroke Multiple part forms Banner Navigation Reference Next BlockCtrl + Page Down Previous BlockCtrl + Page Up Rollback/Clear FormShift + F7 Enter Query ModeF7 Execute QueryF8 Cancel QueryCtrl + Q PrintShift + F8 ExitCtrl + X
8 Operating Ledger –FGIBDSR: Executive Summary High Level Organizational View of Budget Status Dynamic, Real-time Balances Shows Budget versus YTD Actual versus Encumbrances with an Available Balances for Revenues and Expenses Budget Status
10 Budget Status Operating Ledger –FGIBDST: Organization Budget Status Dynamic, Real-time Balances Specific Fund Detail, Uses Index Code Shows Budget/Actual/Encumbrances/Available Balances for Revenues and Expenses Refine search by using queries Drill-down capabilities to document level Download to excel capabilities
12 Budget Status General Ledger –FGITBSR: Trial Balance Summary Search by Fund Code or high level Fund Type. Shows current cash balance Most useful for Foundation or Agency Funds Capability to drill down by Account Code through the Options Menu
14 Budget Status General Ledger –FGITBAL: General Ledger Trial Balance Search by specific fund code only Shows current cash balance Shows fund is in balance Most useful for Foundation and Agency Funds Capability to drill down by Account Code through the Options Menu
18 Document History/Retrieval Document Query –FOIDOCH: Document History Follows document from requisition to check Allows searches on Requisition, PO, Invoice, or Check Number Drill down capabilities by document from Options Menu
20 Document History/Retrieval Document Query –FGIDOCR: Document Retrieval Inquiry Detail transactions associated with a document Allows search capabilities on FOAPAL or amount For PCARD transactions, can see the last 4 digits of the credit card which made the purchase
24 Vendor/Check History FAIVNDH: Vendor History –Allows vendor lookup of Banner ‘M’ number –Displays vendor history by fiscal year –Provides capability to view detail check history –Can see if an invoice has been paid and obtain the check number
26 Extracting Data to Excel Banner provides the capability to download certain data to excel This is helpful when desiring a special sort or to provide special reports for budget heads. Most common forms to extract from are FGIBDST and FGITBAL.
27 Extracting Data to Excel Select Options/Query Transaction by Source to view the details.
28 Extracting Data to Excel Select Help/Extract Data No Key
29 Extracting Data to Excel Select Open With Microsoft Excel and Click OK
30 Extracting Data to Excel Data is displayed in an excel workbook. Reformat all cells and add titles as needed. Data can now be sorted/saved/printed, etc.