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Reporting From the Banner System

There are several methods for producing and viewing reports from the Banner system.

ePrint Reports(*) – these static, Adobe Acrobat .pdf files are created at the end of each month. The reports are accessible through my.unm.edu, the University's portal. In order to access the portal, you must have a valid UNM Net ID. Here's a list of some of the reports that you will find there:

  • FGX0002A - General Ledger Summary By Fund--Grouped by Fund, Account
  • FGXD0001 - General Ledger Transaction Detail--Grouped by Fund, Organization, Account
  • FOX0002 - Operating Ledger Transaction Detail By Index/YTD-- The report is book-marked by VP (Organization Level 2)--Grouped by Level 3 Organization, (College/School/Branch), Index Code, Account
  • FOX0004A - Operating Ledger Summary By Index--Grouped by Level 3 Organization, (College/School/Branch), Index Code, Account
  • FRX0020A - Contract and Grant Transaction Detail by Index--Inception to Dt--Grouped by Level 3 Organization, (College/School/Branch), Index Code, Account
  • FRX003A – Contract and Grant Summary by Index--Inception to Date

Hyperion Reports – these dynamic reports are created from search criteria that you enter. The reports are accessible through my.unm.edu, the University's portal. In order to access the portal, you must have a valid UNM Net ID. Here's a list of some of the reports that you will find there

  • FOX0001A&B - Operating Ledger Transaction Detail - Single Month - Current Year ( Detail of transactions by index for a given month in the current fiscal year)
  • FOX0002A&B - Operating Ledger Transaction Detail - YTD - Current Year (Detail of YTD transactions by index in the current fiscal year)
  • FOX0004A: Operating Ledger Summary (Summary of operating ledger activity by index, fund, org, program, or activity)

In order to access these Banner reporting tools:

  • Go to UNM's Portal (my.unm.edu)
  • Log in using your Net ID and password
  • Locate the “Banner/Project LINK Applications” channel
  • Click on either ePrint Reports or Hyperion
  • Log in to each program requires your Net ID again

(*) There is detailed on-line training covering use and interpretation of Banner reports available from the Employee and Organizational Development department's website. Once at the site:

  • click on the Online Registration System link
  • Log in with your SSN
  • Click on the Project LINK Training LINK
  • Find and click on FIN RP 101 Primary E-Print Monthly Report Online Training
  • Complete the training
 

 

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Last Updated November 17, 2005