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Login Instructions
To access a Web Report Templates, click a template link. YouÌýwill be prompted to:
1) Enter your ±«ÓãÖ±²¥ Username (first.last [at] mcgill.ca) and ±«ÓãÖ±²¥ Password;
2) Below the ±«ÓãÖ±²¥ Password field, Select LDAP in the Authentication ;
3) Click Log On.
The report will load and you will be prompted to enter your data warehouse (Banner) username and password.
It is important to ensure that you have the necessary system and data warehouse access prior to accessing the
report templates.
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The BSA data warehouse views, upon which these reports have been developed, contain information beginning with Aid Year 1011. Earlier aid years are not captured in these views. Therefore, when refreshing reports that contain start/end date and/or fiscal year parameter prompts, it is important to understand that the earliest historical transaction will be dated September 1, 2010.Ìý
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Award Monitoring for FAA Admin Users
Note
Parameter prompts are mandatory, hence please ensure that you specify a value for each parameter prompt field when refreshing a report.
| Report Title | Required System Access | Additional Information |
|---|---|---|
| FAA Admin |
Parameters -ÌýStudent ID & start/end disbursement (pay) dates |
|
| FAA Admin | Parameters - Aid Year & Aid Fund Code | |
| FAA Admin |
Parameters -ÌýAwarding Faculty/Unit ORG & start/end disbursement (pay) dates |
|
| FAA Admin |
Parameters -ÌýAwarding Faculty/Unit ORG & start/end disbursement (pay) dates |
|
| FAA Admin | Parameters - Aid Year & Awarding Faculty/Unit ORG | |
| FAA Admin | Parameters - Student Id(s) and Term(s) | |
| FAA Admin | Parameters - PRIM DEPT Code(s) and Term(s) |
Award Monitoring for Finance Users
Important
The BSA data warehouse views contain data as of Aid Year 1011. Therefore, Fiscal Year 12 is the first full fiscal year. Your Finance access governs what is displayed on this report
Note
Parameter prompts are mandatory, hence please ensure that you specify a value for each parameterÌýprompt field when refreshing a report.
| Report Title | Required System Access | Additional Information |
|---|---|---|
| FAA Admin, FIS |
Parameters - Aid Year & Fund Holder ID (Supervisor) Report displays one Fund Holder ID Ìý |
|
| FAA Admin, FIS |
Parameters - Awarding Faculty/Unit ORG & Fund Holder ID (Supervisor) & start/end disbursement (pay) dates Report displays one or all Supervisor IDs within a given Awarding Faculty/Unit Ìý |
|
| FAA Admin, FIS |
Parameters - Awarding Faculty/Unit ORG & Supervisor ID Report displays all active awards and stipends only for one or all Supervisor IDs within a given Awarding Faculty/Unit Ìý |
|
|
Parameters - Aid Year & Awarding Faculty/Unit ORG |
||
| FAA Admin, FIS |
Parameters - Aid Year & Awarding Faculty/Unit ORG |
|
| FAA Admin, FIS |
Parameters - Awarding Faculty/Unit ORG & Fiscal Year |
|
| FAA Admin, FIS | Parameters - Awarding Faculty/Unit ORG & Fiscal Year |
Award Monitoring for Student Record Users
Note
Parameter prompts are mandatory, hence please ensure that you specify a value for each parameterÌýprompt field when refreshing a report.
| Report Title | Required System Access | Additional Information |
|---|---|---|
| FAA Admin, SIS |
Parameters - Awarding Faculty/Unit ORG & start/end disbursement (pay) dates & Max Term* code to use for Fee Res *This report displays fee residence from the last registered term up to an including the term you enter here. Terms beyond the maximum term will not display on this report. |
DAR Reports
The Student Award Recipient Information by ORG Code report was developed to provide details of all award recipients for Student donor related funding sources. The DAR Campaign report is restricted to funding that stemmed from the DAR Campaign only. The design of this report uses the Finance Fund as the basis for displaying the data.
Ìý| Report Title | Required System Access | Additional Information |
|---|---|---|
|
Parameters - Aid Year & ORG Code |
||
|
Parameters - Aid Year & ORG Code |
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