MyReports Filter Page Enhancements to Facilitate Report Scheduling

To better facilitate report scheduling, an effort is underway to add filter and display options to the filter page that are currently only found on the HTML output of the report. Making all filters available on a report’s filter page allows users to create and save a MyFavorite for any combination of filters. The MyFavorite can subsequently be scheduled, and the resulting report will display data filtered by the desired parameters.

Filter page enhancements have been recently applied to the following reports:

  • Asset Management Report
    • The report Sort 1 and Sort 2 filters are now available in the Report Specific Filters section
    • Unformatted Data option is now available in the Report Output Section. Selection of the Unformatted Data output returns an Excel file that has no special formatting and a single row for column headings, making it the best source for pivot tables and other advanced spreadsheet analysis
  • Balance Sheet Report
    • The report Sort 1 and Sort 2 filters are now available in the Report Specific Filters section
    • The Show Details checkbox is now available in the Report Specific Filters section
  • Gift & Endowment Income Report
    • The report Sort filter is now available in the Report Specific Filters section
    • The Show Liens checkbox is now available in the Report Specific Filters section
    • An Unformatted Data option is now available in the report output choices. Selection of the Unformatted Data output returns an Excel file that has no special formatting and a single row for column headings, making it the best source for pivot tables and other advanced spreadsheet analysis
  • Net Position Report
    • The report Sort 1 and Sort 2 filters are now available in the Report Specific Filters section
    • The Show 2 Decimal Places checkbox is now available in the HTML output
  • Sponsored Projects Balances Report
    • The report Sort 1 and Sort 2 filters are now available in the Report Specific Filters section

Users may need to clear their browser’s cache in order to take advantage of the enhancements.

If you have questions about MyReports, contact the Controller's Office Solution Center.