| What to do |
How to do it |
| 1 |
Go to the Sampling Management Report in FinancialLink. |
- Go to FinancialLink.
- Select Tools from the left-hand sidebar.
- In the Reconciliation section, select Transaction Sampling.
- Select Sampling Management Report.
You must have a valid user ID and password and be authorized to use FinancialLink. If you need a user ID, please see How to Get a User ID.
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| 2 |
Select report options. |
- Choose a report summary type. Your choices are:
- Summary by Counts (default)
- Summary by Dollars
- Choose an accounting period. Use the drop-down arrows to select a beginning and ending date.
- Enter the financial criteria. You can run the report by:
- Organization code
- Profile name
- Project code
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| 3 |
Generate and view the report. |
- Click Submit Form to run the report.
- If you need help reading the report, see:
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| 4 |
Run the report with more detail, if needed. |
- After running the initial report, you can run it again with more detail. Use the back button on your browser to return to the initial screen and then click the checkboxes to classify the report by status code. Your choices include:
- Show Status Code Counts by Account Code
- Show Status Code Counts by Rule Class
- Show Status Code Counts by Index Number
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