UCSD Blink: Overdraft Help: Valid Combinations of Selection Scope and Reporting Criteria

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Overdraft Help: Valid Combinations of Selection Scope and Reporting Criteria

Summary: Find out how to choose a valid combination of selection scope and reporting presentation when creating overdraft profiles.

What is overdraft reporting all about? Go to the Overdraft Reporting Overview for more information.

When creating overdraft profiles, you must first specify the selection scope. Your choices for selections scope include:

Index
Fund
Organization (org)
Program (prog)
PI (Principal investigator)
FinMgr (Financial manager)

After determining your selection scope you select the reporting presentation to determine how the financial data is displayed on your report. Not all combinations of selection scope and reporting presentation are valid. The following table shows all possible combinations, indicating which are valid.

Selection scope options	Reporting presentation options
	Fund Level 5/ Org/ Prog	Fund Level 5/ Org	Fund Level 5	Fund Level 4	Index Level	Project Level
Index					Valid
Level 5 fund	Valid	Valid	Valid		Valid (1)
Level 4 fund	Valid	Valid	Valid	Valid	Valid (2)
Level 1-3 fund	Valid	Valid	Valid	Valid	Valid
Org	Valid	Valid			Valid
Prog	Valid				Valid
Org and prog	Valid				Valid
Fund, org, and prog	Valid				Valid
Fund and org	Valid	Valid			Valid
Fund and prog	Valid				Valid
PI or FinMgr	Valid	Valid	Valid		Valid
PI or FinMgr and fund	Valid	Valid	Valid		Valid
PI or FinMgr, fund, and org	Valid	Valid	Valid		Valid
PI or FinMgr, fund, org, and prog	Valid				Valid
PI or FinMgr and org	Valid	Valid			Valid
PI or FinMgr, org, and prog	Valid				Valid
PI or FinMgr and prog	Valid				Valid
Project					Valid	Valid

(1) When using a level 5 fund by itself, you cannot use the Index reporting presentation with any of the following campus-wide funds:
19900A, 07427A, 20000A, 20095A, 20300A, 60100A, 60120A, 63000A, 69750A, and 79600A. If you do enter one of these funds, you will be required to select an organization also.

(2) When using a level 4 fund by itself, you cannot use the index reporting presentation for any fund that has more than 20 sub-funds.

Questions? See OPAFS Contacts.