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Transaction Sampling: How to Generate Management Reports Using Queries

Follow the steps below to generate management reports for transaction sampling by using Queries in FinancialLink.

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1. Get to the Queries area of FinancialLink.

  • Go to FinancialLink.
  • Click Tools in the left sidebar.
  • Under the "Reconciliation" heading, click Transaction Sampling.
  • Go to the "Queries" section of the menu and click Operating Ledger Sample Activity.

Note: You must have a Business Systems account and authorization to access FinancialLink.

2. Select a query.

  • Several pre-formatted queries appear in the Query Options drop-down menu near the bottom of the screen.
  • Select Load Query from the drop-down menu.
  • At the bottom of the Load Query form, click View Public Queries.
  • Select a query with the prefix "PWRuP."
    • If the query name has "Global" in it, that query will run only against the global profiles.
    • If the query name has "All" in it, the query will run against both global and target profiles.
  • Choose a query that most closely matches the information you're looking for, then click Load.

3. Select appropriate tabs.

  • On the "Period" tab, in the "Full Accounting Period" list, click one or more accounting periods for which you want to view data.
  • Click the Org Hierarchy tab if you want a report organized by high-level organization code.
  • Click the IFOAPAL tab if you want a report organized by lower-level organization code.

4. Choose where to send the data.

  • In the "Send Data to Screen" drop-down list, select where you want to send the data. (Send Data to Screen is the default for this list.)
  • Click Submit.

5. View your report.

  • After you click Submit in the preceding step, your data will appear on the screen.
  • For more information on customizing queries, see the QueryLink tutorial (PowerPoint).

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