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Overdraft Help: Profile Standard Template
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Summary: Use the Profile Standard Template screen to create profile detail records from pre-established recommended criteria. |
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What is overdraft reporting all about? Go to the Overdraft Reporting Overview for more information.
If you are new to using the overdraft tool, begin by using the standard profile. When you select the standard profile, the system will automatically set up the detailed overdraft reporting profiles by applying the recommended selection scope and reporting criteria for the organization code you provide. Once these profiles are established, you can change them to meet your specific needs.
Click a link for help on a particular part of this page:
Template Names:
From the drop-down menu under Template Names, select the appropriate standard template.
- FundMgr_Std: Select this template if you are a fund or financial manager.
- MSO_Standard: Select this template if you are a management service officer or unit manager.
- VC-Standard: Select this template if you report at the vice chancellor level.
Organization
Enter the organization code here. Refer to the Financial Analysis Office's Web site or click the magnifying glass icon for organization code hierarchy information.
Generate Standard Profile Button
Click the Generate std profile button to generate the standard detailed reporting profiles based on the template name and organization code you entered. The system will create a series of profile detail records for an overdraft summary report based on the organization code regardless of the account/ fund entity.
Clear Form Button
Click the Clear Form button to restore this page to its defaults. The template name will return to FundMgr_Std, and the organization code will be removed.
Questions? See OPAFS Contacts.
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Last reviewed/updated on April 24, 2008 (see more info)
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