Login Instructions
To access a Web Report Templates, click a template link. You will be prompted to:
1) Enter your McGill Username (first.last [at] mcgill.ca) and McGill Password;
2) Below the McGill Password field, Select LDAP in the Authentication ;
3) Click Log On.
The report will load and you will be prompted to enter your data warehouse (Banner) username and password.
It is important to ensure that you have the necessary system and data warehouse access prior to accessing the
report templates.
Note:
The BSA data warehouse views, upon which these reports have been developed, contain information beginning with Aid Year 1011. Earlier aid years are not captured in these views. Therefore, when refreshing reports that contain start/end date and/or fiscal year parameter prompts, it is important to understand that the earliest historical transaction will be dated September 1, 2010.
Award Monitoring for FAA Admin Users
Note
Parameter prompts are mandatory, hence please ensure that you specify a value for each parameter prompt field when refreshing a report.
| Report Title | Required System Access | Additional Information |
|---|---|---|
| Awards by Student ID | FAA Admin |
Parameters - Student ID & start/end disbursement (pay) dates |
| Awards by Aid Fund Code | FAA Admin | Parameters - Aid Year & Aid Fund Code |
| Awards by Faculty/Unit by Aid Fund Code and Student ID | FAA Admin |
Parameters - Awarding Faculty/Unit ORG & start/end disbursement (pay) dates |
| Awards by Faculty/Unit by Student ID | FAA Admin |
Parameters - Awarding Faculty/Unit ORG & start/end disbursement (pay) dates |
| Awards for Faculty/Unit by Aid Fund Code | FAA Admin | Parameters - Aid Year & Awarding Faculty/Unit ORG |
| Student Information Validation for Award Eligibility | FAA Admin | Parameters - Student Id(s) and Term(s) |
| Student Information Validation for Award Eligibility by PRIM DEPT Code | FAA Admin | Parameters - PRIM DEPT Code(s) and Term(s) |
Award Monitoring for Finance Users
Important
The BSA data warehouse views contain data as of Aid Year 1011. Therefore, Fiscal Year 12 is the first full fiscal year. Your Finance access governs what is displayed on this report
Note
Parameter prompts are mandatory, hence please ensure that you specify a value for each parameter prompt field when refreshing a report.
| Report Title | Required System Access | Additional Information |
|---|---|---|
| Awards by Fund Financial Manager (FFM) | FAA Admin, FIS |
Parameters - Aid Year & Fund Holder ID (Supervisor) Report displays one Fund Holder ID
|
| Awards by Fund Financial Manager (FFM) and Student ID | FAA Admin, FIS |
Parameters - Awarding Faculty/Unit ORG & Fund Holder ID (Supervisor) & start/end disbursement (pay) dates Report displays one or all Supervisor IDs within a given Awarding Faculty/Unit
|
| Active Awards & Stipends by Supervisor and Student ID | FAA Admin, FIS |
Parameters - Awarding Faculty/Unit ORG & Supervisor ID Report displays all active awards and stipends only for one or all Supervisor IDs within a given Awarding Faculty/Unit
|
| Awards for Faculty/Unit by Fund Financial Manager (FFM) |
Parameters - Aid Year & Awarding Faculty/Unit ORG |
|
| Awards Paid from Grants | FAA Admin, FIS |
Parameters - Aid Year & Awarding Faculty/Unit ORG |
| Available Balances for Faculty unit by Fund | FAA Admin, FIS |
Parameters - Awarding Faculty/Unit ORG & Fiscal Year |
| Multi-Year comparative for Awarding Faculty/Unit by Fund | FAA Admin, FIS | Parameters - Awarding Faculty/Unit ORG & Fiscal Year |
Award Monitoring for Student Record Users
Note
Parameter prompts are mandatory, hence please ensure that you specify a value for each parameter prompt field when refreshing a report.
| Report Title | Required System Access | Additional Information |
|---|---|---|
| Awards for Faculty Unit ORG by FeeRes and Student ID | FAA Admin, SIS |
Parameters - Awarding Faculty/Unit ORG & start/end disbursement (pay) dates & Max Term* code to use for Fee Res *This report displays fee residence from the last registered term up to an including the term you enter here. Terms beyond the maximum term will not display on this report. |
DAR Reports
The Student Award Recipient Information by ORG Code report was developed to provide details of all award recipients for Student donor related funding sources. The DAR Campaign report is restricted to funding that stemmed from the DAR Campaign only. The design of this report uses the Finance Fund as the basis for displaying the data.
| Report Title | Required System Access | Additional Information |
|---|---|---|
| Student Award Recipient Information by ORG Code |
Parameters - Aid Year & ORG Code |
|
| DAR Campaign Funds report |
Parameters - Aid Year & ORG Code |