IMPORTANT: The FinPro Help Desk is transitioning to a PSC Service Desk. Learn how the OUC and PSC are reorganizing help desk and training functions. During the transition (Sept 7-Oct 31), hours for phone service are 10:00 a.m.-noon and 1:00-3:00 p.m., Mon-Fri. Voicemail will not be monitored. Email us anytime at FinProHelp@cu.edu.
Schedule reports to run on financial close
You can schedule CU-Data m-Fin reports to run automatically upon each financial close. This is done by creating report views and then setting them up to run with the by trigger scheduling feature. My thanks to Sarju Khadka for her work enhancing all the m-Fin reports to work with this, Sunny in the UIS/IRM team for getting the FINCLOSE trigger set up, and to the OUC FPBS team for this excellent video: Scheduling Reports for Month-End/Year-End Close.
Financial close happens during the first week of each month, closing the prior month. At fiscal year-end there are two more closes, 996 and 997. The FINCLOSE trigger will fire once for each monthly close, once for 996, and once for 997.
Configuring the runs as shown in the video results in runs that will be for the closed period. For example, if your run occurs on the 5th of October, it will be a run for 3 -- SEP, the accounting period that just closed.