Debbie McGraw invited discussion on some of the suggestions. Amy Coyle noted that, when business offices need to distribute a report to staff and faculty, it would be helpful to be able to run the detail report for several months at a time. Susan Winans noted that there is currently no way to run the yellows for multiple months in PDF files. However, users can run the new sortable reports for multiple months. Amy indicated that the sortable reports are not in a format she can print and give out.
Users often have to spend a lot of time to format and then distribute.
Susan noted that the sortable transaction report can be sorted by high to low dollar, payroll, employee last name, vendor, or other facets of the business organization. This method saves time going in and out when doing multiple months. Debbie asked whether this is an issue that will continue. As everyone gets caught up on their reporting work, and learn to utilize the sortable report, there may be less of a need to run reports for multiple months. She recommended using the sortable report to see how it works.