ctcLink Reference CenterResourcesPeopleSoft SecurityFIN SecurityFSCM 9.2 Security - Run the BFS_SEC OPDF Report

FSCM 9.2 Security - Run the BFS_SEC OPDF Report

Purpose:  Use this document as a reference for running the BFS_SEC_OPDF report.

Audience: Finance Security staff

You must have at least one of these local college managed security roles:

  • ZD_DS_QUERY_VIEWER

If you need assistance with the above security roles, please contact your local college supervisor or IT Admin to request role access.

For additional information about reporting solutions, visit the Report Catalog.

Run the BFS_SEC_OPDF report

Navigation: Reporting Tools > Bi Publisher > BIP Query Report Scheduler

  1. The Query Report Scheduler search page displays.
  2. Select the Add a New Value tab. Select the Add a New Value tab to create a new Run Control ID and select Add. It is important to note that Run Control IDs cannot be deleted; therefore, we encourage them to be reused. Because of this, including your institution code and a short process description in the Run Control ID is recommended. This only has to be done once.
Add a New value tab
  1. To use an existing Run Control ID, click on the Find an Existing Value tab and select Search.
  2. Existing Run Control ID(s) displays below.
  3. Select the appropriate Run Control ID.
Finda an Existing Value tab
  1. Select Connected Query from the Data Source Type drop-down list in the Report Definition section.
  2. In the Report Name field, enter or look up BFS_SEC_OPDF.
Query Report Scheduler image
  1. Prompts appear for Query CQFS_SEC_OPR_DEF_RPT_CP
  2. Enter or look up the GL Unit.
  3. In the User OprID field, enter the employee's EMPLID.
  4. Select OK.
Prompts pagelet
  1. The Query Report Scheduler page displays with the Query Parameters section populated.
    • Select the Update Parameters link and enter new values to modify prompt criteria.
  2. Select Run. (Upper, right side of screen).
Query Report Scheduler image
  1. (Note: Select the Distribution link to ensure the ID Type= User, and your EMPLID is in the Distribution ID field). The Process Scheduler Request page displays. Select OK.
Process Scheduler Request image
Distribution Detail page
  1. The Query Report Scheduler page displays.
  2. Select the Process Monitor link. (Located on the upper right side of screen).
Query Report Scheduler page
  1. The Query Report Scheduler page displays. Select the Report Manager link. (Located under the Refresh button).
Query Report Scheduler page
  1. Select the Report name BFS_SEC_OPDF.xlsx link.
Report Manager page
  1. Select the BFS_SEC_OPDF.xlsx link in the File List section.
Report Index image
  1. Save the .xlsx file to your computer.
Excel file image

Process complete.

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