FMS - Reporting

LIST OF REPORTS

The file below provides details of current reports held under the 'Reports' folder on the FMS Web menu that are available to a range of users.  This file will be updated as reports are enhanced and new reports are developed.

List of FMS Web Reports (Excel) 

Reporting - Training and Documentation

Documentation

The following Quick Guides are available on the Reports page on the  FMS Training Portal:

Reporting General - Videos

Videos on how to report from FMS can be found at the Reports page on the  FMS Training Portal. These include:

 

FREQUENTLY ASKED QUESTIONS

Why can't I see my sub projects?

There could be a number of reasons for this:

Where can I see a list of all my sub projects?                                                             

Why can't I see the names of the staff that Payroll costs relate to?

Why can't I see my budget?                                                                                              

Which report should I run to see my budgets?

 In ‘Your Reports’:

In ‘Standard Dept’  Reports:

What is the difference between 'Awaiting Approval' and 'Approved Amount' in the Budget Statement?

I used to be able to report on lots of codes, now I don't see any.

In FMS access to reports has been set up in different ways. In general this is controlled by Cost Centre (i.e. you should only have access to report on the sub projects in the Cost Centres you have access to). In some departments the default is for staff to only have access to the sub projects which belong to them (i.e. where they are sub project or project manager). Such reports appears under the Your Reports folder.

The Standard Dept Reports folder provides access to all of the sub projects in the Cost Centres you have access to. If you believe you should have access to sub projects which do not belong to you please ask the Head of Department to submit a helpdesk request asking that you be given the advanced reporting role.

Why can't I see the names of the staff that Payroll costs relate to?

Why is Expenditure represented as a Positive figure and Income as a Negative on FMS?

In FIS, as this was an in house system, we chose to report expenditure as a negative (i.e. reducing the budget available). In FMS the default representation, which we have adopted, is to show Expenditure as a Positive figure in reports and Income as a Negative figure.

Why have the column titles changed when I export the report to excel?

When exporting data from reports to Excel, the Browser option should be chosen. Choosing the Default option will result in changes to the format of the columns. This is particularly a problem since upgrading to the latest version of the system in January 2018.

Why am I receiving errors when I export the report to excel?

When exporting data from reports to Excel, the Browser option should be chosen. Choosing the Default option may result in error messages and will result in changes to the format of the columns. This is particularly a problem since upgrading to the latest version of the system in January 2018.