finance sap reports - broward county public schools · finance sap reports report name report...

FINANCE SAP REPORTS

REPORT NAME REPORT DESCRIPTION CATEGORY ECC AND/OR BI

1099 Listing Listing of 1099 activity by vendor, calendar year, and amount. Totals in in

detail and summary. Vendor must be flagged as 1099 vendor to appear on

report.

Accounts

Payable

ECC/BI

1099 Miscellaneous Listing of 1099 activity by vendor, calendar year, and amount. Totals in

summary. Vendor must be flagged as 1099 vendor to appear on report.

Accounts

Payable

ECC

Address List Display a report of vendor addresses. Accounts

Payable

ECC

Check Register Generate a check register using a range of check numbers. Accounts

Payable

ECC/BI

Display Changes Display changes made to a document Accounts

Payable

BI

Display Payment Document Checks Generate a list of AP Pmt Documents Accounts

Payable

BI

Display Recurring Entry Changes Display a Recurring Document in AP/GL. Accounts

Payable

BI

Display Vendor Line Item Display Vendor Line Item Accounts

Payable

ECC/BI

Due Data Analysis for Open Items Generate a report to obtain an analysis of due dates of open items for a

vendor.

Accounts

Payable

ECC

Enhanced AP Detailed Documents List Display all documents entered and/or posted by a specific User ID. Used

by AP Specialist to balance daily.

Accounts

Payable

ECC

Extract Movable Equipment Report (Capital Assets -

ACT021/FNC2640C)

Generate a report of capital asset activity (new purchases, returns, etc.) by

date range and/or GL account.

Accounts

Payable

BI

List of Vendor Line Items Generate a report of vendor activity (payments, credits, reversals). Accounts

Payable

ECC/BI

List Recurring Entries Display Recurring Entry Documents for AP and GL. This list can be sorted

by document type and date range.

Accounts

Payable

BI

Open Items - Vendor Due Date Forecast Displays vendor balances in USD. Displays open items and turnaround -

7 days, 30 days, and over 30 days

Accounts

Payable

ECC/BI

Payment List Generate a list of payments from a previous payment run. Requires run

date and identification.

Accounts

Payable

ECC/BI

Reconciliation Report (No Retainage) AP activity report that is used to reconcile AP to the monthly trial balance

(does not include retainage).

Accounts

Payable

BI

Reconciliation Report (Retainage Only) AP activity report that is used to reconcile retainage to the monthly trial

balance special ledger.

Accounts

Payable

BI

Transaction Figures: Account Balances Generate a report for vendor account balances Accounts

Payable

ECC/BI

Vendor Balance Display The vendor business report displays vendor balances which include the

prior year carry forward, [and ac]cumulated debits and credits by fiscal

year.

Accounts

Payable

BI

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FINANCE SAP REPORTS


Vendor Balances in Local Currency Display vendor balances in USD. Can be used for normal balances and/or

special ledger (Retainage). Displays Carry forward, Debit and Credit

balances. By period, range of periods or fiscal year.

Accounts

Payable

ECC

Vendor Business Display accumulated totals for one or more vendors. Accounts

Payable

ECC/BI

Vendor Line Items Generate a report of vendor activity (payments, credits, reversals) Accounts

Payable

BI

Vendor List Generate a list of vendor master data. Enter one or more vendor numbers. Accounts

Payable

ECC/BI

Vendor Payment History- Appraisal of open items Display the history of vendor payments. Includes turnaround of open

commitments, and annual sales.

Accounts

Payable

ECC/BI

Activity Types: Plan Data Display To display a list of Activity Types Finance ECC/BI

Cost Centers: Master Data Report (Collective) This report is to display expenditures that have been reclassified between

different cost centers.

Finance ECC/BI

Display Activity Types This report is to display Activity Types Finance ECC

Display changes to GL Accounts Displays a change history for a specific GL account Finance ECC

Display Document Display document Finance ECC/BI

Display GL Line Item Display GL Line Item Finance ECC/BI

Display Line Cost Line Items for Cost Centers This report is to display of actual expenses and revenues on cost center(s) Finance ECC

Display Line Cost Line Items for Orders This report is to display of actual expenses and revenues on internal

orders(s)

Finance ECC

Display Parked Document Display parked document Finance ECC/BI

Display reposting of CO Line Items This report is to display reclassified expenditures Finance ECC/BI

GL Account Balance Display The report displays the balance of the GL accounts, by period. Finance ECC

GL Account Line Item Display The report displays a list of the line items of the GL accounts. This report

could have long run-times depending on the criteria selected. If a complex

selection criteria is required, consider using FAGLB03 and drilling down to

the line items or using KSB1 (CO-Cost Centers), KOB1 (CO-Orders),

FMRP_RFFMEP1AX (FM), or S_PLN_16000269 (Grants) depending on

the type of information required.

Finance ECC

GL Accounts List Displays a list of all accounts in the chart of accounts Finance ECC

GL Balance GL Balance Finance ECC

GL Line Items List for Printing The report displays a list of the line items of the GL accounts. This is,

essentially, a BI version of the FAGLL03.

Finance BI

Internal Orders: Master Data List To display a list of Internal Orders Finance ECC/BI

Purchase Orders By FUND (Summary) This report displays a list of Purchase Orders, by Fund, with the

outstanding balances. Note: FM report FMRP_RFFMEP1AX, using value-

type 51, will provide line item detail for all activity on a PO which will total

the outstanding balance of the PO.

Finance BI

SKF: Collective Display To display a list of Statistical Key Figures Finance ECC/BI

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FINANCE SAP REPORTS


Trial Balance Displays the trial balance, by fund. Note: the Interim Financial Statements

are also generated in this report. Care must be taken to select the "Trial

Balance-SBBC" when running this report. The others are still in

development and should not be used.

Finance BI

180 Day Program - Food Service Stats Report Food Service report Food Service BI

180 Day Program YTD Breakfast Averages Food Service report Food Service BI

180 Day Program YTD Lunch Averages Food Service report Food Service BI

Breakfast & Lunch per Labor Hour Food Service report Food Service BI

Breakfast & Lunch per Labor Hour by Group Food Service report Food Service BI

Breakfast Participation Report (Monthly) Food Service report Food Service BI

Breakfast Reimbursement Rate Report (Monthly) Food Service report Food Service BI

Breakfast Reimbursement Report (Monthly)

Economically Needy

Food Service report Food Service BI

Breakfast Reimbursement Report (Monthly) Regular

Centers


CO-Analysis of 411S Accounts Food Service report Food Service BI

Commodity Average by School Food Service report Food Service BI

Daily Breakfast (Severely Needy) Reimbursement

Report


Daily Breakfast Reimbursement Report Food Service report Food Service BI

Daily Lunch Reimbursement Transaction Report Food Service report Food Service BI

Daily Snack Reimbursement, Revenue Expense

Report


Food Service Accounts Receivable Report Food Service report Food Service BI

FS Financial Analysis by Area Food Service report Food Service BI

Income per Labor Hour Food Service report Food Service BI

Income per Labor Hour by Group Food Service report Food Service BI

Indirect Cost Analysis by Area Food Service report Food Service BI

Indirect Cost Analysis by Area (Schools only - BASE &

SATELITE)


Lunch & A La Carte Meals Participation by Group Food Service report Food Service BI

Lunch & A La Carte per Labor Hour Food Service report Food Service BI

Lunch Participation Report (Monthly) Food Service report Food Service BI

Lunch per Labor Hour Food Service report Food Service BI

Lunch per Labor Hour by Group Food Service report Food Service BI

Lunch Reimbursement Rate Report (Monthly) Food Service report Food Service BI

Meals per Labor Hour (Lunch + Breakfast + Snacks) Food Service report Food Service BI

Meals per Labor Hour (Lunch + Breakfast + Snacks) by

Group


Monthly Breakfast Averages Food Service report Food Service BI

Monthly Lunch Averages Food Service report Food Service BI

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FINANCE SAP REPORTS


Plate Food Report (Purchased & commodity) Food Service report Food Service BI

Profit & Loss Report Food Service report Food Service BI

Purchased Food Average by School Food Service report Food Service BI

School Commodities Average by Base Sat. Food Service report Food Service BI

School Purchased Food Average by Base Sat. Food Service report Food Service BI

Snack Expense Participation Report (Monthly) Food Service report Food Service BI

Snack Reimbursement & Expenses Rate Report

(Monthly)


Snack Reimbursement Participation Rate Report

(Monthly)


Snack Reimbursement Report (Monthly) Food Service report Food Service BI

Special Revenues and Expense by Month Food Service report Food Service BI

AP Detailed Invoice Aging Report (Project Systems) AP statistics report used by Capital/Facilities department to track the

moving and pmt turnaround for construction invoices.

Project Systems BI

Cash Position / Liquidity Forecast Report Cash Position / Liquidity Forecast Report Treasury ECC/BI

Cops Reimbursement Report COPS Reimbursement Treasury BI

Display Cash Journal Display Cash Journal Treasury ECC/BI

Display Electronic Bank Statement Display Electronic Bank Statement Treasury ECC/BI

Interest Allocation Interest Allocation Treasury BI

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BENEFITS SAP REPORTS


Benefit Election Analysis (Benefits Election Enrollment

Analysis)

This report shows percentage changes in plan participation and eligibility for

plans between two given dates.

Benefits BI

Benefit Flex Data This report retrieves various information from employee data. Benefits BI

Benefit Plan Census This report summarizes age and gender information for employees. This

information is required for health insurance purposes.

Benefits BI

Benefits Plan Overview This report shows the employees who are participating in specified benefit

plans on a given date or during a certain period of time.

Benefits ECC

Calculation of Length of Service This report calculates the employees' employment period. Benefits ECC/BI

Change in general benefits This report detects deviations from system-allocated default values in an

employee's General Benefits Information infotype (0171).

Benefits ECC

Changes in Benefits Elections This report shows the changes made to benefit plan infotype records on a

given date or during a certain period in time. These changes include new

enrollment, termination, or changes in the employee elections for a plan.

Benefits ECC

Changes in Eligibility This report shows employees who are no longer eligible for the plans in

which they are participating.

Benefits ECC

Contribution Limit Check This report detects employee contributions (stored on the plan infotype as

an amount, percentage of salary, or as units) that are not within the limits on

a key date.

Benefits ECC

Eligible Employees This report shows the employees who are eligible for specified benefit plans on a

given date.Benefits BI

Enrollment Statistics This report counts employee enrollment made on each day in a series of

days.

Benefits BI

FSA Contributions This report displays the employee contributions for specified FSA plans per

pay period.

Benefits BI

Health Plan Costs (Plan Costs) This report is used to display the employee and employer cost for specified

health plans.

Benefits BI

Insurance Plan Costs (Plan Costs) This report is used to display the employee, employer, and provider costs

for a specified insurance plan on a given date.

Benefits BI

Participation This report shows the employees who are participating in specified benefit

plans on a given date or during a certain period of time.

Benefits ECC

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BUDGET SAP REPORTS


All Postings Report Line item report for all documents (purchase requisitions, purchase orders,

invoices, payroll postings, journal entries, etc.) updated in FM.

Budget ECC

Availability Control Report Availability control report that shows the annual values of consumable

(budget appropriation), consumed (expense) and available (balance)

amounts.

Budget ECC

Budget Status Report - ARRA Summary report detailing budget and expenditure data by fund, funds

center, grant, funded program, functional area, account category and

commitment item with drill down capability.

Budget BI

Budget Status Report - Departments Summary report detailing other salary and non-salary budget and

expenditure data by activity, function and commitment item with drill down

capability.

Budget BI

Budget Status Report - Grants Summary report detailing budget and expenditure data by fund, funds

center, grant, funded program, functional area and commitment item with

drill down capability.

Budget BI

Budget Status Report - Schools Summary report detailing other salary and non-salary budget and

expenditure data by activity, function and commitment item with drill down

capability.

Budget BI

Budget Status Report - Summary Summary report detailing other salary and non-salary budget and

expenditure data by activity and account category with drill down capability.

Budget BI

Comprehensive Budget Report Summary report combining the operating budget and primary position

budget reports data by activity.

Budget BI

Comprehensive Budget Report - Function Summary report combining the operating budget and primary position

budget reports data by function and activity.

Budget BI

Display Budget Entry Documents Report to display all budget entry documents (transfers, returns,

supplements, etc).

Budget BI

Earmarked Funds Report to display any earmarked funds documents, i.e. funds reservations,

funds commitments, etc.

Budget BI

General Fund Amendment - Expense Summary report detailing general fund expense by fund, fund center,

activity, function, funded program and account category with drill down

capability.

Budget BI

General Fund Amendment - Revenue Summary report detailing general fund revenue by fund, fund center,

activity, function, funded program and commitment item with drill down

capability.

Budget BI

Operating Budget Report Summary report of budget and expenditures for other salary and non-

salary (operating budget) by funds center, fund, grant, funded program,

activity, function and functional area.

Budget BI

Primary Position Budget Report Summary report of budget and expenditures for filled and unfilled positions

(primary position budget) by funds center, fund, grant, funded program,

activity, function and functional area.

Budget BI

GM Billing Report Report to display billed and unbilled amounts by sponsored class and

sponsored program.

Grants BI

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BUDGET SAP REPORTS


GM Budget Breakdown Report to display original budget, supplements, transfers, returns and total

budget by grant.

Grants BI

GM Indirect Cost Report to display GM indirect costs by grant, sponsored program and

sponsored class.

Grants BI

GM Line Item Display Line item report showing all expense in the GM ledger. Grants ECC/BI

GM Overall Expenses Compared to Budget &

Percent

Report to display budget, expense and billed amounts by grant, sponsored

program and sponsored class.

Grants BI

Grant Sponsors Master Data Report Report to display sponsor data for selected grant(s). Grants ECC/BI

Grants Master Data Report Grant expense by WBS element, not cost center. Grants ECC/BI

Sponsored Classes Master Data Report Report to display sponsored class data for selected grant(s). Grants ECC/BI

Sponsored Programs Master Data Report Report to display sponsored program data for selected grant(s). Grants ECC/BI

LBR 231-1: Main Job Standard Salary Main job standard salary and fringe benefit information. Labor ECC/BI

LBR 231-2 Other actual salary payroll postings by account coding. Labor ECC

LBR 231-2 Grants Actual primary and other salary and fringe benefit payroll posting by

account coding.

Labor ECC

LBR 231-3 Main job actual salary and standard fringe benefit information. Labor BI

LBR 232-1 Full-time equivalent positions by cost center and job with employee detail. Labor BI

LBR 232-1 (Quarterly) Quarterly full-time equivalent positions by cost center and job with

employee detail for ARRA reporting.

Labor BI

LBR 232-2 Full-time equivalent positions by job and cost center with no employee

detail.

Labor BI

LBR 232-2 (Quarterly) Quarterly full-time equivalent positions by job and cost center with no

employee detail for ARRA reporting.

Labor BI

LBR 232-4 Full-time equivalent positions by cost center, functional area and job with

employee detail.

Labor BI

LBR 232-4 (Quarterly) Quarterly full-time equivalent positions by cost center, functional area and

job with employee detail for ARRA reporting.

Labor BI

LBR 232-5 Full-time equivalent positions by functional area, job and cost center with

no employee detail.

Labor BI

LBR 232-5 (Quarterly) Quarterly full-time equivalent positions by functional area, job and cost

center with no employee detail for ARRA reporting.

Labor BI

LBR 232-6 Full-time equivalent positions by job, functional area and cost center with

no employee detail.

Labor BI

LBR 232-6 (Quarterly) Quarterly full-time equivalent positions by job, functional area and cost

center with no employee detail for ARRA reporting.

Labor BI

One Time Athletic Payment Summary of one time athletic payments by employee, cost center, fund,

functional area, wage type and date of origin.

Labor BI

One Time Payment Summary of one time payments by org unit, fund, grant, functional area,

order, WBS element, employee, personnel area, wage type and valid from

date.

Labor BI

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BUDGET SAP REPORTS


Personnel Cost Planning Actual (PCP Actual) Annualized report of filled and vacant primary positions with cost

distribution and actual salary and standard fringe benefit information.

Labor BI

Personnel Cost Planning Standard (PCP Standard) Annualized report of filled and vacant primary positions with cost

distribution and standard salary and fringe benefit information.

Labor BI

Sick Time by Absence Type Primary positions coded to district-wide extended sick leave activity with

total number of SCK, SLO, SPR, ABS, BER and PLV hours.

Labor BI

Supplement Report Summary of supplements at each location by periodic and annual

amounts.

Labor ECC

Unfilled Positions Vacant primary positions with cost distribution and standard salary and

fringe benefit information.

Labor ECC/BI

Unfilled Positions Summary Summary of vacant primary positions by fund and cost center with

unoccupied days, standard salary and fringe benefit information.

Labor BI

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LEARNING SOLUTIONS (LSO) SAP REPORTS


Bookings per Course Number # of bookings per course under a course type/group. LSO BI

Capacity Levels Report for Course Events Shows the capacity levels of each course under a course type, minimum,

optimum and max numbers.

LSO ECC

Comprehensive Inservice Report Shows inservice records for various selection areas such as individual,

org units or personnel areas.

LSO BI

Course Brochure Shows the course description, dates, locations, and objectives of the

course type.

LSO ECC

Course Cancellations Course cancellations by course organizer and cancellation reason. LSO BI

Course Capacity Overview Shows the capacity levels of each course under a course type, minimum,

optimum and max numbers.

LSO BI

Course Dates Shows a list of the courses under a course type and their location and

schedule.

LSO ECC

Course Demand Report displays the demand that exists for courses of a given type and

may be used to determine demand for a planning year, or for individual

quarters of a year; can also display details of whether the demand is

covered or not by the number of courses scheduled.

LSO ECC

Course Hierarchy This report displays the hierarchy of a course with course dates, delivery

method, and participants.

LSO BI

Course Prices Shows a list of the courses under a course type with location, delivery

method, and internal and external prices.

LSO BI

Course Schedule A list of the course schedule, days and times. LSO ECC

Inservice Report (ESS) Shows and individual's inservice record. LSO ECC

Open Course Report (ZOBE) Shows all the courses which are not followed up but the end date has

passed.

LSO BI

Participant Bookings and Cancellations Shows and individual's history of bookings and cancellations and the

corresponding courses.

LSO BI

Participant List A list of the course participants with course dates, booking dates and

follow-up information. This report can also generate an attendance list

with signature lines.

LSO ECC

Participant Registration History A list of the participant's training history containing all courses attended or

booked by a participant including dates, hours, cancellation date and

reason, delivery method, location and follow-up information. NOTE: not to

be interpreted as an inservice report, this only shows registrations.

LSO BI

Participants for Rebooking This reports lists participants who did not receive a place on the course

when it was firmly booked or canceled. These participants are on the

waiting list of the course.

LSO ECC

Participants Qualifications A list of qualifications per booked participant.

A report of participant's qualifications and proficiency.

LSO BI

Participation and Cancellations Shows and individual's history of bookings and cancellations and the

corresponding courses. Layout may contain cancellation date, reason,

and course information.

LSO BI

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LEARNING SOLUTIONS (LSO) SAP REPORTS


Participation Prerequisites Shows the prerequisites required for the course. LSO ECC

Prebookings per Participant Shows a list of courses the participant prebooked for and the

corresponding time periods along with the course location and type as

well as prebooking date.

LSO ECC

Prerequisites Matchup Shows each participant and whether they met the course prerequisites or

not.

LSO ECC

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ORGANIZATIONAL MANAGEMENT (OM)

SAP REPORTS REPORT NAME REPORT DESCRIPTION CATEGORY ECC AND/OR BI

Account Gaps and 1018 Standard Cost Report Report used to show gaps in coding. (Diana) Org Data ECC

Existing Organizational Units Report of organizational units that includes the address, phone number,

chief and board member assignment, FCAT Grade, Innovation Zone

Org Data BI

Food Service Location Totals Monthly Report Report used by FSN containing the personnel numbers, employment date,

bargaining unit date, position, position description and the organizational

unit information of Food Service Managers and Workers.

Org Data BI

Job Class Report This report provides an overview of all existing jobs. The list contains jobs,

with information on Validity period, Object ID#, Exempt Status, Name.

Org Data BI

Location Labels Produces labels for locations. Used for mail outs. Org Data ECC

Location Totals and Roster A general report of employee count at an organizational unit. Org Data BI

Overstaffed Position Report Report to show overstaffed positions useful in determining those positions

that have temporary overstaffing relationships. Report may be run b job

class or position number.

Org Data ECC

Position Attributes Shows attributes of a position excluding cost information. Org Data ECC

Position Holder Information Shows past and present holders of a position through 12/31/9999. Always

should be run prior to delimiting a position.

Org Data ECC

Staffing Report Report that an org unit runs to show their positions, the holders of positions,

and the cost distribution line. Includes position percentage and the work

schedule. Selection allows to run for unfilled, primary and/or

substitutes/temporary.

Org Data ECC via BI

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PERSONNEL ADMINISTRATION (PA)

SAP REPORTS


Board Agenda Report &

Board Agenda Download

The Staffing departments use to create the board agenda reports (i.e.

resignations, supplements, new hires, etc.).

Employee Data ECC

Broward Certificate Printing Report Used by Certification and Sub Central to produce certificates for substitute

teachers and temporary hourly teachers.

Employee Data ECC

Broward Teacher Union Download Data download given to the BTU of employees in the instructional

bargaining unit.

Employee Data ECC

Certification and License Report Report showing instructional employees certificates and validity dates. Employee Data BI

Comprehensive Inservice Report Report showing data stored on IT 9001. Used to review status of courses,

run for open courses, employees inservice records.

Employee Data BI

Contact Information Report shows contact information (address and phone number)

Report of employees and their emergency contact information

Employee Data BI

Corporate Functions Report showing employees corporate functions that are stored on IT 34.

(i.e. Payroll Processor, Inservice Facilitator, TLC, etc.)

Note: Corporate functions must be entered and maintained each location.

Employee Data BI

Diversity Reporting Download Report showing ethnicity and sex breakdowns and pay scale, pay groups,

actions, work schedule rule, employee group, employee group, employee

sub group, org assignment

Employee Data BI

Education and Training This report creates a list describing the education and training of

employees: education establishment, confer date, degrees obtained (high

school, bachelors, doctorate, etc.); majors

Employee Data BI

EEO Ethnicity and Gender Statistics Displays EEO category, breaks down the number of employees and

ethnicity percentages.

Employee Data BI

Employee Counts on a Specific Date Count of permanent and nonpermanent employee and gender statistics Employee Data BI

Employee history report Displays employees, entry date, annual salary, org unit, PA, EG, ESG, Job,

Position, Pay Scale Type, pay Group, pay level, pay type, pay grade and

pay level

Employee Data BI

Employee List Displays a numerical list of employees assigned to an org unit that includes

employment date and position.

Employee Data BI

Employee Monitoring Produces employees' bargaining unit dates and task dates, such as, leave

return and probationary dates. Also, shows paraprofessionals' highly

qualified status.

Employee Data BI

Employees Entered and Left Company Summary report of employees who have been hired, rehired, retired,

terminated, and resigned can run for a specific org unit or district wide.

Employee Data BI

Entitlements Report

Not currently active

Shows entitlements (i.e. advanced degrees, course work FNS, shift

differential) the employee is receiving. Data is based on infotype 8. Does

not include information from 14 (supplements).

Employee Data BI

Experience Years Audit report used by HR department to validate teacher's, administrators

and FNS years of experience in/outside district, and/or public/nonpublic.

Employee Data BI

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SAP REPORTS


Federal Employee Certification Report For certification that employees coded as funded by Federal dollars during

the survey month is correct. Note: report is run by the Accounting &

Financial Reporting Department.

Employee Data ECC

Fingerprint Report Report used by the Security Department to review employees fingerprint

status and results.

Employee Data BI

Flexible Employee Data Report displays employee data in a flexible manner. This report contains up

to twenty (20) fields for displaying employee data. This means that you can

choose to display personal or organizational data. (for ex. employment date,

birthday, position, and org unit) .

Employee Data BI

Highly Qualified Report Report showing a schools teachers, their course assignments, and the

highly qualified status for each course.

Employee Data BI

HR - Calculate Contract Amount Personnel Records uses to verify employment and salary amount; HRIS

uses to calculate contract amounts; Used to determine the contract amount

to be printed on the instructional and administrator contracts.

Employee Data ECC

Incentive This report creates a list describing the advanced degree incentive an

employee receives and their education/training for a specified time period.

Data is based on infotype 8. Does not include information from 14

(supplements).

Employee Data BI

Inventory Report (in testing) Report of items that employees have been given. Data must be entered and

maintained by the location on IT 40. Also, produces property pass and

sends an email to the employee notifying that the items have been

assigned to them.

Employee Data ECC

Job Entry Info Report Location enters in a job class (Job ID Number) and it will show all the

positions with that job class. Shows some date attributes i.e. BUD.

Employee Data BI

Leave Reports (Leaves Dept) Report that shows employees on leave, their status and return dates. Employee Data BI

Leave Reports for Workers Compensation Report showing employees on workers comp and their status. Employee Data ECC

Missing Bargaining Units Audit report used by the staffing departments and HRIS to verify all

employees have a bargaining unit date.

Employee Data BI

Name Change Report used by the HR departments to review name changes. Employee Data BI

One Time Payment Shows one time payments (ex: workshop stipends, A+ Recognition, etc.) for

one employee or an entire organizational unit.

Employee Data BI

Out-of-Field Report Report showing locations out-of-field teachers. Employee Data BI

Personnel Actions Report Report for locations to use to track HR actions and review the status of the

actions. Also, indicates who has the item. (Former ZPAF report).

Employee Data ECC

Re-Appointment Letters This outputs a flat file of reappointment info that is used to produce the

reappointment letters for teachers and administrators.

Employee Data ECC

Re-Appointment Status Report Summary of employees reappointment action. Employee Data ECC

Schools in Need of Improvement (SINI) Report used to summarize a locations teachers and their HQ status,

experience years… Instructional Staffing uses to meet the DOE reporting

requirement.

Employee Data BI

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SAP REPORTS


Substitute and Temporary Custodians Produces a report to show substitute and temporary facility serviceperson,

temporary custodian, and sub/temp maintenance.

Employee Data BI

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PROFESSIONAL DEVELOPMENT (PD)

SAP REPORTS REPORT NAME REPORT DESCRIPTION CATEGORY ECC AND/OR BI

Clinical Education Report Shows teachers who are qualified to be a clinical educator Professional

Development

BI

Development Plan Report Various selections available to access reports based on data on the IDP Professional

Development

ECC

Display Qualifications Display Qualification Catalog Professional

Development

ECC

Expired Qualifications Shows people with expired qualification Professional

Development

BI

Find objects for a development plan Displays catalog of available development models Professional

Development

ECC

Find objects for development plan item Displays the employees who have selected a certain course Professional

Development

ECC

List of alternative qualifications Displays alternative qualifications Professional

Development

ECC

Percentage Distribution of Employee to Qualifications Gives a percentage of the amount of employees to types of qualifications Professional

Development

BI

Profile Gives a general view of employee with qualifications listed and other

information on profile

Professional

Development

BI

Qualifications & Clinical EDUC Report Displays employees qualifications Professional

Development

BI

Qualifications Overview Displays employees qualifications Professional

Development

BI

Job Class Cost Planning (1015) This query displays the planned personnel cost data (job number and title,

validity dates, pay grade, pay scale group, pay grade level/pay scale level

min/max. range, fringe benefit fixed, fringe benefit variable, fringe

percentage, hours, calendar, annual salary, and standard hourly) and

classification attributes (exempt/non-exempt status, aap/eeo category)

associated with jobs that exist within SBBC for the current fiscal year.

Professional

Development

BI

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OPERATIONS SAP REPORTS


Analysis of Order Values Analysis of Order Values-Interactive analysis with descriptors, net order

value, average per item, average per PO, and frequency; capability to also

compare periods

Purchasing ECC/BI

Compare Evaluations A tool to compare evaluations of vendors; search criteria; vendor, material,

info record, material group.

Purchasing ECC/BI

Delivery Due List Delivery Due List -Monitors delivery for warehouse and textbooks w/

addition of date range; displays shortage, material#, delivery date.

Purchasing ECC

Display Material Documents by Mvt. Reason Display Material Documents by Mvt. Reason-Search via material doc #,

purchase doc #, displays mvt type, material qty and stock value.

Purchasing ECC/BI

Display Inventory Count Use this procedure to view a past Inventory document. Display Inventory

Count by Physical inv document number-report gives phys inv history,

statistics (open, counted, recounted, deleted), Plant and storage location.

Purchasing ECC/BI

Display Material Document Display Material Document-Report details from item mvt type, accounting

documents and posting dates.

Purchasing ECC

Display Planned Orders Display Planned (picked) Orders by MRP controller, material, provider,

WBS (work breakdown structure)element.

Purchasing ECC

Display Purchase Order Display Purchase Order-Detailed info of Purchase; Header allows you to

access vendors address, texts, conditions and Org data, Purch group and

status. The item overview displays requisition number, requisitioner,

material data, with delivery schedule, delivery (shipping instructions, stock

type, shelf life); Invoice info ( final invoice, tax code); Account assignment

display allow you to see the func area, funds center and commit item info;

Item text with material specs and additional texts; Conditions control (print

price/Estimated Price).

Purchasing ECC

Display Vendor Display Vendor Name address and telephone number, Contact and other

communication.

Purchasing ECC

Display Vendor With Tax Code Display Vendor With Tax Code and Tax Categories , along with the

address, payment transactions, and contact persons.

Purchasing ECC/BI

Display Vendor with Tax Code Display Vendor Name address and telephone number, Contact and other

communication along with Tax Code - this Transaction Code is authorized

for specific AP and some power users.

Purchasing ECC

Display Warehouse Stocks of Material Display Warehouse Stocks of Material per storage location by plant.

Special stock can be managed separately by using the special stock

indicator.

Purchasing ECC/BI

Evaluations per Material / Mat. Group Ranking list of evaluations per Material / Mat. Group denotes list of

evaluations based on the material /mat group.

Purchasing ECC/BI

Expected Goods Receipts Displays expected deliveries with Purchase order numbers and delivery

dates.

Purchasing ECC

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Info Records per Material Info Records per Material-material, vendor sub/range, mat group, plant :

generates price calculations, last purch date, standard qty, net price, last

PO #, qty ordered and info record. Restrictions: only plant specific; flagged

for deletion, only with Purch org data.

Purchasing ECC/BI

Info Records Per Material Group Info Records Per Material Group- mat group, plant, vendor sub/range :

generates price calculations, last purch date, standard qty, net price, last

PO #, qty ordered and info record. Restrictions: only plant specific; flagged

for deletion, only with Purch org data.

Purchasing ECC/BI

Info Records Per Vendor Info Records Per Vendor -vendor sub/range, mat group, plant : generates

price calculations, last purch date, standard qty, net price, last PO #, qty

ordered and info record. Restrictions: only plant specific; flagged for

deletion, only with Purch org data.

Purchasing ECC/BI

Inventory Turnover Allows you to check the Inventory turnover on material or range of material

in a plant or warehouse; displays quantity on hand, period, and area

analyzed.

Purchasing ECC/BI

Material Document List Material Document List-Displays storage locations within plants, the

corresponding material document number, posting date, quantity and unit of

measure.

Purchasing ECC

Materials List Materials List displays material with plant, valuation type, Material

description, date of last change, material type, material group, base unit,

purchasing group, ABC Indicator, MRP type, valuation class, price control,

price, currency, price unit, and created by.

Purchasing ECC/BI

Outline Agreements by Material Group Outline Agreements by Material Group-displays arrangement between a

purchasing organization and a vendor for the supply of materials or

provision of services over a certain period based on predefined terms and

conditions via Material group.

Purchasing ECC/BI

Outline Agreements per Material Outline Agreements per Material-Displays the arrangement between a



conditions via material number.

Purchasing ECC/BI

Outline Agreements per Vendor Outline Agreements per Vendor-Displays arrangement between a



conditions via Vendor.

Purchasing ECC/BI

Periodic report to indicate slow moving zero stock

items

Periodic report to indicate slow moving zero stock items with option of Detail

Display, ABC Analysis, and Classification. This is report also gives the user

the option to display in double line or triple, and sort on a chosen field.

Purchasing ECC/BI

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Physical Inventory List Use this procedure to display information on inventoried items with a variety

of filters. Perform this procedure to help analyze your inventory records.

Prerequisites: previously completed or partially completed inventory.

Purchasing ECC

PR and related RFQ, PO and contracts. Display of

existing RFQ, PO and contracts related to purchase

requisitions

PR and related RFQ, PO and contracts. Display of existing RFQ, PO and

contracts related to purchase requisitions.

Purchasing ECC

Price Comparison List Price Comparison List by comparing quotes from RFQ provided by the

vendors .

Purchasing ECC

Purch. Orders by Account Assignment Purch. Orders by Account Assignment presents WBS (work breakdown

structure) element, vendor, supplying plant, scope of list can be generated

by choosing a document date range.

Purchasing ECC/BI

Purchase Order Price History Purchase Order Price History by vendor, material, material group; Options

(displays all records/sorted by organization); Displays variance, net price,

info record #, Purchase order # and material order date.

Purchasing ECC/BI

Purchase Orders By FUND (Summary) Purchase Orders By FUND (Summary). Purchasing BI

Purchase Orders by Material Purchase Orders by Material Purchasing ECC/BI

Purchase Orders by Material Group Purchase Orders by Material Group via material group access PO

History/release documentation, purchase document category and type,

vendor, material description, and account assignment/category.

Purchasing ECC/BI

Purchase Orders by Vendor Purchase Orders by Vendor-Displays line item history, POH/release

documentation, material short text, plant and storage location.

Purchasing ECC/BI

Purchase Requisitions: List Display Purchase Requisitions: List Display of Requisitions for plant/ stor loc,

specific requisition #, or a date range; Report includes short text and

requisitioner.

Purchasing ECC/BI

Purchasing Document per Document Number Use this procedure to view all POs by storage loc or plant and determine

what POs still have open invoices Summary report of all contracts with

total amount, invoiced amount, dates.

Purchasing ECC

Purchasing Documents Use this procedure to view all POs by storage loc or plant and determine



Purchasing ECC

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Purchasing Documents per Supplying Plant This report lists Purchasing Documents per Supplying Plant with Item,

Purchasing Doc. Type, Purch. Doc. Category, Purch. Organization,

Purchasing Group, PO history/release documentation, Document Date,

Material, Short Text, Material Group, Deletion Indicator, Item Category, Acct

Assignment Cat., Storage Location, Order Quantity, Order Unit, Quantity in

SKU, Stockkeeping unit, Net price, Currency, Price Unit, Still to be delivered

(qty), Still to be delivered (value), Still to be invoiced (qty), Still to be

invoiced (val.), No. of Positions (Sum allowed), Control indicator,

Purchasing Info Rec., Package number, Release group, Release Strategy,

Release status, and Release indicator.

Purchasing ECC/BI

Purchasing Reporting Purchasing Reporting (General Analysis)-Displays purchase order history

and status of purchase orders.

Purchasing ECC/BI

Ranking Lists Ranking Lists generates a report of vendors that gives overall evaluation

scores and average scores; search criteria: vendor, vendor class, scope of

list.

Purchasing ECC/BI

Requisition Approval Reminder Provides a list of requisitions to send out reminding of pending approvals.

Displays Material #, req#, item, short text, delivery /release date, mat group,

plant and storage location

Purchasing ECC

Requisition Summary Report Requisition Summary Report Purchasing ECC/BI

Requisitions by Account Assignment Requisitions by Account Assignment-List Display of Requisitions for by

entering acct assignment, plant/ stor loc, specific requisition #, or a date

range; Report includes short text and requisitioner.

Purchasing ECC/BI

RFQs by Collective Number RFQs by Collective Number Purchasing ECC/BI

RFQs by Material Group RFQs by Material Group-Provides Purchasing doc by material group

through vendor, plant, stor loc and delivery date.

Purchasing ECC/BI

RFQs by RFQ Number RFQs by RFQ Number-Provides Purchasing doc by RFQ#, vendor through

plant, stor loc and delivery date.

Purchasing ECC/BI

RFQs by Vendor Provides Purchasing doc by vendor through plant, stor loc and delivery

date.

Purchasing ECC/BI

Services per Purchase Order Purchase Order with details driven by Material Group and Date Ranges. Purchasing ECC/BI

Stock / Requirement List Report to see items that are a certain percentage above their reorder point

to possibly include them in purchase orders sent to vendors.

Purchasing ECC/BI

Stock/Requirements List A list of stock on hand, requisitions processed or stock needed Report to

see items that are a certain percentage above their reorder point to possibly

include them in purchase orders sent to vendors.

Purchasing ECC/BI

Summary report of all contracts with total amount,

invoiced amount, dates

Use this procedure to view all POs by storage loc or plant and determine



Purchasing ECC

Vendor Master reports for TIN, MWBE and

certification

Vendor Master reports for TIN, MWBE and certification Displays Purchase

order history corrections.

Purchasing BI

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Vendors not Evaluated Since Vendors not Evaluated Since-Displays the last time a vendor was

evaluated; search criteria: vendor, Purch org,

Purchasing ECC/BI

Vendors without Evaluation Vendors without Evaluation- Provides info of vendors they have not yet

been evaluated with vendor name, number and address.

Purchasing ECC

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PAYROLL SAP REPORTS


Check completeness of posting Displays a list of all personnel numbers that have not yet been posted. Also

lists all employees who have been rejected from the posting.

Payroll ECC

Display Payroll Results Displays the Payroll Results H99_DISPLAY_PAYRESULT with the contents

of all tables and field strings for any payroll cluster.

Payroll ECC

Display Savings Bonds Purchases This report displays Savings Bonds purchases as interpreted from payroll

records from payroll at the end-of-period date. Payroll results reflect

periodic payroll deductions accumulated up as well as the bonds

purchased. Displayed are also the bond owners.

Payroll ECC

Employees who are Medicare Providers Medicaid Roster file creation: displays employees who are in positions

where they provide Medicare services as defined by job classes. This

program reads an input file of job classes and chooses all employees in

positions with any job classes on the file in a particular quarter. Primary and

554 positions are checked as well as any specified wage types.

Payroll ECC

Exemption Expiration Report Displays which employees' tax exemptions, entered in Infotype 0210 W-4

Withholding Info., are due to expire soon.

Payroll ECC

Garnishment Statements (Garnishment Statistics) Displays garnishment statistics, including number of employees and their

garnishments as well as other details on the employees.

Payroll ECC

Garnishment statistics Displays garnishment statistics, including number of employees and their

garnishments as well as other details on the employees.

Payroll ECC

Gross and Net Earnings Report Displays gross and net earnings for employees within your organizational

unit for a specified pay period.

Payroll ECC

Medicaid Quarterly Process Posted salary & fringe benefit dollars report. Reads in the roster file (above)

and retrieves the dollars posted to the Medicaid specified class for Fund

100. Run setup is for a single month at a time. Produces an output flat file.

Payroll ECC

Medicaid True-up Trueup Report. This program sums up all of the monthly ZPBFMEDICAID

dollars into a single report. The fringe benefit percentages can be adjusted

here if needed to produce a final 'trueup' report.

Payroll ECC

New hire report (New Hire Compliance Report) This program generates a list containing the following federally mandated

information on newly hired employees: Employer name, address, and

identification number (EIN), Employee name, address, and Social Security

Number, as well as additional information, such as employee date of birth,

date of hire, and employer state unemployment insurance number,

depending on each state's requirement.

Payroll ECC

OC: List of Replacements/Reversals This report reads and displays the contents of table T52OCL - Checks

Replaced or Reversed.

Payroll ECC

OC-Batch: Batch Table List This report reads and displays the contents of the table T52OCG (Off-

Cycle: Flags for Batch: Payroll, Subsequent Program) . The table T52OCG

contains all data on the results of off-cycle payroll runs, payment

replacements and reversals that you have carried.

Payroll ECC

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PAYROLL SAP REPORTS


Off-Cycle Workbench USA The Off-Cycle Workbench is a special user interface in the SAP System for

various off-cycle operations. Included is the ability to view individual

employee's paychecks.

Payroll ECC

Overtime Report Displays overtime paid to District employees for a specified period. Payroll ECC

Payroll Journal This report generates the payroll journal using existing payroll results as a

base. The payroll results are displayed using the in-period view; in other

words, retroactive accounting runs are printed together with the payroll run

during which the retroactive run took place.

Payroll ECC

Payroll reconciliation report The Payroll Reconciliation Report is used to reconcile payroll results from a

specified time interval both with Tax Reporter results and, to a lesser extent,

with the amounts posted to the Financials (FI) application component. The

output of this report can be used to cross-check the accuracy of the results

produced by these reporting programs.

Payroll ECC

Remuneration Statement Displays total earnings, pre-tax deductions, taxes, post-tax deductions, for

individual employees identical in content to the paystub, minus the Leave

Summary information.

Payroll ECC

Report Wages From CRT Displays wages from the Cumulated Results Table. Payroll ECC

Thirteen week salary report

(Risk Management)

Displays employee's earnings going back 13 weeks prior to a specific date

entered (usually the date of an accident).

Payroll ECC

W-4 Withholding Allowance Report This report checks employees' Infotype 0210 W-4 Withholding Info. records

to find cases where employees have claimed more allowances than allowed

by that tax authority A filing status different from the filing status on Infotype

0161 IRS Mandates.

Payroll ECC

Wage Type Reporter A report listing all wage types (supplements, attendance and one-time

payments) employees at the primary org unit, which have been paid during

a specified period.

Payroll BI

Wage type statement (US stand.) Int. The wage type statement is used for displaying lists of wage type

distributions based on the payroll data for the persons selected.

Payroll BI

Worker Compensation Category (Risk Management) Provides Workers Compensation Category, Job Class, Job Title, Gross

Salary and Overtime Rate information (if applicable) for selected

employees.

Payroll ECC

Absence List (Attendance/Absence Data: Calendar

View)

Displays summary of absences/attendances for an employee for a specified

period.

Time ECC

Absence Overview Displays absences entered for employees within a specified time period. Time ECC

Ad Hoc Query A non-standard inquiry. An ad hoc query is created to obtain information as

the need arises and displays information specific to that need.

Time ECC

Attendance List The report creates a list of all employees who are at work, absent with a

reason, absent without a reason, or late at a specific time. The list shows

you which employees are absent at the time of the evaluation. You can also

display employees who should be at work according to their personal work

schedule, but are not at work.

Time ECC

22 of 23

PAYROLL SAP REPORTS


Attendance Overview Displays attendances entered for employees within a specified time period. Time ECC

Attendance/Absence Data: Calendar View This report displays attendances and absence for each employee. In

addition, you can output statistics and a legend for each employee.

Time ECC

Cumulated Time Evaluation Results This report creates a list of the day balances, cumulated balances (period

balances), or time wage types that were determined by time evaluation.

Time ECC

Deleted Absence Records/Retroactive Time

Report(Retroactive time Data Changes)

Displays absence and/or attendance data that was changed after payroll

was processed.

Time ECC

Display Absence Quota Information Displays absence quota information for individual employees or an entire

Organizational Unit for a specified period.

Time ECC

Display Cluster B2 You can use this report to display the current content of the B2 cluster for

each employee.

Time ECC

Display Time Sheet Data Displays hours in “real time” that have been entered and saved to an

employee’s record. This report displays data entered through CAT2 as well

as data interfaced from COMPASS and KRONOS.

Time ECC

Employees Eligible for Sick Leave Buyback Identifies employees who are eligible to participate in the annual Sick Leave

Buy Back program.

Time ECC

Graphical Attendance/Abs. Overview This report displays attendances and absence for each employee. In

addition, you can output statistics and a legend for each employee.

Time ECC

SAP Query: Maintain queries SAP Query is a program generator, with which a SAP can provide users

without ABAP know-how of report. The user must only know, in which table

the desired data to be located.

Time ECC

Show Work Schedules Displays the work schedules for employees for a specified period of time. Time ECC

Time Evaluation The time evaluation driver RPTIME00 evaluates employee time data. Time

balances and wage types are formed in RPTIME00's rule processing.

Time ECC

Time Evaluation Messages Display This report creates a list of messages that were generated during time

evaluation.

Time ECC

Time Management Info System (Daily Work

Schedule)

Time balances and wage types are formed in RPTIME00's rule processing. Time ECC

Time Management Report Displays hours worked for employees within your organizational unit. This

report can be run by pay period or other specified periods of time.

Time ECC

Time Statement Displays an overview of the results determined by time evaluation, for

example, an overview of time balances and time wage types for each

employee.

Time ECC

Tool Selection for Time Management (Personal Work

Schedule)

Displays an overview for one or multiple employees for each day in any

given period, which includes all essential planned specifications concerning

the working time of an employee.

Time ECC

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