Viewing Class Codes in the UGA Financial Management System

   Overview   

This article explains the steps to run a query to view all Class ChartFields.

In this article you will walk through the steps to run a query to view all Class ChartFields.

1. Step 1

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First, log into the Financial Management System.

Click the Employee Self Service drop-down menu.

2. Step 2

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Click the UGA Financials link.

3. Step 3

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Click the Query Viewer tile.

4. Step 4

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The Query Viewer page is displayed.

Enter appropriate information into the begins with field.

Example shown here: " UGA_GL_CF " in the begins with field.

5. Step 5

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The requested result is displayed. Click the appropriate link.

Example shown here: HTML link for the UGA_GL_CF_CLASS_CF_TBL query.

6. Step 6

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The requested data is displayed.

Click the Excel SpreadSheet link to download the data into an Excel file.

7. Step 7

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Click the Open button.

8. Step 8

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The Excel file is displayed.

Click the Home tab.

9. Step 9

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Click the Sort & Filter button.

10. Step 10

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Click the Filter menu item.

11. Step 11

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Click the drop-down list next to the CLASS field.

12. Step 12

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Enter appropriate information into the CLASS search field.

Example shown here: " 67* " in the CLASS search field.

13. Step 13

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Click the OK button.

14. Step 14

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The Foundation Accounts are sorted according to Class Codes. You can sort and analyze the data in any way you want.