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Questica CSU Custom Reports
Overall Aim:
This session aims to inform about basic Questica report operations and to teach you how to run the CSU Custom reports in Questica.
Session Length: 120 minutes
Intended Audience: Budget Analysts
Prerequisite: Familiarity with Questica
Format: Direct Instruction, Guided Practice, and Independent Practice
Session Objectives
At the end of the session, the participants will be able to:
- Articulate the function and purpose of the 3 types of CSU Custom reports
- Access Questica and navigate to the CSU Custom reports
- Run and read the Expense Projection, Fund Balance, and Financial Summary reports
- Expand sections to view detail
- Search within reports
- Save parameter sets
- Drill down and up to other reports
- Distinguish between different export options
- Download and print reports
- Identify the connection between Questica, CFS, and FDW
- Use Autofill
- Schedule reports
- Use Report Tools to manage parameters and schedules
Session Documents
- Handout (11x17) (pdf)
- Quick Reference Guide (pdf)
- Guided Practice Activities (pdf)
- Independent Practice (pdf)
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