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Pennant Accounts - Corporate Reports

The Business Objects Corporate Documents area provides access to pre-defined, prompt-driven reports that you can run to retrieve a standardized perspective on your data. You must have a Data Warehouse account and password, as well as a Business Objects InfoView account. See the Pennant Account Data Security page for more information.

Using InfoView:

Once you have an account, the InfoView web page allows you to view the list of corporate documents in the Business Objects repository and refresh and download those documents via the web. To access the corporate documents using InfoView (Business Objects users only):

  1. Point your browser to
    https://bobjprod.isc-seo.upenn.edu/InfoViewApp/logon.jsp
  2. Enter your Business Objects ID and password in the User Name and Password fields that appear. Click OK to continue to the InfoView Welcome page.
  3. The InfoView web portal allows you to view the list of reports in the Business Objects 'Public Folders', refresh those documents via the web, and if desired, save them to your desktop as Excel or pdf files. The 'Public Folders' are listed in InfoView when you navigate to 'Document List.' You will only be able to view or use reports in the public folders that you have access to. Documents should be renamed and saved to your own 'My Favorites' folder on the portal if you need to edit them using Webi. Documents can only be edited in Webi when placed in your 'My Favorites' folder.

Corporate Reports List

Count PhD Students with Tuition Funded

Replaces the report of the same name that previously used the legacy BRS Combined universe. The query prompts for a division or divisions, and a term. It finds PhD students in the specified divisions who were actively enrolled and billed in the specified term, and shows how much tuition, general fee, tech fee and health insurance was billed and funded.

Count students with Tuition Billed

Replaces the report of the same name that previously used the legacy BRS Combined universe. The query prompts for a term and has an optional prompt for a division or divisions; if left blank, it returns data for all divisions. It finds students who were billed for tuition in the specified term.

Count students with no tuition billed

Replaces the report of the same name that previously used the legacy BRS Combined universe. The query has custom sql, as documented on the "custom sql" report tab; the query should not be modified in any way unless the user understand how to reset the custom outer joins. The prompts are for division or divisions, and term. It finds students in the specified divisions who were actively enrolled in the specified term but were not billed tuition.

Detail Code summary report

Replaces the "BRS Subcode Summary" report that previously used the legacy BRS universe. The query prompts for a term, and returns the total applied and unapplied charges and payments, by Detail Code, for that term.

Pennant Accounts details for selected students

Replaces the "BRS Snapshots for Multiple Students and Record Types" report that previously used the legacy BRS universe.The query prompts for a specific Penn_ID or Penn_IDs, and for a Term. The term prompt is optional. (Note: old BRS data has not be converted to Pennant Accounts. This report will not show all billing history for the selected students. If the term prompt is left blank, the report will find all Pennant Accounts data for the selected students.)

Select Detail Codes and Accounting Dates

Replaces the "Select Subcodes and Batch Date" report that previously used the legacy BRS universe. The query prompts for a "matches pattern" on the desired Detail Code. For example, 'A%' will return data for all Detail Codes that begin with the letter A. The other prompts are for the beginning accounting date and ending accounting date (aka "batch dates") These dates must be entered in YYYYMMDD format. For example, a begin date of '20150701' means July 01, 2015. The report shows a breakdown of the billing activity, by Detail Code, in the specified date range.

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Information Systems and Computing
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Information Systems and Computing, University of Pennsylvania